Connect WooCommerce 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
Live store dataAn accidental duplicate orderIllustrative demo
ChatSyncs Store
online · AI WooCommerce assistant
I tapped Place Order twice by mistake. I have #WC-3091 and #WC-3092, but only need one.
16:32#WC-3092 is cash on delivery and hasn’t shipped. Cancel this duplicate and keep #WC-3091?
16:32Yes, cancel #WC-3092. Please keep the first order.
16:33#WC-3092 is cancelled; #WC-3091 is still active. No payment was collected on the cancelled COD order.
Duplicate order resolved
#WC-3092 · Cancelled
Original order #WC-3091 remains active.
Connect your WooCommerce 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.
Write an order note in WooCommerce to record a customer request or where the sale came from.
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 WooCommerce: one selects the store, and four let the agent work with products and orders.
Connect and select the store first. The other WooCommerce actions cannot be saved without its store-binding tag. The store ID shown below is an example.
##woocommerce_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.
##woocommerce_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.
##woocommerce_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.
##woocommerce_update_order_note##Write the specified note to the WooCommerce order record so your store team can see the request.
In practice: “Please call before delivery.” → Save that exact request as an order note.
##woocommerce_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.
A WooCommerce order note is attached to the store’s order record. An internal ChatSyncs inbox note is for your team’s conversation context. Use the appropriate tool for the information you want to save.
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.
Send a separate WhatsApp update when an order changes status, including processing, shipping, completion, or a refund. Use the store automation settings or a Webhook Workflow to shape the notification process.
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.
Connect the cart-recovery WordPress plugin to a Webhook Workflow. The plugin checks every five minutes for carts inactive for over an hour, then sends captured cart and contact details to the workflow for a WhatsApp reminder.
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.
This example uses WooCommerce’s order-note tool and keeps customer requests connected to the live order.
You are the WhatsApp sales and support agent for our WooCommerce store. Use this connected store: ##woocommerce_store## : 12 For product questions, learn what the customer needs and search the catalog: ##woocommerce_recommend_products## Ask for an order number before retrieving order information: ##woocommerce_get_order_details## When the customer asks to record a delivery request, confirm the order and add their exact request as an order note: ##woocommerce_update_order_note## For a clear cancellation request, verify the order and follow our cancellation policy before using: ##woocommerce_cancel_order## If the question cannot be resolved from the store or our knowledge, leave context and assign our Support role: ##add_note## : Order request needs a teammate; review the conversation ##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.
In WooCommerce, go to Settings → Advanced → REST API. Generate a Consumer Key and Secret with Read/Write permission. Enter your Store URL and those keys under Integrations → E-Commerce → WooCommerce in ChatSyncs.
Connection ready: the correct store is available for selection in your agent.
Type ## in the System Prompt, choose woocommerce_store, and select your connected store. Add the product, order, order-note, 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.
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