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How the discount ladder works

Updated · 2 min read

Your assistant can offer a discount, but it never leads with one and it can’t give your store away. The discount ladder sets how far it can go.

The two numbers on your ladder

  • First step: the code the assistant offers first.
  • Cap: the most any customer can ever get. Codes never go above it.

Both are set in your agreement. Owners can see them in Settings › Store › Agreement and on the Discount guardrails card on Campaigns. To change them, just ask us.

How the assistant climbs it

  1. Ask before sending a code. When price is the reason, the assistant asks whether a personal code would help. A yes means they’re halfway to ordering. A no tells it the problem is something else, like shipping or fit.
  2. Start at your first step. Most people who hesitate on price say yes to the first step. Starting at your cap gives margin away for nothing.
  3. Go to your cap once, only if they still hesitate. One final offer at your cap. Never a third offer, never above the cap.

The codes themselves

  • Personal and single-use. Each code is made for one customer in one conversation and works once.
  • 24 hours. Codes expire after a day, so they don’t get shared around or turn into a standing discount.
  • Made in your Shopify. They’re real Shopify discount codes, applied by the checkout link the assistant sends.
  • No code before a reply. The first message never contains a code or a link.

You can see each code’s state in the conversation’s side panel: Active, Used or Expired, with its step on the ladder.

Why codes matter for billing

A sale counts as ours only when the customer uses one of these one-use codes. No code, no fee. See What counts as an attributed sale.

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