Getting Started

Run your first order sync

Import initial order data so agents can answer with full context from day one.

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

Expose order context in conversation view immediately after setup.

Steps

Open Integrations.
Select the connected store.
Run Sync Recent first.
Check last_sync_status and last_sync_summary.
Run Import All Orders if historical coverage is required.

KPI check

At least one order is visible in contact context.
No persistent sync error in integration card.

Integration sync controls

← Configure your email inbox Define queue and SLA baseline →