How to Integrate Shopify Order Creation with Popin

Popin’s Shopify integration allows agents to create orders in real time during live customer interactions. This guide explains how to install the Popin Shopify app and how agents can create and share orders during an active call.

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Installation and Login

1. Install the Popin Shopify app using the installation link provided by the Popin team.

2. Open the app and log in using your Popin Dashboard credentials.

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Agent Workflow: Creating an Order During a Live Call

Step 1: Accept the Customer Call

• Ensure the customer call is active in the Popin interface.

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Step 2: Open the Cart

1. On the call screen, click Cart.

2. Navigate to Products.

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Step 3: Add Products to the Cart

• Add the products selected by the customer to the cart.

• Apply discounts if applicable.

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Step 4: Share the Cart with the Customer

• Click Share to allow the customer to view the cart directly on the video screen.

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Step 5: Create the Order

• Click Create Order.

• Once the order is created, a payment link is generated automatically.

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Step 6: Share the Payment Link

• If the communication channel is integrated with Popin, the payment link is sent automatically to the customer.

• Alternatively, copy the payment link manually and share it with the customer.

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Order Status in Shopify

• When the agent creates the order, it appears as a Draft Order in the Shopify Admin panel.

• After the customer completes payment, the order status is updated and appears under Orders in Shopify.

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Conclusion

This integration enables agents to assist customers in real time, create orders during live interactions, and deliver a smooth checkout experience directly within Shopify.