Guided Shopify pilot · hands-on rollout

Shopify customer support · Helm

Shopify support that knows when to hand off.

Helm answers repeat Shopify questions from approved store knowledge, verifies customers before order lookup, and turns exceptions into owned team requests.

Use the preview to evaluate Helm anonymously. Request the pilot when you want hands-on setup and a safe path to launch.

Order-status and tracking lookup after customer verification.

Approved answers for shipping, returns, products, and store policy.

One support boundary across website chat and WhatsApp, with a voice add-on and Zalo beta.

The operating boundary

Automate the repeatable work. Keep judgement visible.

Order status

Verify the shopper before showing fulfillment and tracking details from Shopify.

Store knowledge

Answer shipping, returns, product, and policy questions from content you approve.

Owned handoff

Route refunds, exceptions, and uncertainty to the inbox with the transcript and next step.

Working preview

Put your own store into the agent.

Helm reads public pages only and builds sample answers in about a minute. No Shopify token, customer data, or signup is needed for this step.

Safe Shopify rollout

Connect after the support boundary is agreed.

01

Review 10 anonymized tickets

We map what the agent can answer, what needs Shopify data, and what must stay with a person.

02

Approve knowledge and handoff rules

Your team chooses the source pages, policy wording, verification fields, and escalation boundary.

03

Connect and verify the live loop

The merchant installs Helm through Shopify's OAuth flow—no Admin API token is copied into Helm—then order lookup and inbox handoff are tested end to end.

Guided Shopify pilot

Launch with hands-on setup.

Best fit: Shopify stores with more than 300 monthly support conversations, or lower-volume stores with complex exceptions or multiple support channels—and a clear human owner for refunds and policy decisions.

10-ticket boundary review before credentials
Hands-on setup for accepted pilots
Requesting does not start billing
Website chat first; add other channels when the support boundary is working

Submitting this form does not start billing. We'll review the fit and reply by email.

FAQ

Does Helm issue refunds automatically?

No. The guided pilot keeps refunds and policy exceptions with your team. Helm can answer approved policy questions and package the request for a person.

What Shopify access does Helm need?

The public preview and 10-ticket boundary review do not need store credentials. When a pilot is accepted, the merchant installs Helm through Shopify's OAuth flow; Helm never asks the merchant to copy an Admin API token into the product.

Which Helm plan includes the Shopify connection?

Core at $299 per month includes Helm's native Shopify order lookup, approved-source answers, and human handoff. Scale is for up to five agents, advanced procedures, custom connectors, and 90-day insights. Start with website chat, then carry the same approved knowledge and handoff rules into WhatsApp Business, the $99 per month Voice: website + phone add-on, or Zalo OA beta as each channel is ready.