/Shopify

Shopify AI Customer Service Integration Guide

Shopify AI Customer Service Integration Guide

Customers expect instant answers — but most Shopify stores still rely on manual responses, limited live chat hours, and overflowing inboxes. Scaling personalized support gets expensive fast.

With Catana, you can integrate AI-powered customer service into your Shopify store in minutes. Catana connects directly to your products, orders, and FAQs to automate calls and messages across every channel.

This guide walks you through how to integrate Catana with Shopify and launch an intelligent support system that works 24/7.

Step 1: Find Catana in the Shopify App Store

Open your Shopify Admin and go to the Shopify App Store.
Search for Catana — you’ll find it listed as Catana: AI Voice Agent for Shopify.

Click Add app to install it on your store.

Shortcut: You can also go to the Shopify App Store and search “Catana” directly.

Step 2: Create or Sign In to Your Catana Account

Once the app is installed, you’ll be prompted to sign up or log in to your Catana account.
The setup takes less than two minutes.

When connected, Catana syncs your:

  • Product catalog
  • Orders and fulfillment data
  • Store policies and FAQs
  • Customer profiles and contact history

This gives your AI agent full access to real-time store data — no coding or API setup required.

Step 3: Train Your AI on Store Knowledge

Catana automatically ingests your store content from Shopify and your website.
You can also upload additional knowledge sources like:

  • FAQ documents
  • Help center articles
  • Policy pages
  • Product descriptions

The AI uses this data to respond accurately to customer inquiries about shipping, refunds, product specs, and more.

Step 4: Connect Workflows

Common automations include:

  • Creating support tickets for unresolved issues
  • Triggering refunds automatically
  • Forwarding urgent calls to your human agents

Each automation runs instantly when a condition is met — no developer setup needed.

Step 6: Launch Your AI Customer Service Agent

Once connected and trained, go live in a single click.
Assign a phone number or chat widget, and your AI is ready to handle real customer interactions.

You can monitor every conversation from your Catana Dashboard, view transcripts, and refine your AI’s responses over time.

Benefits of Integrating Catana with Shopify

  • Instant setup: Deploy in under 5 minutes.
  • 24/7 coverage: Never miss a customer question again.
  • Lower costs: Replace repetitive support tickets with AI.
  • Accurate answers: Pulls data directly from Shopify.
  • No-code control: Manage everything from a visual dashboard.

Example Use Cases

  • Order tracking: Customers ask, “Where’s my order?” and get instant status updates.
  • Refunds: AI checks policy rules and initiates refunds automatically.
  • Product questions: AI provides detailed, accurate info pulled from your listings.
  • After-hours calls: AI handles inquiries even when your team is offline.

Final Thoughts

Integrating AI customer service with Shopify doesn’t require complex development or expensive software.
With Catana, you can launch an intelligent, real-time support system that speaks your brand voice and keeps customers happy — all from a single dashboard.

Search Catana in the Shopify App Store to start automating your customer support today.

Go to your Catana Dashboard →