Shopify customer support without a helpdesk migration
Find the order and prepare a reply in Shopify Admin, then copy it into the inbox you already use. Answer in Gmail? Add the optional extension to bring that order context beside the email.
No Gmail connection or Chrome extension is needed for the Shopify Admin app. You review and send every reply.
Thanks,
Sarah
Shopify Admin workflow illustration with synthetic order details.
Start with questions your order data can help answer
Use the recorded facts for status questions. Apply your store's policies and investigate when a decision or missing information is involved.
Where is my order?
Check the matched order, recorded fulfillment state and available tracking. Follow the WISMO reply checklist.
Has it shipped yet?
A still-processing order gets a processing reply, not an optimistic one.
Tracking has not moved
Review the latest recorded event and check the carrier. A tracking number alone does not prove that a parcel has moved.
It says delivered but I have nothing
Acknowledge the customer's report and review the suggested investigation steps. CaseKit does not open a carrier case for you.
What did I order?
Item count, order value and date are on the card before you start typing.
Returns and refunds groundwork
CaseKit surfaces the order facts you need. The decision stays yours — it cannot refund or cancel.
Choose where to prepare the reply
Shopify Admin, with any inbox
Enter the order number or customer email and paste the message into CaseKit. Confirm the order, request a draft, then review and copy it into Gmail, Outlook or the inbox you use.
Optional Gmail extension
Install the Shopify app first, then connect the extension from Admin. It reads the open conversation, shows order context and inserts your reviewed reply into Gmail. One Google account connects to one store on every plan.
Where CaseKit stops
Choose your support tools around the work your team needs to do.
- No omnichannel routing across chat, social or voice
- No ticket queue, assignment or SLA management
- No automatic sending, refunds or order changes
- No support reporting beyond a basic usage view
If those are your primary needs, consider a helpdesk. CaseKit fits merchants who need order context and reviewed reply drafts in Shopify Admin or Gmail.
Common questions
Is CaseKit a helpdesk?
What kinds of support email does it help with?
What does it not help with?
Do I need Gmail or a Chrome extension?
Try CaseKit on your next support email
Free plan: unlimited Shopify order lookups and 25 generated drafts per month. Nothing to migrate.