Shopify customer and order context

Available customer context

A connected Shopify store can enrich a conversation using a matching customer email or phone number. The supported context includes the customer name, email, phone, order count and lifetime total, plus recent order numbers, payment status, currency, totals, creation dates and line-item names, quantities and totals.

A matching email or phone is a lookup signal, not proof that the caller owns the customer account. Follow your verification policy before disclosing private order information.

Freshness and limits

Customer enrichment reads Shopify on demand and records when the result was fetched. Refresh the customer context when you need a newer snapshot. This is not a full, continuous Shopify database sync, and there is no documented two-second freshness guarantee.

Inventory by location, a complete returns timeline, refund execution, cart recovery and automatic currency conversion are not supplied by this customer-context view. Values should be interpreted in the returned currency.

Using context with AI

Public products, pages and policies can be used as knowledge sources through the supported knowledge connection. Keep those public sources separate from private customer/order lookups. Connecting a store does not give AI permission to issue refunds or modify orders. Configure the assistant’s permitted behavior and escalation rules.

Permissions and installation

Install and connect the Shopify app using the Shopify installation guide. The configured scopes are read_customers, read_orders, read_products, read_content and read_legal_policies. Shopify account permissions and protected-customer-data availability can limit returned data.

If a lookup fails or has no match, the UI should not be treated as proof that the customer has no orders. Check the store connection and identify the correct customer.

Disconnecting

Uninstalling the Shopify app disables that installation and removes its saved access token. A theme app embed and a manually installed snippet are separate installation methods; remove a manual snippet yourself if one was added.