Connecting Shopify

On a call, your agent can:

• Find the caller’s orders by phone number, or by an email or order number they give.
• Read out status, tracking, and items for a specific order.
• Change the shipping address while the order can still be changed. It reads the new address back and waits for a clear yes.
• Cancel an order while that’s still possible, after confirming the order number aloud. Cancellation is permanent.
• Answer product questions — price, description, sizes and colours, stock.
• Add the caller to your marketing list when they say yes and spell out their email.

Shopify runs alongside a booking provider, so a calendar can stay connected.

Before you start

• Permission to install apps on the store. Callspace asks for read and write access to orders, customers, and order edits; the writes are what make address changes and cancellations possible.
• Your your-store.myshopify.com domain, rather than your custom domain.

Connect it

1. Open Settings → Integrations and choose Configure on the Shopify tile.
2. Enter your store domain and choose Connect Shopify.
3. Approve the access in Shopify. You land back on a screen showing the connected shop, the access granted, and the last sync.

The tools reach your agent as soon as the connection is live.

How callers are matched to orders

Your agent matches the caller to a Shopify customer by the number they’re calling from. With no match, it offers to take a message, and the details land in your inbox.

Callers ringing from a different number can give the email or order number on the order. Before changing or cancelling anything, your agent re-checks that the order belongs to the person on the phone.

Who’s responsible for what

• Callspace — the connection: keeping the access token secure and sending only the data listed below.
• You — choosing Shopify, your store and its terms, and the data you set the integration to send. Every tool above turns on together when you connect, so disconnecting is how you stop all of it.

What Callspace sends to Shopify

• When you connect — a request to be told if the app is uninstalled.
• When a call comes in from a number with no name in your contacts — the caller’s phone number, to find their name and email in your store.
• When your agent looks up orders — the order number, email, or phone number the caller gave, or the number they’re calling from.
• When your agent changes a shipping address — the order and the new address, name, and delivery phone the caller confirmed.
• When your agent cancels an order — the order and a reason. Shopify restocks the items, refunds the original payment method, and emails the customer. The order gets the staff note “Cancelled via Callspace AI at customer request”.
• When your agent answers product questions — the caller’s search words.
• When your agent adds someone to your marketing list — their email, and their name when they aren’t a customer yet. Callspace marks them subscribed (single opt-in), creating a new customer if the email isn’t in your store.

Call recordings, transcripts, and summaries stay in Callspace. Names and emails found in Shopify are copied into the matching Callspace contact.

Test it

1. Call your own number from the phone number on a recent order and ask about it.
2. Check that the status and tracking it reads out match the admin.
3. To test address changes, try one on an unfulfilled order and confirm the agent reads the address back before saving.

Disconnecting

On the Shopify screen, choose Disconnect under Danger zone. Your agent loses access immediately. Your store, orders, and customers stay as they are.