Business Data Integrations Overview
Connect your store or CRM so the AI can look up live catalog and order data in chat
Business Data integrations let your AI answer questions using live data from your store or CRM — instead of guessing. When a customer asks about a product or a verified order, the AI looks it up in real time.
Availability: BUSINESS, ENTERPRISE, and active 14-day trials.
Supported platforms
- WooCommerce — published product search; verified order lookup; optional customer-confirmed shipping-address changes, unpaid-order cancellation, and remaining-payment refunds. There is no WooCommerce customer-directory or return tool.
- Shopify — published product search; verified order lookup; optional refund-status and return-status reads; optional customer-confirmed shipping-address changes, cancellations, return requests, and full monetary refunds
- HubSpot — contacts, deals, companies, support tickets
- Salesforce — contacts, leads, opportunities, accounts
- Pipedrive — deals, leads, organizations, contacts, pipeline
WooCommerce and Shopify do not behave the same way. Connecting a store does not turn on write actions.
A tool works only when both of these are true:
- The tool is selected in Voxe (and write actions also have their action rule enabled)
- The store credentials have the matching WooCommerce REST permission or Shopify Admin API scopes
Voxe cannot grant provider permissions when you save. If you enable more tools later, expand the store key or Shopify app scopes first, then replace the credentials in Voxe.
How to connect a Business Data integration
- Go to Dashboard → Integrations → Add Integration → Business Data Integrations
- Select the workflow (support chat) that should have access to this data
- Choose your platform and enter the required credentials
- Select which tools to expose to the AI
- For WooCommerce or Shopify write tools, turn on the matching action rule and set its limits
- Save, then enable the integration under Your Integrations
Each workflow can have its own connection — for example, if you run multiple brands, each support chat can connect to a different store.
What's next
- How to Connect WooCommerce — WooCommerce permissions, tools, verification, and protected actions
- How to Connect Shopify — Shopify scopes, tools, verification, and protected actions
- HubSpot, Salesforce, or Pipedrive Integration — connect your CRM
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