- Your Shopify
*.myshopify.comdomain. - 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.
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.comdomain, not your custom storefront domain (e.g.example.myshopify.com, notwww.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, andread_customersscopes 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.
#1042or1042). Custom prefixes likeUK-1042work 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_customersscope. 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_pagesfor pages,read_contentfor articles,read_productsfor 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.comdomain 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 cache | 1 minute |
| Orders loaded per customer | Up to 50 per store |
| Knowledge Base initial sync | Minutes to an hour depending on content volume |
| Knowledge Base incremental sync | Scheduled (configurable per source) |
| Product search results | Capped to prevent noisy data in AI context |
Related Documentation
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.