Features
Knowledge Sync
Auto-import products, orders, and customers. Your agent learns your entire catalog.
One-Click Widget
Install the chat widget on your storefront instantly. No code required.
Smart Q&A
AI answers questions using your store data—order status, products, shipping.
Refund Handling
Customers request refunds via chat. Review and approve from your dashboard.
Auto-Approve
Set thresholds to automatically approve small refunds.
Product Display
Show products beautifully in chat with images, prices, and variants.
Getting Started
Prerequisites
- A Shopify store (any plan)
- A Ansa account (Starter plan or higher)
- Admin access to your Shopify store
Step 1: Connect Your Store
- Go to Integrations → Shopify
- Click Connect Shopify Store
- Enter your store URL (e.g.,
mystore.myshopify.com) - Click Install App
- Authorize Ansa in Shopify
Step 2: Link an Agent
- After connecting, click Link Agent
- Select an existing agent or create new
- Configure sync settings
- Click Save
Step 3: Install Widget
- Click Install Widget
- Ansa adds the chat widget to your storefront
- Widget appears on all pages automatically
Knowledge Sync
Ansa syncs your store data to power intelligent responses.What Gets Synced
| Data | Used For |
|---|---|
| Products | Answer product questions, show recommendations |
| Collections | Category-based queries |
| Policies | Returns, shipping, privacy questions |
| Store info | Contact, hours, about us |
Manual Sync
Trigger a sync anytime:- Go to Integrations → Shopify
- Find your store
- Click Sync Now
Automatic Sync
Data syncs automatically:- When you first connect
- When products are updated in Shopify (via webhooks)
- Daily refresh to catch any changes
Product Display
Show products beautifully in chat conversations.How It Works
When your agent mentions products, they can display:- Product image
- Title and description
- Price (with sale price if applicable)
- Variants (size, color, etc.)
- Add to cart button
Example Conversation
Customer: Do you have running shoes? Agent: Yes! Here are our most popular running shoes: [Product Card: Nike Air Zoom - 189.99] Would you like details on any of these?
Configuring Products
Products are automatically available through the synced knowledge base. Train your agent to recommend products:Refund Handling
Let customers request refunds through chat, then manage them in your dashboard.Customer Experience
- Customer asks about refund
- Agent collects order number and reason
- Agent submits refund request
- Customer receives confirmation
Managing Refunds
- Go to Integrations → Shopify → Refunds
- View pending refund requests
- For each request, see:
- Order details
- Items to refund
- Customer reason
- Conversation link
- Click Approve or Reject
Auto-Approve
Save time on small refunds:- Go to store settings in Shopify integration
- Enable Auto-Approve Refunds
- Set maximum amount (e.g., $25)
- Refunds under threshold are approved automatically
Widget Installation
Automatic Installation
Ansa installs the widget via Shopify’s Script Tag API:- Click Install Widget in the integration
- Widget is added to your store’s
<head> - Appears on all storefront pages
Customization
Widget appearance syncs with your Ansa settings:- Go to Settings → Widget
- Customize colors, position, launcher
- Changes apply to Shopify automatically
Removal
To remove the widget:- Go to Integrations → Shopify
- Click store menu (⋯)
- Select Uninstall Widget
Customer Identification
Ansa automatically identifies logged-in Shopify customers to personalize conversations and pre-fill forms.How It Works
When a customer is logged into your Shopify store, Ansa automatically:- Identifies them by their Shopify customer ID
- Loads their profile information
- Pre-fills forms with their details
- Enriches agent context with order history
What Data Is Captured
| Field | Used For | Example |
|---|---|---|
| Identity, form pre-fill | [email protected] | |
| Name | Personalization, greetings | Jane Smith |
| Order Count | Conversation context | 5 orders |
| Total Spent | VIP treatment, tiering | $499.50 |
| Customer Tags | Segmentation, routing | vip, wholesale |
| Customer Since | Relationship context | 2023-01-15 |
| Marketing Status | Compliance | Opted in |
Benefits
Personalized Greetings- Past order history
- Total customer value
- Customer tags (VIP, wholesale, etc.)
- Whether they’ve had issues before
Privacy & Data Handling
All customer data is handled in accordance with Shopify’s customer privacy policies and your store’s privacy policy. Data is only used to enhance the support experience.
- Customer information is encrypted in transit and at rest
- Data is only accessible to your agents during conversations
- No sensitive payment or password information is ever captured
- Identification only works when customers are logged in
- Logging out clears all identification data
- Customers can request data deletion per your store’s privacy policy
Guest Customers
For customers who aren’t logged in (guests):- No identification occurs
- Forms are shown blank for manual entry
- Agent provides standard (non-personalized) support
Technical Details
The identification system uses:- Shopify Liquid templates to access customer data
- The widget’s
.identify()method to pass data - Automatic cleanup on logout via
.resetUser()
Order Lookups
Your agent can look up order information for customers.What Customers Can Ask
- “Where is my order?”
- “What’s the status of order #1234?”
- “When will my package arrive?”
- “What did I order last month?”
Required Information
For order lookups, agents ask for:- Order number, OR
- Email address used for order
Response Example
Customer: Where is my order #1234? Agent: I found your order! Here’s the status: Order #1234[Track Package →]
- Status: Shipped
- Carrier: UPS
- Tracking: 1Z999AA10123456784
- Estimated delivery: December 28
Store Settings
Configure per-store settings in the integration.Agent Settings
| Setting | Description |
|---|---|
| Linked Agent | Which agent handles this store |
| Knowledge Sync | What data to sync |
| Widget Enabled | Show widget on storefront |
Refund Settings
| Setting | Description |
|---|---|
| Allow Refunds | Enable refund requests via chat |
| Auto-Approve | Automatically approve small refunds |
| Max Auto Amount | Maximum amount for auto-approval |
Multi-Store Support
Connect multiple Shopify stores to one Ansa account.Setup
- Connect first store normally
- Return to Integrations → Shopify
- Click Connect Another Store
- Repeat setup process
Agent Assignment
Each store can have:- Same agent — Unified support experience
- Different agents — Customized per brand
Considerations
- Each store counts toward your agent limit
- Knowledge bases are separate per store
- Billing is per account, not per store
Troubleshooting
Widget Not Appearing
Check:- Widget is installed (green indicator)
- No JavaScript errors on page
- Theme isn’t blocking third-party scripts
- Click Reinstall Widget
- Clear Shopify cache
- Check browser console for errors
Products Not Syncing
Check:- Products are published
- App has required permissions
- Last sync wasn’t too long ago
- Click Sync Now
- Check sync status
- Verify permissions in Shopify admin
Refund Requests Missing
Check:- Refund tool is enabled
- Agent is trained to use refund flow
- Customer provided order details
Disconnected Store
If store shows as disconnected:- Click Reconnect
- Re-authorize in Shopify
- Widget and settings are preserved
API Access
Access Shopify integration via API for custom workflows.Get Connected Stores
Sync Store
List Refund Requests
Best Practices
- Keep policies updated — Sync after changing return/shipping policies
- Test the widget — Place test orders and try the customer experience
- Monitor refunds — Review auto-approved refunds weekly
- Train specifically — Add Shopify-specific instructions to your agent