In short
With the MCP, you query your WAX data in plain language, as you would with a colleague. No need to know the WAX menus: the assistant fetches the numbers for you. This guide gives you a simple method and examples to copy.
Before you start: WAX must be connected to your assistant. If it isn't yet, follow Connect WAX to Claude or ChatGPT (MCP).
The method: 4 ingredients for a good question
The brand: "For brand X…" (useful if your account manages several).
What you want to know: revenue, read rate, number of orders…
The period: "in October", "over the last 30 days", "from November 1 to 15".
The format: a number, a table, a chart, a summary.
Too vague | Precise |
"How are my campaigns doing?" | "For brand X, rank my October campaigns by revenue, in a table with sends, read rate and orders." |
Then keep going as in a conversation: "And in September?", "Make it a chart", "Which ones have the best click rate?"
Analyze your performance
"How much revenue did my automations generate last month?"
"What is my WhatsApp read rate over the last 30 days?"
"How many orders did my abandoned cart automation generate in October?"
"How many conversations did the AI Agent handle this week, and how many were handed over to the team?"
Compare your automations and campaigns
"Rank my September campaigns by revenue."
"Compare my September and October campaigns: sends, reads, clicks and orders."
"Which automation has been the most profitable since the start of the year?"
Prepare a report
"Give me a summary of my WhatsApp, RCS and SMS performance this quarter, as a table."
"Show how my revenue evolved week by week, as a chart."
"Write a 5-line summary of this month's results to send to my team."
Create or edit an automation
"Which automations are live right now?"
"Create a welcome automation that sends a 10% discount code to new subscribers."
"Add a reminder 24 hours after the first message of my abandoned cart automation."
Step by step: Create an automation with your AI assistant.
Prepare a campaign
"What are my contact lists, and how many contacts does each one have?"
"Create a segment of customers who have already placed an order."
"Prepare a Black Friday WhatsApp campaign with 20% off the whole store, for this segment."
Step by step: Prepare a campaign with your AI assistant.
Work across several brands
"What are my WAX organizations?"
"For brand X, how much revenue did my campaigns generate this month?"
"Compare the WhatsApp read rate of brands X and Y in October."
Understand the numbers
Read rate: the share of sent messages that were read.
Attributed revenue: the value of orders placed after a customer read, clicked or interacted with a message, within your organization's attribution window. That's why it can differ from your store's total.
Currency: amounts are shown in your organization's currency.
Good habit
The assistant can get a period or a calculation wrong. Before sharing an important number, check it in WAX Analytics, or ask the assistant: "How did you calculate this number?"