Connect Shopify to a ChatSyncs AI Agent. Help customers discover products, track orders, and get support on WhatsApp, using live information from your store.
Official WhatsApp API
Connected to ShopifyWhere is my order?Illustrative demo
ChatSyncs Store
online · AI Shopify assistant
My parcel hasn’t arrived after three days. Can you check #SH-1842?
14:16It shipped yesterday and is in transit. The delivery window starts from dispatch, not the order date.
14:16How long does delivery take after dispatch?
14:17Usually 3–5 working days. Your parcel is still within that window. Here’s the update:
Order #SH-1842
Shipped yesterday · In transit
Everyday Tote × 1 · Standard delivery.
Connect your Shopify store once. Your agent uses live products and order information to help customers inside WhatsApp.
A customer shares an order number. The agent checks your connected store and responds with the latest order details.
Search your live catalog and help customers find products that match what they need, right in the conversation.
Apply order tags to keep WhatsApp-originated orders and customer requests organized in Shopify.
Act on a clear cancellation request using your connected store and the conditions you define in the agent’s instructions.
Five tags connect your agent to Shopify: one selects the store, and four let the agent work with products and orders.
Connect and select the store first. The other Shopify actions cannot be saved without its store-binding tag. The store ID shown below is an example.
##shopify_store## : 12Bind the connected store to this agent. This is required before the other store actions can be saved and used.
In practice: Choose your store from the prompt editor’s autocomplete. The ID identifies your own connection.
##shopify_get_order_details##Retrieve the live order record after collecting the order number. Use the returned details to answer the customer.
In practice: “Has order #1042 shipped?” → Look up the order and explain its current status.
##shopify_recommend_products##Search the connected catalog for products that fit the customer’s requirements.
In practice: “I need a lightweight cotton bag.” → Find matching products and share the available information.
##shopify_update_order_tag##Apply a tag to an order in Shopify, helping your store team identify and organize relevant orders.
In practice: Mark a WhatsApp-originated order with the tag you have chosen for that workflow.
##shopify_cancel_order##Run the cancellation action when the customer clearly requests it and the conditions in your instructions are met.
In practice: Confirm the intended order, follow your store’s policy, then report the result returned by the action.
An order tag is stored on the Shopify order. A contact label is stored on the ChatSyncs contact. Use the order-tag tool to organize orders, and the label action to organize customer follow-up.
Type ## inside the System Prompt to find an action. Select your label, sequence, field, API, flow, store, or teammate, then describe when the agent should use it.
The editor displays readable resource names and stores their IDs. The IDs below are examples. Choose resources from your own ChatSyncs account; a label ID, an API ID, and a team ID refer to different things.
Turn information from the conversation into an organized contact record.
##add_label## : 12Apply a label you have created to identify a customer’s interest or the type of request.
Example: Label a pricing enquiry “Interested Buyer” or an unresolved case “Needs Review”.
##remove_label## : 12Remove an existing label when it no longer describes the customer or conversation.
Example: Remove “Needs Review” after your team resolves the issue.
##save_custom_field## : 42Capture an answer in a selected field on the contact, ready for your team or the next automation.
Example: Save the order number, preferred language, requested quantity, or service requirement.
Connect an open-ended WhatsApp conversation to your structured automations.
##assign_sequence## : 8Enroll the contact in a configured sequence when the condition in your prompt is met.
Example: Start a sales follow-up after a customer requests a quote.
##remove_sequence## : 8Remove a contact from a sequence that is no longer appropriate.
Example: Stop a sales follow-up when the conversation has moved to support.
##trigger_bot_flow## : 15Trigger an existing visual bot flow or postback for a process with defined steps.
Example: Launch a booking flow after collecting the service, preferred date, and time.
Give each request to the person or AI specialist best equipped to handle it.
##assign_human_member## : 335Send the conversation to a selected member of your team.
Example: Route a key account’s request to their account manager.
##assign_human_role## : 3Distribute a conversation across the members of a configured role using round-robin assignment.
Example: Send a technical issue to your Support role instead of one fixed person.
##transfer_agent## : 18Pass the conversation to another configured specialist when the task changes.
Example: Move a qualified lead from the Qualification Agent to the Sales Agent.
Labels describe the contact, custom fields hold the details, and sequences or bot flows move the process forward. Combine them in the agent’s instructions.
When to apply itThe customer requests a quote or confirms purchase interest.
What happens nextSave their requirements and assign a sales follow-up sequence.
When to apply itAn order exception or unresolved question needs your team.
What happens nextAdd context in an internal note and assign the Support role.
When to apply itThe customer asks about a larger quantity or wholesale order.
What happens nextSave the quantity in a custom field and transfer to a sales specialist.
When to apply itA required detail is still missing from the conversation.
What happens nextAsk one clear question and wait before running the next action.
These are suggested label names, not preset labels. Create the names that suit your business, select them in the prompt editor, and define the condition for adding or removing each one.
A staff reminder and a message sequence do different jobs. ##follow_up## reminds your team; ##assign_sequence## enrolls a contact in the follow-up sequence you configured.
Your AI Agent handles conversations. Store automations work alongside it for notifications, confirmations, and cart recovery.
+Your products, orders, and inventory stay where you manage them today. ChatSyncs connects that information to the WhatsApp conversation.
See the AI Agents overviewSend a WhatsApp confirmation when an order is placed and keep the customer informed as fulfilment progresses. Set up store notifications alongside your AI Agent so routine updates do not depend on the customer asking.
Ask customers to confirm cash-on-delivery orders on WhatsApp before dispatch. Your team can use the confirmation in its fulfilment process instead of manually checking every incoming COD order.
Send a timely WhatsApp reminder when a shopper leaves the checkout unfinished. Use your configured store automation to bring the customer back, while the AI Agent answers product or order questions that follow.
A useful prompt is a working brief: the agent’s role, the knowledge it should use, the information to collect, and the conditions for each action.
Give the agent one clear job. Describe how it should communicate with customers on WhatsApp.
Identify the sources it should rely on. Tell it which question to ask when a lookup needs an order number or another detail.
Explain what must happen before each action runs. Place the selected action alongside that instruction.
Define when to transfer to another specialist or assign a human. Include the context your team needs.
Explain when the task is finished, when to mark it solved, and what the agent should avoid guessing or promising.
Select your store first, then define when to search products, retrieve an order, tag it, or cancel it.
You are the WhatsApp sales and support agent for our Shopify store. Use this connected store: ##shopify_store## : 12 For product questions, ask about the customer’s needs and search the catalog: ##shopify_recommend_products## For an order enquiry, ask for the order number before using: ##shopify_get_order_details## Explain only the order information returned by the store. When an order should be identified as a WhatsApp enquiry, apply the configured tag: ##shopify_update_order_tag## For a clear cancellation request, verify the order and follow our cancellation policy before using: ##shopify_cancel_order## If the request needs a person or a store action fails, assign our Support role: ##assign_human_role## : 3
Adapt this example to your policies and connected tools. Replace every sample ID using autocomplete before saving. The examples describe workflows you configure; they are not preconfigured agents.
Connect the store, choose the actions, attach your policies, and test the conversations customers actually send.
Set up your Shopify connection using your store address and the access credentials required by the integration. Add the connection in ChatSyncs and confirm you have selected the intended store.
Connection ready: the correct store is available for selection in your agent.
Type ## in the System Prompt, choose shopify_store, and select your connected store. Add the product, order, tagging, and cancellation actions you want this agent to use.
Actions ready: every tool is paired with a clear condition for when it should run.
Attach your delivery, returns, and cancellation policies as knowledge. Tell the agent which details to collect, what it can answer directly, and when to hand the conversation to a person.
Context ready: the agent has store data plus the business rules that explain it.
Test a product search, a real order lookup, a missing order number, and a request for human support. Verify write actions with a suitable test order. Enable the agent and set routing rules for your WhatsApp Business number.
Launch ready: a customer reaches the right agent, and your team receives useful handover context.
A product question can become an order enquiry or a support request. Route each message to a specialist with its own instructions, knowledge, and actions.
Only the agents you enable take part in routing. A selected specialist stays with its task until it completes the work, transfers the conversation, or assigns a person. Configure the memory window so agents can use earlier messages, selected products, order numbers, and saved customer information.
Your WhatsApp AI team“Which product is right for me?”
Product knowledge · Recommendations
“Where is order #1042?”
Live order lookup · Delivery information
“Can someone help with my order?”
Business policies · Human handover
Have a question about your WhatsApp AI Agent? Our team can help with setup, routing, and integrations.
Chat on WhatsAppStart with customer support, or connect your store for sales and order assistance. Every agent works inside WhatsApp.
Customer supportHelpful answers, live lookups, and a human when it matters.
CommerceYour WooCommerce sales and support desk, inside WhatsApp.
Build AI Agents that answer your customers, support your store, and keep your WhatsApp conversations moving.