> ## Documentation Index
> Fetch the complete documentation index at: https://docs.armin.cx/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify

> Show Shopify order data in tickets and use Shopify actions with AI Agents.

The Shopify integration connects store, customer, product, and order data to Chatarmin CX.

## Set up Shopify

<Steps>
  <Step title="Open integrations">
    Go to **Integrations** and choose **Shopify**.
  </Step>

  <Step title="Connect the store">
    Click **Connect**, add an account, enter your Shopify admin domain, and grant the requested permissions.
  </Step>
</Steps>

## Use Shopify in the inbox

When a ticket contact matches a Shopify customer or order, the Shopify widget appears in the ticket sidebar. Use it to view order context and perform available order actions.

<Frame>
  <img src="https://mintcdn.com/chatarmincom/TRwGL3XepyidKJ2s/images/Bildschirmfoto2025-12-09um10.22.56.png?fit=max&auto=format&n=TRwGL3XepyidKJ2s&q=85&s=a2ccf3750d650810bc7b14b65a7d4080" alt="Shopify order widget in the ticket sidebar" width="574" height="1108" data-path="images/Bildschirmfoto2025-12-09um10.22.56.png" />
</Frame>

## AI Agent actions

Connect Shopify first, then enable actions on the agent and select which connected store(s) the agent may use. Shopify actions can let AI Agents:

* get orders, products, and customers
* create customers and orders
* create discount codes
* reorder products
* cancel orders, with optional refund, or cancel and refund in one step — see [Cancel and refund actions](#cancel-and-refund-actions)
* add or remove order line items
* create refunds
* add order notes
* update tags
* update shipping addresses

When an AI Agent cancels an order, the `notifyCustomer` option controls whether Shopify sends its official cancellation email. That email is separate from a reply the agent sends in the inbox or on chat. If your process requires Shopify's email, set `notifyCustomer` to true in the agent instructions for cancel flows.

If you fulfill through **FFN Connect** or **Fly**, cancel and address-change automation still uses these Shopify actions — see [FFN Connect / Fly](/integrations/ffn-connect).

### Cancel and refund actions

Shopify AI Agents can cancel orders in two ways. Pick the action that matches how the brand handles cancellations and refunds — especially when fulfillment or refunds run outside Shopify.

#### Cancel order

Cancels the order on Shopify. Refund, customer notification, and restock are configurable (all default to on). The agent can cancel **without** refunding when refund happens elsewhere — for example ERP, logistics, or a manual finance step.

Use **Cancel order** when cancellation and refund may be separate steps.

#### Cancel & refund order

Always cancels **and** fully refunds in one step. Refund is not optional.

Use **Cancel & refund** when the agent should always cancel and refund together — the classic “Storno + Erstattung” flow with no ambiguity.

#### Quick setup guide

| Client need                             | Enable                                                 |
| --------------------------------------- | ------------------------------------------------------ |
| Always cancel + refund together         | **Cancel & refund order**                              |
| Cancel and refund may happen separately | **Cancel order** (and **Refund** separately if needed) |
| Partial refund without cancelling       | **Create refund** only                                 |

<Tip>
  With default settings, both cancel actions look similar. The difference is intent: **Cancel & refund** removes the risk of the agent skipping or mis-setting refund parameters.
</Tip>

<Warning>
  Do not enable both cancel actions on the same agent unless instructions clearly say when to use each one.
</Warning>

#### ERP and logistics setups

For brands with 2-way sync to ERP or a warehouse, cancellation in Shopify and refund in another system are often separate operations. In those cases, prefer **Cancel order** with agent instructions to refund only when appropriate — or hand off to a human when the stack requires it.

## Inbox order actions

Agents are not the only way to act on Shopify orders. When a ticket shows a Shopify order in the sidebar, open the order actions menu to cancel, refund, reorder, or edit the order directly from the inbox. Each action records a ticket note with the result.

## Legacy workflow actions

Existing workflows can still use Shopify actions for fixed processes.

## Classic AI knowledge

To let Classic AI use Shopify data, go to **AI** -> your Classic AI agent -> **Sources** -> **Shopify** and select the connected account.