Co-Pilot: Support Query & Export of Lists/Fulfillments

πŸ“ Problem Statement
Currently, our Co-Pilot does not support querying or exporting specific lists or fulfillments. This restricts clients from easily accessing targeted subscriber or fulfillment data within the Co-Pilot interface, creating inefficiencies and limiting actionable insights.

πŸ‘€ User Story
As a business owner,
I want to query and export specific lists and fulfillments within Co-Pilot,
so that I can quickly access, analyze, and act on the data I need.

🎯 Definition of Done (DoD)

  • Co-Pilot supports querying subscriber lists and fulfillments.

  • Clients can export data for a given list or fulfillment in standard export formats (e.g., CSV).

  • Access control and permissions are respected when querying/exporting.

  • Exported data is accurate, complete, and aligned with client expectations.

  • QA validates both small and large dataset scenarios.

  • Documentation and user guides are updated to reflect this capability.

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Upvoters
Status

Backlog

Board
πŸ’‘

Pelcro Product

Date

6 months ago

Author

Rana Haleem

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