Richpanel connector

Use your Richpanel data for reporting, automation and AI.

Data Panda brings your Richpanel data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Richpanel logo
About Richpanel

The helpdesk where your store support happens.

Richpanel is a customer service platform built for ecommerce. It pulls email, live chat and social messages into one inbox, shows agents the customer's order context next to the conversation, and lets shoppers track orders, start returns and exchange items through a self-service portal. Conversations, customer profiles, macros, tags, custom fields, assignment rules and CSAT responses all live behind it, and its Sidekick AI drafts replies, answers repeat questions and handles two-way translation.

Inside Richpanel you see the queue. You do not see which products drive a third of the returns, which Klaviyo SMS campaign filled the inbox the next morning, or whether Sidekick's auto-replies actually closed the case or just delayed an agent. Put Richpanel conversations next to your Shopify orders, your refunds and your marketing data, and the support queue turns into one of the clearest reads you have on the catalogue and the customer.

What your Richpanel data is for

What you get once Richpanel is connected.

Support next to orders

Tickets, CSAT and Sidekick AI replies in the same picture as Shopify revenue, returns and refunds.

  • Ticket volume tied to product and order value
  • CSAT and reopen rate per channel and per agent
  • Self-service portal use against tickets that still reach an agent

Ticket-driven ecommerce

Let the rest of the stack react to what a Richpanel conversation already said about an order or a customer.

  • Repeat product complaints alert merchandising in Slack with order context
  • Open complaint pauses Klaviyo flows for that customer
  • Return and refund conversations sync back to the Shopify order

AI workflows

Use conversation history and Sidekick transcripts to group topics, score risk and audit auto-replies.

  • Topic clustering for product, shipping and returns complaints
  • Repeat-contact and churn-risk scoring from ticket frequency and CSAT
  • Sidekick auto-reply audit against reopen rate and CSAT

Custom apps on your data

Internal tools on Richpanel data that merchandising and CX leads keep asking support to export by hand.

  • Returns board per product for buyers before the next order
  • Channel scorecard with cost-to-serve per acquisition source
  • CX-leadership view of ticket load against order volume
Use cases

Use cases we deliver with Richpanel data.

A list of concrete reports, automations and AI features we have built on Richpanel data. Pick the one that matches your situation.

Tickets per productConversation volume per product, weighted against units sold.
Returns by reasonReturn and exchange conversations grouped by product and reason.
Sidekick AI auditAuto-replied, drafted and escalated, with reopen rate and CSAT.
CSAT per channelScore split across email, live chat and social.
First-response by channelEmail, chat and social against your own targets.
Self-service deflectionPortal sessions that resolved versus those that opened a ticket.
Macro usage and outcomeWhich canned replies resolve and which trigger a reopen.
Cost to serve per channelSupport time and refund value tied to acquisition source.
Repeat-contact customersShoppers in the queue more than three times in ninety days.
Campaign ticket spikesInbox volume the morning after a Klaviyo send.
Backlog by tagOpen conversations older than target, by tag and team.
Real business questions

Answers you will finally get.

Which products drive a third of our support and returns?

Conversation and return count per product against units sold over the last quarter, ranked. Surfaces the catalogue items whose support and refund cost outruns their margin, so merchandising and quality know which suppliers and product pages to revisit before the next order.

Is Sidekick actually closing cases or just delaying an agent?

Sidekick auto-replied conversations split by reopen rate, escalation rate and CSAT, by topic. Shows the conversations Sidekick technically handled but the customer reopened within a week, so the auto-reply rate stops flattering the real deflection rate.

How much of our ticket volume is the marketing calendar creating?

Inbox volume by day lined up against your Klaviyo and Mailchimp send dates, by campaign and segment. Names the sends that fill the queue the next morning, so CX staffing and the marketing calendar are planned against each other instead of in separate rooms.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Cost-to-serve per acquisition channel and per product, with refund value tied to supplier. Margin talks move from 'support is expensive' to 'these product lines lose money once tickets and returns are counted'.

For sales leaders

Open complaints visible before a campaign goes out, and conversation history beside the customer's order value. Marketing stops emailing a customer mid-refund, and chat sessions get credited where they earned the order.

For operations

First-response, reopen rate and Sidekick quality on one board, with self-service deflection beside it. Staffing and AI-tuning calls are made on measured outcomes, not on the dashboards Richpanel ships out of the box.

Ideas

What you can automate with Richpanel.

Pair with Shopify

Mirror Richpanel conversations on the Shopify order timeline

Open Richpanel conversations, return cases and CSAT scores show up on the matching Shopify order and customer profile. Merchandising sees which products drive complaints in the same screen as the order, and ops sees which fulfilment cycles produced the most reopen tickets the week after.

Pair with Klaviyo

Pause Klaviyo flows for customers with an open Richpanel complaint

Customers with an open complaint or a recent negative CSAT are held out of active Klaviyo campaigns and flows until the case closes. Marketing stops emailing a customer in the middle of a refund, and the win-back automation triggers on the right moment instead of the worst one.

Pair with Slack

Alert merchandising in Slack on repeated product complaints

When one product collects more than a threshold of damage, fit or quality conversations in a rolling week, a Slack alert lands in the merchandising channel with the order count, product and example tickets. Buyers act on the trend before the next purchase order ships.

Pair with HubSpot

Surface Richpanel conversation history on HubSpot contacts

Richpanel conversations, CSAT scores and tags push into HubSpot as timeline events on the matching contact. Marketing and CRM see the support history before an outreach, and segmentation can exclude customers in active complaint without a hand-built list.

Pair with Mailchimp

Suppress Mailchimp audiences for unhappy customers

Customers with a recent negative CSAT, an open return ticket or repeated complaints sync nightly into a Mailchimp audience used as a suppression list. Newsletters and promotions stop landing in the inbox of someone whose last conversation with the brand was about a missing order.

Pair with WooCommerce

Link Richpanel tickets to WooCommerce orders and customers

Richpanel conversations resolve against the WooCommerce order, customer and refund record in the warehouse. The product team works return reasons per SKU in their own queue, and finance sees refund value tied to the conversation that asked for it rather than a raw refund total.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Richpanel data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Richpanel to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Richpanel connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does the sync include conversation content or only ticket metadata?

Both are available. Metadata always lands: conversation ids, tags, channels, agents, CSAT scores and timestamps. Conversation text comes in when topic clustering, Sidekick AI audit or product-feedback work needs it, with PII redaction and retention agreed up front so customer messages only enter the warehouse under explicit controls.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Richpanel setup and the systems around it. Together we pick the first thing worth building.