Live Store Data Features
Enable your AI assistant to access and interact with your store's live data for personalized customer service. Each feature below provides specific capabilities for reading information, updating records, or performing actions on your store data.
Read Customer
Access customer information for personalized responses
Customer Data Details
- Name
- Created At
- Phone
- Addresses
- Order History
- Payment Method
- Balance
- Custom Fields
When to set on?
When customers call asking about their account details, order history, or personal information. Enables personalized service by accessing their complete profile and purchase history for better support.
Example customer questions:
- "Can you tell me how long I've been a customer?"
- "What's my current account balance?"
- "How many orders have I placed this year?"
- "What's my shipping address on file?"
- "Can you see my purchase history?"
Read Order
Access order details for order inquiries
Order Data Details
- Confirmation Number
- Created At
- Shipping Address
- Billing Address
- Line Items
- Original Total Set
- Discounted Total Set
- Shipping Line
- Display Fulfillment Status
- Status Page URL
- Capturable
- Can Mark As Paid
- Returns
- Return Status
When to set on?
When customers frequently ask about order status, tracking information, or delivery details. Essential for handling order inquiries and providing real-time updates on shipments.
Example customer questions:
- "Where is my order #12345?"
- "When will my package arrive?"
- "Has my order shipped yet?"
- "What's the tracking number for my order?"
- "Can you check if my payment went through?"
- "What items are in my recent order?"
Read Products
Access product information for product inquiries
Product Data Details
- Title
- Vendor
- Product Type
- Options
- Variants
- Price
- Inventory Item
When to set on?
When customers ask about product details, availability, pricing, or variants. Helps answer questions about inventory, product specifications, and helps with product recommendations.
Example customer questions:
- "Do you have this jacket in size Large?"
- "What colors does this product come in?"
- "How much does the blue sweater cost?"
- "Is this item still in stock?"
- "What's the difference between these two products?"
- "Can you recommend something similar?"
Read Coupon Code
Access customer's coupon codes and available discounts
Coupon Code Data Details
- Customer Codes
- Available Discounts
- Usage History
- Validity Status
- Discount Values
- Requirements
When to set on?
When customers ask about available discounts, want to check if they have unused coupon codes, or need help finding the best discount for their purchase.
Example customer questions:
- "Do I have any unused discount codes?"
- "What promotions are available right now?"
- "Can you check if I have a birthday discount?"
- "Is there a coupon code for first-time buyers?"
- "What's the best discount I can get on this order?"
- "Do you have any codes for free shipping?"
Apply Coupon Code (Refund)
Apply coupon codes retroactively and process refunds
Coupon Application Details
- Retroactive Discounts
- Partial Refunds
- Store Credit
- Code Validation
- Refund Calculation
Important Constraints
⚠️ Coupon must still be valid. Code must not be expired, and order must meet coupon requirements (minimum amount, eligible products, etc.). Refund processing time is 3-5 business days.
When to set on?
Perfect for customers who forgot to apply their discount code during checkout and want to use it after placing their order. Also useful for applying goodwill refunds or promotional adjustments to resolve customer complaints.
Example customer questions:
- "I forgot to use my 20% off code, can you apply it now?"
- "Can you refund me the difference for this discount?"
- "I should have gotten free shipping, can you fix that?"
- "My student discount didn't work, can you help?"
- "Can you give me store credit for this issue?"
- "I had a promo code but forgot to enter it"
Update Customer Profile
Modify customer information when needed
Customer Update Details
- Customer ID
- Contact Info
- Preferences
- Marketing Consent
- Tags
- Notes
When to set on?
When customers frequently need to update their profile information, contact details, or account preferences. Essential for maintaining accurate customer records and improving service quality.
Example customer questions:
- "Can you update my phone number?"
- "I need to change my email address"
- "Can you add a note to my account about my allergy?"
- "Please update my preferred contact method"
- "Can you change my account name?"
- "I moved, can you update my default address?"
Opt Customer In/Out Marketing
Manage customer marketing subscriptions and preferences
Marketing Opt Details
- Email Marketing
- SMS Marketing
- Consent Management
- Preference Updates
- Unsubscribe
When to set on?
When customers call to unsubscribe from marketing emails, opt into SMS promotions, or update their communication preferences. Helps maintain compliance with marketing regulations and customer preferences.
Example customer questions:
- "Please unsubscribe me from all marketing emails"
- "Can you sign me up for SMS deals?"
- "I want to stop getting promotional texts"
- "Can you opt me into your newsletter?"
- "How do I change my email preferences?"
- "I only want sale notifications, nothing else"
Cancel Order
Cancel customer orders and process refunds
Order Cancellation Details
- Full Cancellation
- Partial Cancellation
- Refund Processing
- Inventory Restoration
- Notifications
Important Constraints
⚠️ Best if order is NOT shipped yet. While shipped orders can be cancelled, it's more complex and may require return shipping. Refund processing time varies by payment method (3-5 business days typical).
When to set on?
When customers call to cancel their order due to changed minds, duplicate orders, or urgent requests. Automatically handles refunds and inventory restoration to streamline the cancellation process.
Example customer questions:
- "I want to cancel my order"
- "I accidentally ordered twice, can you cancel one?"
- "I changed my mind, please cancel"
- "Can I get a full refund?"
- "I need to cancel this urgently"
- "How long does the refund take?"
Change Shipping
Modify shipping methods and delivery options
Shipping Change Details
- Shipping Upgrade
- Method Change
- Speed Adjustment
- Cost Adjustment
- Carrier Change
Important Constraints
⚠️ Order must NOT be shipped yet. Shipping method changes are only possible before the order has been dispatched. Additional charges may apply for upgrades.
When to set on?
When customers want to upgrade to faster shipping, change delivery methods, or modify shipping options after placing their order. Useful for urgent deliveries or cost adjustments.
Example customer questions:
- "Can I upgrade to express shipping?"
- "I need this faster, what are my options?"
- "Can you change to overnight delivery?"
- "What's the cost to upgrade shipping?"
- "Can I switch to a different carrier?"
- "I want to downgrade to save money"
Change Address & Name
Update shipping addresses and recipient names
Address Change Details
- Shipping Address
- Recipient Name
- Delivery Instructions
- Contact Info
- Address Validation
Important Constraints
⚠️ Order must NOT be shipped yet. Address changes are only possible before the order has been dispatched. Once shipped, the package cannot be redirected to a new address.
When to set on?
When customers need to update their shipping address, change recipient details, or modify delivery instructions before shipping. Common for customers who moved or want to send to a different location.
Example customer questions:
- "Can you change my shipping address?"
- "I need to update the recipient name"
- "Can you add delivery instructions?"
- "I moved, please update my address"
- "Can you send it to my office instead?"
- "Please change the name on the package"
Change Order
Modify order items, quantities, and variants
Order Change Details
- Product Changes
- Quantity Updates
- Variant Changes
- Size/Color Exchange
- Price Adjustments
- Total Recalculation
Important Constraints
⚠️ Order must NOT be shipped yet. Changes can only be made to orders that are still being processed or prepared for shipment. Once an order has shipped, use other APIs like Create Refund or Cancel Order instead.
When to set on?
When customers want to change product variants, quantities, or add/remove items from their order after purchase. Useful for size exchanges, color changes, or quantity adjustments before shipping.
Example customer questions:
- "Can I change my order from size Medium to Large?"
- "I want to add another item to my existing order"
- "Can I change the color from blue to red?"
- "I ordered 2 but only need 1, can you remove one?"
- "Can I swap this item for a different product?"
- "I want to upgrade to the premium version"
Ready to enable live store data features?
Join our waiting list to be among the first to access these powerful capabilities when we launch.