How to integrate your chatbot with Shopify

Below is an instruction guide that describes the process of adding a chatbot to a Shopify store and integrating it with the API to enable integration.

How to integrate your chatbot with Shopify
1. Install chatbot on Shopify store
Obtain code snippet
Install chatbot on shopify store
1. Integrate chatbot with Shopify API
Prerequisites
How it works
Create integration in Shopify Store
Generate API Key in Shopify Store
Activate integration for your chatbot.

1. Install chatbot on Shopify store

Obtain code snippet

Click on “Add to website”
Choose between widget and iframe
Click “Copy to clipboard”

Install chatbot on shopify store

Click three little dots for more theme actions - and select Edit code

Find ‘theme.liquid’ section under layout, open it and paste the widget code obtained in first step within the section. Once done click the ‘Save” button.

2. Integrate chatbot with Shopify API

To connect your Shopify store with Chatlab, you'll need your store's URL and an API access token. This guide will show you how to generate and locate the API token in your Shopify store and how to connect your chabot with the API.

Prerequisites

Before you start - make sure you have ChatLab Standard or Premium subscription that allows for Shopify integration. Check the pricing page

How it works

Product Search

The chatbot's product search feature enables users to find products in your Shopify store effortlessly. Users can enter a phrase, and the chatbot will perform a case-insensitive search across multiple fields in the product database, ensuring a comprehensive and accurate matching process. This allows users to discover relevant products quickly and conveniently, enhancing their shopping experience.

Order Details

With the order details feature, users can inquire about the status of their orders by providing two key details: the order identifier and the email address associated with the order. Both parameters are validated against your Shopify store’s records, and order information is retrieved only if there is a match.

The chatbot returns the following details for the matched order:

Total Price: The total value of the order.
Ordered Items: A list of items in the order, including:
Name: The name of the product.
Quantity: The number of units ordered.
Price: The unit price of the product.
Shipping Address: The delivery address provided for the order.

This integration ensures a smooth and efficient way for users to check order information without navigating the Shopify store interface.

Create integration in Shopify Store

Go to Settings → Apps and sales channels

Choose 'Develop apps’.

On ‘App Development’ page click ‘Create an app’

Provide a custom name and click ‘Create app’

Once created - configure access for chatbot - Click ‘Configure Admin API scopes’

Under "Admin API access scopes" find the permissions read_orders and read_products and click to tick the box for each, then click the 'Save' button.

Generate API Key in Shopify Store

Navigage to the API credentials tab and click ‘Install app’

Confirm the installation by clicking on 'Install' in the window that appears.

When your Admin API Access Token has been generated click on 'Reveal token once' and copy your token.

The other thing which is requried to integrate with chatbot is the subdomain of your store. You can find it easily on the top of the administration menu. For example, the subdomain might be ‘19d511-4a’.

Activate integration for your chatbot.

Navigate to ‘Shopify’ section, enable integration with shopify by switching it on and provide token and subdomain you obtained in previous steps.

Afterward click ‘Update Chatbot’ button. It will save changes and test integration. You should receive a confirmation message indicating the integration works properly.

Integration with Shopify