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Deepread for BigCommerce — Merchant Guide
 

Everything you need to install, activate, and get value from Deepread (formerly RiseIQ) — no support ticket required.

What Deepread does

Deepread reads your BigCommerce order, customer and product history and tells you who is about to stop buying, what each customer is worth (in revenue and in profit), who is due to reorder and what to offer them. It then puts that to work on your storefront and in Klaviyo. Nothing that reaches your customers happens until you turn it on.

The app has five tabs:

  • Today: what needs you now. Setup steps, suggestions with the dollars at stake and, for B2B, who to call.

  • Insights: churn risk, customer value, why revenue changed, and your inventory: GMROI, turns and dead stock.

  • Grow: storefront widgets, Klaviyo lists and flows, and margin-safe offers.

  • Results: the impact against your starting baseline.

  • Settings: costs, AI assistants, products to leave out, developer keys, billing and help.

Use the **B2C Retail / B2B Wholesale** switch at the top: retail and business customers are always analysed separately.

In the top header toolbar:

• Quick Order / PO: Open the instant order sheet ingester from anywhere in the app to convert buyer spreadsheets or PDFs into carts in <50ms.

• Ask Deepread (bottom right of every page): Answers questions about your customers, products, and orders in plain English.

1. Install Deepread

  1. In the BigCommerce App Marketplace, open Deepread and click Install. Approve the permissions on BigCommerce's screen.

  2. Choose who you sell to: retail shoppers (B2C), businesses (B2B Edition), or both. If you sell both, Deepread keeps them separate everywhere.

  3. Deepread opens inside your control panel and starts its first analysis on its own. A progress bar shows each step and finishes with "Building your call list and KPIs". Most stores take a few minutes; very large ones take longer. You can leave the page, and you'll get an email when it's ready.

  4. After that, Deepread refreshes every night. Click Re-run Analysis on Insights whenever you want fresh numbers.

2. Today: What Needs You Now

Get set up walks you through four steps (insights, storefront widgets, Klaviyo, flows) and ticks each one off as you go.

  • KPI cards: active customers, revenue, orders and average order value for the last 12 months, compared with the year before.

  • Deepread suggests: a short list of moves worth making, each with the dollars at stake. Go takes you to the right screen; Snooze or Dismiss hides a suggestion. Deepread never acts on its own.

  • Who to call today (B2B): companies ranked by overdue reorders, categories they stopped buying, slow payments and growth potential. Search by company, category, reason or rep. Mark Called, Snooze 7 days, or Create reorder quote: a priced B2B Edition quote at the company's own prices, which you preview before it's created. Companies that already have an open quote show "Quote open".

  • Quick Order / PO Ingester (B2B & Retail): Turn customer purchase orders into verified carts in seconds. Click Quick Order / PO in the top bar, drop an Excel file/CSV/PDF, or click Quick Paste to copy-paste tabular order data directly from an email. Deepread matches SKUs against your live catalog in <50ms, checks current inventory, and displays line totals. Click Load Items into Cart to generate a single-click checkout link.

  • Payments · Chase these & DSO Accelerator (B2B): View companies with overdue B2B Edition trade invoices, ranked by balance and days late. Click Chase Payment on any account to open the recovery drawer:

  • - Deepread generates a pre-formatted, polite reminder statement referencing invoice numbers, balance due, and a direct link to the buyer’s B2B Edition portal payment screen.

  • - Click Copy Statement & Link to paste into an email or messaging app.

  • - Click Mark as Reminded to log the contact and activate an automated 7-day anti-spam cooldown, ensuring multiple sales reps don’t double-chase the same account.

3. Insights: Customers, Profit and Inventory

  • Customer KPIs and your top customers: who brings in most of your revenue. On Avg order value, See details breaks it down by sales channel.

  • Why revenue changed: the change split into price, volume and mix, and into customers lost, gained and kept.

  • Risk of leaving and Customer value (next 12 months): every repeat customer scored High, Medium or Low, in revenue or in profit. Copy & open takes a group straight into BigCommerce.

  • Recommendations: upsell, cross-sell and reorder picks for each customer, searchable and downloadable.

  • Profit (switch at the top): sales after discounts and refunds, gross margin, profit leaks and, for B2B, Margin Guard. Profit uses the cost price in BigCommerce (Products, edit a product, Pricing).

Distribution KPIs: inventory and growth

  • Inventory (whole store): GMROI, the gross profit you earn back for every $1 of stock (above 1.5 is healthy for distributors); inventory turns, how many times a year you sell through your stock; and dead stock, products in stock with no sale in 365 days and the cash tied up in them.

  • Stock is shared by retail and B2B, so these use all sales. See details lists every product and category with gross profit and margin for retail and B2B side by side, and stock by warehouse if you have more than one.

  • For the first 30 days the numbers are marked approximate. Deepread saves your stock level every night and then uses the average.

  • To see them, turn on Track inventory for your products in BigCommerce and give them a cost price.

  • Segment growth: revenue and gross profit by customer group, region, company size and value tier, with a warning if a profitable segment is shrinking while total revenue grows.

Before you drop a slow product, check the supplier rebates, minimum buys and line commitments tied to it. Liquidating Dead Stock via Reorders: Stagnant products identified here don't need to sit in your warehouse. Deepread automatically feeds eligible dead stock into your B2B Reorder engine as discounted clearance add-ons, clearing slow stock without eroding gross margin.

4. Grow: Storefront, Klaviyo and Offers

On your storefront: click Turn on recommended widgets, or choose them one by one. They match your theme and need no code:

  • Frequently Bought Together on product pages

  • Suggested Adds on the cart page, matched against the whole cart

  • Time to Restock and Customers Like You on the home page, for signed-in shoppers

Customize moves a widget. Products to leave out (Settings) stops Deepread recommending a product, category or brand.

Email and SMS with Klaviyo:

  1. Click Connect Klaviyo, sign in and approve, and choose which customer types the account gets.

  2. Your first sync starts on its own. Deepread then keeps its lists (churn risk, value, reorder timing, recommendations) and customer properties up to date every night.

  3. Click Create flows. Reorder Reminder, Picked For You, Churn Save and Subscribe & Save are built in your Klaviyo as drafts. The first time, Klaviyo can take a few minutes; you can leave the page.

  4. Open each draft in Klaviyo, review it and set it live. Customers who are already due get their first email then.

 

Offers and Programs:

Configure margin-safe commercial programs from the Grow tab:

• Inbound RFQ Auto-Closer & Margin Negotiator (B2B Edition): Automatically evaluate incoming buyer quote requests against your landed product costs (COGS) to defend margins and close deals in under 30 seconds:

- Operating Mode: Choose Review First (1-click merchant approval) or Auto-Close & Negotiate (autonomous closing for deals meeting your criteria).

- Margin Floor Defense: Set your strict gross margin floor (e.g. 15%). If the buyer's requested price clears the floor, the quote is approved. If it falls below your floor, Deepread automatically calculates an optimal counter-offer price that protects your profit while maximizing win rate.

- One-Click Execution: Approve, counter, and automatically dispatch quotes and emails directly through BigCommerce B2B Edition. Track total Gross Profit Protected and Closed Revenue right on the card.

• B2B Reorder Quotes with Dead-Stock Liquidation (B2B Edition): Prepare recurring replenishment quotes at each company’s contract prices with an expiry date and 1-click checkout.

- Clearance Add-Ons: Enable Try something new to automatically attach slow-moving clearance items as optional add-ons to routine reorder quotes.

- Cost-Floor Protection: Clearance pricing is strictly bounded by product cost (`max(cost * 1.05, base_price * 0.70)`), ensuring stagnant inventory turns into cash flow without selling below cost.

• Retail Offers & Margin Guard: Time-limited win-back coupons for shoppers at risk of leaving, and Subscribe & Save schedules for recurring purchases. With Protect margin on, high-value customers who would reorder anyway are automatically skipped.

5. Results: Measure the Impact

Results compares your store with its baseline from before Deepread: average order value, time between orders, churn risk, customer lifetime value, and items per order and per customer. Retail and B2B are tracked separately.

6. Settings and AI Assistants

  • Stores & customer types: which storefronts and customer types Deepread analyses.

  • Costs & profit: how gross margin is measured, with optional estimates for postage, packing and payment fees.

  • AI assistants: Ask Deepread uses your own Claude or OpenAI key. To connect Claude, ChatGPT or Cursor, click Generate connect code and follow How to connect. Assistants are read-only unless you allow changes, customer names stay off unless you turn them on, and every call is logged.

  • Products to leave out, Developer keys (Storefront API), Billing & plan, and Help & diagnostics.

  • Billing runs through BigCommerce; your plan and trial are shown under Billing & plan.

FAQ / Troubleshooting

  • Insights is empty after install. The first analysis is still running; the progress bar at the top shows where it is, and you'll get an email when it's done.

  • The Inventory card says "Turn on inventory tracking". None of your products track stock in BigCommerce. Turn on Track inventory, then click Re-run Analysis.

  • GMROI is missing for some products. They have no cost price. Add one under Products, edit a product, Pricing.

  • A widget doesn't show. Time to Restock and Customers Like You only appear for signed-in shoppers Deepread has a recommendation for. Use "log in as customer" in BigCommerce to check.

  • My Klaviyo flows say "Setting up in Klaviyo". Klaviyo needs a few minutes to register Deepread's events the first time; Deepread finishes the flows in the background.

  • Klaviyo emails aren't arriving. Klaviyo only emails customers who can receive email marketing, and your sending domain has to be set up in Klaviyo.

  • Need help? Email hello@fundas.ai, or use Settings, Help & diagnostics.

  • How does the Order Sheet Ingester match products from customer POs? : Deepread matches line items by exact SKU, normalized SKU (ignoring hyphens, spaces, and case), and fuzzy product title. It automatically checks BigCommerce stock levels before creating the order and flags any discontinued or out-of-stock SKUs with zero lag (<50ms).

  • Will the Payment Chaser send automated emails to my buyers without my approval?: No. Deepread never sends unsolicited payment demands. The Payment Chaser generates a ready-to-send statement with direct buyer portal invoice links for your team to copy or send. When marked as reminded, a 7-day cooldown prevents duplicate follow-ups across your team.

  • What happens if an inbound RFQ has items without cost prices in BigCommerce?: If an incoming RFQ contains products without a cost price entered in BigCommerce, Deepread flags the quote as Needs Review and prevents autonomous approval. Add the cost price under Products → Edit Product → Pricing so the margin-floor engine can calculate profitability.

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