Shopify Integration Template

Integrate the Shopify e-commerce platform into your Mid-call Actions and enable your AI assistant to retrieve order details, check shipping status, and perform order management during customer conversations.

Overview & Features

Order Management

Real-time access to order details and status
Shipping and fulfillment tracking
Customer information and order history
Inventory and product availability checks

Customer Service Excellence

Instant order status updates
Returns and refund management
Upselling and cross-selling opportunities
Proactive problem resolution

Shopify Admin API Setup

1. Shopify App & API Access

Create Private App

Log in as admin to your Shopify store
Navigate to “Apps” → “App and sales channel settings”
Click “Develop apps” → “Create an app”
App name: “Famulor Mid-Call Integration”

Admin API Permissions

Required API scopes:
  Orders:
    - read_orders (for order details)
    - write_orders (for order updates)
  
  Customers:
    - read_customers (for customer info)
    
  Products:
    - read_products (for product details)
    
Optional for advanced features:
  - read_inventory (inventory levels)
  - read_fulfillments (shipping details)
  - read_shipping (shipping options)

Generate Access Token

Token generation:
"Admin API access token" → "Install app"
Copy the access token (very long)
Store the token securely as {{SHOPIFY_ACCESS_TOKEN}}
Note the store name as {{SHOPIFY_STORE}} (without .myshopify.com)

API Version & Endpoints

Use the current API version: 2024-01
Base URL: https://store-name.myshopify.com/admin/api/2024-01/
Observe rate limits: 2 calls/second (standard plan)

Configure Mid-call Action

Configuration in the Famulor Interface

Tool Details
Header Configuration

Field	Value
Name*	`Shopify Bestellung abrufen`
Description	”Fetches detailed order information from Shopify for customer service and order management”
Function Name*	`get_shopify_order`
Function Description*	“Retrieves details of an order from Shopify. Use this when customers ask about order status, shipping info, or product details of their orders.”
HTTP Method	`GET`
Timeout (ms)	`5000`
Endpoint*	`https://{{SHOPIFY_STORE}}.myshopify.com/admin/api/2024-01/orders/{order_id}.json`

{
  "X-Shopify-Access-Token": "{{SHOPIFY_ACCESS_TOKEN}}",
  "Content-Type": "application/json"
}

Advanced Parameter Schema

{
  "type": "object", 
  "properties": {
    "order_id": {
      "type": "string",
      "description": "Shopify order ID or order name",
      "examples": ["12345678", "#1001", "1234567890123"]
    },
    "include_fulfillments": {
      "type": "boolean",
      "description": "Include fulfillment details?",
      "default": true
    },
    "include_transactions": {
      "type": "boolean", 
      "description": "Include payment transaction details?",
      "default": false
    }
  },
  "required": ["order_id"]
}

Practical Use Cases

Scenario 1: Order Status Inquiry

Standard Order Query

Typical customer service conversation:

Customer: "Where is my order #1001?"

AI: "I am looking up order #1001..."

get_shopify_order:
  order_id: "1001"

Response integration:
  "Your order #1001 for €149.99 was shipped on January 12th. 
   The shipment contains 2 items and should arrive tomorrow. 
   The tracking number is DHL123456789."

Problem Resolution

Delayed Delivery:

Shopify response analysis:
  fulfillment_status: "unfulfilled"
  days_since_order: 5
  expected_shipping: "1-2 business days"
  
Proactive communication:
  "I see your order is delayed. I'm sorry about that! 
   We usually ship within 1-2 business days. 
   I am escalating this to our fulfillment team and you will 
   get an update today."

Automatic actions:
  - Notify fulfillment team
  - Trigger customer compensation workflow
  - Shipping delay analysis for process improvement

Scenario 2: Upselling & Cross-Selling

Order History Analysis
Inventory-Based Offers

Customer purchase pattern:
  
Historical orders analysis:
  - Frequently bought together products
  - Average order value trends
  - Seasonal purchase patterns
  - Category preferences

Real-time recommendations:
  When customer asks about order:
    "Your order for the laptop stand arrives tomorrow. 
     By the way, many customers also buy our ergonomic 
     mouse pad. Are you interested?"

Stock level integration:
  
When product inventory is low:
  "Your ordered model is very popular and almost sold out. 
   If you need more, we should order today."

When related products are available:
  "These accessories perfectly complement your order: 
   [Product Name] is on sale now - 20% off until the weekend."

Shopify Response Processing

Full Order Response

{
  "order": {
    "id": 12345678,
    "name": "#1001",
    "email": "max@beispiel.de",
    "created_at": "2024-01-12T10:30:00-05:00",
    "updated_at": "2024-01-12T14:20:00-05:00",
    "total_price": "149.99",
    "subtotal_price": "124.99", 
    "tax_lines": [{"price": "25.00", "rate": 0.2, "title": "VAT"}],
    "currency": "EUR",
    "financial_status": "paid",
    "fulfillment_status": "fulfilled",
    "customer": {
      "id": 987654321,
      "first_name": "Max",
      "last_name": "Mustermann",
      "email": "max@beispiel.de",
      "phone": "+49123456789",
      "total_spent": "1249.85",
      "orders_count": 8
    },
    "shipping_address": {
      "first_name": "Max",
      "last_name": "Mustermann", 
      "address1": "Musterstraße 123",
      "city": "Munich",
      "zip": "80331",
      "country": "Germany"
    },
    "line_items": [
      {
        "id": 123456,
        "title": "Ergonomic Laptop Stand",
        "quantity": 1,
        "price": "124.99",
        "sku": "STAND-ERG-001"
      }
    ],
    "fulfillments": [
      {
        "id": 456789,
        "status": "success",
        "tracking_company": "DHL",
        "tracking_number": "DHL123456789",
        "tracking_url": "https://tracking.dhl.de/..."
      }
    ]
  }
}

Natural Language Response

Comprehensive Order Summary

Template: "Order {{order_number}} for {{customer_name}}, total amount: {{total}}, status: {{status}}"Enhanced Customer Communication:

Full information:
  "Hello Mr. {{customer_name}}! Your order {{order_number}} 
   for €{{total}} has {{#if fulfillment_status}}already shipped{{else}}been prepared{{/if}}.
   
   {{#if tracking_number}}
   The shipment is with DHL and has the tracking number {{tracking_number}}.
   {{/if}}
   
   {{#if financial_status == 'paid'}}
   The payment has been confirmed.
   {{else}}
   The payment is still being processed.
   {{/if}}"

Problem-Solving Integration

Context-aware responses:
  
If fulfillment_status == "unfulfilled":
  "Your order is currently being prepared for shipping. 
   Given current order volumes, this takes about 1-2 business days."
  
If days_since_order > 5 AND status == "unfulfilled":
  "This is taking unusually long. I will check immediately 
   what's going on and you will receive an update within an hour."
  
If customer.orders_count > 10:
  "As a loyal customer with {{orders_count}} orders, you of course 
   have priority. How can I assist you today?"

Performance & Analytics

E-Commerce Service KPIs

Metric	Description	Target
Order Lookup Success Rate	% of successful Shopify queries	>98%
Customer Service Resolution	% of order inquiries resolved immediately	>85%
Cross-sell Conversion	% of additional purchases via mid-call offers	>12%
Customer Satisfaction	Rating after order service calls	>4.7/5

Advanced Shopify Features

Multi-Store Management

Shopify Plus Features

Multi-store configuration:
  
Regional stores:
  EU Store: "shop-eu.myshopify.com"
  US Store: "shop-us.myshopify.com" 
  UK Store: "shop-uk.myshopify.com"
  
Automatic store detection:
  - Customer phone number → region detection
  - Order ID pattern → store identification
  - Currency preference → store routing

B2B Features for Shopify Plus

B2B order features:
  - Company account management
  - Bulk order tracking
  - Custom pricing tiers
  - Purchase order numbers
  
Integration enhancements:
  - Include company name in customer communication
  - Bulk discount calculations
  - B2B-specific order status messages
  - Account manager assignment logic

API Rate Limits: The Shopify API enforces strict rate limits (2 calls/second standard, 4 calls/second Shopify Plus). Implement smart caching for frequently queried orders.

Customer Service Tip: Use the customer total spent and orders count from the API for personalized communication and VIP treatment decisions.

Mid-Call Tools

Mid-Call Tool Integrations

Shopify Integration

Shopify Integration Template

Overview & Features

Order Management

Customer Service Excellence

Shopify Admin API Setup

1. Shopify App & API Access

Configure Mid-call Action

Configuration in the Famulor Interface

Advanced Parameter Schema

Practical Use Cases

Scenario 1: Order Status Inquiry

Scenario 2: Upselling & Cross-Selling

Shopify Response Processing

Full Order Response

Natural Language Response

Performance & Analytics

E-Commerce Service KPIs

Advanced Shopify Features

Multi-Store Management

Mid-Call Tools

Mid-Call Tool Integrations

​Shopify Integration Template

​Overview & Features

Order Management

Customer Service Excellence

​Shopify Admin API Setup

​1. Shopify App & API Access

​Configure Mid-call Action

​Configuration in the Famulor Interface

​Advanced Parameter Schema

​Practical Use Cases

​Scenario 1: Order Status Inquiry

​Scenario 2: Upselling & Cross-Selling

​Shopify Response Processing

​Full Order Response

​Natural Language Response

​Performance & Analytics

​E-Commerce Service KPIs

​Advanced Shopify Features

​Multi-Store Management

Shopify Integration Template

Overview & Features

Shopify Admin API Setup

1. Shopify App & API Access

Configure Mid-call Action

Configuration in the Famulor Interface

Advanced Parameter Schema

Practical Use Cases

Scenario 1: Order Status Inquiry

Scenario 2: Upselling & Cross-Selling

Shopify Response Processing

Full Order Response

Natural Language Response

Performance & Analytics

E-Commerce Service KPIs

Advanced Shopify Features

Multi-Store Management