This page is only about syncing store content into the training index. For order lookup, product search, customer enrichment, and AI Actions, use the Shopify integration docs.
Before you start
A Shopify custom app with the right scopes
A Shopify custom app with the right scopes
Knowledge Sync uses an OAuth flow with a custom app’s Client ID and Client Secret (not the Admin API access token from the store connection). The required scopes depend on which streams you select — see the table below.
Owner or admin in OpenCX
Owner or admin in OpenCX
Required to add data sources in AI Training → Data Sources.
Set up the sync
Open Data Sources
Go to AI Training → Data Sources in the OpenCX dashboard.
Add a Shopify source
Click Add source → Shopify. You’ll see a Redirect URL — copy it. You’ll paste this into your Shopify custom app configuration.
Enter your custom app credentials
| Field | Value |
|---|---|
| Shop domain | Your *.myshopify.com domain. |
| Client ID | From your Shopify custom app’s API credentials page. |
| Client Secret | From the same page. |
Select content streams
Choose which content to sync. Each stream requires a specific scope on your Shopify custom app:
| Stream | What it syncs | Required scope |
|---|---|---|
| Pages | Store pages (About us, FAQ, etc.) | read_online_store_pages |
| Articles | Blog articles | read_content |
| Products | Product titles, descriptions, and metadata | read_products |
If the custom app you used for the store connection doesn’t have these scopes, either add them to that app or create a second custom app specifically for Knowledge Sync.
Authorize via OAuth
Click Connect with Shopify. A popup opens asking you to authorize the app. Approve it and wait for the connection status to show Active.
Verify the sync
Open AI Training → AI Instructions. After the initial sync completes, you should see your Shopify content listed under the Shopify folder. The first sync may take a few minutes depending on the amount of content.
Stream details
Pages
Pages
Imports store pages with their title, body content, and URL. Pages are indexed with a direct link back to your storefront so the AI can cite sources.
Articles
Articles
Imports blog articles with their title and body content. Article URLs are not always available in the sync — the AI references the article by title when citing sources.
Products
Products
Imports product titles, descriptions, and metadata. Product URLs link back to your storefront. Internal or draft products are included if the scope grants access — review visibility in your Shopify admin.
Related Documentation
Connect Store
Admin API access token setup for AI actions and inbox enrichment.
AI Actions
What the AI can do with your store data in real time.
Shopify Overview
Full integration capabilities at a glance.
Troubleshooting
Sync stuck, articles missing, scope errors.