Skip to main content
Saved prompt: monthly_spend_review

​
The prompt

You
Screenshot to add — images/c3a-prompt.png: the spend-review prompt typed into the chat.

​
What the AI does

  1. get_usage_and_quota — this period’s allowance granted, used and remaining per pool, what you spent, your shared wallet, and any sends waiting for credit.
  2. get_billing_overview — current plan, price, subscription status, next billing date and included features.
  3. get_billing_history — past cycles, what was used, and whether any allowance lapsed.
  4. compare_plans — what other plans cost and include, what your current plan is missing, and the cheapest plan that has it.
Then it writes the recommendation.
Screenshot to add — images/c3b-tool-calls.png: the four billing tool calls in sequence — usage and quota, billing overview, billing history, compare plans.

​
One thing to know about pools

There are three allowance pools: notification, SMS and WhatsApp. Email and web push share the notification pool — so “I’ve barely sent any emails” and “my notification pool is nearly empty” are not a contradiction if web push is doing the work. Beyond the allowances there is one shared wallet, in USD — there are no separate SMS or WhatsApp wallets. Ask directly if it matters:

​
Switching plans

The connector recommends; it doesn’t switch. To change plan, open the Plans page in the app — Shopify asks you to approve the change, and there’s no fee to switch.
That is also why this example is safe to run on a Read only token: all four tools are read tools.
Screenshot to add — images/c3c-recommendation.png: the recommendation, comparing the current plan with the cheapest plan that fits and pointing to the Plans page to switch.

​
Good follow-ups