klaxifyHelp Center
Maintained with every klaxify release
TENANT KNOWLEDGE CENTER

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Search setup, policies, Shopify workflows, automation guidance, and everyday helpdesk operations from one maintained source of truth.

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26 results for “Shopify refund approval”

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Shopify operations

Safely refund, cancel, edit, note, and fulfill Shopify orders

Learn how preflight validation, approval policies, duplicate protection, execution, and audit history protect order changes.

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Workspace administration

Manage tenant teammates, roles, and approvals

Invite subscribers’ teammates and give each person the minimum access needed for inbox, configuration, billing, and approvals.

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Connections

Connect Shopify and verify commerce context

Install klaxify for one tenant, sync orders and products, and verify live order context in the helpdesk.

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Content and marketing

Create and publish automatic Shopify blogs

Configure Content Studio to generate, review, schedule, and publish complete SEO-ready Shopify blog posts.

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Getting started

Get started with klaxify

Set up your workspace, add teammates, connect your store, and prepare your first AI-assisted conversation.

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Shopify operations

Work with customers, orders, products, and subscriptions

Find synced commerce records, open order details without leaving the workspace, and use verified context in support.

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AI teammates

How klax IQ learns from approved work

Reuse safe merchant patterns, understand local decisions, and control what approved replies teach your workspace.

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Using klaxify

Run Safe Commerce Experiments

Run safe commerce experiments Experiment Lab lets tenant managers test guidance before making it a standard part of support. Supported tests include reply guidance, recommendations

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Getting started

Guided walkthroughs for everyday ecommerce support

Follow annotated product renders for the inbox, klax IQ recommendations, Shopify context, replies, and workspace controls.

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Conversations and inbox

Work in the helpdesk inbox

Understand the queue, conversation timeline, reply composer, AI draft, and ecommerce context panels.

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Daily support work

Use the Operations Center and verified customer memory

Prioritize approvals and exceptions, inspect AI employee activity, and manage sourced customer facts safely.

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AI teammates

Create and customize AI agents

Give each AI teammate a name, specialty, brand voice, knowledge scope, photo, model, and permission policy.

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AI and automation

How contextual AI resolutions work

Follow the five-step process klaxify uses to understand, ground, govern, complete, and learn from customer requests.

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Automation and AI

Build automations in plain English

Turn an operating instruction into a reviewable workflow with tenant policies, approvals, and a visible run history.

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Using klaxify

Ask Operator About Your Workspace

Ask klax IQ about your workspace Ask klax IQ is a local-first conversation bar for tenant managers. It answers ecommerce and helpdesk questions from the active workspace, prioritiz

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Using klaxify

Manage Verified Product Intelligence

Manage verified product intelligence Product Intelligence is the tenant-controlled source of truth for product guidance. It combines the Shopify catalog with approved claims, evide

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Using klaxify

Review Visual Claims And Evidence

Review visual claims and evidence Claims & Evidence gives tenant managers a secure verification queue for damaged-item, wrong-item, missing-item, and delivery-condition evidence. I

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Workspace management

Review analytics, AI activity, and the audit log

Understand support performance and inspect the validation, approval, and outcome of sensitive actions.

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Getting started

Troubleshoot common workspace issues

Diagnose missing messages, stale AI drafts, Shopify action blocks, connection problems, and display or scrolling issues.

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Connections and apps

Add integrations and capabilities from the Plugin Store

Install tenant-scoped capabilities, understand plan availability, and manage connected app access.

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AI and automation

Test and activate AI procedures safely

Version a plain-English workflow, replay it against tenant conversations, inspect every guarded step, and activate only a tested procedure.

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AI and automation

Review reply quality and coach agents

Use AI Supervisor to inspect factuality, policy, tone, completeness, and promise safety across human and AI replies.

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Knowledge and self-service

Design and install the live chat widget

Configure the widget home, messages, help content, styling, branding, steps, and website installation snippet.

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Using klaxify

Detect And Coordinate Support Incidents

Detect and coordinate support incidents Incident Center groups recent conversations by recurring support issue so managers can see a spike before it becomes a larger operational pr

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Using klaxify

Import Store Knowledge

Import store knowledge Store policies and product guidance can be added to your workspace without copying every page by hand. Imported content is saved as a private draft first, so

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Using klaxify

Performance Revenue And Customer Trends

Performance, support outcomes, and customer trends klaxify combines day-to-day service metrics with ecommerce signals so teams can act before a customer issue becomes a fulfillment

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