Connecting Shopify

Shopify is optional. Without it, Formo still answers from your policies, FAQ, and business description, and escalates order-specific questions. With it, the model can look up real orders instead of guessing.

Formo only ever requests read_orders and read_customers. No write scopes.

Create the custom app#

In your Shopify admin (not the Shopify App Store):

1. Settings → Apps and sales channels.
2. Develop apps (enable custom app development if Shopify asks).
3. Create an app. Name it something like “Formo Support”.
4. Configure Admin API scopes.
5. Tick read_orders and read_customers. Leave every other scope off.
6. Save.
7. Install app.
8. Reveal token once. Copy the Admin API access token. Shopify shows it only once.

The shop domain you will paste in Formo is your-store.myshopify.com (the Admin host), not a custom storefront domain.

Connect in Formo#

1. Open Dashboard → Integrations.
2. Enter the *.myshopify.com domain.
3. Paste the Admin API access token into the write-only field.
4. Click Connect Shopify. Formo makes one test call to /shop.json, then stores the token encrypted.
5. The card shows the shop domain and verified date.

Test#

1. Click Test token on the same card. You should see the shop name.
2. Leave Dry Run on in Behaviour.
3. On the storefront (or Appearance preview), ask: Where is order #YOUR_REAL_NUMBER.
4. Open Activity, open that conversation, and confirm:
   • a lookup_order_by_number (or related) tool call
   • the JSON result (found: true or an explicit not-found note)
   • which of the 15 guardrail checks fired

Unknown orders must return not-found. The bot must not invent tracking or dates.

Disconnect#

Disconnect on the Integrations card clears the stored token. Order tools then report that Shopify is not connected.

WooCommerce and BigCommerce#

Not in v1. The Integrations page says so. Do not paste a Woo REST key into the Shopify fields.