Connect your store
A RelayDesk Owner or Admin opens Settings → Integrations → Shopify, enters the store domain, and follows the authorisation flow. The Shopify user must have permission to install apps. Each workspace can connect one Shopify store. Starter cannot install this integration.
What agents can see
The panel matches the conversation customer’s email exactly and shows order number, payment status, fulfilment status, tracking link, and line items. It refreshes when a conversation opens; agents can also refresh manually. Guest orders can match when the same email address was used at checkout.
Read-only means read-only
Agents cannot refund or cancel an order, change an address, or edit an order through RelayDesk. Open the order in Shopify for those actions. The integration cannot match by name, telephone number, or an alternative email address, and it cannot automatically trigger routing rules from fulfilment status.
Disconnecting and troubleshooting
If no orders appear, check the customer email, connected store, and Shopify app permissions. Owners and Admins can disconnect in Settings → Integrations. Disconnecting removes live access to order lookup; existing conversation text remains. There is no additional RelayDesk fee for this integration.