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Shopify Flow

Use the Yedric triggers and actions in Shopify Flow to start workflows from conversations, send replies, tag chats and flag unanswerable questions.

Yedric adds triggers and actions to Shopify Flow, so you can start a workflow when a conversation ends, a shopper needs a person, a shopper asks about a return, or Yedric finds a question your store cannot answer. Flow can also send a reply or tag a conversation. They work on every plan.

No message text ever reaches Flow: triggers carry Yedric’s summary, sentiment, tags and links, never what the shopper wrote.

Getting started

Section titled “Getting started”
  1. Install Shopify Flow if you have not already. The Shopify Flow card under Capabilities > Better with friends has Open Flow, and shows how many of your workflows use Yedric.
  2. In Flow, create a workflow and choose one of the Yedric triggers below.
  3. Add conditions and actions, then turn the workflow on.

[image:Screenshot of the Shopify Flow editor with a new workflow whose trigger is “Yedric hand-off requested”, followed by a “Send internal email” action addressed to the support team, and the trigger’s fields (Conversation id, Conversation url, Reason, Channel) listed in the side panel. Spotlight the Yedric trigger.]

For example: email your support team a link whenever a shopper needs a person, or tag a signed-in customer yedric-unhappy when their conversation ends on a negative note.

Triggers

Section titled “Triggers”
  • Yedric conversation ended: A conversation ended and was summarized. Fires for every conversation, signed in or not. Gives you the Conversation id, a Conversation url that opens it in Yedric, the Summary, the Sentiment (positive, neutral or negative), the Outcome (answered, handed_off or unanswered), the Tags, and the Channel (web, email or whatsapp).
  • Yedric customer conversation ended: The same, only for signed-in customers, with the Customer so you can act on them.
  • Yedric hand-off requested: A conversation needs a person from your team. Fires once per conversation, with the Reason: the assistant passed it to your team, the shopper started a live chat, or an email needs a person.
  • Yedric customer hand-off requested: The same, only for signed-in customers, with the Customer.
  • Shopper asked about a return in Yedric: The assistant looked up an order because a shopper asked about returning it, with the Order. Needs Returns on.
  • Customer asked about a return in Yedric: The same, only for signed-in customers, with the Customer and the Order.
  • Yedric found a knowledge gap: Shoppers keep asking something your store’s content does not answer, with the Question and how many conversations asked it (Count). Checked weekly. A good moment to write a custom reply.

Your own test chats never fire a trigger.

Actions

Section titled “Actions”
  • Send a reply on a Yedric conversation: Sends your Message to the shopper, as written: by email for an email conversation, or into the live chat if one is open. Its delivered result tells you whether it reached them.
  • Tag a Yedric conversation: Adds a Tag (up to 40 characters) to a conversation, so you can filter for it in Conversations.

Both take the Conversation id from a Yedric trigger.