Easy Digital Downloads

With the WordPress plugin on an Easy Digital Downloads store, Yamidoo shows what the store knows about a visitor next to their conversation, and can, if you turn it on, let the AI answer a logged-in customer’s questions about their own licenses and orders. Nothing is copied into Yamidoo: the record is fetched from your site when a conversation is opened, shown, and discarded. The general mechanism is described in Customer data.

Setup

1. Install and activate the Yamidoo plugin from wp-admin (Plugins → Add New Plugin, search for “Yamidoo”).
2. Open Settings → Yamidoo and click Connect to Yamidoo. Sign in or create a free account, confirm, and you are sent back. EDD is detected and Show Easy Digital Downloads customer data in my Yamidoo inbox is ticked for you.
3. Open any conversation whose visitor has an email address. The Customer panel is in the sidebar.

Pasted a Site ID by hand instead of connecting? Follow the manual steps in Customer data.

What the panel shows

Section	Fields
Customer	Name and customer ID, purchase count, lifetime value, customer since. Links to the customer in EDD.
Licenses	Product and price option, status, expiry date or lifetime, activations used of the limit, the license key. The 8 most recent. Needs Software Licensing. Each links to the license.
Orders	Order number, total, status, products, date, gateway. The 8 most recent, newest first; collapsed when there are more than 3. Each links to the order.
Subscriptions	Product, status, created date, renewal or expiry date, amount and period. Active ones first, then newest. Needs Recurring Payments. Each links to the subscription.

Status badges follow EDD: active and complete are green, inactive and pending amber, expired, refunded, cancelled and revoked red.

What the AI can answer

By default, nothing — the record is for your team. To let the AI use it, open Integrations → Customer data in the dashboard and turn on Let the AI answer account questions. From then on, when the visitor is logged in to your WordPress site, the plugin signs their identity and the AI gets the same record. Questions it can then answer from real data:

• “When does my license expire?” — status and expiry of each license
• “How many sites can I still activate?” — activations used of the limit
• “Did my renewal go through?” — the latest order and the subscription’s status
• “Which plan am I on?” — product and price option

Visitors who are not logged in get normal answers from your content. A visitor cannot type someone else’s email into the chat and ask about their licenses.

Tip

The AI answers from the record as it is. To let it act — reset an activation, refund an order — hand off to a human; the panel gives your team the link straight into the license or order.

Notes

• Customers are looked up by email through EDD’s customer table, so an email attached to a customer as a secondary address matches too.
• Only sale orders are listed; refunds show as the order’s status.
• Amounts are shown in the store’s currency, formatted by EDD.
• The record is cached for five minutes per email. Use the refresh icon in the panel to fetch it again.
• Add more sections (memberships, Freemius, a CRM) with the yamidoo_customer_sections filter — see Customer data.