When to use the Shopify voice AI integration
Use Shopify when:- Customers call about order status, delivery, products, returns, or cancellations.
- The agent can verify the caller against a specific order before sharing details.
- Fulfillment and tracking information should be read from the matched order.
- Money movement and order changes follow store approval rules.
Before you begin
Prepare the following:- A published DialNexa agent that has already passed a basic test call.
- Access to the DialNexa workspace Integrations page.
- A Shopify account with permission to read or update the required records.
- One test record that does not affect a live customer.
- A list of actions that can run automatically and actions that require human review.
Choose how to connect Shopify
Build the Shopify voice AI workflow
- Define the exact event that starts the action, such as a confirmed booking, qualified lead, support escalation, or completed call.
- Choose the connection method from the table above.
- Map caller identity, the DialNexa call ID, the verified outcome, and the destination record ID.
- Add a condition so uncertain, sensitive, destructive, or high-value changes go to a human-owned queue.
- Store the destination record URL or ID with the call result so your team can trace the handoff.
- Test success, no-match, duplicate, permission-error, and timeout cases before using live traffic.
Data to map between DialNexa and Shopify
- Customer and order IDs, order number, verified email or phone, and store
- Financial and fulfillment status, shipment, tracking, items, and delivery address
- Call ID, verification result, request type, return reason, summary, and owner
- Product or variant ID when the question concerns availability or compatibility
High-value Shopify voice AI workflows
Verify the Shopify integration
Run a test call and confirm that:- The caller passes your approved order-verification check.
- The workflow reads the intended order, fulfillment, tracking, or product record.
- The DialNexa call ID prevents duplicate support handoffs or updates.
- Address changes, cancellations, returns, and refunds follow store eligibility and approval rules.
- A failed lookup or write creates a visible task with the order and call IDs.