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Answer an order question with Capsule CRM history in view
For support teams who want an order and the buyer's Capsule CRM cases and tasks in one answer, just by asking their AI assistant.
On this page
Connector
Connect BigCommerce, pick your AI tool and paste the prompt.
The problem
Support replies contradict what sales already told the buyer
Support answers an order question without seeing the buyer's open cases, tasks or recent calls in Capsule CRM, so replies contradict what sales said. Linking a CRM item to an order by guesswork makes it worse.
Without PopdockAI
- Open the order and its lines in BigCommerce
- Search Capsule CRM by the billing email
- Read entries, cases and tasks one by one
- Guess which CRM items relate to this order
With PopdockAI
- The order, refunds and line items are read from BigCommerce
- The buyer is found in Capsule CRM by billing email
- Only open cases and tasks and the last 10 entries are kept
- CRM items are linked to the order only with evidence, nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Explain BigCommerce order `{order-id}` and show what Capsule CRM knows about the buyer: owner, recent entries, cases and open tasks.
**Step 1: Read the order**
Call `bigcommerce-get-order` with `id` = `{order-id}`. Stop if it is not found. Keep `status`, `payment-status`, `total-including-tax`, `refunded-amount`, `date-created`, `date-shipped`, `customer-id`, `billing-email`. Then call `bigcommerce-get-order-product` with `order-id` = `{order-id}` and keep each line's `name`, `sku`, `quantity`, `refunded`.
**Step 2: Find the buyer in Capsule CRM**
Call `capsule-crm-get-party` with `email` = the order `billing-email`. If none match, report the buyer as not in Capsule CRM, give the order summary from Step 1 and stop. If several match, list them and stop.
**Step 3: Pull the history**
Call `capsule-crm-get-entry` with `party-id` = the `party-id` and `max-records` = 10; call `capsule-crm-get-case` with `party-name` = the contact `name`; call `capsule-crm-get-task` with `party-id` = the `party-id`. Keep only cases and tasks that are not closed or completed.
**Step 4: Report**
Give the order summary (status, payment, shipped or not, lines, refunds), then the Capsule owner, the last 10 entries (date, type, subject), open cases and open tasks. Finish with a short suggested reply or next action for the support agent, based only on what was found.
**Rules & Guidelines:**
* Tools whose names start with bigcommerce- are on the bigcommerce server; tools whose names start with capsule-crm- are on the capsule-crm server. Both must be connected.
* Read-only: do not call any add, update or delete tool on either server (for example `bigcommerce-customer-update` or `capsule-crm-add-note`).
* Customers are matched across the two systems by email address, compared case-insensitively.
**Validation:**
* Do not state that a task or case is related to the order unless its text names the order id or a product on it.
* If the entries call returns nothing, say there is no logged history.Who it's for
One answer, three teams that use it
Support agents
Answer with the CRM history in view
The owner, open cases and recent entries show what has already been promised before you reply.
Explain BigCommerce order 20931 and show any open Capsule CRM cases for the buyer.
Account owners
See order issues on your accounts
Order details and your open tasks for the buyer appear together, so you can step in when needed.
What is going on with BigCommerce order 18844, and do I have open tasks for that customer in Capsule CRM?
Support team leads
Draft consistent replies on tricky orders
A suggested reply grounded in the order and the CRM record keeps the team on the same message.
Suggest a reply for BigCommerce order 21503 using what Capsule CRM says about the buyer.
How it works
What PopdockAI does when you ask
You give a BigCommerce order number and your AI assistant adds what Capsule CRM knows about the buyer. It suggests a reply based only on what it found.
01
Ask
You give the BigCommerce order number.
02
Read
It reads the order, its status, refunds and line items.
03
Match
It finds the buyer in Capsule CRM by billing email.
04
Report
You get the owner, recent entries, open cases and tasks and a suggested reply.
What PopdockAI provides
The tools behind the answer
Ready made tools for BigCommerce and one secure connection to your AI tool. No code, no exports.
bigcommerce-get-order
bigcommerce-get-order-product
capsule-crm-get-party
capsule-crm-get-entry
capsule-crm-get-case
capsule-crm-get-task
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Replies that agree with what sales has said
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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