44
performance signals
8
automated checks
1
prepared fixes
Ready to build yours
workflows
6
API operations
- Overview
- Monitor (44)
- Audit (8)
- Automate
What you can achieve
Capabilities are grouped around merchant outcomes, not API terminology.Grow revenue
Improve discovery, conversion, campaigns and repeat purchase.
Protect revenue
Find failures, leaks and risks before they cost sales.
Control risk and change
Keep tracking, access and change under governed control.
Run operations
Monitor orders, fulfilment, delivery and settlement.
Catalogue quality
Identify missing, inconsistent or outdated product data.
From connection to verified outcome
The controlled sequence every capability follows. Nothing changes a connected system without the approval step.1
Connect
Authorise the source. Scopes are shown before access is granted.
2
Monitor
Watch the signals against your own baselines, not universal defaults.
3
Detect
Run checks and gather evidence specific to your store.
4
Recommend
Explain what happened, why it matters and the proposed action.
5
Approve
You review scope, risk and reversibility before anything changes.
6
Execute
Apply through governed connector operations.
7
Verify
Confirm the intended result and keep the receipt.
Monitor performance
44 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.Grow revenue (14 signals)
Grow revenue (14 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| % Revenue From POS-Only Items | Watch only | Description pending editorial review; the signal is live. |
| Channel Mix Shift (vs prior) | Merchant rule | Detects sudden channel-mix shifts (e.g. POS-revenue dropped 25pp into online , likely tied to staffing / store-closure / promotion). Distinctive to mu |
| Customer Capture Source (POS vs Online) | Watch only | creation_source breakdown , TERMINAL=POS vs ONLINE_STORE vs INVOICES. Surfaces channel-of-first-touch for cross-channel attribution. |
| Items POS-Sellable but Not Online-Visible | Merchant rule | Items with ecom_visibility in (HIDDEN, UNINDEXED, UNAVAILABLE) , surfaces underused online channel for unified-catalog Square merchants. |
| Online-Only SKUs | Watch only | Items with present_at_all_locations=false AND ecom_visibility=VISIBLE , online-only catalog complement. |
| Orders by Status | Watch only | Orders by Status from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ecommerce |
| Products Missing SEO Title | Alert band 10 / 30 | Catalog items whose Square Online ecom_seo_data.page_title is empty. No data if this store has no active Square Online site (POS-only). |
| Repeat Customer Rate | Alert band 25 / 10 | Description pending editorial review; the signal is live. |
| Revenue Trend | Alert band 0 / -5 | Revenue Trend from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ecommerce ag |
| Revenue by Channel (POS / Online / Invoices) | Watch only | Source-name breakdown: SQUARE_POS, SQUARE_ONLINE, INVOICES, etc. Surfaces unified-commerce channel mix that’s distinctive to Square’s POS+online story |
| Revenue by Location (in-store) | Watch only | Per-location revenue rollup , multi-location Square merchants need per-store visibility. |
| Square Orders to Email Attribution | Watch only | Square Orders to Email Attribution from Square Online, grouped under Order Issues. Computes when a live Square Online integration is connected; reconc |
| Top Products by Revenue | Watch only | Top Products by Revenue from Square Online, grouped under Revenue & Growth. Computes when a live Square Online integration is connected; reconciles ec |
| Total Revenue (30d, all channels) | Alert band 0 / -5 | Description pending editorial review; the signal is live. |
Protect revenue (13 signals)
Protect revenue (13 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Canceled Orders (24h) | Merchant rule | Description pending editorial review; the signal is live. |
| Conversion Rate | Alert band 3 / 1 | Conversion Rate from Square Online, grouped under Revenue at Risk. Computes when a live Square Online integration is connected; reconciles ecommerce a |
| Fulfillment Rate | Alert band 95 / 90 | % of orders (30d) where every Fulfillment reached Square’s COMPLETED state , distinct from the order-level completion/cancellation status above. |
| High-Value Square Customers Unengaged on Email | Merchant rule | High-Value Square Customers Unengaged on Email, broken down by row. |
| Low-Stock Products | Watch only | Low-Stock Products from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; reconciles ecommer |
| Out-of-Stock Items | Alert band 0 / 5 | Description pending editorial review; the signal is live. |
| Oversell Risk (negative on-hand projected) | Merchant rule | Alerts for Oversell Risk (negative on-hand projected). |
| POS vs Online Inventory Parity | Merchant rule | POS vs Online Inventory Parity, broken down by row. |
| POS ↔ Online Inventory Drift | Merchant rule | Variations showing different on-hand quantity between POS view and Square Online view , root oversell risk for unified-commerce merchants. |
| Refund Rate | Alert band 2 / 5 | Refund Rate from Square Online, grouped under Refunds & Cancellations. Computes when a live Square Online integration is connected; reconciles ecommer |
| Revenue at Risk (live) | Merchant rule | Description pending editorial review; the signal is live. |
| Square Inventory vs Marketplace Listings | Merchant rule | Square Inventory vs Marketplace Listings. |
| Square Orders → Email Attribution | Merchant rule | Square Orders → Email Attribution, broken down by row. |
Run operations (13 signals)
Run operations (13 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Active Locations | Watch only | Description pending editorial review; the signal is live. |
| Average Order Value | Alert band 0 / -5 | Description pending editorial review; the signal is live. |
| Email-Opted-In Customers (Directory) | Watch only | Description pending editorial review; the signal is live. |
| Items Missing SKU | Merchant rule | SKU-less items break inventory + reporting + cross-channel parity. Hot-button for POS+online merchants. |
| New Customers (30d) | Watch only | Description pending editorial review; the signal is live. |
| Open Orders | Alert band 10 / 50 | Description pending editorial review; the signal is live. |
| Order Completion Rate | Merchant rule | Description pending editorial review; the signal is live. |
| Order Volume (all channels) | Watch only | Description pending editorial review; the signal is live. |
| Orders by Channel | Watch only | Orders by Channel. |
| POS to Online Inventory Drift | Watch only | POS to Online Inventory Drift from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; reconci |
| POS to Online Inventory Drift Alert | Watch only | POS to Online Inventory Drift Alert from Square Online, grouped under Catalogue Health. Computes when a live Square Online integration is connected; r |
| POS ↔ Online Inventory Drift Alert | Merchant rule | Square-distinctive , unified-commerce inventory parity is the killer audit signal. |
| Total Customers (Directory) | Watch only | Description pending editorial review; the signal is live. |
Catalogue quality (3 signals)
Catalogue quality (3 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| Products Missing Description | Alert band 5 / 20 | Catalog items whose description_plaintext is empty , a shopper page with nothing to read beyond a photo and a price. |
| Total Catalog Items | Watch only | Description pending editorial review; the signal is live. |
| Total Item Variations | Watch only | Description pending editorial review; the signal is live. |
Control risk and change (1 signals)
Control risk and change (1 signals)
| Signal | Alert behaviour | What it tracks |
|---|---|---|
| OAuth Token Refresh Failure | Merchant rule | Square access tokens are 30-day lived , refresh failures silently break ingest; must alert. |
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.Fulfillment rate below 90%
Fulfillment rate below 90%
Severity critical · Outcome Protect revenue · Fix status Candidate remediationWhen 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-001Cancellation rate above 10% over 30d
Cancellation rate above 10% over 30d
Severity high · Outcome Protect revenue · Fix status Report onlyMore 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 fVortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.Reference:
ECOM-CANCEL-001Refund rate above 5% over 30d
Refund rate above 5% over 30d
Severity high · Outcome Protect revenue · Fix status Candidate remediationMore 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-001Discount > 20% of revenue (margin erosion)
Discount > 20% of revenue (margin erosion)
Severity medium · Outcome Grow revenue · Fix status Report onlyDiscounting 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-001Products with zero or negative stock
Products with zero or negative stock
Severity medium · Outcome Grow revenue · Fix status Candidate remediationEvery 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 actuallyA 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-001Repeat-customer rate below 20%
Repeat-customer rate below 20%
Severity medium · Outcome Grow revenue · Fix status Candidate remediationFewer 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 customerA 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-CUSTOMER-001Products missing SEO title
Products missing SEO title
Severity low · Outcome Grow revenue · Fix status Prepared fixProducts 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-002Products missing description
Products missing description
Severity low · Outcome Grow revenue · Fix status Candidate remediationA 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-001Automate approved work
Vortex IQ is integrated with 3 read and 3 write operations across catalog lists, customers, inventory countbatchretrieves, locations, oauth2tokens, order searchs on Square Online. 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 workflowReady to build your first Square Online 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.Browse the operations you can build with
Browse the operations you can build with
| Resource | Read operations | Write operations |
|---|---|---|
| catalog lists | 1 | 0 |
| customers | 1 | 0 |
| inventory countbatchretrieves | 0 | 1 |
| locations | 1 | 0 |
| oauth2tokens | 0 | 1 |
| order searchs | 0 | 1 |