Answer Points Balance Questions on WhatsApp with Rivo
Yes. AeroChat works directly with Rivo. When a member asks about their points, AeroChat checks who they are, finds them in Rivo by email and replies with their points balance, VIP tier and the best reward they can get now.
This recipe answers “how many points do I have?”, “what tier am I?” and “do I have enough for something?” in chat, from your own Rivo data. Part of connecting Rivo to WhatsApp and AI chat.
What happens today
Members do not log in to check their points. They ask in chat, usually when they are about to buy. Your team opens Rivo, finds the customer, reads the balance and works out which reward they can afford. If the answer comes after the order is placed, the member misses the reward they wanted to use and the points sit unspent.
The flow that works
- The member asks about their points.
- AeroChat checks the email or phone number against their Shopify orders.
- It finds them in Rivo and reads their points balance and VIP tier.
- It replies with both in one line, names the best reward they can afford and offers to redeem it.
What it looks like on WhatsApp
Customer: How many points do I have? About to order. (example)
AeroChat: You have 2,300 points and you are a Silver member. That is enough for a $20 discount (2,000 points), which you could use on this order. Would you like me to redeem it?
In Rivo: nothing changes. AeroChat read the member’s points balance, VIP tier and the rewards list.
The recipe
Copy this into AeroChat
When a customer asks about their points, balance, tier or rewards, follow these steps.
- Check their identity first: match the email or phone number they give, or the WhatsApp number they are messaging from, to their Shopify orders.
- Find them in Rivo by that email and read their points balance, loyalty status and VIP tier.
- Reply with their points and tier in one line, for example “2,300 points, Silver member” (example).
- Read our rewards from Rivo and name the best reward they can afford now. If they cannot afford one yet, name the closest and how many points they still need.
- Offer to redeem a reward, and use the redeem workflow if they say yes.
- If they are a guest or not in the program, explain how to join from the knowledge base.
Never share another member’s points. Never promise points Rivo has not recorded. Reply in the customer’s language.
Add how members join and earn points to the knowledge base before you paste it.
What to connect
- Your Shopify store. Built in. Install AeroChat from the Shopify App Store and connect your store in the dashboard, so AeroChat can check who the member is from their orders.
- Rivo. In your Rivo dashboard, go to Settings, then Developer Toolkit, and generate a key in the REST API Keys section. Paste it in when AeroChat asks.
- Your knowledge base. Add how members join, how they earn points and how rewards are used at checkout.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Rivo, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Rivo’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Your earning rules, rewards and tiers, which stay in Rivo.
- Whether AeroChat suggests a reward with every balance, or only when asked.
- How a member proves who they are before AeroChat shares a balance.
The result to expect
Members see their points and what those points buy at the moment they are ready to order. More points turn into redeemed rewards, and your team stops looking up balances by hand.
Measure it with your own numbers: points questions answered in chat without your team, and rewards redeemed, for a month before and after.
Next: see every Rivo workflow, including redeeming a reward in chat.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same Rivo connection behind it. See what each channel does on the Rivo integration page.
Answer your first points question in chat
Install AeroChat, paste the recipe, add your Rivo API key, and ask your own chat how many points you have.
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