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Customer data integration

When people ask what ShopGuide "knows" about a customer, the honest answer is: not much beyond Shopify's own order history, plus whatever two optional integrations you turn on. It isn't a CRM, and it doesn't build a customer profile of its own.

Order history

If a customer is logged in, ShopGuide pulls their five most recent Shopify orders — order name, date, status, total, line items — straight from the Admin API and hands it to the AI as context. That's what lets the assistant say "looks like your last order shipped last Tuesday" without the customer repeating themselves.

This only works for logged-in shoppers with an identifiable Shopify customer ID. A guest browsing anonymously gets none of it — there's no separate lookup for that case.

Two optional add-ons

Both require you to paste an API token into Settings, and both are off until you do:

  • Smile.io loyalty. Add your Smile.io token, and the AI can pull a customer's point balance and tier when a loyalty conversation comes up.
  • Klaviyo newsletter signup. Add a Klaviyo token, and the AI can subscribe a customer to your list right from the chat.

No token, no tool — the AI simply doesn't have the option available.

What ShopGuide doesn't do here

There's no separate customer database, no NPS/CSAT scoring, no churn or purchase-likelihood modeling, no Salesforce or HubSpot sync, and nothing that merges a customer's identity across mobile, in-store, or social channels. What you'd call "personalization" is really just the order-history and loyalty/newsletter lookups above, scoped to a single conversation — not a profile that persists and grows over time.

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