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Introduction

Connect your Shopify store to Convocore so your customers can check their order status and browse your products through your AI agent.

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Overview

The Shopify integration allows your customers to:
  • Check their order status by providing their order number
  • View order details (items, shipping, total)
  • Browse your store products and get product information
  • See product availability and pricing
This integration is read-only for security. Your agent can help customers view information but cannot modify orders or products in your store.

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Prerequisites

Before connecting your Shopify store, you’ll need:
  • Admin access to your Shopify store
  • Ability to create private apps in your Shopify admin

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Step-by-Step Setup Guide

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Step 1: Create a Shopify App

First, you’ll need to create a custom app in your Shopify admin to generate API credentials.
  1. Go to your Shopify admin panel
  2. Navigate to Settings → Apps and sales channels
  3. Click “Develop apps” at the top right
  4. Click “Create an app”
  5. Give your app a name (e.g., “Convocore AI Assistant”)
Create a new Shopify app
The app name is just for your reference. Choose something descriptive like “Customer Support Bot” or “AI Assistant Integration”.

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Step 2: Configure Admin API Scopes

After creating the app, you need to configure the API scopes to grant read access to orders and products.
  1. Click “Configure Admin API scopes”
  2. Scroll through the available scopes
Configure Admin API scopes

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Step 3: Select Required Scopes

You need to enable exactly these three scopes for the integration to work: 
{
  "read_orders": "View order information and status",
  "read_products": "View product data and details",
  "read_product_listings": "View published products"
}
Find and check these scopes:
  • ✅ read_orders - Allows viewing order information
  • ✅ read_products - Allows viewing product data
  • ✅ read_product_listings - Allows viewing published products
Select the required API scopes
Make sure to select exactly these three scopes. Missing or incorrect scopes will prevent the integration from working properly.
After selecting the scopes, click “Save” at the bottom of the page.

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Step 4: Install the App

Once you’ve configured the scopes, you need to install the app to your store.
  1. Click “Install app” button
  2. Confirm the installation when prompted
Install the app to your store
Installing the app generates your API credentials. This is a one-time setup per store.

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Step 5: Copy Your Credentials

After installation, you’ll see your API credentials. You need to copy two pieces of information:
  1. Admin API access token (starts with shpat_)
  2. API secret key
Copy your API credentials
Important: The access token is only shown once! Make sure to copy it before leaving this page. If you lose it, you’ll need to regenerate the credentials.

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Step 6: Connect to Convocore

Now you’re ready to connect your Shopify store to Convocore!
  1. Go to the Integrations page in your Convocore dashboard
  2. Find the Shopify card and click “Connect”
  3. Fill in the required information:
    • Store Domain: your-store.myshopify.com
    • Admin API Access Token: shpat_xxxxxxxxxxxxx (from Step 5)
    • API Secret Key: Your app’s secret key (from Step 5)
  4. Click “Connect Store” to test and establish the connection
Paste credentials in Convocore
The system will automatically test your credentials before saving them. If you see a success message, you’re all set!

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Assigning to Agents

After connecting your Shopify store, you need to assign it to the agents that should have access.

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Method 1: Through Integrations Page

  1. Go to Integrations in your Convocore dashboard
  2. Find your connected Shopify store and click “Manage”
  3. Switch to the “Agent Assignment” tab
  4. Select the Shopify store you want to assign (if you have multiple)
  5. Choose one or more agents from the dropdown
  6. Click “Assign Shopify”
You can assign the same Shopify store to multiple agents, and each agent will have read-only access to your store data.

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Method 2: Through Agent Settings

  1. Go to the Agents tab and select your agent
  2. Navigate to the Canvas (or Nodes view)
  3. Edit a node (typically the Start Node)
  4. In the Tools section, find and enable the “Shopify” tool
  5. Save the node configuration

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Agent Instructions

To help your agent understand when to use Shopify, add instructions like this to your agent’s prompt: 
You can help customers with their orders and questions about products:

- Check order status and delivery information
- Browse product catalog and pricing
- Check product availability and details

When customers ask about their orders or products, use the Shopify tool to get
real-time information from the store.

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What Your Customers Can Do

Once connected, your customers can interact with your agent to:

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Order Inquiries

  • “What’s the status of my order #12345?”
  • “When will my order arrive?”
  • “What items are in my order?”
  • “How much did I pay for my order?”
  • “Has my order been shipped yet?”

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Product Browsing

  • “What products do you have?”
  • “Tell me about [product name]”
  • “How much does [product] cost?”
  • “Do you have [product] in stock?”
  • “Show me products in [category]“

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Usage Examples

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Customer Checking Order Status

Hi, I want to check my order status. My order number is 677561797429.

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Customer Asking About Products

Do you have any cotton t-shirts available?

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Managing Your Integration

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Viewing Connected Stores

  1. Go to Integrations in your dashboard
  2. Find the Shopify card - it will show “X Connections” if connected
  3. Click “Manage” to see all connected stores

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Managing Agent Assignments

In the Manage modal, you’ll see two tabs: Store Connections Tab:
  • View all connected Shopify stores
  • See store details (domain, currency, timezone)
  • Disconnect stores when needed
Agent Assignment Tab:
  • See which agents are using Shopify
  • Assign Shopify to new agents
  • Remove Shopify from agents

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Disconnecting a Store

If you need to disconnect a Shopify store:
  1. Go to Integrations → Shopify → “Manage”
  2. Go to “Store Connections” tab
  3. Find the store you want to disconnect
  4. Click the store to expand details
  5. Click “Disconnect” and confirm
Disconnecting a store will prevent any agents using it from accessing order and product data. Make sure to remove agent assignments first if needed.

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Tips for Better Customer Experience

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Helpful Agent Prompts

To make your agent more effective with Shopify integration, consider adding these suggestions to your agent’s system prompt:
System Prompt Addition
When customers ask about orders:
- Always ask for their order number if not provided
- Provide clear status updates and tracking information
- Offer to help with any concerns about their order

When customers ask about products:
- Show relevant products with prices and availability
- Highlight key features and benefits
- Ask if they need help with sizing or have questions
- Offer to help them find similar products if something is out of stock

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Common Customer Questions

Your agent will be able to handle questions like:
  • “What’s the status of order #12345?”
  • “When will my order arrive?”
  • “Do you have [product] in stock?”
  • “How much does [product] cost?”
  • “What products do you have in [category]?”
  • “Can you help me find [type of product]?”

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Troubleshooting

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Connection Issues

Problem: “Invalid access token or unauthorized” Solutions:
  • Verify your access token starts with shpat_
  • Check that your app is installed to your store
  • Ensure API scopes are configured correctly (all 3 scopes)
  • Try regenerating the access token in Shopify
Problem: “Store not found - check your shop domain” Solutions:
  • Verify your store domain includes .myshopify.com
  • Check for typos in the domain name
  • Ensure the store is active and accessible
Problem: “Access forbidden - check your API permissions” Solutions:
  • Go back to Shopify and verify all 3 API scopes are enabled
  • Make sure the app is installed to your store
  • Try uninstalling and reinstalling the app

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Agent Can’t Find Orders

Problem: Customer provides order number but agent says “order not found” Solutions:
  • Ask customer to double-check their order number
  • Verify you’re connected to the correct Shopify store
  • Check that the read_orders scope is enabled
  • Order might be very old (system searches recent orders first)

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Agent Not Responding to Shopify Questions

Problem: Agent doesn’t use Shopify when customers ask about orders/products Solutions:
  • Make sure Shopify is assigned to the agent (check in Integrations → Manage → Agent Assignment)
  • Verify the Shopify tool is enabled in your agent’s node settings
  • Check that your store connection shows as “Connected” in Integrations
  • Add clearer instructions in your agent’s prompt about using Shopify
  • Try reconnecting your store if issues persist

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Error Messages

If you see error messages when connecting:
Error MessageWhat It MeansSolution
”Invalid access token”The access token is incorrectCopy the token again from Shopify
”Store not found”Domain is incorrectCheck your .myshopify.com domain
”Access forbidden”Missing API scopesAdd all 3 required scopes
”Connection test failed”Network or API issueTry again in a few moments

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Security & Privacy

Your data security is our top priority:
  • ✅ Read-only access - Cannot modify your store data or process orders
  • ✅ Secure storage - API credentials are encrypted at rest
  • ✅ HTTPS only - All API calls use secure SSL connections
  • ✅ No data retention - Order and customer data is not stored by Convocore
  • ✅ Disconnect anytime - Remove access instantly from Integrations page
  • ✅ Scoped permissions - Only requests the minimum required access
Your Shopify credentials are never exposed to end users or stored in logs. They are only used server-side to make authenticated API requests to your store.

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Advanced Configuration

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Multiple Store Support

You can connect multiple Shopify stores to your workspace:
  1. Each store gets its own connection in Integrations
  2. Each agent can be assigned to one or more stores
  3. Agents will search across all assigned stores when helping customers

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Custom Agent Behaviors

You can customize how your agent uses Shopify by: In Agent Prompt: 
When using Shopify:
- Always format order information in a clear, easy-to-read format
- Include emojis to make responses more engaging
- If an order hasn't shipped yet, let customers know the expected timeline
- If a product is out of stock, offer to check similar items

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Support

Need help? Here’s what to check:
  1. Connection Status - Verify your store shows as “Connected” (green indicator) in Integrations
  2. Agent Assignment - Make sure Shopify is assigned to your agent via Integrations → Manage
  3. Test Connection - The system tests your credentials automatically when connecting
  4. Check Scopes - All 3 API scopes must be enabled in your Shopify app
For additional support, contact our team through the dashboard or check our help center.

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Quick Start Checklist

  • Create Shopify app in your admin panel
  • Configure the 3 required API scopes
  • Install the app to your store
  • Copy Admin API access token and secret
  • Connect store in Convocore Integrations
  • Assign Shopify to your agent(s)
  • Add helpful instructions to agent prompt
  • Test with sample customer questions
Your Shopify integration is now ready! Your customers can check their order status and browse your products through natural conversation with your AI agent. 🎉