Referral Expert (REx) is the AI assistant built into ReferralCandy. It can read campaign settings, rewards, analytics, and customer referral records in your ReferralCandy account. You can ask it for help choosing rewards, managing your campaign, or finding details about your own program. It is the same assistant used in guided setup, and you can return to it after your campaign launches.

How to open Referral Expert

Open ReferralCandy. On Shopify, go to Apps > ReferralCandy in your Shopify admin. On other platforms, sign in to your ReferralCandy dashboard.
Select Referral expert in the ReferralCandy menu.
Type what you want help with.

To start a new referral campaign with guided setup on Shopify, open Referral campaigns and select Create with guided setup.

Looking for the AI onboarding assistant you used before? Open Referral expert from the menu, even if you have reinstalled ReferralCandy or set it up before. You can return there even when the guided setup card is no longer on your dashboard.

What Referral Expert can help with

Use Referral Expert when you want advice based on your store, help making a supported change, or an answer that requires looking up your account data:

Choose rewards. Discuss your products, order value, margins, and goals to work out a suitable friend offer and advocate reward.
Build a referral campaign on Shopify. Use guided setup to configure rewards, review your branding and messaging, and launch your campaign.
Update your program. Ask for changes to rewards, campaign copy, branding, or the audiences included in your campaign. After asking for a change, check the settings in ReferralCandy.
Understand performance. Look up referral revenue, referred purchases, or sharing activity for a particular campaign and date range.
Look up an advocate or referred friend. Ask about the referred purchases associated with a specific customer, an advocate's recorded rewards, or a customer's referral link.

Referral Expert works with the ReferralCandy account you are signed into. Name the campaign you mean and include a date range, customer email, or order number when it helps identify what you are asking about.

Things you can ask Referral Expert

For example, try:

“Help me choose a reward that fits my margins.”
“How much referral revenue did this campaign bring in last month?”
“Which referred purchases are associated with this advocate: [customer email]?”
“What referral information is recorded for this referred friend: [customer email]?”
“Which rewards has this advocate earned: [customer email]?”
“Suggest a share message that sounds more like our brand.”
“Help me choose which customers to include in this campaign.”

Return to a conversation

Your Referral Expert chats are saved in the Conversations panel. If the panel is collapsed, select Expand conversations to open it. Select a conversation to continue it, or select Start new conversation to begin a fresh chat.

When you need support

If Referral Expert cannot resolve your question, or you need help with billing, account access, or a technical problem, our support team can help. Just let us know you would like to speak with a person.

Referral Expert FAQ

Is Referral Expert the same as the AI onboarding assistant?

Yes. Referral Expert is the AI assistant behind guided setup. You can open it again from Referral expert in the ReferralCandy menu after setup or after launching a campaign.

Can I manage my campaign manually instead?

Yes. You can use the campaign settings pages directly to manage your program. Referral Expert gives you another way to get advice and make supported changes.