Getting Started

Connect inbox and store

Link email and ecommerce context so agents can resolve full customer issues in one flow.

Samdesk execution pattern

Use this checklist for consistent case execution:

Define owner and expected outcome before taking action.
Work in fixed sequence: triage -> action -> validation -> follow-up.
Log key decisions briefly so handoffs and escalations stay clean.

Goal

Agents should see order context alongside conversation history without switching tools.

Step 1: Connect inbox

Open Inboxes.
Create or edit your support inbox.
Run IMAP/SMTP checks and save.

Step 2: Connect store integration

Open Integrations.
Add Shopify or WooCommerce.
Run Sync Recent or Import All Orders.

Step 3: Verify in conversation view

Confirm contact/order cards appear in thread context.
Confirm last_sync_status is healthy.
Validate tracking data on at least one order.

Integrations and sync actions

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