Connect Magento to Microsoft Copilot

Windsor.ai makes 107 metrics and 61 dimensions from Magento available in Copilot Agent, all centred around order and order item data, including:

• Order financial: grand total, subtotal, tax, shipping costs, discounts, total paid, and total due across all orders and stores.
• Refund and cancellation data: refunded amounts at both order and item level, including shipping refunds, tax refunds, and subtotal refunds, so you can track exactly where money is leaving your store.
• Product and SKU performance: order item details including product name, SKU, quantity ordered, quantity shipped, quantity refunded, item price, row total, and discount per item.
• Order operations: order status, order state, store name, coupon codes applied, customer details, and timestamps for when orders were created and last updated.

Yes. The integration includes store name and store ID dimensions, so you can ask Copilot to compare revenue, order volume, average order value, and refund rates across all your Magento stores in a single query, without switching between store views or building separate reports for each.

Yes. With refund data available at both order and item level, including refunded subtotals, shipping refunds, tax refunds, and quantity refunded per SKU, Copilot can identify exactly where refunds are concentrated. Ask it to rank products by refund rate, compare refund trends month over month, or flag orders where the refunded amount exceeds a defined threshold.

Yes. With Windsor.ai, you can combine Magento order data with Google Ads, Meta, email platforms, or your CRM in a single Copilot conversation. Ask your AI assistant to correlate revenue spikes with specific campaign periods, or identify whether customers acquired through paid channels have a higher or lower refund rate than those from organic sources.

Here are examples of  more specific prompts you can use to dive deep into your Magento data:

• Analyse order revenue by store over the last 90 days. Is performance consistent across stores, or are specific ones significantly over or underperforming? Does the gap widen on specific days of the week?

• Look at all refunded orders over the last 60 days. Which SKUs have the highest refund rate relative to quantity ordered? Is the issue concentrated in a specific product type or price range?

• Break down discount usage over the last 90 days by coupon code. Which codes generate the highest order volume but the lowest average order value? Are any being applied to orders that would likely have converted without a discount?

• Analyse shipping costs as a percentage of order grand total over the last 60 days. Are there specific order sizes where shipping costs are disproportionately high relative to order value?

Yes. Copilot can monitor order status and flag orders that have been sitting unprocessed longer than expected, surface products with high backordered quantities, and highlight patterns in cancelled orders so your team can act before the issue compounds.

Windsor.ai’s pricing for Microsoft Copilot data integration varies depending on the number of connected accounts and data sources. We offer absolutely transparent pricing plans for diversified business needs and budgets, along with a 30-day free trial and Windsor MCP included in every plan.

With Windsor MCP, the integration process takes a few minutes. No technical expertise or coding is required; connecting data to Copilot is simple, straightforward, and accessible to everyone.

Yes, we have helpful resources to help you get started. You can explore our official documentation and tutorials for seamless Magento to Copilot Agent integration with Windsor.ai:

• Magento Field Reference
• Copilot Agent Integration Documentation