Integration Setup Guide

Connect Shopify to IntelBuddy

Look up orders, check inventory, browse products, and answer customer questions — all through conversation.

Schedule, manage, and share Zoom meetings directly from your chatbot. No tab-switching needed.

Order Lookup

"Where's order #1042?" — instant status, tracking, and details.

Product Info

"Show details for the Classic Tee" — price, variants, stock.

Sales Analytics

"How much revenue this week?" — real-time sales data.

Inventory Check

"Is the Blue Hoodie in stock?" — quantity across variants.

Customer Lookup

"Show orders for jane@email.com" — customer history.

Refund Status

"Was order #1038 refunded?" — payment and refund details.

Before You Start

Prerequisites

A Shopify store

Any Shopify plan (Basic, Shopify, Advanced, or Plus).

Store owner or staff access

You need permission to create custom apps in the Shopify Admin.

An IntelBuddy subscription

ENGAGE tier or above (External Tools available from ENGAGE).

A Shopify store

Any Shopify plan (Basic, Shopify, Advanced, or Plus).

An IntelBuddy subscription

ENGAGE tier or above (External Tools available from ENGAGE).

Store owner or staff access

You need permission to create custom apps in the Shopify Admin.

Step-by-Step

Setup Instructions

Connect Shopify to IntelBuddy using a custom app and Admin API access token.

1
1

Enable Custom App Development

Allow custom apps in your Shopify admin if not already enabled.

Go to your Shopify Admin

Navigate to Settings → Apps and sales channels

Click "Develop apps"

If prompted, click "Allow custom app development"

⚙️

Settings

📱

Apps and sales channels

💻

Develop apps

Allowed

2
2

Create a Custom App

Create a new custom app and configure the API scopes IntelBuddy needs.

Click "Create an app"

Name it (e.g. "IntelBuddy")

Click "Configure Admin API scopes"

Select the required scopes (see below)

Click "Save"

read_orders View orders

read_products View products

read_inventory View inventory

read_customers View customers

Read-only scopes: IntelBuddy only needs read_ access. It can look up data but cannot modify orders, products, or customer records in your store.

3
3

Install the App & Get the Token

Install the custom app to generate the Admin API access token.

Click "Install app"

Confirm by clicking "Install"

Under Admin API access token, click "Reveal token once"

Copy the token immediately — it won't be shown again

admin.shopify.com → Apps → IntelBuddy

🔑 Admin API Access Token

ACCESS TOKEN (shown once)

shpat_a1b2c3d4e5f6g7h8i9j0k1l2m3n4o5...

shpat_a1b2c3d4e5f6g7h8i9j0k1l2m3n4o5...

App: IntelBuddy • Scopes: read_orders, read_products, read_inventory, read_customers

Copy Token

Copy it now! Shopify only reveals the Admin API access token once. If you lose it, you'll need to uninstall and reinstall the app to generate a new one.

4
4

Find Your Store Domain

Your store domain is the .myshopify.com subdomain.

Example: If your admin URL is https://acme-apparel.myshopify.com/admin, your store domain is acme-apparel.

5
5

Paste Into IntelBuddy

Enter your access token and store domain.

Go to Settings → Integrations → External Tools

Find Shopify → click "Configure"

Paste the Admin API Access Token

Enter your Store Domain

Click "Save / Connect"

IntelBuddy → Settings → Integrations → Shopify

Configure Shopify

Access Token *

shpat_a1b2c3d4e5f6g7h8i9j0k1l2...

Store Domain *

acme-apparel

Save & Connect

Cancel

Revoke anytime at myaccount.google.com/permissions. IntelBuddy only touches sheets you mention.

6
6

Verify the Connection

The Google Sheets card should show "Connected".

Shopify

acme-apparel.myshopify.com

acme-apparel.myshopify.com

🟢

Connected

🎉

You're All Set!

IntelBuddy can now look up orders, products, inventory, and customer data from your Shopify store.

Try It Out

Example Conversations

Here's what your chatbot can do now that Shopify is connected.

Quick Reference

Things You Can Say

Orders

"Where's order #…?"

"Recent orders today"

"Any unfulfilled orders?"

Products

"Show details for …"

"Is … in stock?"

"Best selling products?"

Customers

"Orders for …@email.com"

"Customer history for …"

"Top customers this month"

Analytics

"Revenue this week?"

"How many orders today?"

"Average order value?"

Need Help?

Troubleshooting

"Unauthorized" or 401 error

Your access token may be invalid or revoked. Go to Shopify Admin → Apps → Develop apps, uninstall and reinstall the custom app to generate a new token.

"Not Found" or store domain error

Enter only the subdomain, not the full URL. Use acme-apparel, not acme-apparel.myshopify.com or https://acme-apparel.myshopify.com.

Missing data (e.g. can't see orders)

Make sure the correct API scopes are enabled. If you didn't select read_orders during setup, IntelBuddy won't have access to order data. Reconfigure scopes and reinstall.

"Custom app development not allowed"

Only the store owner can enable custom app development. Ask the store owner to go to Settings → Apps → Develop apps and click "Allow custom app development".

API rate limits

Shopify limits API calls to 2 requests/second (or 40/min on Basic). Very frequent queries may hit limits. IntelBuddy handles retries automatically, but responses may be slightly delayed.

Staff account permissions

Staff accounts need "Develop apps" permission to create custom apps. The store owner can grant this under Settings → Users and permissions → the staff account.

Background

Research Like A Team. Think
Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus
on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

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