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.

  • 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 find out how to integrate Logiless below.

    • 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.

Download the Logiless App and enter the following information:

  1. Merchant ID: You can access the logistics management screen with a web browser and see your Merchant ID within the URL.

  1. Client ID: You can see this by opening the integration information for the application in Logiless Developers.

  2. Client Secret: You can see this by opening the integration information for the application in Logiless Developers.

Does it have additional costs?

Since the Shopify Hub requires the use of the AI agent ALF, you will not be charged if you have a paid plan subscription and support bot. However, ALF is free for a limited time and will be charged at a later date.

I've set up Shopify Hub, can I test it as a customer?

You can create a private support bot for testing and then test it directly from the customer link. Please note that this will incur support bot usage.

Can I use this feature for external messengers?

Since ALF only works within Channel Talk, you won't be able to use Shopify Hub if your customers contact you via external messengers.