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Shopify integration

An agent that works in your Shopify store

Ipster recognises the caller by phone number, tells them where their order is and looks up products with price and stock. If you want, the agent also sends a payment link or cancels an order that has not shipped yet, only after the customer agrees.

Shopify

Ipster and Shopify, directly connected

What the agent does

The actions the agent performs in Shopify

You choose which actions the agent may use. Payment links, notes and cancellations are off by default. In web chat the agent can only search products.

Recognise the caller

At the start of the call the agent looks up the customer by the caller's number. It receives that number automatically, so it never has to ask for it.

Orders and tracking

The agent gives the latest orders with payment and shipping status. For one order by order number it also says which products are in it, which carrier has the parcel and what the tracking is.

Search products

The agent searches products by name or item number and gives the price and the stock.

Send a payment link

The agent calculates a new order and reads it out. After the customer agrees, the payment link follows. The order only exists once the customer pays.

Add a note

A short note on an order or on the customer, for example a callback request. Something is added, nothing is overwritten.

Cancel an order

Only an order that has not shipped yet, and only after the customer confirms.

What a call looks like

From call to answer, without manual work

  1. 1

    Your customer calls

    Ipster answers and looks up the caller in your store straight away, based on the phone number.

  2. 2

    The agent helps

    It tells them where the order is, with payment and shipping status and tracking.

  3. 3

    Products and stock

    If the caller has a question about a product, the agent gives the price and the stock.

  4. 4

    Follow-up after approval

    A payment link, a note or a cancellation, if you have switched that on. A payment link and a cancellation only after the customer agrees.

What appears in your Shopify store

  • Note · By Ipster

    Callback request on the customer

  • Payment link · By Ipster

    Sent to the customer after approval

  • Order · By Ipster

    Cancelled after confirmation

You decide

You stay in control

Choose the actions

Switch each action on or off, from looking up orders to sending a payment link or cancelling an order.

Decide what happens on cancellation

You set whether the amount is refunded automatically, whether the stock is put back and whether the customer receives a cancellation email.

Only the caller's own data

The agent only shows orders of the caller themselves. An order of someone else is not shown or changed.

How to connect it

Connected in three steps

01

Connect Shopify

Enter your store name and click "Connect with Shopify", or paste the Admin API token of your own app.

02

Choose the actions

Decide what the agent may do and tell it in the prompt when to use it.

03

Test the connection

Ipster checks that your store can be reached and that the permissions match the actions you chose.

Payment links, notes and cancellations are off by default. Switch them on yourself if the agent may use them.

Frequently asked questions

About the Shopify integration

The agent can recognise the caller, look up orders with status and tracking, and search products with price and stock. It can also send a payment link, add a note or cancel an order that has not shipped yet. You choose which actions are on.

The easiest way is the "Connect with Shopify" button: you enter your store name, the part before .myshopify.com, and give permission in your Shopify admin. Prefer another route? Then create your own app in Shopify and paste the Admin API token.

The agent first reads out the order and asks for approval. Only then does it send the payment link, by email through Shopify if you switch that on. The order only exists once the customer pays. Cancelling is only possible for an order that has not shipped yet, and only after the customer confirms.

Then the agent shows no orders, because they can only be seen for a recognised caller. Searching products still works. What it says next, you decide in the prompt.

Yes, with one limit. In web chat the agent does not know who is writing, so there it can only search products. Customer data is available for the caller themselves on the phone and for a customer on WhatsApp.

It adds a short note to an order of the caller or to the customer record, for example a callback request. The note is added and does not overwrite anything that is already there.

Let your agent help your customers in Shopify

Book a demo and see how Ipster recognises the caller, looks up the order and gives product stock.

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