Shopify Integration
Connect your Shopify store to Chatlo for AI-powered customer support, automated order tracking, and intelligent product recommendations.
Overview
Shopify integration allows your AI agent to access your store data, providing customers with real-time order status, product information, inventory levels, and personalized shopping assistance.
🛍️ Benefits
- • 24/7 customer support
- • Real-time order tracking
- • Product information access
- • Inventory management
⚡ Features
- • Order status updates
- • Product recommendations
- • Inventory checks
- • Shipping information
🎯 Use Cases
- • Order tracking
- • Product inquiries
- • Return processing
- • Store policies
Requirements
Prerequisites
- ✓Active Chatlo account with AI agent
- ✓Shopify store with products
- ✓Shopify Partner account (recommended)
- ✓Admin access to store
Technical Requirements
- •Shopify API access
- •Private app or custom app
- •API permissions configured
- •Stable internet connection
Step-by-Step Integration Guide
Create Shopify Custom App
Set up a custom app in your Shopify store to generate API credentials.
- Log in to your Shopify admin panel
- Go to "Settings" → "Apps and sales channels"
- Click "Develop apps" (or "App and sales channel settings")
- Click "Create an app" button
- Enter app name (e.g., "Chatlo AI Assistant")
- Configure app permissions and settings
Note: You may need to enable custom app development first.
Configure API Scopes
Set up the necessary API permissions for your custom app.
- In your app settings, go to "Configuration" tab
- Click "Configure Admin API scopes"
- Select required permissions:
- read_products, read_orders
- read_customers, read_inventory
- read_shipping, read_analytics
- Save your configuration
- Install the app in your store
Tip: Only select permissions your AI agent actually needs.
Get API Credentials
Obtain your API credentials to connect Shopify with Chatlo.
- In your app settings, go to "API credentials" tab
- Find your Admin API access token
- Copy the API key and secret
- Note your store's myshopify.com domain
- Save credentials securely
Success: You now have API credentials for integration.
Create Shopify Connection in Chatlo
Set up the Shopify integration in your Chatlo workspace.
- Log in to your Chatlo dashboard
- Navigate to "Integrations" → "E-commerce"
- Click "Add Integration"
- Select "Shopify" from available options
- Enter your store domain and API credentials
- Click "Connect" to establish the connection
Where to find: Store domain is in your Shopify admin URL
Configure Data Sync
Customize how your Shopify data is synchronized and processed.
- Choose sync frequency (real-time, hourly, daily)
- Select data types to sync (products, orders, customers)
- Configure inventory tracking settings
- Set up product categorization rules
- Define order status mapping
Pro Tip: Use real-time sync for inventory and order updates.
Configure AI Responses
Set up how your AI agent responds to e-commerce related queries.
- Define response templates for common queries
- Configure product recommendation logic
- Set up order tracking responses
- Configure inventory availability checks
- Establish escalation rules for complex issues
Training Time: Allow 24-48 hours for optimal AI learning.
Test Integration
Verify that your Shopify integration is working correctly.
- Trigger initial data sync
- Check product catalog sync status
- Test order tracking functionality
- Verify inventory level accuracy
- Review customer data accessibility
Testing: Ask questions about products, orders, and inventory.
Go Live & Monitor
Launch your Shopify integration and monitor performance.
- Enable production mode in Chatlo settings
- Configure customer support workflows
- Set up order notification preferences
- Monitor conversation analytics
- Review and optimize AI responses regularly
Best Practice: Start with basic queries and gradually add complexity.
Supported Shopify Features
🛍️ Product Management
- ✓Product catalog access
- ✓Product variants and options
- ✓Pricing and discounts
- ✓Inventory tracking
- ✓Product images and descriptions
📦 Order Management
- ✓Order status tracking
- ✓Shipping information
- ✓Payment status
- ✓Fulfillment details
- ✓Return and refund status
👥 Customer Features
- • Customer profile information
- • Order history access
- • Personalized recommendations
- • Account management support
Troubleshooting
Data Not Syncing
Check API permissions and app installation status.
- • Verify API scopes are correctly configured
- • Check app is installed in your store
- • Ensure API credentials are valid
- • Review sync logs for errors
Product Information Missing
Verify product visibility and API permissions.
- • Check product is published and visible
- • Verify read_products permission is granted
- • Check for product visibility settings
- • Review collection and inventory rules
Order Tracking Issues
Check order status and fulfillment information.
- • Verify read_orders permission is enabled
- • Check order status is properly updated
- • Review fulfillment and shipping settings
- • Ensure tracking information is available
Best Practices
✅ Do's
- • Keep product information up-to-date
- • Use clear product titles and descriptions
- • Maintain accurate inventory levels
- • Set up proper order status workflows
- • Test integration regularly
- • Monitor API usage and limits
❌ Don'ts
- • Overload API with unnecessary requests
- • Use outdated product information
- • Ignore inventory discrepancies
- • Forget to update order statuses
- • Skip testing after changes
- • Ignore customer feedback
Next Steps
Now that your Shopify integration is live, here are some ways to maximize its effectiveness:
📈 Analytics
Monitor customer interactions and optimize responses
🎯 Personalization
Customize responses based on customer history
🔄 Expansion
Add advanced features like upselling and cross-selling