Docs
- Install: approve the embedded Shopify app install flow.
- Billing: choose Basic Monthly or Basic Yearly through Shopify.
- Connect mailbox: use Nylas Hosted OAuth for Gmail, Microsoft 365, Outlook, Yahoo, iCloud, or IMAP.
- Initial sync: import recent mailbox threads into support tickets.
- Inbox and tickets: search, filter, tag, assign, reply, close, and reopen tickets.
- Templates and tags: create reusable replies and label workflows.
- Automations and SLA: configure keyword labels, priority escalation, business-hours auto-reply, and SLA alerts.
- AI Assist: opt in and connect an AI provider for labels, summaries, and draft replies.
- Shopify context: enable after protected customer data approval.
- Mobile setup: create a device invite token and sign in from the native app.
- Privacy/deletion: Shopify privacy webhook routes are implemented.