How CaseKit turns an order question into a reply
Look up the order, request a draft and review it in Shopify Admin. Gmail is an optional way to use the same order context beside the customer email.
See the optional Gmail workflow
The Gmail extension brings order context and reviewed replies beside a customer email.
The full workflow, from customer email to inserted reply.
Start with the customer message
Paste the message and order number or customer email into CaseKit in Shopify Admin. If you have connected the optional Gmail extension, open the customer conversation instead.
See the Shopify Admin app or connect the optional Gmail extension.
Find and confirm the Shopify order
CaseKit uses the supplied reference or customer email to look up the order. Confirm the match and choose the right order if several are shown. A missing result needs a reference check or a search in Shopify Admin.
Thanks,
Sarah
Check the recorded fulfillment state
Review the order status, fulfillment details and any carrier or tracking information reported by Shopify. Missing tracking or an estimate is not evidence of a delivery date. Check the carrier when further investigation is needed.
Request a draft from the order facts
Request a reply when you are ready. CaseKit uses the order facts and customer message to prepare it. On Free, simply reading an email or looking up an order does not use a generated draft.
Review, copy or insert, then send
Check the order, wording and any policy commitments. Copy the reviewed reply from Shopify Admin into your inbox, or use Insert Reply with the Gmail extension. You send the message yourself; CaseKit never sends it.
Copy is the Shopify Admin workflow and remains available if Gmail insertion is unavailable.
Check the status before making a promise
The order card brings recorded fulfillment and available tracking together. For a practical review checklist, see the WISMO support guide.
Install Shopify first; connect Gmail if you use it
Install the Shopify app
Install CaseKit from the Shopify App Store and approve read-only access. You can draft replies in Admin immediately.
Add the optional Gmail extension
Install it from the Chrome Web Store and sign in with the Google account that handles support.
Connect Gmail to this store
Return to CaseKit in Shopify Admin, choose Connect Gmail to this store, and follow the setup instructions.
Open a customer email
Check the matched order, request a draft when needed, then review and edit it before inserting. One Google account connects to one store on every plan.
Setup and workflow questions
How long does setup take?
Do I need a Shopify API key?
Does every agent need to install it?
What happens if Shopify is unreachable?
Can I edit the reply before sending?
Draft your next order reply in Shopify Admin
Free plan: unlimited order lookups and 25 generated drafts per month. Gmail is optional.