Customer data integration
ShopGuide can use a small, specific set of customer data when a shopper is logged in — it is not a general CRM or customer-data platform. This page covers what's actually connected.
Order history
When a logged-in customer chats, ShopGuide fetches their five most recent Shopify orders (order name, date, status, total, and line items) directly from Shopify's Admin API and includes it as context for the AI. This lets the assistant reference a recent purchase without the customer having to repeat themselves — it does not use any separate customer database of its own.
This only applies to logged-in customers with an identifiable Shopify customer ID; there's no equivalent purchase-history lookup for guest/anonymous visitors.
Optional third-party integrations
Two integrations are available if you configure them in Settings, each gated on an API token you provide:
- Smile.io loyalty — if you add your Smile.io API token, the AI gains a
get_customer_loyalty_infotool it can call to look up the customer's current point balance and loyalty tier during a "loyalty & rewards" conversation. - Klaviyo newsletter signup — if you add a Klaviyo API token, the AI gains a tool to subscribe a customer to your Klaviyo newsletter list directly from the chat.
Both are opt-in: without a token configured, the corresponding tool simply isn't available to the AI.
What this isn't
ShopGuide does not maintain its own CRM, does not compute NPS/CSAT scores, and does not run churn prediction or purchase-likelihood modeling. There's no Salesforce/HubSpot sync, no cross-platform (mobile app / in-store / social) profile merging, and no automated win-back or re-engagement campaign engine. The "personalization" that exists is limited to the order-history and loyalty/newsletter lookups described above, used as context for a single conversation.