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Shopify

Connect ChatAgent to your Shopify store to automatically sync products, orders, and customer data. The AI agents use this data to answer product questions and process orders.

What gets synced

Section titled “What gets synced”
Data Direction Frequency
Products Shopify → ChatAgent Real-time
Orders Shopify → ChatAgent Real-time
Customers Shopify ↔ ChatAgent Real-time
Inventory Shopify → ChatAgent Real-time
Prices Shopify → ChatAgent Real-time

Connecting

Section titled “Connecting”
  1. Go to Settings → Integrations → Shopify
  2. Click Connect Shopify
  3. Enter your Shopify store URL (e.g., your-store.myshopify.com)
  4. Log in to your Shopify admin
  5. Approve the ChatAgent app installation
  6. Configure sync settings
  7. Click Activate

Configuration

Section titled “Configuration”

Product sync

Section titled “Product sync”

Choose what to sync:

  • All products — sync everything
  • Specific collections — only selected collections
  • In-stock only — skip out-of-stock products
  • Price range — only sync products within a price range

Order sync

Section titled “Order sync”

Configure how orders flow:

  • Sync all orders — every order appears in ChatAgent
  • Sync WhatsApp orders only — only orders placed through ChatAgent
  • Include fulfillment — sync shipping status and tracking

Customer sync

Section titled “Customer sync”
  • Create contacts — new Shopify customers become ChatAgent contacts
  • Update existing — keep contact info in sync
  • Sync order history — include past orders in customer profiles

Using Shopify data in AI

Section titled “Using Shopify data in AI”

Once synced, The Closer can:

  • Answer “do you have X in stock?” with real-time inventory
  • Share product links and prices
  • Help customers browse your catalog
  • Process orders directly in chat

The Retainer can:

  • Reference actual purchase history for reorder reminders
  • Suggest related products based on past orders
  • Track which products drive repeat purchases

Troubleshooting

Section titled “Troubleshooting”
Issue Fix
Products not showing Check sync settings and product visibility
Prices wrong Force a manual sync in Settings → Integrations → Shopify
Orders not appearing Verify the Shopify app is installed and approved
Sync stuck Disconnect and reconnect the integration

Disconnecting

Section titled “Disconnecting”
  1. Go to Settings → Integrations → Shopify
  2. Click Disconnect
  3. Confirm

Disconnecting stops all data sync. Existing data in ChatAgent remains but won’t update.

Next steps

Section titled “Next steps”