What's new in IdealData

The separate status badge and "Customer status" menu are replaced by one colour-coded chip. Click it to see the current status, whether it is automatic or who set it and when, and a one-sentence explanation of what it does for re-engagement alerts.

You can mark a customer as Disengaged or Departed from the chip, and return to automatic when you want the system to decide again. Churned is worked out automatically and can't be changed by hand. There is now one clear place to read and change a customer's status.

The product panel has three new sections. Stock first shows current stock, the expected stockout date and the reorder lead time, with an order-by date. Every sale lists the sales behind the numbers. Demand charts the last 12 months plus a forecast, can split demand by brand, and can compare against last year.

The stock and demand view that was on the Low Stock alert now also appears on the product itself, so you can judge reorder timing without leaving the product.

More lists now keep loading as you scroll:

• Carts list: it used to show only the first 100 carts with no sign that more existed. It now loads the next 100 each time you reach the bottom.
• Customer panel, Cart tab: the next lines load as you near the end.
• Customer panel, resolved alerts: the "+ N more" link still opens the full list, which then loads on scroll.
• Segment activity panel: older changes load as you scroll.
• Account, Billing: older Shopify billing cycles load as you scroll.

Each list ends with "All caught up." once everything is showing. If a page fails to load, you see "Couldn't load…" with a Try again link instead of a list that quietly looks complete.

The price of the Late Purchase Order and Follow-up alerts has come down:

• Startup: $0.03
• Business: $0.02
• Corporation: $0.01

The new prices also apply to alerts already counted in your current billing cycle. Enterprise pricing is unchanged and stays as agreed with you.

Cart, order and customer journeys now have a funnel button called "Show in this journey". Use it to show only the kinds of activity you care about:

• page views
• cart changes
• forms
• calls
• emails
• texts
• alerts

Orders, checkout and cart views always stay visible. Each kind of journey remembers your choice separately.

Long journeys become much quicker to read when you only want, say, the calls and emails.

Some Shopify cart steps were showing up as a plain "Added to cart" with no product name. This happened most often with products that have no size or colour options. Those steps now show the product name again.

Your team can see what a shopper added without opening the product or guessing.

In the customers list, any customer with an open alert now has an orange ring and a small bell on their avatar. Hover over it to see which alerts are open. A new "need attention" pill at the top shows how many customers have open alerts. Click it to narrow the list to just those customers. It replaces the old "at risk" pill and works together with any other filters you have on. If you export the list to CSV while it is on, the export includes only those customers.

Your team can see at a glance who needs a response and go straight to them, instead of opening customers one by one.

The Follow-up alert is now available on every plan, not just Business and up. On Startup, it reads the last 15 days of emails, texts and call transcripts.

When the ways you have tried to reach a customer are not working, cart and customer journeys suggest a channel you have not tried yet, based on the contact details you have.

On the customer journey card, this suggestion is now the only note above the timeline. The summary sentence that used to sit above it has been removed, so the next step is easier to spot.

Email rows on the journey can now be opened in place. You see the full message with who sent it and who received it. From there you can open the whole conversation with that customer, with every message in order from oldest to newest. Your team's replies and the customer's messages are shown on opposite sides, so the thread is easy to follow.

You no longer need to switch to your email tool to find out what was said. Where your plan includes AI reading of messages, days the customer mentions are highlighted in the text.

Some Adobe Commerce stores limit how many records can be read in one go, and imports from those stores could fail when we asked for more. IdealData now reads those records in smaller batches that fit the limit, without skipping or repeating anything. It also remembers the limit: the page-size setting in the connection's Advanced section is lowered automatically, so later imports don't hit the same refusal.

Carts and alerts created by your own team's email addresses no longer show up in your cart list or trigger sales alerts, so your team can test checkout without cluttering real customer activity. This now also applies to AI-generated conversation summaries, which skip messages from staff addresses the same way.

We also improved how carts are matched to products, so cart details are more accurate across the board.

Connect your Aircall account to bring call history straight into IdealData. If you already use another connected phone or CRM tool, duplicate calls are automatically caught so you don't see the same call twice.

Calls brought in from Aircall now also carry Aircall's own AI-written summary and key topics, so your team can scan what a call was about without listening to the whole recording.

When we write the story of how an order came together, we now read the full call transcript when one is available, instead of relying on a short note or summary that might miss what was actually said.

If a transcript lands after the order was already placed, the story updates automatically to include it — so the record stays accurate even when transcripts take a few minutes to arrive.

When a customer promises a date, signals pause and awaits for that day instead of following the usual schedule.

Forget setting manual followup tasks and reminders. This is all done for you automatically.

On the Journey tab, each order's "Order placed" entry now says who placed it — the customer themselves, a member of your team working in your store admin, or an AI agent such as ChatGPT acting on the customer's behalf. If the order came through a marketplace or app, that's named too.

This replaces the separate line that used to say where the order was created, so you get the full picture in one place instead of piecing it together from two rows.

If a customer places a second order in the same storefront visit as their last one, the Journey tab now shows a "Back-to-back order" summary linking to the earlier order and the shared credit, instead of attributing the new order to its own, separate acquisition path. Visit and cart rows on the timeline are labelled the same way, and a hover card on the order panel and orders list explains the shared credit at a glance.

This keeps your attribution reports accurate when a shopper simply reorders a few minutes later, rather than crediting the second order to "Direct" or an unrelated source.

If a shopper clicked from your store onto an account or login page on the same site, the Journey tab could wrongly log it as a referral from an outside site, crediting the order to that referral instead of what really brought the sale.

We fixed this so visits within your own store are no longer counted as a separate referring site. Genuine referrals from other sites, and tracked campaign links on your own pages, are unaffected.

The cart and customer views now show the same follow-up alerts — active browsing, low-value cart, VIP cart, high-value cart, and re-engagement — in one place, no matter which screen you're on. A short summary of what the customer told you in their last call, text, or email sits alongside the alerts, including the name of the rep who spoke with them.

This gives your team one clear view of whether to call, monitor, or nurture a shopper, along with the full context before they pick up the phone.

Alert follow-up status now shows as a colored ring around the customer's avatar. This ring now appears on the carts list and cart detail panel as well as the orders list and order panel, using the same rule everywhere, so you can see your team's response to an alert at a glance from any screen.

Open any call entry on a customer's journey timeline to read the full transcript, including who said what, a short summary, and the key topics covered. Transcripts load only when you open them, so the rest of the journey stays quick to browse.

This makes it easy for your team to see exactly what was discussed on a call without having to listen to a recording.

A small counter now appears next to the My Signals tab, showing how many alerts are currently open for the selected brand.

This gives you a quick sense of your alert queue without needing to open the feed.

When a shopper on a Shopify store starts adding items to their cart, your Carts list and Cart panel now show that basket as Active right away, with its items, stock, where the shopper came from, and how long they usually take to buy. Before this, you saw nothing until the shopper reached checkout and left — if they ever did.

Each order's mark now shows a colored dot and, when its journey began. Hovering shows every alert in that order's journey and what your team actually did about it — a call, text, or email to the customer.

This gives a clearer picture of whether your team is really reaching the customers who trigger alerts, not just marking them as handled.

As out platform evolves, we stoped seeing a need to require a human clicking a button to manually set a reminder. The system reminds you automatically next time when it matters.