> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Swell on Vortex IQ

> Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Swell.

Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Swell.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [View setup guide](/integrations/swell) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=swell)

<CardGroup cols={5}>
  <Card title="46">
    performance signals
  </Card>

  <Card title="8">
    automated checks
  </Card>

  <Card title="1">
    prepared fixes
  </Card>

  <Card title="Ready to build yours">
    workflows
  </Card>

  <Card title="7">
    API operations
  </Card>
</CardGroup>

<Tabs>
  <Tab title="Overview">
    ### What you can achieve

    Capabilities are grouped around merchant outcomes, not API terminology.

    <CardGroup cols={2}>
      <Card title="Protect revenue">
        Find failures, leaks and risks before they cost sales.
      </Card>

      <Card title="Grow revenue">
        Improve discovery, conversion, campaigns and repeat purchase.
      </Card>

      <Card title="Run operations">
        Monitor orders, fulfilment, delivery and settlement.
      </Card>

      <Card title="Control risk and change">
        Keep tracking, access and change under governed control.
      </Card>

      <Card title="Catalogue quality">
        Identify missing, inconsistent or outdated product data.
      </Card>
    </CardGroup>

    ### From connection to verified outcome

    The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

    <Steps>
      <Step title="Connect">
        Authorise the source. Scopes are shown before access is granted.
      </Step>

      <Step title="Monitor">
        Watch the signals against your own baselines, not universal defaults.
      </Step>

      <Step title="Detect">
        Run checks and gather evidence specific to your store.
      </Step>

      <Step title="Recommend">
        Explain what happened, why it matters and the proposed action.
      </Step>

      <Step title="Approve">
        You review scope, risk and reversibility before anything changes.
      </Step>

      <Step title="Execute">
        Apply through governed connector operations.
      </Step>

      <Step title="Verify">
        Confirm the intended result and keep the receipt.
      </Step>
    </Steps>

    No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.
  </Tab>

  <Tab title="Monitor (46)">
    ### Monitor performance

    46 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

    <AccordionGroup>
      <Accordion title="Protect revenue (22 signals)">
        | Signal                                             | Alert behaviour    | What it tracks                                                                                                                                         |
        | -------------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
        | **Active Ad Spend on Out-of-Stock SKUs**           | Merchant rule      | Spend on SKUs that can't convert because they're OOS. Pause immediately - pure waste.                                                                  |
        | **Billing Failure Rate**                           | Merchant rule      | Declined / errored recurring payments as % of attempts. Expired cards + gateway errors silently bleed MRR before churn even shows. Dunning trigger.    |
        | **Billing Failure Spike**                          | Merchant rule      | Sudden rise in declined recurring charges = gateway outage or a card-network event. MRR bleeding now - dunning + alert.                                |
        | **Bundle SKU Stock Check**                         | Merchant rule      | Bundle products still sellable when a component SKU is out of stock = oversell risk. Swell-distinctive: bundle stock derives from components.          |
        | **Cancellation Rate**                              | Alert band 1 / 3   | Description pending editorial review; the signal is live.                                                                                              |
        | **Cancelled Subscriptions (30d)**                  | Merchant rule      | Subscriptions with date\_canceled in window. When cancelled outpaces new, MRR is shrinking - the leading churn signal.                                 |
        | **Churn-Risk Customers**                           | Merchant rule      | High-value accounts whose gap since date\_last\_order exceeds 2x their median reorder cycle = lapsing. Win-back targets.                               |
        | **High-MRR Subscribers Unengaged on Email**        | Merchant rule      | The subscribers most expensive to lose, going dark on email. Trigger a retention flow before they cancel.                                              |
        | **Low-Stock Products**                             | Merchant rule      | Products in stock\_status=low\_stock. Pair with velocity to flag stockout-imminent SKUs before they hit zero.                                          |
        | **Orders → Email Campaign Attribution**            | Merchant rule      | Email share of revenue. Low attribution despite an active ESP = under-utilised lifecycle channel - the cheapest growth lever for subscription brands.  |
        | **Out-of-Stock Products**                          | Alert band 0 / 5   | Description pending editorial review; the signal is live.                                                                                              |
        | **Overdue B2B Invoices**                           | Merchant rule      | Sum of grand\_total on invoices where paid=false and date\_due \< now. Working-capital leak - chase before it ages further. Only meaningful when Swell |
        | **Past-Due Subscriptions**                         | Merchant rule      | Subscriptions in status=past\_due\|unpaid. Each is MRR at imminent risk - recoverable with dunning if caught early.                                    |
        | **Payment Decline Rate**                           | Merchant rule      | Declined payments / payment attempts. High decline rate on checkout = gateway config or fraud-filter over-tuning; recoverable revenue.                 |
        | **Refund Rate**                                    | Alert band 2 / 5   | Refunded orders / total orders. Above 5% signals product-quality or expectation mismatch - and on subscriptions, predicts churn.                       |
        | **Refund Value (30d)**                             | Merchant rule      | Description pending editorial review; the signal is live.                                                                                              |
        | **Revenue at Risk (live)**                         | Merchant rule      | Sum of failed payments + past-due subscription MRR + OOS-attributed demand. Live \$ exposure across the store.                                         |
        | **Revenue at Risk / Min (active incidents)**       | Merchant rule      | Live \$/min loss while a connected monitoring incident is open. Headless storefronts fail silently - this is the dollar cost of the outage.            |
        | **Subscription Cancellation Burst**                | Merchant rule      | A cancellation burst usually signals a billing bug, a price-change backlash, or a delivery failure. Investigate root cause fast.                       |
        | **Subscription Churn Rate**                        | Alert band 20 / 50 | Cancelled subscriptions / active at period start. Above \~8% monthly is unsustainable for most subscription economics.                                 |
        | **Swell Inventory vs Active Marketplace Listings** | Merchant rule      | Marketplace orders for SKUs OOS on Swell = cancellations + dissatisfaction. Highest-priority cross-channel diagnostic.                                 |
        | **Top Accounts by Revenue**                        | Watch only         | Ranked by order\_value. Concentration view - reveals if revenue leans on a handful of accounts (dependency risk).                                      |
      </Accordion>

      <Accordion title="Grow revenue (12 signals)">
        | Signal                              | Alert behaviour    | What it tracks                                                                                                                                          |
        | ----------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
        | **Active B2B Accounts**             | Watch only         | Business-type accounts with an order in the last 90d. The B2B revenue base for Swell merchants running configurable pricing.                            |
        | **Active Subscriptions**            | Merchant rule      | Count of subscriptions in status=active\|trial. The base of recurring revenue - the single most-watched number for a subscription brand.                |
        | **Catalogue Completeness**          | Alert band 90 / 80 | % of active products with image, description, SKU and price all populated. Gaps suppress conversion on a headless storefront where the API is the only  |
        | **Discount Dependency**             | Alert band 20 / 40 | Share of orders (30d) carrying a code-based coupon (Order.coupon\_code). Distinct from the dollar-discount-vs-revenue metric other platforms carry unde |
        | **Monthly Recurring Revenue (MRR)** | Alert band 0 / -5  | Sum of recurring\_total normalised to a monthly cadence across active subscriptions. The north-star metric for recurring economics.                     |
        | **Products Missing SEO Meta**       | Alert band 10 / 30 | Active products with no meta\_title or meta\_description set - the dedicated SEO fields, distinct from the storefront description.                      |
        | **Repeat Purchase Rate**            | Alert band 25 / 10 | Description pending editorial review; the signal is live.                                                                                               |
        | **Revenue Trend**                   | Watch only         | Daily revenue over 90 days. Shows seasonality and the long arc of subscription compounding.                                                             |
        | **Revenue by Currency / Region**    | Watch only         | Revenue grouped by order currency. Swell merchants frequently sell multi-currency from one store via the storefront framework.                          |
        | **Revenue by Store**                | Watch only         | Per-store revenue split for merchants running multiple Swell stores under one team. Reveals which storefront is pulling weight.                         |
        | **Top Customers by Lifetime Spend** | Watch only         | Top Customers by Lifetime Spend.                                                                                                                        |
        | **Total Revenue (30d)**             | Alert band 0 / -5  | Sum of grand\_total on paid orders across 7/30/90d windows. Top-line pulse for one-off + subscription revenue combined.                                 |
      </Accordion>

      <Accordion title="Run operations (9 signals)">
        | Signal                           | Alert behaviour    | What it tracks                                                                                                                                         |
        | -------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
        | **Average Account Spend**        | Merchant rule      | Description pending editorial review; the signal is live.                                                                                              |
        | **Average Order Value**          | Alert band 0 / -5  | Description pending editorial review; the signal is live.                                                                                              |
        | **Fulfillment Rate**             | Alert band 95 / 90 | Share of orders (30d) with Order.delivered = true - Swell's own field for a completely-fulfilled order (see the Order entity's delivered help text for |
        | **New Subscriptions (30d)**      | Watch only         | Description pending editorial review; the signal is live.                                                                                              |
        | **New vs Returning Customers**   | Watch only         | New vs Returning Customers, shown by share.                                                                                                            |
        | **Order Processing Backlog**     | Alert band 10 / 50 | Alerts for Order Processing Backlog.                                                                                                                   |
        | **Order Volume (30d)**           | Alert band 0 / -10 | Description pending editorial review; the signal is live.                                                                                              |
        | **Pending / Unfulfilled Orders** | Alert band 10 / 50 | Description pending editorial review; the signal is live.                                                                                              |
        | **Total Customers**              | Watch only         | Description pending editorial review; the signal is live.                                                                                              |
      </Accordion>

      <Accordion title="Catalogue quality (2 signals)">
        | Signal                           | Alert behaviour   | What it tracks                                                                                                                                          |
        | -------------------------------- | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
        | **Products Missing Description** | Alert band 5 / 20 | Active products with an empty description. The same field sw\_catalogue\_completeness folds into its composite %, broken out standalone so it can carry |
        | **Total Active Products**        | Watch only        | Description pending editorial review; the signal is live.                                                                                               |
      </Accordion>

      <Accordion title="Control risk and change (1 signals)">
        | Signal                           | Alert behaviour | What it tracks                                                                                                                               |
        | -------------------------------- | --------------- | -------------------------------------------------------------------------------------------------------------------------------------------- |
        | **Swell API Failure Rate Spike** | Merchant rule   | Headless storefronts read live from the Swell Backend API - a failure spike means the storefront itself is degraded, not just the dashboard. |
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Audit (8)">
    ### Audit risks and opportunities

    A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

    <AccordionGroup>
      <Accordion title="Fulfillment rate below 90%">
        **Severity** critical · **Outcome** Protect revenue · **Fix status** Candidate remediation

        When more than 1 order in 10 is failing to reach fulfilment, customers have paid for goods that are not shipping on time; refunds, chargebacks and support load follow quickly.

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `ECOM-FULFIL-001`
      </Accordion>

      <Accordion title="Cancellation rate above 10% over 30d">
        **Severity** high · **Outcome** Protect revenue · **Fix status** Report only

        More than 1 in 10 orders is being cancelled. Unlike a return, a cancellation often means the customer changed their mind or hit a problem before the order even shipped, checkout friction, a payment failure, an unexpectedly long delivery estimate, which usually points to a fixable step in the order f

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ECOM-CANCEL-001`
      </Accordion>

      <Accordion title="Refund rate above 5% over 30d">
        **Severity** high · **Outcome** Protect revenue · **Fix status** Candidate remediation

        More than 1 in 20 orders is being refunded. Beyond the direct revenue loss, this rate also carries payment-cost consequences, processors and payment gateways watch refund and dispute rates, and a sustained high rate can affect processing terms independent of the lost sale itself.

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `ECOM-REFUND-001`
      </Accordion>

      <Accordion title="Discount > 20% of revenue (margin erosion)">
        **Severity** medium · **Outcome** Grow revenue · **Fix status** Report only

        Discounting above roughly 20 percent of revenue erodes margin quickly, often without lifting volume enough to pay for itself, and trains customers to wait for codes.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ECOM-DISCOUNT-001`
      </Accordion>

      <Accordion title="Products with zero or negative stock">
        **Severity** medium · **Outcome** Grow revenue · **Fix status** Candidate remediation

        Every product at zero or negative stock is a page a customer can still find, still add to cart in some storefront setups, and still be disappointed by. Zero-stock listings that stay live also keep spending any ad budget or SEO ranking pointed at them, driving traffic to a product nobody can actually

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `ECOM-INVENTORY-001`
      </Accordion>

      <Accordion title="Repeat-customer rate below 20%">
        **Severity** medium · **Outcome** Grow revenue · **Fix status** Report only

        Fewer than 1 in 5 customers comes back for a second order. Acquiring a first-time customer is almost always the most expensive part of earning their business, so a repeat rate this low means the store is paying that acquisition cost repeatedly instead of earning a second (cheaper) sale from customer

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ECOM-CUSTOMER-001`
      </Accordion>

      <Accordion title="Products missing SEO title">
        **Severity** low · **Outcome** Grow revenue · **Fix status** Prepared fix

        Products without SEO titles compete in search under their bare product names; pages that could rank for buying keywords stay invisible.

        A prepared, approval-gated fix exists: the proposed change, affected records, risk, reversibility and verification are shown before execution.

        Reference: `ECOM-CATALOGUE-002`
      </Accordion>

      <Accordion title="Products missing description">
        **Severity** low · **Outcome** Grow revenue · **Fix status** Candidate remediation

        A product with no description gives a shopper nothing to evaluate beyond a photo and a price. It also gives search engines almost nothing to index, so these products are simultaneously converting worse for visitors who do find them and ranking worse in organic search for anyone who has not.

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `ECOM-CATALOGUE-001`
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Automate">
    ### Automate approved work

    Vortex IQ is integrated with **7 read** and **0 write** operations across accounts, invoices, orders, payments, products, refunds on Swell. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words.

    Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

    [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=swell)

    #### Ready to build your first Swell workflow

    Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

    <Accordion title="Browse the operations you can build with">
      | Resource      | Read operations | Write operations |
      | ------------- | --------------- | ---------------- |
      | accounts      | 1               | 0                |
      | invoices      | 1               | 0                |
      | orders        | 1               | 0                |
      | payments      | 1               | 0                |
      | products      | 1               | 0                |
      | refunds       | 1               | 0                |
      | subscriptions | 1               | 0                |

      Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.
    </Accordion>
  </Tab>
</Tabs>