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Before debugging, have this ready:
  • Your Shopify *.myshopify.com domain.
  • The scopes you configured on the custom app (read_orders, read_products, read_customers).
  • A specific order number or customer email where the problem shows.
Go to Settings → Integrations → Shopify as your first step. If the connection is not listed or shows an error, re-enter your credentials.

Common scenarios

Jump to the symptom that matches what you’re seeing.

Connection fails on save

: wrong domain format or invalid token. Fix:
  • Use the *.myshopify.com domain, not your custom storefront domain (e.g. example.myshopify.com, not www.example.com).
  • If you already revealed the token and lost it, go to your Shopify admin, uninstall the custom app, reinstall it, and reveal a new token.
  • Confirm the app has read_orders, read_products, and read_customers scopes enabled. OpenCX checks scopes on save and rejects the connection if any are missing.

AI doesn’t return order details

: order is archived or email mismatch. Fix:
  • Auto-archival: in your Shopify admin, go to Settings → General → Order processing and confirm Automatically archive the order is unchecked. Archived orders are not returned by the Shopify API. If you recently disabled auto-archival, previously archived orders remain archived — you need to unarchive them manually in Shopify.
  • Email mismatch: the AI verifies the customer’s email against the order before revealing details. If the contact in OpenCX has a different email than the one on the Shopify order, the lookup is rejected. Confirm the contact’s email matches.
  • Order number format: the customer must provide the order number as it appears in Shopify (e.g. #1042 or 1042). Custom prefixes like UK-1042 work if that is the order name in Shopify.

Product search returns irrelevant results

: keyword mismatch between the customer’s question and your product data. Fix:
  • The AI searches your catalog using Shopify’s native keyword search. If products have generic titles or sparse descriptions, searches for specific attributes (color, material, size) may not match.
  • Improve product titles and descriptions in Shopify to include the terms customers actually use.
  • Results are sorted by relevance and capped to avoid overwhelming the AI with data. If a product ranks outside the top results, it may not appear.

Customer metadata not showing in the inbox sidebar

: missing scope or no email match. Fix:
  • Confirm the custom app has the read_customers scope. Without it, metadata enrichment is disabled entirely.
  • Confirm the contact in OpenCX has an email address set.
  • Confirm a customer with that exact email exists in your Shopify store. The match is exact — [email protected] does not match [email protected] if Shopify stored it differently.
  • If you recently connected the store, try refreshing the inbox page. Metadata loads on sidebar open.

Knowledge base content not appearing in AI answers

: sync incomplete or scope mismatch. Fix:
  • Open AI Training → Data Sources and check the Shopify source status. If it shows Syncing, wait for it to complete.
  • Verify that the custom app used for Knowledge Sync has the scopes matching your selected streams: read_online_store_pages for pages, read_content for articles, read_products for products.
  • If scopes were missing, update them in the Shopify admin, then disconnect and reconnect the source in OpenCX.

Multi-store: AI looks up the wrong store

: no clear signal for the AI to distinguish stores. Fix:
  • Use order number prefixes per store (e.g. UK-, DE-, NL-) so the AI can route by the prefix. Configure in Shopify admin under Settings → General → Order processing.
  • Train the AI with store-specific instructions that explain which store serves which region or product line.
  • Confirm each store has a distinct *.myshopify.com domain configured in OpenCX — duplicate domains will cause conflicts.

None of the above

If your issue isn’t listed here, contact support with:
  • Your OpenCX organization name.
  • The Shopify domain(s) involved.
  • A specific session ID or order number where the problem occurred.
  • Screenshots of any error messages.

Limits and timing

Value
Contact metadata cache1 minute
Orders loaded per customerUp to 50 per store
Knowledge Base initial syncMinutes to an hour depending on content volume
Knowledge Base incremental syncScheduled (configurable per source)
Product search resultsCapped to prevent noisy data in AI context

Connect Store

Re-check credentials, scopes, and domain format.

AI Actions

Confirm the right actions are enabled.

Knowledge Base Sync

Re-check OAuth credentials and stream selection.

Handoff settings

Global handoff rules and office hours.