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See a customer's orders and tickets on one timeline
For support teams who ask their AI assistant what a customer bought and what they raised in Freshdesk.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
Orders and complaints live in two different places
To help a customer well, an agent needs to know what they bought and what they complained about. That means switching between Freshdesk and BigCommerce and piecing dates together, and a missed link hides a refund or order issue.
Without PopdockAI
- Search BigCommerce for the customer and their orders
- Search Freshdesk for the same person
- Line up order and ticket dates by hand
- Miss the order behind the complaint
With PopdockAI
- The customer is found in BigCommerce, including guest checkouts
- Orders and recent items are listed
- Freshdesk tickets for the same email join one timeline
- It stops on several matches and changes nothing
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build a single support-and-purchase timeline for the customer with email `{email}`, looking back `{lookback-days}` days (default 90).
**Step 1: Find the customer in BigCommerce**
Call `bigcommerce-get-customer` (BigCommerce server) with `email` set to the address. If nothing comes back, also try `bigcommerce-get-order` with `billing-email` (guest checkout) and note the customer is a guest. If more than one customer matches, list them and stop.
**Step 2: Get their orders**
Call `bigcommerce-get-order` with `customer-id` from Step 1 (or `billing-email` for a guest) and `date-created.from` set to the lookback start. For the two most recent orders, call `bigcommerce-get-order-product` with `order-id` to list the items.
**Step 3: Find them in Freshdesk**
Call `freshdesk-get-contacts` (Freshdesk server) with `email` set to the same address. Then call `freshdesk-get-tickets` with `requester-email` set to the address and `created-at.from` set to the lookback start. If no contact or ticket exists, report the customer as present in BigCommerce and absent from Freshdesk, and continue.
**Step 4: Report**
Give a short customer header (name, company, customer group, Freshdesk company-id), then one chronological list merging orders (id, date, total-including-tax, status, refunded-amount) and tickets (ticket-id, date, subject, status, priority). End with up to three observations, such as a ticket opened within days of an order or a refunded order with an open ticket.
**Rules & Guidelines:**
* `bigcommerce-get-customer`, `bigcommerce-get-order` and `bigcommerce-get-order-product` are on the BigCommerce server; `freshdesk-get-contacts` and `freshdesk-get-tickets` are on the Freshdesk server.
* Match on email only, case-insensitively. Do not guess matches by name.
* Do not call any write tool on either server (no freshdesk-add-*, freshdesk-update-*, freshdesk-delete-*, freshdesk-reply-to-ticket, and no bigcommerce-*-add, -update or -delete tools).
**Validation:**
* If either side returns nothing, say which side and carry on with the other.
* If the Freshdesk contact email and BigCommerce billing-email differ for the same customer, report both rather than choosing one.Who it's for
One answer, three teams that use it
Support agents
See what the customer bought before you reply
The orders and items around a complaint are right there, so you can answer about the right purchase.
What has priya@contoso.com ordered in BigCommerce and what tickets has she raised in Freshdesk this year?
Ecommerce managers
Spot order problems that turn into tickets
One timeline shows when tickets follow orders, so patterns behind refunds and complaints are easier to see.
Show me a timeline of orders and Freshdesk tickets for orders@fabrikam.com over the last 6 months.
Customer service leads
Handle escalations with the full history
When a customer escalates, get their purchases and every past ticket together before deciding on a goodwill gesture.
Pull the BigCommerce order and Freshdesk ticket history for tom@northwindtraders.com before I call him back.
How it works
What PopdockAI does when you ask
You give an email and your AI assistant builds one dated timeline of BigCommerce orders and Freshdesk tickets. Matching is on email only, and it reports both when they differ.
01
Ask
You give the customer's email and optionally how many days to look back.
02
Find
It looks the customer up in BigCommerce, including guest checkouts, and lists their orders.
03
Match
It finds the same email in Freshdesk and lists their tickets.
04
Report
You get a header, one dated timeline and up to three observations.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
bigcommerce-get-customer
bigcommerce-get-order
bigcommerce-get-order-product
freshdesk-get-contacts
freshdesk-get-tickets
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
Orders and tickets on one timeline
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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