User Guide

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Shopify Hub

Offer customer service automation capabilities that use order and shipping data from Shopify and the warehouse management system (WMS).

This feature is currently in Closed Beta Mode. Please contact the Channel Team if you wish to try Shopify Hub.

Before we dive into the Shopify Hub, we’d like to share some important terminology to help you better understand and utilize it.

  • Command : A "command" enables you to perform a specific action.

    • The AI agent, ALF, can automatically answer your customers' questions by selecting the appropriate commands to handle their questions. (→ Read the ALF guide)

    • Commands can also be accessed by customers or managers by typing a forward slash (/) followed by the command.

    • You can also include a command button in the message and send it from a workflow or the inbox.

  • App Store: You can install apps that have various commands. Shopify Hub is one of the apps available for installation and use from the App Store. In the future, you will be able to freely create, register, and share your own apps with others.

The commands are organized to help customers solve their most common questions by utilizing order and shipping data from Shopify and the warehouse management system (WMS).

By pressing the '/' key in the front chat window, customers can see the available commands and select the one they want to execute directly.

If you use the AI agent ALF, ALF will understand the context of the conversation and recommend the right commands for your customers when they ask.

Currently, WMS integrations are only supported with Logistics. Support for other WMSs will be added over time.

If a customer asks a question that can be handled by one of the three commands below, the AI agent ALF will recommend the appropriate command.

Currently, only the commands for order list, estimated ship date, and cancel order are available. We'll be adding more commands in the future, including exchanges, returns, edit shipping address, and more.

  1. Order List

    • Customers can view information about their last five orders

      • Order Number

      • Order Status (Waiting for payment, Preparing to Ship, Shipped, Delivered, Exchanged, Returned)

      • Ordered Items

      • By clicking 'View details' for each order, you can see the expected delivery date for each order or cancel the order.

  2. Estimated Shipping date

    • Information about the past 5 orders

    • The command is only available if you have WMS integration, as it requires inventory data for the product.

  3. Cancel Order

    • Customers can view up to 5 orders that are still within the cancellation window and cancel the order themselves.

    • You can set up automatic credit card refunds when an order is cancelled.

    • Does not support partial cancellations.

You can use Shopify Hub by:

  1. Integrating Shopify

  2. Installing the app

  3. Setting up the app

If you have not yet integrated Shopify, please follow the guide to integrate Shopify with Channel Talk → How-to integrate Shopify

Install the following to apps under [Channel Settings] - [Integration] - [App Store]

  • Shopify Hub

  • Logiless (Optional)

    • You can only use Shopify Hub without a WMS, in which case you can only use the order list and cancel commands.

[Channel Settings] - [Integration] - [App Store] - [Shopify Hub]

  1. Select WMS (optional)

    • We currently only support Logiless WMS, and you need to install the Logiless app in advance to integrate Logiless. The path to install the app is [Channel settings > Integration > App store > Logiless app].

    • If you use Shopify without WMS, you can only use cancel orders and order list commands, but you can't use the estimaed shipping date command.

  2. Set cancel order command (required)

    1. How it can be handled

      • Complete full cancellation

        When a customer uses the Cancel order command, the cancellation and refund are processed automatically.

      • Request Cancellation

        When a customer uses the Cancel order command, only the cancellation request is processed, and the refund needs to be processed separately by the admin.

  3. Command On/Off Settings

    • Once you've finished setting up your commands, turn on the commands you want to use.

    • If you don't want to use a particular command, you can always turn it off.

  1. Navigate to [Shopify Admin] - [Settings] - [Apps and sales chnanels] and click [Channel.io].

  1. Click [Open app] on the top right corner.

  1. Update data access

  1. Please confirm that your access has changed from [View Orders] → [Edit Orders]

Do I need to pay to use the Shopify Hub integration?

Yes, there is.

To use the Shopify Hub, you’ll need to subscribe to a paid plan first, as it requires access to ALF (AI Lead Follow-up) features.Additional charges will also apply for using Workflows and the ALF add-on services.

Can I run a test of the Shopify Hub integration from the customer side?

Yes, you can.

Create a private workflow for testing, then access it using the customer-facing link to try it out yourself.Please note that this will count toward your workflow usage.

Can I use the Shopify Hub for chats coming from external messengers?

I am afraid, you can’t.

The Shopify Hub works only when customers contact you through ChannelTalk, as ALF is triggered exclusively in ChannelTalk conversations.

How does “0 days and n hours” work for cancellations and address changes?

When the allowed period is set to “0 days and n hours,” it works as follows:

  • If set to 0 days and 3 PM:Orders placed before 3 PM on the same day can be canceled or changed until 3 PM that day.Orders placed after 3 PM can be canceled or changed until 3 PM the next day.

  • If set to 1 day and 3 PM:Regardless of the order time, cancellations or address changes are allowed until 3 PM the next day.