Shopify
Last updated
Last updated
Aissist is capable of connecting with Shopify, enabling it to handle order, shipping, return, and inventory. Currently, Aissist can read your store's data, which includes customer details, orders, inventory, fulfillment processes, shipping, and returns. Aissist can also write orders including update order address and cancel order.
Log into your Aissist dashboard.
From the sidebar, go to Workspace → Integrations.
Click Add Integration then choose Shopify from the available integration options.
In the setup page, enter:
A name for your integration.
Your Shopify store details (make sure the shop URL is correct).
👉 You can either log into your Shopify account or use a Shopify access token to connect. ⚠️ Note: Login-based integration is currently pending Shopify approval. For now, you must use a token to complete the setup.
If you are using the Shopify Basic Plan, please be aware: ➔ Aissistant cannot access personal customer information (such as names, addresses, phone numbers, or emails) due to Shopify's data restrictions.
To generate your access token:
Log in to your Shopify dashboard.
Navigate to Settings → Apps and Sales Channels → Develop Apps.
Enable Custom App Development by selecting "Allow custom app development."
Click Create an app, give it a name.
Open the app you created, go to API Credentials, and then click Configure Admin API Scopes.
Set the following required permissions:
read_shipping
read_fulfillments
read_customers
read_inventory
read_orders
read_returns
write_orders
Click Install App to generate your Admin API Access Token.
Copy the token — you’ll use it for integration with Aissist.
🔗
✅ Important: Make sure you select at least these permissions when setting up the access token:
read_customers
read_fulfillments
read_inventory
read_return
read_shipping
read_orders
write_orders
Go back to your Aissist.io console and fill in the access token for the Shopify integration.
Click "Test" to make sure the token and url are working correctly.
🔵 Example Setup:
Name: Aissistant Shopify
Shop: aissistant
Shop URL: https://aissistant.myshopify.com
Access Token: (Paste the token you generated)
With this setup, your Shopify store will be successfully connected to Aissist, allowing Smart Actions like order lookups, customer searches, and more!
When you set up the Shopify integration, several Smart Actions are automatically included for you. You can customize when these actions are triggered based on your needs.
You can choose to have an action run at the start of a session, during a user interaction, or both — whichever works best for your workflow.
Each default Smart Action comes with predefined descriptions and parameters to get you started quickly. If you need to adjust these settings, you can customize them just like you would when creating a custom Smart Action.
The Shopify integration comes with default Smart Actions that cover most common needs. However, if you have specific requirements, you can easily create your own custom Smart Actions.
Here’s how:
Go to Workspace → Action.
Click "Add Action" and select the Shopify integration you previously set up.
On the create action page:
Choose a method from the list.
Give your action a name and description.
✅ Available methods include:
getOrder, getCustomer, getCustomerOrders, sendOrderInvoice, cancelOrder, updateOrderAddress, and unsubscribeMarketingEmail.
Associate with Sub-Agents: You can link the action to a Sub-Agent for specific scenarios.
Decide When to Run: Choose to run the action at the beginning of a session or during the interaction — or even enable both.
Select Action Trigger to be inbound, outbound or both
Inbound means a user's input message triggers this action
Outbound means Aissistant's reply triggers this action
Both means both direction can trigger this action
Customize Parameters: You can add specific details about your shop’s setup. Example:
“Our order IDs start with an 'E' followed by 8 digits” “Order IDs are usually 10 digits long”
This helps Aissistant understand and process your data correctly!
You can also add instructions to explain the type of information the action returns. If the response contains a lot of data, you can guide Aissistant to summarize it and extract only the important details needed for user responses.
By setting up custom Smart Actions, you make Aissistant even smarter — ensuring faster, more accurate help for your customers!
After setting up the Shopify integration and actions, you can use the to test and verify that everything is working correctly.
