Connecting Shopify

Put the chat on a Shopify storefront with the Swaru app, and let it recognise signed-in customers and answer about their own orders.

Before you start

You need to be an admin of your company here, and able to install apps in the Shopify store.
The app is not on the Shopify App Store yet. Write to hello@getswaru.com and we will send you a link to install it.

Connect

Here, under Integrations → Connect a Shopify shop, enter the shop's address (your-shop.myshopify.com) and press Get a code. The code shows on that page for 24 hours, to your company's admins.
In the shop's Shopify admin, open Apps → Swaru, enter the code and press Connect.
Press Turn on the help chat in your theme. The theme editor opens at App embeds: switch Help chat on and save.

A shop joins your company only with your code: your admin asks for it here, and someone in that shop's admin enters it. Each code works once. The storefront's address joins your websites on the Chat page. If you have not named a docs site yet, the storefront's pages become the chat's docs until you do.

What the app does

The chat on your storefront, on every page except the ones you list in the theme editor under Pages without the chat.
Signed-in customers: on Growth and Scale, the chat knows who a signed-in customer is, so their conversation follows them to any device and a hand-off carries their address. Shopify vouches for who they are; no code or key goes into your theme.
Orders: on Growth and Scale, a signed-in customer can ask about their own orders. The chat reads their recent orders from your shop (number, date, status, total, items and tracking) and answers from them. It never changes an order: refunds and changes go to your team.

The app only reads customers and orders. A shop connected this way can only vouch for its own customers, and only for orders in its own shop.

Your customers' data

When a customer asks the shop for their data, Shopify tells us, and your admins get an email with that customer's conversations attached, to pass to the shop's owner (check with the owner that they asked: the address comes from the shop's admin). When Shopify asks us to erase a customer, their conversations, emails and chat with your team are deleted.

Disconnect

Here, under Integrations → Connected sites → Disconnect, or in the app in Shopify. Either way the chat stops on that storefront. Uninstalling the app disconnects it too, and the shop's access is deleted at once.

Still stuck? Write to hello@getswaru.com.