AI assist for Shopify - NetSuite integration app
This release of the Shopify - NetSuite integration app adds Celigo AI assist, an add-on that uses Celigo AI to explain failed and in-progress Shopify orders without changing your order, fulfillment, or refund sync, and a new Celigo AI assist dashboard in NetSuite.
AI assist add-on
Use Celigo AI to find out why Shopify orders didn't sync to NetSuite and what happened to an order, refund, or return, without reviewing each error or opening Shopify, NetSuite, and integrator.io separately. AI assist is advisory and read-only: it doesn't change Shopify data, create or edit NetSuite transactions, or retry or resolve integrator.io errors. It runs on your existing Shopify and NetSuite connections and uses Celigo AI credits: one AI action for each new error pattern and one for each order summarized. To monitor usage, see Track your AI agent actions and credits usage.
Celigo AI assist adds an AI assist flow group with two flows for each store. It saves the results of both flows in NetSuite, where you review them on the Celigo AI assist dashboard.
- Summarize Shopify order, refund, or RMA case with Celigo AI: A real-time flow that builds a case summary for each Shopify order ID or name, Shopify refund ID, or NetSuite RMA number you submit. Each summary shows the current status, gaps between Shopify and NetSuite (for example, a refund with no credit memo), the next owner, and the next action. You submit up to five IDs, separated by commas, from the AI assist settings in integrator.io, from the Summarize an order form on the NetSuite dashboard, or by creating a Celigo AI case request record in NetSuite, and the flow runs immediately. If any ID can't be found, no summaries are created. Requesting a summary again for the same order updates it with the latest status. This flow is turned on by default.
- Triage failed Shopify order syncs with Celigo AI: Groups Shopify orders that failed to sync to NetSuite into error patterns. For each pattern, it reports the cause, severity, owning team, revenue at risk, and retry checklist, and marks a pattern Resolved when no matching open error remains. This flow is turned off by default. Turn it on, and then run it on a schedule, on demand with Run, or from the AI assist settings.
AI assist settings
A new AI assist section on the integration app Settings tab (Settings > AI assist, under Configure all AI assist flows) lets you configure both flows:
- Summarize order, refund, or RMA: Enter up to five IDs, separated by commas, and select Save to run the summarize flow for them.
- Error patterns checked per run: Sets the maximum number of error patterns the triage flow checks per run, newest first. Options: 25, 50 (default), 100, and 200.
- Triage open order sync errors now: Runs the triage flow when you select Save. The triage flow must be turned on.
Celigo AI assist dashboard in NetSuite
A new Celigo AI assist tab in NetSuite gives your order operations, customer service, and finance teams one place to review AI assist results. Go to Celigo AI assist > AI assist to open:
- Dashboard: The Order operations page, where you review results and request summaries. It includes Open patterns, High severity, Needs review, and Revenue at risk metrics; an Order exceptions tab with filters for status, severity, owning team, and cause; an Order cases tab with case summaries, Check again, and Re-check all open; request history; a Summarize an order form that runs the summarize flow in integrator.io directly from NetSuite (up to five IDs per request); and controls to filter by integration app, store, and time window.
- Order exceptions, Case summaries, and Case requests: NetSuite lists of the Celigo AI exception, Celigo AI case summary, and Celigo AI case request records.
The Celigo AI assist Overview page shows open exceptions by cause and owner, high-severity open exceptions, open order exceptions, and recent case summaries.
For setup steps and a full description of the dashboard, see Use Celigo AI assist for Shopify - NetSuite orders.
How AI assist becomes available
- NetSuite production accounts: Celigo updates the NetSuite integration bundle for you.
- NetSuite sandbox accounts: Update the NetSuite integration bundle yourself to get the Celigo AI assist tab and records.
- Existing integration apps: Celigo installs the AI assist add-on and its two flows for every store in your existing Shopify - NetSuite integration apps. You don't need to install anything.
- For a new store added to an existing integration app, a new integration app tile, or a new customer: Install the AI assist add-on yourself from the store's Add-ons tab.
Note: On existing integration apps, the AI assist add-on comes pre-installed. If you don't want to use it, you can uninstall it and install it again later.