Applicable Users

You have Shopify store admin permissions
You want to use HelpKnow Agent to:
- Query your own orders
- Search and recommend your products (by keyword, inventory, type, etc.)

1. Create a “Custom App” in Shopify Admin and Obtain Access Token

Goal: Create a custom app in your store admin, select read-only permissions, install it, and generate an Admin API access token (shpat_...).

Open the store admin

Go to https://your-store-domain.myshopify.com/admin
Navigate to bottom left Settings → Apps and sales channels

Enter App Development

Click Develop apps at top right
If prompted “Allow custom app development,” click Allow custom app development and confirm

Create a custom app

Click Create a legacy custom app
Enter App name: HelpKnow Connector (example, customizable)
After filling, click Create app

Configure Permissions

On the app page select Overview→ Configure Admin API scopes
Select the following permissions:
- read_products (Read products)
- read_orders (Read orders, default only past 60 days)
- read_inventory (Read inventory, for “recommend in-stock only”)
Click top right Save to save

Install the app and generate Token

Switch to API credentials tab
Click Install app
After installation, under Admin API access token section, click Reveal token once, copy shpat_...
- This Token only shows once, save it properly

Note after permission changes: If you later modify scopes, you need to regenerate the Token:

Method: Uninstall app then Re-install app, go to Admin API access token, click Reveal token once, copy token

After generating new Token, remember to update the Token in the corresponding HelpKnow plugin or tool

2. Obtain Store Domain

Login Shopify admin: https://admin.shopify.com/store/
Click bottom left Settings
Under store name at top left, find the link ending with shopify.com, copy it

3. Plugin Authorization Configuration

Fill the obtained Store Domain and Access Token into HelpKnow’s Shopify plugin authorization parameters, save, and success message means configuration is complete

Add required tools into the agent, and in agent settings configure tool usage scenarios and conditions. Then your customers can query Shopify orders and get product recommendations.

FAQ & Troubleshooting

Q1: Can’t find “Develop apps”?

Location: Settings → Apps and sales channels → top right Develop apps
If no permission, login with store “owner/admin” account
[Illustration D-1: Develop apps button location]

Q2: No Token after installation?

Means you followed Dev Dashboard/published app route, requires OAuth, not a custom app
Follow this guide’s “Develop apps → Create a legacy custom app” path again

Q3: Unauthorized/401/403 error?

Is domain correct (must be xxx.myshopify.com)
Is Token pasted completely and latest (permission change requires new Token)
Did you select required read_products/read_orders/read_inventory

Q4: Don’t want it anymore, how to revoke?

In Shopify admin open the custom app → Uninstall app, Token invalid immediately
Also delete the connection in HelpKnow

Q5: Agent cannot call tools as expected, how to optimize?

Check Agent configuration page → Knowledge → Knowledge settings (top right icon) → No matching knowledge reply, if “Preset reply” is selected, then when no match is found the LLM won’t be called, resulting in tools not called. To use tools, set “No matching knowledge reply” to “LLM reply”
After confirming settings, try optimizing your agent settings so the agent knows under what conditions to call tools

NewbieGuide