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Overview

Connect your Shopify store to Chatbase and turn your AI agent into an e-commerce assistant. Your agent can help customers browse products, manage their cart, place orders, track and exchange orders, and update their account details, all through natural conversation.

What you can do:

Give shoppers a single place to find a product, add it to the cart, check out, and ask where their order is, without leaving the chat.
You do not need to add any embed code manually. Once you install the Chatbase Shopify app, whether from Chatbase or the Shopify App Store, the chat bubble is automatically added to your store. You do not need to copy or paste any embed script into your theme code.

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Before you start

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Integration methods

You can connect your Shopify store to Chatbase in two ways:
We recommend connecting via Chatbase for full access to all features and add-ons.
This method gives you access to all Chatbase features and add-ons.
1

Find the Shopify integration

  1. Go to your Chatbase dashboard and select the agent you want to connect to Shopify.
  2. Open the Shopify connection flow in either of these ways. Both lead to the same store connection step below:
    • Click Channels from the sidebar, then click Setup on the Shopify card.
    • Or, click Integrations from the sidebar, then click Connect on the Shopify card.
2

Connect your store

  1. Enter your Shopify store name, which is the subdomain of your myshopify.com URL. For example, if your store is at mystore.myshopify.com, enter mystore.
  2. Click Submit to start the authorization process.
  3. Shopify will ask you to authorize Chatbase. Review the requested permissions and click Install.
  4. Once authorized, you’ll be redirected back to Chatbase with a confirmation message.
3

Manage your integration

On the Channels page, click Manage on the Shopify card.
The Manage button on the Shopify card
Make sure the toggle at the top right of the page is on. Then choose the theme your website is currently using, open your Shopify theme editor, and make sure the Chatbase app toggle is on.
The Shopify manage page with the toggle switched on at the top right
Choosing the live theme and opening the Shopify theme editor

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Method 2: Connect via Shopify Marketplace

Choose this method if you prefer to manage billing through Shopify. This option has limited add-ons and allows only a single AI agent.
1

Install the Chatbase app

  1. Go to the Chatbase app listing on the Shopify App Store.
  2. Click Install.
  3. Review the permissions Chatbase requires and click Install to approve.
The Shopify Install app dialog listing the permissions Chatbase needs
2

Complete setup

  1. After installation, you’ll be redirected to the Chatbase onboarding process to finish setting up your account.
  2. Follow the prompts to configure your agent.
3

Manage your integration

On the Channels page, click Manage on the Shopify card.Make sure the toggle at the top right of the page is on. Then choose the theme your website is currently using, open your Shopify theme editor, and make sure the Chatbase app toggle is on.
Accounts created through the Shopify Marketplace are limited to a single agent. For multiple AI agents or additional add-ons, use Method 1 instead.
Open your storefront and confirm the chat bubble appears and your agent responds. If you can’t see the agent on your website, check the toggle in either of these places:
  • Click Channels from the sidebar and open Chat bubble. In the Overview tab, make sure the Visibility toggle is switched on.
  • Or, on the Channels page, click Manage on the Shopify card and make sure the toggle at the top right of the page is on.
The Visibility toggle in the Chat bubble Overview tab

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Limitations

  • One agent per store. Even on the Chatbase method, where you can have multiple agents, only a single agent connects to the Shopify store.
  • Marketplace accounts are capped at one agent and have access to auto recharge credits only.

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Next steps

Once your store is connected, enable the actions that let your agent help customers with product search, order lookups, cart management, and more.
The first half of the Shopify actions list: Retrieve and display products, Update cart, Create order, Create exchange, and Create return or exchange
The second half of the Shopify actions list: Get cart, Retrieve and display orders, Update customer profile, Update billing address, Check account, and Tag an order

Shopify Actions

Configure and use Shopify actions to help customers browse products, manage their cart, place and exchange orders, track deliveries, and update their account information.