Before you start
A Shopify custom app with the right scopes
A Shopify custom app with the right scopes
Knowledge sync authorizes via OAuth using a custom app’s Client ID and Client Secret. Required scopes per stream:
If the custom app you use for the store connection already has these scopes, reuse it. Otherwise add them, or create a second custom app just for knowledge sync.
Owner or admin in OpenCX
Owner or admin in OpenCX
Required to add data sources in AI Training → Data Sources.
Set up the sync
1
Open Data Sources
Go to AI Training → Data Sources.
2
Add a Shopify source
Click Add source → Shopify. You’ll see a Redirect URL — copy it and paste it into your Shopify custom app’s Allowed redirection URL list.
3
Enter your custom app credentials
4
Select streams
Pick which streams to sync. Pages is on by default; Articles and Products are opt-in. You can change the selection later — a re-auth is triggered to update scopes if you add a stream that needs a new one.
5
Authorize via OAuth
Click Connect with Shopify. A popup opens asking you to approve the scopes. Approve. When the popup closes, the source row shows Active.
6
Verify in AI Instructions
Open AI Training → AI Instructions. Synced content appears under Shopify, grouped by stream. Pages and products include source URLs back to your storefront; articles don’t carry a URL in the sync (Shopify’s blog-article URLs require the blog handle, which isn’t in the Airbyte data).
Visibility rules
Pages and articles — by published_at
Pages and articles — by published_at
published_atset → public (AI can cite in customer replies)published_atnull → internal (agent-facing surfaces only)
Products — by status
Products — by status
status === 'active'→ public- Any other status (draft, archived) → internal
Limits
Related Documentation
Shopify overview
Knowledge vs. AI Actions.
Troubleshooting
Scope errors, missing streams, URLs.
Shopify integration
Admin API, order lookup, metadata.
AI Actions
Real-time tools against your store.