Planera in ChatGPT

Use this guide after you have connected Planera to ChatGPT. It explains practical prompts, workflows, approvals, and safety habits for using Planera through chat.

If you have not connected it yet, start with Connect Planera to ChatGPT.

Planera in ChatGPT is for working with your Shopify collections through natural language. You can ask ChatGPT to inspect collections, explain rules, review campaigns, preview changes, and apply approved updates through your Planera Agent token.

The most important rule is simple: reading is direct, writing is previewed first. For campaign and collection changes, ChatGPT should show you what it plans to do before the change is applied.

What ChatGPT can help with

ChatGPT can use Planera to:

• Search and inspect collections.
• Read Smart collection rules and Planera Hybrid conditions.
• Review Advanced Sort strategies.
• List campaigns tied to a collection.
• Show products currently in a collection.
• Sort a product view by metrics such as revenue or units sold without changing the collection.
• Preview new campaigns or campaign updates.
• Pause or resume campaigns when allowed by the Agent token.
• Update Hybrid conditions or Advanced Sort settings after confirmation.

ChatGPT should not guess your store structure. A good workflow is to ask it to find the collection first, read the current state, then preview the change.

Start with store context

If you are starting a new ChatGPT conversation, ask for a quick store check:

Use Planera to show my store context and summarize what you can help with.

Then ask it to find a collection:

Find collections with "summer" in the title.

Open the ADIDAS collection and summarize its rules, Advanced Sort, and campaigns.

Read collection rules and conditions

Planera has two rule systems:

• Smart collections use Shopify Smart collection rules.
• Hybrid collections use Planera Hybrid conditions.

In everyday prompts, you can say "rules" or "conditions". ChatGPT should resolve the meaning from the collection type.

Examples:

Show me the rules for my Summer Sale collection.

Explain why products enter this Hybrid collection.

Compare the current rules and Advanced Sort strategy for this collection.

Show products in a collection

You can ask ChatGPT to show products that are currently in a collection:

Show me products in this collection.

By default, Planera reads the live Shopify collection membership and keeps the collection's current order.

You can also ask for a read-only sorted view:

Show this collection's products sorted by revenue.

Show this collection's products sorted by units sold in the last 24 hours.

Show the top products in this collection by 30-day revenue.

This kind of sorting is only a view. View sorting does not update Shopify product order, does not change the collection's Advanced Sort strategy, and does not create a campaign.

For very large collections, ChatGPT may say the result was sorted within a scanned set of products. That means Planera fetched a bounded number of collection products, joined local metrics, and sorted that view for analysis.

Review Advanced Sort

Advanced Sort is Planera's collection ordering strategy. It can use local product signals such as:

• Revenue and units sold over 24 hours, 7 days, 30 days, or a custom window.
• Inventory.
• Product dates.
• Gross profit.
• Tags and metafields.
• Shuffle, rotate, and product boost rules.

Useful prompts:

Show the Advanced Sort strategy for this collection in plain English.

What would happen if we sorted this collection by 30-day revenue?

Preview updating this collection's Advanced Sort to push sold-out products down and sort by revenue.

For normal saved strategy changes, ChatGPT should use the wording Update sort strategy. For one-time reordering, it should use Sort only.

Work with campaigns

Campaigns are planned collection changes. They can be Calendar Campaigns or recurring Schedules.

Use ChatGPT to inspect existing campaigns:

List campaigns for this collection.

Show active and upcoming campaigns for the Summer Sale collection.

Create a campaign by asking for a preview first:

Preview a campaign that updates this collection's Advanced Sort to Shuffle all next Friday at 9am.

Preview a campaign that changes the collection title to "Weekend Deals" from Saturday 8am until Monday 8am.

Preview a weekday schedule that adds in-stock products from 3pm to 4pm.

Update an existing campaign:

Move this campaign to start at 4pm instead of 3pm.

Change this campaign so it ends at 11:59pm on Sunday.

Pause or resume campaigns:

Pause this campaign.

Resume the paused campaign for the ADIDAS collection.

Update Hybrid collections

Hybrid collections are manual Shopify collections whose membership Planera can manage from richer conditions.

Examples:

Preview updating this Hybrid collection to include in-stock products with 30-day revenue greater than 0.

Make this Hybrid collection choose products with units sold in the last 24 hours, taking the top 50.

Preview Hybrid conditions for products tagged "new-arrival" or "staff-pick", limited to the top 48 by 7-day units sold.

When ChatGPT applies changed Hybrid conditions or Advanced Sort through Planera, Planera should use the normal managed collection sync process. It should not do a hidden direct product manipulation outside the managed sync flow.

How approvals work

Read-only questions can return answers immediately.

Write actions should be preview-gated:

1. You ask ChatGPT for a change.
2. ChatGPT asks Planera for a preview.
3. Planera returns a human summary and detailed sections.
4. You review the preview.
5. You approve the apply step.

Good approval language:

Yes, apply this preview.

Apply the campaign exactly as previewed.

Do not apply yet. Change the start time to 10am and preview again.

Prompt cookbook

Use these as starting points.

Explore collections

Find smart collections with "sale" in the title and summarize their rules.

Find Hybrid collections and show which ones have Advanced Sort enabled.

Open this collection and explain its current merchandising setup.

Analyze products

Show products in this collection sorted by 24-hour revenue.

Show the top 25 products in this collection by units sold in the last 7 days.

Which products in this collection are in stock but have no sales in the last 30 days?

Plan campaigns

Preview a campaign for my Summer Sale collection that updates Advanced Sort to put discounted products first.

Create a weekend schedule that rotates the top 4 products every Saturday and Sunday morning.

Show me campaigns tied to this collection before we create a new one.

Improve Hybrid conditions

Preview Hybrid conditions for most sold products in the last 7 days, limited to the top 50.

Update this Hybrid collection to include only in-stock products and sort the generated set by 30-day revenue.

Explain these Hybrid conditions in merchant language before applying them.

Clean up or inspect

Show paused campaigns and tell me which ones are safe to resume.

List campaigns that update this collection's title.

Check whether this collection already has a campaign that changes Advanced Sort.

Troubleshooting

If ChatGPT cannot see or change something:

• Check that Planera is connected in ChatGPT.
• Confirm the connector URL is https://planera-connect.ramiapps.com/mcp.
• Create a fresh Planera Agent token if the old one was lost or revoked.
• Check that the token has the right permissions.
• Ask ChatGPT to fetch the Planera guide before composing a complex change.
• Run a Planera sync if product metrics look stale or missing.

If ChatGPT's wording is ambiguous, ask it to preview first:

Preview what you think this means before applying anything.

If you say "make this collection shuffle all", ChatGPT should normally interpret that as Update sort strategy. If you say "shuffle this once" or "just reorder now, don't change strategy", ChatGPT should treat it as Sort only when that is allowed.

Safety notes

Keep your plna_... Agent token private. Anyone with that token can use the permissions you granted.

Use narrower token permissions when possible. If you only want ChatGPT to inspect collections and campaigns, create a read-only token. If you want ChatGPT to preview and apply changes, grant the write permissions you need.

You can revoke the token in Planera at any time.