Shopify
Last updated
Last updated
Aissist is capable of connecting with Shopify, enabling it to handle order, shipping, return, and inventory. Currently, Aissist can only read your store's data, which includes customer details, orders, inventory, fulfillment processes, shipping, and returns. Soon, Aissist will upgrade to include write access, paving the way for complete automation of customer service.
To initiate the Shopify integration, navigate to the 'Smart Action' section in the sidebar of your Aissist dashboard. There, select the “INTEGRATIONS” tab and choose Shopify among the available options. A window will appear, where you should enter a name and your Shopify store's details. Ensure the shop URL generated is accurate. You have the option to log in to your Shopify account or use a Shopify access token for the integration. Currently, integration through login is pending on Shopify approval, so only token-based integration is available.
To create an access token, start by visiting your Shopify dashboard. Navigate to Settings, then select Apps and Sales Channels followed by Develop Apps. Enable custom app development by choosing 'Allow custom app development'. Next, create an app by selecting 'Created an app' and assign a name to it. After creating the app, select it and proceed to API credentials, then to 'Configure Admin API scopes'. Here, authorize the app with the following permissions: read_shipping, read_fulfillments, read_customers, read_inventory, read_orders, and read_returns. To generate the Admin API access token, click 'Install app' under Access tokens. Finally, enter this token into Aissist for successful integration with Shopify. Please refer to https://shopify.dev/docs/apps/auth/admin-app-access-tokens for more details on how to create access token.
Please make sure at least the following scopes are selected when creating access token: read_customers; read_fulfillments; read_inventory; read_return; read_shipping.
Sign in to your aissist.io account and select 'Integration' from the side panel. Then choose 'Shopify' from the available options. A window will pop out, enter a name, your Shopify shop, and your access token created above. Here's an example:
There are several smart actions that automatically come with the Shopify integration. You can modify when they will be called.
It is okay to choose both "run at session start" and "run at interaction" one specific action.
Those actions come with pre-definied description and parameters. You can change those pre-defined definition by following customized smart action.
The Shopify integration comes with default Smart Action which can satisfy majority of needs. However, you can create customized Smart Actions if there is a need to do so.
To do this, head to your Aissist dashboard and click on 'Integration' in the side panel, then choose "customized action", followed by 'add action'. When creating a new action, a Smart Action Builder window will pop up. Here, you need to input a name and description for the action, select the ShopifyStore integration, and then choose a method. Currently, there are three methods available: getOrder, getCustomer, and getCustomerOrders. The getOrder method allows you to obtain comprehensive details of an order using its ID. The getCustomer method can fetch all information related to a customer using their email. Lastly, getCustomerOrders can retrieve a customer’s entire order history using their email.
