Shopify integration

Shopify lets your agent help shoppers find products, check stock and understand their orders and deliveries. Depending on the capabilities you switch on, it can also prepare carts and checkouts, request returns, change eligible orders or issue refunds.

You do not build these actions yourself. Cevanos supplies them, you choose which ones the agent may use, and you control how changes are reviewed.

The journey at a glance

1. 1Install Cevanos from ShopifyInstall the app from the Shopify App Store and approve its permissions.
2. 2Link your Cevanos workspaceSign in to Cevanos in the window that opens and confirm the workspace.
3. 3Check the Shopify pageConfirm Connected, field mapping, permissions granted and Health.
4. 4Choose what it can doTick Workspace and This agent, then Save capabilities.
5. 5Set up Actions and approvalsSwitch actions on and choose whether changes wait for approval.
6. 6Try itAsk product and order questions in the Playground.
7. 7Review pending approvalsApprove or reject waiting Shopify requests in Operations.

You need two things:

• A Shopify login that can install apps on the store: the store owner, or staff allowed to install apps and approve every permission Cevanos asks for.
• A Cevanos account. If you don't have one yet, you can create it while you install.

1. 1Find Cevanos in the Shopify App Store. From the Cevanos dashboard you can also open Integrations, find the Shopify card and click Install from Shopify.
2. 2Click Install and choose your store if Shopify asks.
3. 3Review the permissions Shopify lists and approve them. Cevanos asks to read products, inventory (stock), orders, customers, draft orders and discounts, and to write draft orders, orders and returns.
4. 4Shopify opens Cevanos inside your Shopify admin, on its Home page.

A store connects to one Cevanos workspace. You link it once, from inside your Shopify admin.

2a. Connect the store

1. 1On the Cevanos Home page in your Shopify admin, click Connect with Cevanos. A Cevanos window opens.
2. 2Sign in with your email and password, Google, Microsoft or your company's single sign-on, or create a Cevanos account.
3. 3Check the store and the workspace shown. To use another workspace, choose it under Not this workspace?
4. 4Click Connect store. The window closes and you are back in your Shopify admin.

2b. Choose a plan

Shopify needs a Cevanos plan that includes Shopify. If your workspace doesn't have one yet, Home shows Choose a plan: it opens Shopify's plan page, where plans are billed through Shopify and start with a free trial. When you come back, Home shows Confirming your plan… and then Connected.

On Integrations, click the connected Shopify card to open its page.

1. 1Read the header: Shopify, the Connected badge, the category (Commerce) and the Choose what it can do button.
2. 2Field mapping lists the Shopify fields Cevanos is allowed to read and what each is called in Cevanos. “If it is not listed here, it is never read.”
3. 3Permissions granted shows what Shopify granted (Granted) beside what Cevanos asked for (Requested).
4. 4Health shows the calls in the last 7 days. Click Test connection at any time to check Cevanos can still reach Shopify.
5. 5Scroll down to find the red Disconnect box.

Click Choose what it can do on the Shopify page. Each capability has two checkboxes: Workspace means the workspace permits it, and This agent means the agent you are setting up may use it. Both must be ticked. An orange note means Cevanos must identify the customer before showing personal orders or account details.

1. 1Workspace: tick it for each capability Shopify is allowed to supply at all. This applies to every agent in the workspace.
2. 2This agent: tick it for each capability this agent should use.
3. 3Tick or untick under Reads (look something up) and Does (change something).
4. 4Click Save capabilities, or Cancel to leave without changes.

Actions is where you switch Shopify tasks on or off and choose whether changes wait for a person. This is a setting; the approval itself happens later under Operations.

1. 1In your agent's left sidebar, click Actions. Under Commerce, find the Shopify card. It shows how many actions are on, how many are Reads or Does, and how many wait for approval.
2. 2Click the card. A panel slides in from the right.
3. 3Use the filters (All, On, Reads, Does, Waits for approval, Cannot run) to narrow the list. Ask what it can do now checks what the agent can do at this moment.
4. 4Under When this agent does something on Shopify, choose Run without approval or Wait for approval. You can override this on an individual action where the panel offers it.
5. 5Read each action's description, customer requirement and key before switching it on. Switches save as you change them.

Set Test as to the email address on the order before testing customer-specific requests. Start with a simple product lookup, then test a matched-customer request.

1. 1Open your agent's Playground.
2. 2Ask “Do you have this product in stock?” to test a product lookup.
3. 3Then ask “Where is my order?” or “Can you help me return this item?”. To test approvals safely, use a test order and a reversible change where possible.
4. 4If the action waits for approval, the agent should not complete the change until someone reviews it in Operations → Pending actions.
5. 5Check the final result in Shopify itself, not only the chat reply. If calls cannot reach the store, use Health → Test connection on the Shopify page.

You do not approve requests on Integrations. Integrations connects Shopify, Actions sets what can run and whether it waits, and Operations is where your team handles an action that is waiting.

1. 1In the left sidebar, expand Operations and open Pending actions. In your Shopify admin, the same requests are on Cevanos's Approvals page.
2. 2Open the pending Shopify request. Check what the customer asked for, which Shopify action will be called, and which record, product, order or amount it affects.
3. 3Check the customer's identity, the order details and your refund and cancellation policy. Do not approve a request just because the AI suggested it.
4. 4Approve only when the request is correct and authorized; reject it if it is unsafe, incorrect or missing information.
5. 5Check the real order, return or refund in Shopify. If something failed, investigate instead of telling the customer the change succeeded.

Shopify supplies 26 capabilities: 15 reads, 10 that change something and 1 that moves money.

26 capabilities · 15 reads · 11 that change something

Field mapping

The Shopify fields Cevanos reads, and what each is called in Cevanos. The list on the Shopify page continues with more fields, such as product titles.

Good to know

• A basket is a Shopify draft order and appears under Orders → Drafts. A cart is a storefront cart and does not appear in Shopify admin.
• Cart and checkout actions only work on a cart made in the same conversation.
• A real checkout link contains /checkouts/. A link containing /invoices/ is a basket payment link.
• The order's email must match the customer's email. Only orders from the last 60 days are visible.
• A return needs a fulfilled order.

1. 1Open the Shopify page and scroll to the red Disconnect box. Click Disconnect Shopify.
2. 2A pop-up asks “Disconnect Shopify?”. It lists the agents affected and which capabilities stop working for each one.
3. 3Click Yes, disconnect to continue, or Cancel to keep it connected.
4. 4The Shopify card goes back to Available. To connect again, open Cevanos in your Shopify admin and repeat Step 2.
5. 5To fully revoke access, open Shopify admin → Settings → Apps and sales channels, find the Cevanos app and choose Uninstall.