HeidelAI connects Shopify commerce work with customer conversations. Teams can use relevant product and order context when answering questions, recommending products and deciding the next sales action.
Begin with the store and its permissions
Connect the intended Shopify store through the supported integration setup. Check the granted scopes and the business workspace receiving its data. A store connection is not permission to send marketing messages to every customer in the store.
A product-enquiry example
A buyer asks whether an item suits their needs. Use the connected catalogue to identify the actual product and its variants, clarify the requirement and continue the conversation in WhatsApp. If the buyer asks about an order, check that the order belongs to the right customer before sharing details.
Separate data sync from message sending
Catalogue synchronization, order activity and outbound messaging are different operations. Confirm which store events and actions your configuration supports. A completed import does not demonstrate that a notification or recovery campaign has been enabled.
Acceptance checklist
- Confirm the store and workspace identity.
- Check a known product, variant and price against Shopify.
- Demonstrate one supported customer conversation with test data.
- Review disconnect behavior and delayed updates.
- Check permissions and template requirements before outbound messages.
Operating limits
Shopify availability, app permissions, API behavior and your configured messaging rules affect the workflow. Ask for a demonstration of the exact order or sales action you need instead of assuming that every Shopify automation is included.