Shopify staff chat

Overview

The Shopify staff assistant retrieves products and store orders for authorized team members. You can search orders by order number or email address, then ask about order details, payment status, fulfillment status and tracking.

Staff access uses your signed-in AtomicX account. It does not use a customer's email verification code. This assistant only retrieves information; it cannot refund, cancel or edit an order.

Steps

Enable a staff member

An Owner or Admin must complete these steps:

Open Shopify settings and connect the store.
Under Two separate assistants, create the drafts if needed, then review and publish the staff agent. See Shopify integration.
Under Staff access, select each active team member who should retrieve store-wide orders. Changes save when the checkbox changes.
Give those members the Shopify staff chat link.

Owner or Admin status by itself does not grant staff retrieval. A team member must be active and explicitly enabled under Staff access.

Use the private chat

Sign into AtomicX with your own enabled team account.
Open Shopify staff chat. Administrators can also use Open staff chat in Shopify settings.
Enter a question under Ask about products or orders and click Send. For example: “Find order #1001 and show its fulfillment status.”
Ask follow-up questions in the same session. If several orders match, identify the order you need before requesting more details.

Staff can retrieve orders across the connected store, within its granted capabilities. The customer assistant only retrieves a customer's own or individually verified orders.

End or revoke access

The private staff session clears when you leave the page or disconnect. It is not stored in the public Chat → Conversations history. Copy any work notes you need into your approved business system before leaving.

To revoke access, an Owner or Admin clears the member's checkbox under Staff access. Further requests are checked against current permissions. An open staff chat also rechecks access and clears its visible history after revocation; this can take up to 10 seconds.

Troubleshooting

Staff Shopify access is required: ask an Owner or Admin to confirm your membership is active and your Staff access checkbox is selected.
Publish staff agent: review and publish the staff draft before opening the assistant.
Not connected or retrieval unavailable: ask an administrator to run Test connection and check the order capability in Shopify settings.
History disappeared: leaving, disconnecting or losing permission clears this private session. Start a new chat after access is restored.