SIMCOAICustomer docs
Integrations

Connect SIMCOAI to your tools

Use integrations to connect customer context from ecommerce, calendars, CRM, chat and phone workflows into SIMCOAI.

Bring customer context into conversationsReduce manual copying between toolsKeep sensitive integrations gated by plan and approval
Connect only the tools needed for your customer workflow.
Connect only the tools needed for your customer workflow.
Shopify

Shopify add-on

The Shopify add-on is designed for order-aware support. It can help SIMCOAI ask for the right order details, prepare support notes and route issues to your team without storing card numbers in AI logs.

  1. Enable the Shopify add-on from billing when available.
  2. Connect the store using the authorised integration flow.
  3. Choose which order details SIMCOAI can use for support.
  4. Test order lookup and refund-routing behaviour with safe sample orders.
Calendar and CRM

Bookings and follow-up

Calendar and CRM integrations help turn conversations into booked appointments, lead follow-up tasks or customer records.

Google Calendar

Booking capture and appointment routing.

HubSpot

Lead and customer context for sales or support workflows.

Webhooks and API

Custom workflows for approved developer use cases.

Safety

Integration safety rules

Only connect tools your business is authorised to use. Keep admin permissions tight, remove old connections and review logs when customer data flows between systems.

  • Use least-privilege integration access where possible
  • Do not connect test stores to live customer workflows
  • Avoid sending payment card numbers into AI prompts or logs
  • Disable integrations when a supplier, employee or workflow changes