Automations (MESA)

Let the Yedric assistant run MESA workflows, fill in MESA forms with shoppers, and start workflows from chat events like a request for your team.

MESA is ShopPad’s workflow automation app. Connected to Yedric, your assistant can run workflows you build in MESA, such as checking a loyalty balance or creating a ticket, fill in MESA forms with shoppers in chat, and start MESA workflows when things happen in chat, like a shopper asking for your team.

Automations work on every plan and are off until you connect MESA.

Connecting MESA

Open Capabilities > Automations (MESA), or click Connect on the MESA card under Better with friends.
Click Connect MESA. MESA opens, and installs itself first if your store does not have it yet.
Back in Yedric, a page titled MESA wants to connect to {your store} lists what MESA will be able to do. Click Allow.

There is nothing to copy or paste. Only the store owner or an admin can connect MESA, and you can disconnect it at any time from the same page.

[image:Screenshot of the Yedric approval page in the Shopify admin titled “Connect MESA”, with the line “MESA wants to connect to {store}”, the list under “If you allow it, MESA can:”, the note “You can disconnect it at any time from Capabilities.” and the Allow and Deny buttons. Spotlight the Allow button.]

Workflows your assistant can run

In MESA, create a workflow that starts with AI: Skill triggered, set the fields the assistant should fill to Let AI choose, and turn it on. It appears in Yedric under Workflows your assistant can run, off until you switch it on.

Switched on, the assistant runs a workflow when a shopper’s request matches the workflow’s description in MESA. Each workflow shows what it asks the shopper for. You can switch on up to 50.

[image:Screenshot of the “Workflows your assistant can run” section of the Yedric Automations (MESA) page (Apps > Yedric > Capabilities > Automations (MESA)), listing two MESA workflows, each with its name, description, an “Asks the shopper for:” line and a switch, one switched on. Spotlight the switch that is on.]

When a shopper is logged in, their customer id is passed to the workflow from their login, never from what they typed in the chat. See how skill workflows work in the MESA docs.

Forms your assistant can fill in

In MESA, create a workflow that starts with Form, build it in the Form Builder, and turn it on. It appears under Forms your assistant can fill in.

Switched on, the assistant collects the form’s fields in chat, reads them back, and sends them to MESA once the shopper agrees. The shopper gets a short reference number. Fields filled in for you, such as the customer, come from the signed-in customer, never from the chat. Each form can be sent once per conversation, in the chat on your storefront.

For each form you can set:

Offer this form when: What the assistant reads to decide when this form fits. Leave it blank to use the workflow’s description in MESA.
After sending, say: What the assistant tells the shopper once the form is sent.

A form with a field that cannot be asked in chat, such as a file upload, is marked as not usable from chat.

Chat events in MESA

To start a MESA workflow when something happens in chat, add a Yedric trigger to any workflow in MESA:

Conversation created
Conversation escalated to your team
Conversation summarized
Live chat started, assigned, transferred or ended
Live chat rated
Return requested

MESA gets who, when and what happened, never what was said in the chat.

If something goes wrong

MESA no longer accepts this connection: Click Reconnect.
MESA is not responding: Your workflows are paused until MESA answers again. Nothing needs to change in Yedric.