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See who the customer is in Shopify without leaving the ticket
For support agents who want a Zendesk requester's Shopify history and recent orders in front of them, by asking their AI assistant.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
Answering a ticket without knowing who the customer is
To answer a Zendesk ticket well you need to know who the customer is in Shopify and what they have ordered, which means leaving the ticket to search. Order numbers mentioned in the thread sometimes belong to someone else entirely.
Without PopdockAI
- Read the thread for order numbers
- Search Shopify by email or order number
- Check payment, fulfillment and tracking for each order
- Risk sharing someone else's order details
With PopdockAI
- The ticket and comments are read for order numbers
- The requester is found in Shopify by email
- Recent orders come with payment, fulfillment and tracking
- Orders belonging to another email are flagged, read-only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Zendesk ticket `{ticket-id}`, find the requester in Shopify and summarize who they are and their last `{max-orders}` orders (default 5), so the agent can answer without leaving the ticket.
**Step 1: Read the ticket**
Call `zendesk-get-ticket` filtered by ticket-id `{ticket-id}`. If nothing comes back, say the ticket does not exist and stop. Note subject, status, priority, requester-name, requester-email and organization-name.
Call `zendesk-get-ticket-comment` filtered by ticket-id. Read the comments and note any Shopify order numbers mentioned (for example #1001 or order 1001).
**Step 2: Find the customer in Shopify**
Call `shopify-get-customer` filtered by email set to the requester-email. If nothing matches, say the requester is not a Shopify customer under that email and go to Step 3 with only the order numbers from the comments.
Note name, state, orders-count, total-spent, created-at, last-order-name, tags and phone.
**Step 3: Recent orders**
Call `shopify-get-order` filtered by email set to the requester-email, with max-records `{max-orders}`. For each order number mentioned in the ticket that is not in that result, call `shopify-get-order` filtered by order-number (retry with name set to # followed by the number).
For each order note name, created-at, total-price, financial-status, fulfillment-status and cancelled-at. For orders that are fulfilled or partly fulfilled, call `shopify-get-fulfillment-tracking-info` filtered by order-id and note tracking-company, tracking-number and tracking-url.
**Step 4: Report**
* Ticket: subject, status, requester.
* Customer: name, customer since, orders-count, total-spent, tags.
* Orders: a table of name, date, total, payment status, fulfillment status, tracking. Put the orders the ticket mentions first and mark them.
* Mismatch: if an order mentioned in the ticket belongs to a different email from the requester, say so plainly. Do not share that order's details in any reply to the requester.
* One line suggesting what the ticket is most likely about, based on the orders.
**Rules & Guidelines:**
* `zendesk-get-ticket` and `zendesk-get-ticket-comment` are on the zendesk server. `shopify-get-customer`, `shopify-get-order` and `shopify-get-fulfillment-tracking-info` are on the shopify server.
* This prompt is read-only. Do not call `zendesk-add-ticket-comment`, `zendesk-update-ticket`, `shopify-update-order`, `shopify-update-customer` or any other write tool.
**Validation:**
* If the ticket has no requester-email, rely on the order numbers in the comments. If there are none either, say there is nothing to look up and stop.
* If Shopify returns more than one customer for the email, list them and do not merge their orders.Who it's for
One answer, three teams that use it
Support agents
Answer with the full picture
See history, spend and recent orders with tracking without leaving the ticket.
Pull the Shopify customer and recent orders for Zendesk ticket 53021.
Support team leads
Keep order details private
Orders mentioned in the thread that belong to another email are flagged so their details are not shared.
Ticket 52877 mentions order 1450. Does it belong to the requester in Shopify?
Customer experience managers
Spot valuable customers in the queue
Spend and tags on each ticket help you treat long-standing customers accordingly.
Who is the requester on ticket 51990 in Shopify, and how much have they spent?
How it works
What PopdockAI does when you ask
You name the ticket, and your AI assistant finds the requester in Shopify and lists their orders. It only reads and lists several matching customers rather than merging them.
01
Ask
You name the Zendesk ticket.
02
Read
It reads the ticket and comments for order numbers.
03
Find
It looks up the requester in Shopify by email.
04
Report
You get their history and recent orders, mentioned orders first.
What PopdockAI provides
The tools behind the answer
Ready made tools for Shopify and one secure connection to your AI tool. No code, no exports.
zendesk-get-ticket
zendesk-get-ticket-comment
shopify-get-customer
shopify-get-order
shopify-get-fulfillment-tracking-info
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
Full context, and never the wrong customer's order
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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