Shopify integration

This article will guide you through the process of linking your Shopify account to Siena. Before we begin, ensure that you have the necessary admin permissions to create apps in Shopify. Let's get started!

1. Navigate to your Shopify admin page and select Settings.
2. Click on Apps and sales channels, then select Develop apps.
3. On the App development page, click the Create an app button.
4. Name your app 'Siena AI' and click Create app. Now, it's time to set up your new app!

In the Overview or Configuration tab, you'll need to adjust the Admin API scopes. Don't worry about the storefront API, we won't be touching that.

Select the access scopes listed below. It's crucial not to miss any to prevent any hiccups when running AI flows or pulling order info with Siena. Once you've enabled all necessary access scopes, save your changes and install the app.

Assigned fulfillment orders
write_assigned_fulfillment_orders
read_assigned_fulfillment_orders

Browsing behavior
read_customer_events

Customers
read_customers
write_customers

Discounts
write_discounts
read_discounts

Draft orders
write_draft_orders
read_draft_orders

Fulfillment services
read_fulfillments

Marketing events
write_marketing_events
read_marketing_events

Merchant-managed fulfillment orders
write_merchant_managed_fulfillment_orders,
read_merchant_managed_fulfillment_orders

Orders
write_orders 
read_orders

Order editing
write_order_edits
read_order_edits

Price rules
write_price_rules
read_price_rules

Product feeds
write_product_feeds
read_product_feeds

Product listings
write_product_listings
read_product_listings

Products
write_products
read_products

Returns
write_returns
read_returns

Script tags
write_script_tags
read_script_tags

Shipping
write_shipping
read_shipping

Store content
write_content
read_content

Third-party fulfillment orders
write_third_party_fulfillment_orders
read_third_party_fulfillment_orders

Custom fulfillment services
read_custom_fulfillment_services
write_fulfillments

Next, copy the API access token, API key, and secret key. Remember, the API access token will only be displayed once, so make sure to keep a copy. With these API details in hand, head over to the Siena platform. Click on Shopify under Modules, then Add Account. Enter the API details and click Continue. Input your Store name and Shopify domain (which should end with myshopify.com), then click Continue.

Congratulations! 🎉 You've successfully linked your Shopify store to Siena! You can now utilize Shopify AI flows in your automations, and Siena can pull order info from Shopify and add it to the AI context. You may view all the Shopify AI flows by clicking your account once it's connected to Siena.

Available AI workflows for Shopify

These are the available Shopify workflows that you can use:

• Get Order Info → This workflow enables Siena to retrieve comprehensive details about a customer's order. It can access information such as the product name, order date, order status, and more. Additionally, this workflow can be used to automate responses based on specific order tags.
• Cancel Order → When the order cancellation is requested, Siena checks if the order is unfulfilled. If yes, the order is cancelled and issues a refund for the full amount paid. You can adjust the cancellation window by clicking the Cancel Order workflow from the Shopify Module:
  
• Edit Order → This action allows you to make several changes to an existing order. You can remove products from an order, reduce the quantity of a product, change the variant of a product (provided the price remains unchanged), and edit order notes. However, it does not support adding new products to an order. You can set the time window for editing orders. Additionally, you can use this action to add tags to orders. 
• Refund Order → This action allows for processing refunds under specific conditions outlined below. Refund Order workflow can be combined with other workflows (ie. Send Replacement workflow) where a policy for when the given workflow should be triggered can be provided. Note that Siena is unable to issue a refund for unfulfilled orders as a measure to prevent fraudulent actions. If an order is unfulfilled, and it's too late to cancel, the request should be routed to a team for further assistance. Customers are generally encouraged to cancel the order instead of seeking a refund for unfulfilled items.

You can specify in the instructions WHEN a refund should be performed:
- Example: Perform refund if user is angry
- Example: Offer a full refund. Perform it only if the customer accepts it.

You can specify the refund amount:
- You can do full refunds
- You can specify line items to refund (ie. Refund only products mentioned by the customer)
- You can specify the refund amount as a fixed amount or a percentage of the order (ie. Always offer 100$ refund or Refund 50% of the order value)

You can separately control if shipping costs should be refunded as well
- Example: Refund 50% of the shipping cost

• Send Replacement → This is used to automate the process of sending replacement products for orders. By default, Siena will send the same product from the last order as a replacement. You also have the option to specify a different replacement product using the product or variant ID in the automation instructions. Currently, it only works with items within the original order, meaning you can request a replacement for any item that was originally ordered.
• Update shipping address → This is used to update the shipping address associated with an order. It's important to ensure that the order is not already in a processing state, as updates cannot be made once processing begins. This action can also be used to confirm the shipping address with customers to ensure accuracy. It's possible to set the time window for changing shipping address.
• Update email address → This is designed to update a customer's email address associated with their account. This action is typically triggered when a customer requests to change their email address for receiving notifications about their orders. Once updated, the new email address will be used for all future communications and orders, but it does not retroactively change the email address for past orders.
• Send Account Activation Email → This is used to send an activation email to customers who have not yet activated their account. This typically occurs when customers report that they cannot access their account or there is no account associated with their email address, despite having received orders. Additionally, the automation can be configured to send the activation link only if the customer explicitly states they are unable to log into their account.

Have any questions? Please feel free to browse our FAQ page here. 

If you have any further questions or need assistance, don't hesitate to reach out to our Customer Support team. We're always here to help!