Shopify. A shopping assistant and order desk for your store.
Connect your Shopify store and the agent finds products, builds carts, answers "where is my order?" and, if you allow it, cancels orders, changes addresses and starts returns after checking the customer's email.
On this page
Connect your store
- 1Open Shopify in the sidebar (or Channels → Shopify store assistant).
- 2Choose which agent the store belongs to, type your store domain (
yourstore.myshopify.com) and choose Connect with Shopify. - 3Approve the app in Shopify. You return to SimplyBoost with order lookups and product recommendations on.
- 4Choose Add widget to switch on the SimplyBoost Chat app embed in your theme, and save. No code is needed.
You can also install from Shopify: open Apps → SimplyBoost in your Shopify admin. A new merchant gets an account, a trial and an assistant named after the store; an existing account is linked after signing in. Each agent connects one store.
Your store's pages, policies and description are added to the agent's knowledge and kept in sync (weekly by default, or choose another schedule and Sync now). Products are read live from Shopify, so there is no product list to upload.
What it always does
| Capability | How it works |
|---|---|
| Product search | Product cards with Add to cart, Know more and a cart with Go to checkout. Answers about a product come from its live description, variants and stock. |
| Cart links | A link that opens checkout with the chosen items. |
| Where is my order | With the order number and the email on the order, the customer sees the status and tracking. By email alone, they first enter a code we email them. Signed-in shoppers skip the code. |
| Returns | Shows the items that can be returned and collects the item and reason, so your team can approve the return. |
| Shipping updates | When an order ships, a customer who chatted in the last 30 days gets a message in that chat. With AfterShip connected, tracking shows live status and delivery estimates, and late orders get a delay notice. |
Self-serve actions (off until you allow them)
Switch these on under Shopify → Overview or Settings. Each needs Shopify reconnected once to grant write access. The customer always verifies first with a 6-digit code sent to the email on the order (valid for 10 minutes; a verified customer stays verified for an hour).
| Action | Rules |
|---|---|
| Cancel orders | Only unfulfilled orders. The customer confirms before it happens; paid orders are refunded and items restocked. Some items of an order can be cancelled too. Shipped or partly shipped orders go to your team. |
| Change shipping address | Only before the order ships, through an address form in the chat. |
| Start returns | Creates a return request in Shopify that you approve. No money moves automatically. |
| Exchanges | Same product in another size or colour that is in stock and at the same price. A price difference goes to your team. |
Actions your team approves
Refunds, discounts, adding an item to an order and subscription changes (pause, skip, cancel, through Shopify Subscriptions or Recharge) are proposals. They appear in Conversations under Shopify actions, where your team chooses Approve and run or Decline. Proposals expire after 7 days.
Under Settings → Auto-approve you can let small refunds (up to an amount you choose) and percentage discounts run without review, with an optional order age limit and a daily limit per customer.
Cart recovery, helpdesk and results
- Cart recovery: when a shopper who chatted on Instagram or WhatsApp abandons a checkout, they get one message after the wait you choose (4 hours by default), optionally with a single-use discount code. Contacts who sent STOP are skipped.
- Escalation hand-off: connect Gorgias, Zendesk or Freshdesk under Settings and every handover also opens a ticket with the conversation.
- Smarter AI responses (beta): the AI chooses the right store action itself, adding a second or two per reply.
- Performance: revenue and orders from chat, average order value, the share resolved by AI and cart recovery results. An order counts when its email matches a lead who chatted in the 7 days before.
- Disconnect in Settings stops order lookups and removes the widget from your store; your own knowledge sources are kept.