Actions
Shopify Actions
Connect store workflows so customers can receive product, order, or cart-related assistance.
Documentation Index
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Connect store workflows so customers can receive product, order, or cart-related assistance.
Configuration
Setup checklist
- Shopify store access
- Allowed customer actions
- Order lookup policy
- Escalation rules for account-sensitive questions
Store workflows
- Connect the correct Shopify store.
- Decide which product, cart, or order workflows are allowed.
- Require identity checks before account-specific order information is used.
- Test from the live storefront or a published test theme.
- Confirm cart and product behavior from the customer's browser.
| Workflow | Launch check |
|---|---|
| Product search | The chatbot returns relevant products and does not invent unavailable items. |
| Cart assistance | The customer sees a clear confirmation when cart-related actions succeed. |
| Order support | Identity and permission checks are in place before private order details are used. |
| Escalation | Payment, refund, and account-sensitive issues route to a human when needed. |
| Area | Check before launch |
|---|---|
| Trigger | The chatbot knows when this action should and should not run. |
| Data | Only required customer fields are sent to the action or external system. |
| Success state | The customer sees a clear confirmation after the action completes. |
| Fallback | The chatbot has a safe reply when the action fails or cannot run. |
Production check
After the action works in a test conversation, review the customer-facing text, fallback behavior, and any data sent to external systems.
Validation
- Open the selected chatbot.
- Enable or connect the action.
- Configure the required fields.
- Trigger the action in Playground.
- Confirm the result in the connected tool or help desk.
- Review the customer-facing message before launch.