How to Build an AI Shopify Support Agent

A support rep on my team timed herself last month. She handled 23 tickets in a shift. Fourteen of them were the same workflow: customer emails about an order, rep opens Shopify admin, searches by order number, clicks into the order, checks fulfillment status, copies the tracking number, pastes it into the reply, hits send. Average time per ticket: 7 minutes. Four of those minutes were just navigating Shopify's admin panel.
The other nine tickets involved refunds, which added another layer. Open the order, click into refund, calculate the amount for the damaged item, process it, confirm the transaction went through, email the customer, then update Slack so the ops team knows. Twelve minutes each.
That is 3.5 hours of her day spent on tasks that follow the exact same pattern every time. The answers live in the Shopify API. The judgment calls are minimal. The customer just wants a fast response. This is the kind of work an AI agent handles well.
What a Shopify Support Agent Actually Does
I want to be specific here because the phrase "AI agent" has been stretched to mean everything from a chatbot with a Shopify plugin to a fully autonomous system that handles your entire support queue. Neither of those is what I'm talking about.
A Shopify support agent, the kind that works right now, sits in your workflow and handles the data-fetching part of support. A rep or the agent itself gets a customer inquiry. The agent pulls the order, checks fulfillment, gathers the customer profile, and either responds directly or hands the rep a pre-built answer with all the context they need.
Here is what it does well:
- Order lookup in seconds. Customer gives you an order number or their email. The agent pulls the order details, line items, payment status, and fulfillment state. No clicking through Shopify admin.
- Customer profiles on demand. Search by name, email, or phone. Get back the full profile with lifetime spend, order count, saved addresses, and tags. What used to take five minutes of clicking now takes one message.
- Fulfillment tracking without the tab switching. The agent checks fulfillment records, pulls tracking numbers, and tells you exactly which items shipped and which are still pending.
- Refund calculation and processing. This is the big one. The agent calculates the refund amount for specific line items, shows you the number, and processes it after you confirm. No navigating to the refund page, no manual math on partial refunds.
What it does not do well: handling angry customers, making judgment calls about store policy exceptions, or dealing with situations that have never happened before. Those still need a human.
The Workflows That Save the Most Time
I've seen teams set up Shopify agents and use them for dozens of workflows. But three of them account for about 80% of the time saved.
Order lookup and refund processing. This is the highest-volume workflow for most Shopify stores. Customer has an issue with an order. Agent pulls the order, checks what shipped, calculates the refund if needed, and processes it. The whole thing takes under a minute. We built a prompt for exactly this workflow that handles the full cycle from lookup to refund to Slack notification.
Customer 360 view. A customer contacts you and gives you their name. Maybe their email. The agent searches Shopify, pulls their full profile, loads their order history, and presents it all in one place. Lifetime value, last three orders, saved addresses, account tags. A support rep can scan it in ten seconds and know exactly who they are talking to. We have a customer 360 prompt that builds this profile automatically.
Daily ops monitoring. This one is for the ops team rather than frontline support. The agent pulls all orders from the last 24 hours, flags anything that is paid but not yet fulfilled, spots partial shipments with missing tracking, and generates a summary. An ops manager gets the report in their inbox or Slack channel every morning. The order monitoring prompt builds this daily snapshot automatically.
Setting It Up
The setup is not complicated. You need your Shopify store credentials (the store URL and an Admin API access token with read/write permissions on orders and customers). Connect those to your agent platform, give it the tools it needs, and point it at your support queue.
The tools involved are straightforward:
- Get Order and List Orders for pulling order data
- Search Customers and Get Customer for finding and loading customer profiles
- Get Fulfillments for tracking shipment status
- Calculate Refund and Create Refund for processing returns
Each of these maps to a single Shopify Admin API call. There is no complex orchestration. The agent calls whichever tools are relevant to the customer's question and assembles the answer.
The part that takes the most thought is deciding how much autonomy the agent gets. Some teams let the agent process refunds under a certain dollar amount without human approval. Others require a rep to confirm every refund. Start with human-in-the-loop on anything that moves money and loosen it once you trust the pattern matching.
Why Use an Agent For This
You could argue that a well-trained support rep with Shopify admin open is fast enough. And for low-volume stores, that might be true. But the math changes quickly.
If you handle 50 tickets a day and each one involves 4 minutes of Shopify admin navigation, that is over 3 hours of pure context-switching. At 100 tickets a day, it is nearly a full headcount worth of admin work. The agent does not eliminate the support team. It eliminates the part of the job that is not actually support.
The other benefit is consistency. A rep having a bad day might forget to check fulfillment status or skip the step where they verify the customer's address before processing a refund. The agent follows the same steps every time. It does not get tired, it does not skip steps, and it does not accidentally process a refund on the wrong line item because it was juggling three chat windows.
For teams that also use a CRM, there is a natural extension here. Pull the customer data from Shopify, then push the lifetime value and order history into HubSpot or Salesforce so the sales team actually has current data. We built a Shopify + HubSpot sync prompt for exactly this.
Try These Agents
- Shopify Order Lookup & Refund -- Look up orders, check fulfillment, and process refunds in one conversation
- Shopify Customer 360 View -- Build a complete customer profile from Shopify in seconds
- Shopify Order Monitoring -- Get a daily snapshot of unfulfilled orders, revenue, and product performance
- Shopify + HubSpot Customer Sync -- Push Shopify customer data into HubSpot automatically