Mark (Optimizely Agent Platform) includes system tools that Optimizely provides and maintains. System tools are built-in features that help Mark take action. Each tool performs a specific task, such as creating a campaign, uploading files, or generating images. Think of tools like attachments on a Swiss Army knife. Each one has a distinct purpose that helps you get work done.
Note
Ask Mark what tools it has at any time. For example, enter "Please list the tools you have with a brief description of what they do and the parameters" into Mark chat.
Click a tool's name to expand it and learn when to use it, its required and optional parameters, and example prompts for calling the tool. If you do not provide a required parameter, Mark prompts you for it.
In addition to the system tools available in Mark, Optimizely Product Recommendations includes a set of system tools designed to help you improve your recommendations.
Site and environment management
These tools help you set up and manage your high-level workspace, including selecting the active site, regional settings, and foundational configurations.
When to use
See the list of channels that widgets can be assigned to.
When creating a widget and you want to specify a channel other than the default.
Understand how your site's channels are configured for recommendations.
Parameters
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
List all available widget channels for my site.
What channels can I use for a new widget?
Show me the channels.
When to use
Find out the default currency for the site's reports.
See a list of all supported currencies for reporting.
When you need to specify a currency for an order report.
Parameters
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
What currencies are available for my site?
Show me the list of supported currencies.
What is the default currency?
When to use
Retrieve available geographic locations or regions configured for a specific site.
Fetch a list of store locations or delivery areas from the server.
Get location data to set up location-based personalization or targeting.
Parameters
serverUrl – The URL of the server to query for locations.
site – The specific site identifier or name to fetch locations for.
Example prompts
Get the locations for the site "main-store" from the server "https://api.optimizely.com".
Can you fetch the available regions for site "eu-region" using server URL "https://eu.api.optimizely.com"?
I need to see all the locations configured on "https://test.optimizely.com" for the "beta-site".
When to use
See a list of all sites you have access to.
Select a site to work with before performing other actions like creating pages or widgets.
At the beginning of a session to set the context to a specific site.
Parameters
None
Example prompts
List all my sites.
Show me the available sites.
Which sites can I access?
When to use
Change the active site you are working on.
When you need to perform actions on a different site than the one selected.
Ensure subsequent commands are executed against the correct site.
Parameters
None
Example prompts
Switch to the 'My Test Site' site.
I want to work on the 'Staging Environment' site now.
Change the site to 'Production'.
Algorithms and catalog data
These tools help you view and retrieve the algorithms, categories, attributes, and product sets available for configuring recommendations on your site.
When to use
See what filtering options are available for a particular recommendation algorithm.
Understand how you can refine the results of an algorithm. For example, by category or brand.
Before creating or updating a widget to know which hints can be applied to its algorithms.
Parameters
id – The ID of the algorithm.
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
What hints are available for algorithm ID 7?
Show me the quick filters for the 'Bestsellers' algorithm.
Can I filter the 'Recently Viewed' algorithm? What are the options?
When to use
Identify the best-performing and worst-performing recommendation algorithms to drive revenue growth.
Analyze algorithm performance for a specific widget by providing a widget ID.
Monitor key recommendation performance metrics, such as served widgets, recommendation clicks, items bought, click-through rate, and click-to-purchase.
Parameters
startDate – The start date for the report, in DD-MM-YYYY format. For example, 20-11-2025.
stopDate – The stop date for the report, in DD-MM-YYYY format. For example, 20-11-2025.
site – The name of the site. Retrieve available sites with the pr_get_sites tool.
serverUrl – The URL of the server. Retrieve available sites with the pr_get_sites tool.
(Optional) currency – The currency for the report. Retrieve supported currencies with pr_get_currencies, which returns defaultCurrency and otherCurrencies.
(Optional) locationId – The location ID for the report. Retrieve supported locations with the pr_get_locations tool.
(Optional) page – The page number for pagination. The default is 1.
(Optional) size – The number of items per page. The default is 10.
(Optional) sortBy – The field to sort the results by, for example +date or -name. The tool supports only one sort field at a time. + indicates ascending order, and - indicates descending order.
(Optional) widgetId – The widget ID that scopes the report to a single widget. Retrieve widget identifiers with pr_get_widgets. If omitted, the report covers all widgets.
Example prompts
Show me the algorithm performance report for my site from 01-06-2026 to 30-06-2026.
Can you get the best and worst performing recommendation algorithms for widget 456 between 15-05-2026 and 15-06-2026?
Retrieve the algorithm performance report for my site from 01-01-2026 to 31-01-2026, sorted by revenue in descending order.
When to use
View the available recommendation algorithms to configure a new Product Recommendations campaign.
Check which algorithms are supported or enabled for a specific project.
Retrieve algorithm IDs to use in subsequent API calls or tool actions for setting up recommendations.
Parameters
serverUrl – The URL of the server.
site – The name of the site.
(Optional) pageType – Page type to filter algorithms. If you provide this parameter, only algorithms compatible with this page type are returned.
Example prompts
Get the product recommendation algorithms for the 'home' page type on the 'eu-store' site using server 'https://api.recs.optimizely.com'.
What algorithms are configured for the 'product' page on site 'us-main'? The server URL is 'https://recs.example.com'.
Can you fetch the algorithms for the 'category' pageType for the 'global' site?
When to use
Look up all available values associated with a specific product attribute on a site.
Filter or search for specific values of an attribute to help construct recommendability rules or expressions.
Retrieve attribute options, such as brand names, color variations, or sizes configured on the site.
Parameters
attr – The attribute name used to filter the returned values.
site – The name of the site. Retrieve available sites with the pr_get_sites tool.
serverUrl – The URL of the server. Retrieve available sites with the pr_get_sites tool.
(Optional) term – A search term that filters attributes by name. If provided, the tool returns only attributes whose name contains the term.
Example prompts
Get all the available values for the attribute "color" on my site.
What values are configured for the attribute "brand" on my website?
Search for "Nike" in the "brand" attribute values on our site.
When to use
Fetch specific product attributes (like category, brand, or price) from the Product Recommendations server.
Search for available attribute values matching a specific term within a given site.
Retrieve configuration or catalog data needed to configure product recommendation campaigns.
Parameters
serverUrl – The URL of the Product Recommendations server.
site – The specific site identifier or name to query the attributes from.
(Optional) attr – The specific attribute to retrieve or search against (for instance, brand or category).
(Optional) term – The search term or keyword used to filter the attributes.
Example prompts
Get the "brand" attributes matching the term "Nike" from the server at https://pr.example.com for the "US-Main" site.
Can you use pr_get_attributes to find the "category" attribute for "shoes" on site "EU-Store" (serverUrl: https://pr-eu.example.com)?
I need to retrieve the "color" attributes using the term "blue" from the product recommendations server (https://api.pr.optimizely.com) for site "Global".
When to use
Fetch available product or content categories matching a specific keyword.
Retrieve category data from a specific server URL and site configuration.
Look up category identifiers or names to use in subsequent product recommendation API calls.
Parameters
serverUrl – The base URL of the server to query for categories.
site – The specific site identifier or name to retrieve categories from.
(Optional) term – The search term or keyword used to filter the categories.
Example prompts
Get the categories matching the term "shoes" from the site "retail-us" on server "https://api.example.com".
Can you find the "electronics" categories for the "global" site using the server URL "https://recommendations.api.com"?
I need to retrieve all categories related to "accessories" from the "eu-store" site at "https://api.optimizely.com".
When to use
Find out how the category structure of a site is organized at different depths.
Understand which categories belong to each category level, from top-level categories down to subcategories.
Get representative category examples for level mapping when building recommendation widgets or filters.
Parameters
site – The name of the site. Retrieve available sites with the pr_get_sites tool.
serverUrl – The URL of the server. Retrieve available sites with the pr_get_sites tool.
Example prompts
Show me all the category levels configured for my site.
What are the different category levels and their example categories on our website?
Can you retrieve the category level structure for our site?
When to use
See the list of product sets that can be used as fallbacks for widgets.
When creating a widget and you want to specify a fallback product set.
Manage and review the product sets configured for your site.
Parameters
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
List all product sets for my site.
What product sets can I use as a fallback?
Show me the available product sets.
When to use
Verify that a recommendation rule or logical expression is correctly formatted before saving it to a widget.
Check for syntax errors, unclosed brackets, or invalid logic in recommendation expressions.
Debug recommendation rule expressions to confirm they parse and render correctly.
Parameters
e – The expression string to validate.
site – The name of the site. Retrieve available sites with the pr_get_sites tool.
serverUrl – The URL of the server. Retrieve available sites with the pr_get_sites tool.
Example prompts
Validate the expression syntax for `(brand = "Nike" AND price < 100)` on my site.
Can you check if my recommendation rule expression is correctly formatted? Here is the expression: `(category = "Shoes" OR category = "Boots")`
Please verify the structure and syntax of this expression for me: `(inStock = true AND discount > 20)`.
Page and position management
These tools are used to define the layout and scaffolding of your website to prepare it for recommendation widgets.
When to use
Add a new page to your site for placing recommendation widgets.
Create a custom page that is not one of the standard types (like Homepage, Product page, and so on).
Before creating a widget if the desired page for it does not exist yet.
Parameters
name – The name for the new page.
serverUrl – The server URL for the site.
site – The name of the site where the page is created.
Example prompts
Create a new page named 'Special Promotions'.
I need a new page for our 'Summer Collection' campaign.
Add a page called 'Brand Collaborations' to my site.
When to use
Define a new area on a page where a recommendation widget can be displayed.
When the existing positions on a page are already in use or not suitable for a new widget.
Organize and name different widget locations on a page for clarity.
Parameters
page – The ID of the page where the position will be created.
isCustomPage – A boolean indicating if the page is a custom page.
name – The name for the new position.
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
Create a new position named 'Header Banner' on page ID 123.
On the 'Homepage', which is not a custom page, add a position called 'Footer Recommendations'.
I need a new position for a widget on my custom page with ID 456. Call it 'Sidebar Ad'.
When to use
Remove a custom page that is no longer needed.
Clean up pages created by mistake or for expired campaigns.
Delete a custom page before rebuilding it with a different structure or name.
Parameters
id – The ID of the custom page to delete. Use pr_get_pages first if you only know the page name.
serverUrl – The server URL for the site.
site – The name of the site where the page exists.
Example prompts
Delete the custom page named 'Special Promotions'.
Remove the 'Summer Collection' page from my site.
Delete custom page with ID 123.
When to use
Get a list of all pages where you can place recommendation widgets.
Find the ID of a specific page before creating a position or a widget.
See all standard and custom pages available on your site.
Parameters
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
List all pages on my site.
What pages are available for widgets?
Show me the pages.
When to use
See where you can place a widget on a particular page.
Find the ID of a position before creating a widget.
Check the available widget slots on a page like the 'Homepage' or a 'Product Detail Page'.
Parameters
page – The ID of the page.
isCustomPage – A boolean indicating if the page is a custom page.
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
What positions are available on the 'Homepage'?
Show me the positions for page ID 123.
List the widget positions on my custom page 'Special Promotions'.
Widget configuration and management
These tools are focused directly on creating, reviewing, and managing the actual recommendation blocks (widgets) shown to the end user.
Optimizely supports quick filters only. Advanced filters configuration is not available.
When to use
Add a new set of product recommendations to a page.
Configure a widget with specific algorithms, a certain number of recommendations, and a fallback product set.
Place a recommendation block in a predefined position on a page.
Parameters
name – The name of the widget.
page – The ID of the page where the widget displays.
position – The ID of the position on the page for the widget.
isCustomPage – A boolean indicating if the page is a custom page.
serverUrl – The server URL for the site.
site – The name of the site.
(Optional) numOfRecs – The number of recommendations to display.
(Optional) alias – An alternate name for the widget.
(Optional) channel – The channel ID for the widget.
(Optional) fallbackProdSet – The ID of a fallback product set.
(Optional) recsExpected – A boolean indicating if recommendations are expected.
(Optional) widgetAlgorithms – A JSON string of algorithms to apply.
Example prompts
Create a new widget named 'Homepage Bestsellers' on the 'Homepage' in the 'Main Content' position.
I want to create a widget on the 'Product Detail Page' in the 'Cross-sell' position. It should show five recommendations.
Add a new widget called 'Recently Viewed' to the 'Sidebar' on page ID 789. Use the 'Recently viewed' algorithm.
When to use
See the detailed configuration of an existing widget, including its name, status, and associated page and position.
Check which algorithms are being used by a widget.
Review a widget's configuration before making changes.
Parameters
id – The ID of the widget.
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
Show me the configuration for widget ID 3059898.
What are the details of the 'Homepage Bestsellers' widget?
Get the config for widget 12345.
When to use
Analyze performance at the widget level to understand which widgets drive the most engagement.
Compare widget metrics such as clicks, impressions, click-through rate, and revenue over a specific time period.
Identify top-performing and underperforming widgets to optimize your recommendation strategy.
Generate a visual HTML report of widget performance for stakeholder review.
Parameters
startDate – The startDate for the report in DD-MM-YYYY format. For example: 20-11-2025.
stopDate – The stopDate for the report in DD-MM-YYYY format. For example: 20-11-2025.
serverUrl – The URL of the server. If you do not select a site, Mark gets the first site from sites in context and uses its serverUrl and site name for subsequent API calls.
site – The name of the site. If you do not select a site, Mark gets the first site from sites in context and uses its serverUrl and site name for subsequent API calls.
(Optional) currency – The currency for the report. You can get the list of supported currencies using the pr_get_currencies tool.
(Optional) locationId – The location ID for the report. You can get the list of supported locations using the pr_get_locations tool.
(Optional) page – The page number for pagination. Default is 1.
(Optional) size – The number of items per page. Default is 10.
(Optional) sortBy – The field to sort the results by. For example: +date, -name, and so on. It only supports only one sort field at a time. + indicates ascending order, - indicates descending order.
Example prompts
Show me the widget report for last month.
Which widgets performed best in terms of revenue from January 1 to March 31, 2025?
Get the widget performance report for my site from 01-06-2025 to 30-06-2025.
I want to see widget clicks and impressions for the past 7 days.
When to use
Get a list of all widgets configured on your site.
Find the ID of a specific widget you want to examine or modify.
Get an overview of all recommendation widgets running on the site.
Parameters
serverUrl – The server URL for the site.
site – The name of the site.
Example prompts
List all widgets on my site.
Show me all the recommendation widgets.
What widgets are currently active?
Reports and performance analytics
These tools help you analyze the success, engagement, and revenue impact of your product recommendations.
When to use
View performance data for specific product categories over a designated time period.
Analyze category metrics like revenue or conversions within a selected date range.
Gather category-level insights (such as comparing level 1 versus level 2 categories) for a given website.
Parameters
startDate – The start date for the report in DD-MM-YYYY format.
stopDate – The stop date for the report in DD-MM-YYYY format.
serverUrl – The URL of the server.
site – The name of the site.
(Optional) currency – The currency for the report.
(Optional) level – Category level: 1, 2, 3, 4, and so on. Default is 1.
(Optional) locationId – The location ID.
(Optional) page – The page number for pagination. Default is 1.
(Optional) size – The number of items per page. Default is 10.
(Optional) sortBy – Field to sort results by (such as, "+date", "-name").
Example prompts
Get the category report for the site 'mysite' from 01-11-2025 to 30-11-2025.
Show me the level 2 category performance for last month on server 'example.com'.
Can you pull a category report for 'storefront' sorted by descending revenue?
Generate a category report for February 2026 at level 1. Which top-level categories are generating the most revenue through recommendations? I need this for our merchandising team's quarterly planning.
When to use
Generate a report to analyze conversion rates and traffic for a specific website over a defined date range.
Retrieve paginated conversion data for a particular physical location or store to evaluate performance.
Pull a sorted list of conversions filtered by a specific currency to analyze revenue metrics.
Export traffic and conversion metrics for a specific server environment to monitor campaign success.
Parameters
startDate – The start date for the report's date range in DD-MM-YYYY format. Example: 20-11-2025.
stopDate – The end date for the report's date range in DD-MM-YYYY format. For example: 20-12-2026.
site – The specific site or website identifier to pull the report for.
traffic – Filter by traffic value: high or low.
conversion – Filter by specific conversion value: high or low.
serverUrl – The server URL to query for the report data.
(Optional) locationId – The identifier for a specific physical or logical location.
(Optional) currency – The currency code to filter or display revenue data. You can get the list of supported currencies using the pr_get_currencies tool.
(Optional) page – The page number for pagination. Default is 1.
(Optional) size – The number of items per page. Default is 10.
(Optional) sortBy – The field and direction to sort the report results by.
Example prompts
Get the conversion report for siteoptimizely-mainfrom2025-01-01to2025-01-31, sorted by conversions.
Pull the conversion data for locationloc-123inUSDcurrency, showing page 1 with a size of 50 records.
I need a conversion report showing organic traffic conversions for the last week on serverhttps://api.example.com.
Can you fetch the conversion report for the UK site, starting from March 1st to March 8th, and sort it by traffic volume?
Show me products with high traffic but poor conversion for the last 60 days. I want to create a targeted promotion campaign for products that are getting eyeballs but not converting.
When to use
Retrieve user engagement metrics for a specific site over a defined time period.
Analyze engagement data filtered by specific locations or currencies.
Fetch paginated engagement reports for dashboard displays, data exports, or performance reviews.
Parameters
site – The name of the site to retrieve the engagement report for.
startDate – The beginning date for the report data in DD-MM-YYYY format. For example: 20-11-2025.
stopDate – The end date for the report data in DD-MM-YYYY format. For example: 20-12-2025.
serverUrl – The server URL.
(Optional) currency – The currency code for financial engagement metrics. You can get the list of supported currencies using the pr_get_currencies tool.
(Optional) locationId – The specific location identifier to filter the report. You can get the list of supported locations using the pr_get_locations tool.
(Optional) page – The page number for paginated results.
(Optional) size – The number of records to return per page.
(Optional) sortBy – The field to sort the report results by.
Example prompts
Get the engagement report for site 'US-Main' from 2025-01-01 to 2025-01-31.
Fetch the first page of the engagement report for location 'NYC', showing 50 results per page sorted by date.
Can you pull the engagement metrics for the EU site in EUR currency for last week?
Show me the engagement report for the past 30 days. I need to understand our CTR and click-to-purchase conversion rates to evaluate if our mobile recommendation experience needs improvement.
When to use
Analyze the performance of product recommendations over a period.
See how much revenue is being generated by Optimizely Product Recommendations.
Compare total orders, revenue, and products sold with those influenced by recommendations.
Parameters
serverUrl – The server URL for the site.
site – The name of the site.
startDate – The start date for the report (DD-MM-YYYY).
stopDate – The end date for the report (DD-MM-YYYY).
currency – The currency for the report.
(Optional) page – The page number for pagination.
(Optional) size – The number of items per page.
(Optional) sortBy – The field to sort the results by.
Example prompts
Show me the order report for last month.
Generate an order report from January 1st to today, sorted by revenue.
I need the order report for the past seven days in USD.
Show me the order report for Q1 2026 (January 1 to March 31). I need to present to the board how our recommendation engine impacted overall revenue and AOV compared to non-recommendation purchases.
When to use
Analyze the performance of Product Recommendations across different page types (for example, home, product, and cart).
Retrieve revenue and engagement metrics for specific page types within a given date range.
Compare recommendation performance across different sites or locations.
Parameters
site – The name of the site.
startDate – The beginning date for the report's time period in DD-MM-YYYY format. For example: 20-11-2025
stopDate – The ending date for the report's time period in DD-MM-YYYY format. For example: 20-12-2025
serverUrl – The server URL or environment endpoint.
(Optional) currency – The currency code for revenue metrics. You can get the list of supported currencies using the pr_get_currencies tool.
(Optional) locationId – The identifier for a specific location or region.
(Optional) page – The page number for paginated results.
(Optional)size – The number of results to return per page.
(Optional)sortBy – The metric or field to sort the report by (for example, revenue or clicks).
Example prompts
Get the page type report for site "my-store" from January 1st to January 31st, sorted by revenue.
Show me the product recommendations performance by page type for location 123 in USD.
Retrieve the first page of the page type report for the EU site, with a size of 50 results per page.
Generate a page type report for last month. I want to see how our product detail page recommendations are performing versus cart and checkout pages. Are we leaving money on the table?
When to use
Generate a report of product performance over a specific date range.
Retrieve a paginated list of products for a specific site or location.
Analyze product data sorted by specific metrics (such as revenue or views) in a given currency.
Parameters
site – The name of the site.
startDate – The beginning date for the report's time period in DD-MM-YYYY format. For example: 20-11-2025
stopDate – The ending date for the report's time period in DD-MM-YYYY format. For example: 20-12-2025
serverUrl – The server URL or environment endpoint.
(Optional) currency – The currency code for revenue metrics. You can get the list of supported currencies using the pr_get_currencies tool.
(Optional) locationId – The identifier for a specific location or region.
(Optional) page – The page number for paginated results.
(Optional) size – The number of results to return per page.
(Optional) sortBy – The metric or field to sort the report by (for example, revenue or clicks).
Example prompts
Get a products report for sitemysitefrom2023-01-01to2023-01-31sorted by revenue.
Retrieve page 2 of the products report for locationloc-123with a page size of 50.
Can you pull the products report in USD currency for the last week?
Show me the products report for the past 7 days sorted by revenue. Which recommended products are our top earners this week? I need to brief the inventory team on restocking priorities.
When to use
Analyze the most popular search terms used by visitors on a site.
Review search conversion metrics within a specific date range.
Identify trends in user search behavior on the configured server.
Parameters
startDate – The start date for the report in DD-MM-YYYY format.
stopDate – The stop date for the report in DD-MM-YYYY format.
serverUrl – The URL of the server.
site – The name of the site.
(Optional) currency – The currency for the report.
(Optional) locationId – The location ID.
(Optional) page – The page number for pagination. Default is 1.
(Optional) size – The number of items per page. Default is 10.
(Optional) sortBy – Field to sort results by.
Example prompts
Generate a search report for 'mysite' between 10-10-2025 and 20-10-2025.
Show me the top search terms sorted by volume for the main site.
I need a search performance report for 'eu-store' including location data.
Pull the search report for March 2026. What are the top search terms our customers are using? I want to align our Google Ads keywords and product page optimization with actual user behavior.
When to use
Compare the performance of different products, brands, or categories over time.
Identify the best or worst performing attributes based on revenue, page views, or conversions.
View unique conversion trends applying specific filters to hone in on granular data.
Parameters
startDate – The start date for the report in DD-MM-YYYY format.
stopDate – The stop date for the report in DD-MM-YYYY format.
serverUrl – The URL of the server.
site – The name of the site.
attribute – The attribute to analyze trends by. For example, "product", "brand", or "category".
sortOrder – "desc" for best performing, "asc" for least performing.
currentViewBy – The metric to view by., such as, "conversion", "pageView", or "revenue".
(Optional) currency – The currency for the report.
(Optional) locationId – The location ID.
(Optional) page – The page number for pagination. Default is 1.
(Optional) size – The number of items per page. Default is 10.
(Optional) sortBy – Field to sort results by.
(Optional) selectedFilters – Array of filter values to apply to the report.
(Optional) unique – Whether to return unique views or purchases only. Default is false.
Example prompts
Get a trend report for the best performing products by revenue for 'mysite' in November 2025.
Show me the worst performing brands by page views on 'global-store'.
Can you pull a category trend report showing unique conversions from 01-12-2025 to 31-12-2025?
What are the best performing products by revenue for the past 14 days? I need to feature trending items in our Instagram stories and email newsletter this week.
What brands had the best conversion rates through recommendations during the holiday season (December 1-31, 2025)? I'm planning our 2026 holiday featured brand strategy.
Example prompts
The following prompts help you get meaningful insights from your Product Recommendations data without needing to know which specific reports to run. Describe what you need in plain business language in Mark chat. Mark automatically identifies the right reports, applies the correct filters, and surfaces the metrics most relevant to your use case.
Prompt – How did our recommendations impact sales in Q1 2026? I need to show the board the revenue lift and whether customers who clicked on recommendations bought more than others.
What it does – Automatically generates order report showing revenue from recommendations and totals, order penetration, average order value (AOV) with and without recommendations, and daily trends.
Business context – Executive reporting, board presentations, return on investment (ROI) analysis.
Prompt – Which recommendation sections on our website are getting the most clicks and driving sales over the past month? I want to know what's working and what's not.
What it does – Pulls widget report with click-through rate (CTR), conversion, and revenue by placement or section.
Business context – UX optimization, homepage redesign, A/B testing validation.
Prompt – Which product categories are making us the most money through recommendations in February? I need this for our quarterly merchandising meeting.
What it does – Generates category report showing top revenue-generating categories with drill-down by widget.
Business context – Merchandising planning, category management, and quarterly reviews.
Prompt – Show me products that are getting a lot of views but aren't selling well in the last 2 months. I want to create a promo campaign to move this inventory.
What it does – Identifies high-traffic, low-conversion products with performance metrics.
Business context – Promotional campaigns, inventory clearance, and pricing optimization.
Prompt – What products are selling like crazy in the past 2 weeks through our recommendations? I need to feature hot items in our email blast and Instagram stories.
What it does – Shows best-performing products by revenue and conversion for content marketing.
Business context – Content planning, social media marketing, and email campaigns.
Prompt – What are people searching for on our site this month? I want to align our Google Ads and SEO strategy with what customers actually want.
What it does – Lists top search terms by frequency and unique users.
Business context – SEO strategy, PPC keyword planning, and customer intent analysis.
Prompt – Are customers clicking on our recommendations, and how often do those clicks turn into purchases? I'm concerned our mobile experience might be underperforming.
What it does – Displays CTR and click-to-purchase rates over time.
Business context – Mobile optimization, UX evaluation, and engagement analysis.
Prompt – Where on our site are recommendations driving the most revenue—product pages, cart, checkout, or homepage? I think we might be missing opportunities.
What it does – Compares performance across different page types.
Business context – Cross-sell and upsell optimization, funnel analysis, and revenue opportunities.
Prompt – Which brands converted best through recommendations during the December holiday season? I'm planning our 2026 holiday featured brand strategy.
What it does – Identifies conversion leaders among brands for seasonal planning.
Business context – Seasonal planning, brand partnerships, and holiday campaigns.
Prompt – What were our top revenue-generating recommended products this week? The inventory team needs to know what to restock urgently.
What it does – Sorts products by revenue showing units sold and recommendation performance.
Business context – Inventory management, restocking priorities, and weekly reviews.
Prompt – I'm planning next week's email campaign. What products are trending right now, which categories are hot, and what are people searching for? I need the full picture to create a high-converting email.
What it does – Pulls multiple reports (Trend, Category, and Search) to provide a comprehensive view of customer interest and product performance for email content planning.
Reports involved – Products and Trend Report, Category Report, and Search Report.
Business context – Email marketing, content curation, and campaign planning.
Complexity – Multi-report analysis.
Prompt – Our recommendation revenue dropped 15% this month compared to last month. Where did we lose ground? Is it engagement, conversion, or specific categories underperforming?
What it does – Compares multiple reports across time periods to diagnose revenue decline. Checks engagement metrics, conversion rates by product or category, and identifies problem areas.
Reports involved – Order Report (monthly comparison), Engagement Report, Category Report, and Products Report.
Business context – Performance troubleshooting, executive reporting, and optimization.
Complexity – Multi-report comparison.
Prompt – How did recommendations perform during Black Friday (November 24–27)? I need to know what products flew off the shelves, which widgets crushed it, and whether our homepage changes actually worked.
What it does – Comprehensive event analysis pulling widget performance, trending products, page type effectiveness, and overall revenue impact.
Reports involved – Widget Report, Trend Report, Page Type Report, and Order Report.
Business context – Post-campaign analysis, seasonal review, and strategy validation.
Complexity – Multi-report event analysis.
Prompt – Walk me through the customer journey, from homepage to checkout. Where are recommendations working best, and where are we losing customers along the funnel?
What it does – Analyzes performance across all page types (home, product pages, cart, and checkout) to map the conversion funnel and identify drop-off points.
Reports involved – Page Type Report, Engagement Report, and Widget Report.
Business context – Funnel optimization, UX improvement, and conversion rate optimization.
Complexity – Multi-report funnel analysis.
Prompt – I need a complete quarterly review deck for Q1 2026. Show me overall ROI, top performing categories, trending products, engagement trends, and where we should focus next quarter.
What it does – Generates comprehensive executive dashboard pulling all key metrics, including revenue impact, category winners, product trends, engagement health, and strategic recommendations.
Reports involved – Order Report, Category Report, Products Report, Trend Report, and Engagement Report.
Business context – Executive presentations, strategic planning, and board meetings.
Complexity – Complete performance package.
Prompt – We are launching a new product line in the 'Electronics' category next week. Show me how that category is currently performing in recommendations and what similar products are trending so I can set realistic targets.
What it does – Analyzes category performance and identifies comparable trending products to benchmark expectations for new launch.
Reports involved – Category Report, Trend Report (filtered by category), and Products Report.
Business context – Product launches, target setting, and competitive benchmarking.
Complexity – Multi-report strategic analysis.
Prompt – I have $50K to spend on optimizing our recommendation system. Should I invest in improving homepage widgets, product page upsells, or cart abandonment recommendations? Show me where the biggest opportunity is.
What it does – Compares revenue potential and current performance across page types and widgets to identify highest-ROI optimization opportunities.
Reports involved – Page Type Report, Widget Report, and Order Report.
Business context – Budget planning, resource allocation, and ROI optimization.
Complexity – Multi-report investment analysis.
Prompt – Our 'Customers Also Bought' widget on product pages has terrible click-through rates. What products are being shown there, and are they actually relevant? Maybe we should change the algorithm or kill the widget entirely.
What it does – Analyzes specific widget performance, products being recommended, and compares against other widgets to inform optimization or removal decision.
Reports involved – Widget Report, Products Report (filtered by widget), and Page Type Report.
Business context – Widget optimization, product relevance, and UX improvement.
Complexity – Multi-report diagnostic analysis.
Prompt – Our competitor is crushing it in the 'Home Décor' category. How are we performing in that category through recommendations? Are we showing the right products, and what's our conversion rate compared to other categories?
What it does – Analyzes specific category performance with competitive context, product mix, and relative conversion rates.
Business context – Competitive analysis, category strategy, and market positioning.
Complexity – Multi-report competitive analysis.
Prompt – What are customers searching for, and are we actually recommending those products? I think there's a disconnect between search intent and what our recommendation engine is showing.
What it does – Compares top search terms against trending and recommended products to identify gaps in recommendation strategy.
Reports involved – Search Report, Products Report, and Trend Report.
Business context – Search-recommendation alignment, product discovery, and customer intent matching.
Complexity – Multi-report gap analysis.
Prompt – Summer is coming. What products and categories performed best through recommendations last summer (June–August 2025)? I need to plan inventory and marketing campaigns.
What it does – Historical performance analysis of products, categories, and brands during comparable seasonal period for forecasting and planning.
Business context – Seasonal planning, inventory forecasting, and campaign preparation.
Complexity – Multi-report historical analysis.
Prompt – Is our mobile app recommendation performance keeping up with our website? I'm worried we're not optimizing for mobile shoppers. Show me engagement and conversion across platforms.
What it does – Compares engagement metrics, CTR, and conversion rates to identify platform-specific optimization needs.
Reports involved – Engagement Report and Order Report (platform segmentation if available).
Business context – Platform optimization, mobile strategy, and app development priorities.
Complexity – Cross-platform comparison.
Prompt – We're paying $30K/month to feature 'Nike' products prominently in recommendations. Is it worth it? Show me Nike's performance compared to other brands and whether it's actually driving incremental revenue.
What it does – Analyzes specific brand performance, revenue contribution, and comparative metrics to validate partnership ROI.
Reports involved – Trend Report (brand: Nike), Products Report (Nike products), and Order Report.
Business context – Partnership evaluation, vendor negotiations, and budget justification.
Complexity – Multi-report ROI analysis.
Prompt – I need to run a clearance sale next month. Which products have high visibility in recommendations but aren't converting, and which categories have the most dead inventory being shown?
What it does – Identifies high-impression, low-conversion products and underperforming categories to target for clearance promotions.
Business context – Clearance planning, inventory liquidation, and promotional strategy.
Complexity – Multi-report product selection.
Prompt – We redesigned the homepage two weeks ago. Did recommendation performance improve? Compare engagement and revenue before and after the redesign—I need to justify this to the CEO.
What it does – Time-based comparison of engagement metrics, widget performance, and revenue before and after homepage changes.
Reports involved – Engagement Report (comparative), Widget Report (comparative), and Order Report (comparative).
Business context – Design validation, stakeholder reporting, and A/B test analysis.
Complexity – Multi-report before and after comparison.
Prompt – Are customers who engage with recommendations more valuable long-term? Show me purchase frequency and revenue for customers who click on recommendations versus those who don't.
What it does – Analyzes customer segmentation and value metrics based on recommendation engagement behavior.
Reports involved – Order Report and Engagement Report (customer segmentation).
Business context – Customer value analysis, retention strategy, and personalization ROI.
Complexity – Multi-report customer segmentation.
Prompt – Are we successfully cross-selling between categories? For example, when someone buys 'Electronics,' are we recommending 'Accessories' and do those actually convert?
What it does – Analyzes cross-category recommendation patterns and conversion effectiveness.
Business context – Cross-sell strategy, product bundling, and category relationships.
Complexity – Multi-report relationship analysis.
Prompt – Which products under $100 are trending right now with high engagement but aren't mainstream yet? I'm briefing influencers for an 'undiscovered gems' campaign.
What it does – Identifies trending products in specific price range with growth potential but not yet saturated.
Business context – Influencer marketing, product curation, and campaign planning.
Complexity – Multi-report filtered analysis.
Prompt – How did March 2026 recommendation performance compare to March 2025? Show me YoY growth in revenue, engagement, and top performing categories.
What it does – Comprehensive year-over-year comparison across all key metrics to measure growth and identify trends.
Reports involved – Order Report (YoY), Engagement Report (YoY), and Category Report (YoY).
Business context – Annual planning, growth tracking, and investor reporting.
Complexity – Multi-report temporal comparison.
Prompt – What products are frequently added to cart but not purchased? Are we showing effective recommendations on the cart page to save those sales?
What it does – Identifies cart abandonment patterns and evaluates cart page recommendation effectiveness.
Reports involved – Products Report, Page Type Report (cart page), and Engagement Report.
Business context – Cart abandonment, conversion optimization, and revenue recovery.
Complexity – Multi-report abandonment analysis.
Output
All reports generate a canvas with the following:
Summary cards with key metrics.
Interactive expandable tables (where applicable).
Tooltips for detailed values.
Responsive design for sharing.
Ready for stakeholder presentations.
The canvas contains self-contained HTML files that can be
opened in any browser.
shared through email.
embedded in presentations.
exported to PDF for reports.
Canvas reports Mark generates can vary across different conversation threads.
Additional example prompts
The following are quick-fire examples showing the flexibility of natural language queries:
Executive and strategy
Are our recommendations actually influencing what people buy?
Show me our recommendation ROI for the past quarter.
What's the business impact of our recommendation engine?
Which business metrics improved since we launched recommendations?
Is the recommendation engine paying for itself?
Optimization and testing
Which of our "You May Also Like" sections should we kill or redesign?
Are recommendations on mobile converting as well as desktop?
What page types need better recommendation placement?
Should we show more or fewer products in each recommendation widget?
What's the optimal number of recommendations to show on product pages?
Campaign planning
What products should we promote based on what's trending right now?
Which categories should we push harder in our email campaigns?
What brands are customers responding to in recommendations?
What should be in our Memorial Day sale based on recommendation data?
Which products would make the best flash sale candidates?
Inventory and operations
What products are people viewing but not buying?
Which high-traffic products need price adjustments?
What should we restock based on recommendation performance?
Are we showing out-of-stock products in recommendations?
What slow-moving inventory should we feature in recommendations?
Customer insights
Is our search driving sales or just traffic?
What are customers looking for that we might not be promoting?
How engaged are customers with our recommendations?
Do returning customers engage with recommendations more than new visitors?
What are the behavioral differences between recommendation clickers and non-clickers?
Pricing and promotions
Are discounted products performing better in recommendations than full-price items?
Should we promote high-margin or high-volume products in recommendations?
What price points convert best in our recommendation widgets?
Are premium products getting enough visibility in recommendations?
Content and SEO
What search terms should we target based on on-site search behavior?
Are recommended products aligned with our content marketing strategy?
What products should we create buying guides for?
Which categories need more SEO investment based on recommendation performance?
Personalization and targeting
Are personalized recommendations outperforming generic ones?
What customer segments engage most with recommendations?
Should we show different recommendations to first-time vs. returning visitors?
Are our VIP customers seeing and buying recommended products?
Multi-report scenarios quick reference
The following advanced prompts require insights from multiple reports to provide complete answers:
Scenario
Business question
Reports required
Complexity
Email campaign planning
What products, categories, and search trends should drive my email?
Trend + Category + Search
Medium
Revenue drop diagnosis
Why did revenue drop? Where did we lose ground?
Order + Engagement + Category + Products
High
Event post-mortem
How did Black Friday perform across all touchpoints?
Widget + Trend + Page Type + Order
High
Funnel optimization
Where in the customer journey are recommendations failing?
Page Type + Engagement + Widget
Medium
QBR package
Give me a complete quarterly business review.
Order + Category + Products + Trend + Engagement
Very High
Launch benchmarking
What should I expect from my new product launch?
Category + Trend + Products
Medium
Budget allocation
Where should I invest my optimization budget?
Page Type + Widget + Order
High
Widget deep dive
Should I optimize or kill this underperforming widget?
Widget + Products + Page Type
Medium
Search recommendation alignment
Are we recommending what customers are searching for?
Search + Products + Trend
Medium
Seasonal forecasting
What performed well last summer to plan for this year?
Trend + Category + Products (historical)
High
Platform comparison
Is mobile app performance matching website?
Engagement + Order (segmented)
Medium
Partnership ROI
Is our brand partnership delivering value?
Trend + Products + Order
High
Clearance selection
Which products should go into clearance sale?
Conversion + Category + Products
Medium
Redesign validation
Did the homepage redesign improve performance?
Engagement + Widget + Order (comparative)
High
Cross-sell analysis
Are cross-category recommendations effective?
Category + Products + Widget
Medium
YoY growth
How does this year compare to last year?
Order + Engagement + Category (temporal)
High
Cart recovery
How can we recover abandoned cart revenue?
Products + Page Type + Engagement
Medium
Quick reference use cases
Use the following table to find the reports most relevant to your role:
Function
Primary use cases
Recommended reports
Executive leadership
ROI reporting, board presentations, or strategic decisions.
Order, Products, or Engagement
Ecommerce manager
Homepage optimization, widget performance, or conversion.
Widget, Page Type, or Engagement
Merchandising
Category performance, product mix, or seasonal planning.
Category, Products, or Trend
Digital marketing
SEO or PPC strategy, content planning, or campaign ROI.
Search, Trend, or Products
Email marketing
Product selection, trending items, or personalization data.
Trend, Products, or Category
Social media
Trending products, content ideas, or product features.
Trend or Products
Inventory and operations
Restocking priorities, slow movers, or clearance candidates.
Products or Conversion
UX and product Team
Engagement analysis, page performance, or placement testing.
Engagement, Widget, or Page Type
Analytics team
Deep dive analysis, customer behavior, or search patterns.
All reports and Search
Tips for best results
Getting the most out of Mark starts with how you ask. When using Mark with Product Recommendations, the more context and clarity you provide, the more accurate and actionable your results are. These tips help you craft better prompts so you spend less time refining outputs and more time acting on insights.
Be specific with date ranges
Good – past 30 days or January 1 to March 31, 2026.
Bad – recently or a while ago.
Define your success metric
Good – by revenue or by conversion rate.
Bad – best performing (without context).
State your business goal
Good – I want to create a promo campaign or for our quarterly merchandising meeting. This helps Mark provide contextually relevant insights
Bad – Show me performance data.
Use business terms, not technical jargon
Good – recommendation sections
Bad – widgets
Ask follow-up questions
After getting a report, ask Why is product X performing poorly? or Show me more details on the top category.