Connect Zid to bring supported order context into Message Pro. Start with one store and a controlled check before enabling order-related messages or workflows.
Before you start
You need integration-management access in your workspace and an authorized Zid account. Confirm the integration is visible in settings and choose a store and permitted order for verification without surprising a customer.
Connection steps
- 1
Open the integration
Open Settings, then Integrations, choose Zid, and select Connect store or Add store as shown.
- 2
Review authorization
Complete Zid authorization and verify the store identity before returning to Message Pro.
- 3
Check the connection
After returning to Message Pro, confirm the store name and connection state. Use Check now when available and wait for its result.
- 4
Verify data
Compare a known Zid order and verify that its reference belongs to the connected store.
- 5
Review automation separately
Review any order-confirmation configuration or suggested workflow before enabling it. A successful connection does not validate message delivery.
Connection limits
Available data depends on store permissions and provider capabilities. Seeing an order or refund record does not mean Message Pro modified the order or issued a refund. Verify any business change in the store dashboard itself.
Troubleshooting
| Problem | Action |
|---|---|
| No store after authorization | Check the workspace and store used, then inspect the authorization result before retrying. |
| Expired authorization or disconnected store | Review merchant account access and use Reconnect if the interface asks for renewed authorization. |
| Missing order or update | Match the order reference, store, and event time. Collect the error and follow the troubleshooting guide instead of creating a duplicate connection. |
Use Zid during a chat
- 1
Start with the contact
Open the conversation and available commerce/store panel. Verify that the order belongs to the current customer; a similar name is insufficient.
- 2
Choose store and order
Select the intended store if multiple connections exist. Review matching or ask for an order reference. Use customer search/linking only when supported by that provider.
- 3
Review before replying
Open the order and inspect status, items, and returned details. Use tracking or refund information only when available.
- 4
Draft and check
Base the answer on verified data. If the panel offers draft insertion, review it before sending. Missing information does not prove it is absent from the store.
Use it with an AI Agent
- 1
Add the lookup skill
In Skills, add Look up commerce orders when available for the account and define its instructions. The agent must be authorized to act on the conversation.
- 2
Use a clear question
For “Where is my order?”, ask for a reference when the order cannot be identified. Never expose another customer’s orders or assume identity matches.
- 3
Define exceptions
If the provider lacks a capability or lookup fails, collect the reference and hand over. The skill reads order context; it does not authorize cancellation or refunds.
Use it with a Workflow
Start with one scenario: an eligible order arrives, an available confirmation flow sends a message, and the response is followed up. Review trigger conditions, consent, template, sending inbox, and team routing. To log a summary in Google Sheets, configure an explicit append step and map available fields; connecting a store alone does not export all orders to a sheet.
Record follow-up in Google Sheets