WooCommerce

WooCommerce is the e-commerce plugin for WordPress sites. Connecting WooCommerce to Resool shows each contact's WooCommerce customer details and orders next to the conversation, lets agents share products in a reply, and lets workflows start when orders are created or change status, then update orders and customers in your store.

#What you can do with WooCommerce

In the Inbox and on the contact page

• Customer details: the contact's WooCommerce customer profile, such as total spent and number of orders.
• Orders: the contact's recent orders with number, date, items, total, order status and payment status. Hover an order to see its items.
• Share product: search your products and copy a ready-made product message with the product's title, price and link.
• Open in WooCommerce to jump to your store's orders in WordPress.

In Workflows

• Start a workflow on these WooCommerce events: Order Created, Order Updated, Order Status Changed, Order Cancelled, Order Refunded, Customer Created and Customer Updated.
• Change the store with the Update order status, Add order tag or note and Create or update customer steps.

#Before you begin

• You need a WordPress site with WooCommerce installed, and an administrator account on that site.
• The site must be reachable on the public internet at the address you enter.
• In Resool, only workspace Owners and Admins can connect apps.
• Orders are matched to a contact by email address or phone number.

#How to connect WooCommerce to Resool

1. Go to Settings › Apps.
2. Find WooCommerce under Available now (or open the E-commerce tab) and click Connect.
3. In the Connect WooCommerce dialog, type your site's address in Store URL, for example https://your-store.com.

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Settings › Apps › WooCommerce › Connect

The "Connect WooCommerce" dialog with the Store URL field filled with a demo https address, the permission list (read orders and products, add order webhooks), and the Cancel and Continue buttons.

File: screenshots/woocommerce-connect-dialog.png

1. Review what Resool will be able to do (read your store's orders and products, and add order webhooks so new orders show in the inbox right away) and click Continue.
2. Your WordPress site opens in a new window. Sign in as an administrator and approve access on the WooCommerce page. WooCommerce creates the access keys for Resool itself; you don't copy or paste anything.
3. You're returned to Resool and see WooCommerce connected. The card shows your store's address and the Manage and Disconnect buttons.

#How to configure WooCommerce

Click Manage on the WooCommerce card to open WooCommerce settings. Toggle changes are saved with the save bar at the bottom; Discard reverts them.

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Settings › Apps › WooCommerce › Manage

The "WooCommerce settings" side sheet with the Store, Contact panel (Orders, Customer details), Product sharing and Live updates sections, and the "Open WooCommerce store" button.

File: screenshots/woocommerce-settings-sheet.png

• Store: the WooCommerce store connected to this workspace.
• Contact panel: Orders are Always shown. Turn Customer details on or off to show the customer's profile.
• Product sharing: click Edit next to Product message to change the text agents copy with Share product. Use {title}, {price} and {url}; {url} is required and the message can be up to 500 characters. Reset to default restores the original text.
• Live updates: when it says Live updates are off, some webhooks are missing in your store. Click Refresh to recreate them.
• Open WooCommerce store opens your WordPress admin.

#How to use WooCommerce in the Inbox

1. Open a conversation in the Inbox.
2. Click the WooCommerce icon in the right-hand sidebar.
3. Review the contact's Customer details and Orders. Click an order to open it in WordPress.
4. To share a product, click Share product, search for it and pick it. The product message is copied; paste it into your reply.

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Inbox › open a conversation › WooCommerce icon in the right sidebar

The WooCommerce panel for a matched contact with Customer details, three orders with Processing and Completed badges, and the Share product and "Open in WooCommerce" buttons.

File: screenshots/woocommerce-inbox-panel.png

The same panel opens from the contact's page under Connected apps.

#How to use WooCommerce in Workflows

#Start a workflow on a WooCommerce event

1. In Workflows, click the trigger, choose the E-commerce group and pick the Event.
2. Set Store to WooCommerce (or Any connected store).
3. For Order Status Changed, optionally pick the Statuses that should start it.

WooCommerce statuses map to Resool's statuses like this: Pending payment and On hold are Pending, Processing is Processing, Completed is Completed, Cancelled and Failed are Cancelled, and Refunded is Refunded. The store's own wording is kept in {{order.status}}.

The workflow runs for the contact with the customer's phone or email, and creates a contact when there is none.

#Update WooCommerce from a workflow

Add a step from the Stores group and set Store to WooCommerce:

• Update order status: Confirmed and Processing set Processing; Shipped, Delivered and Completed set Completed; Cancelled sets Cancelled.
• Add order tag or note: WooCommerce keeps both tags and notes as a private order note.
• Create or update customer: the matching WooCommerce customer (same phone or email) is updated; otherwise a new one is created.

In the Order field, {{order.id}} is the order that started the workflow. Leave it empty to use the contact's latest order in this store.

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Workflows › a workflow › Add a step › Stores › Update order status

The step panel with Store set to WooCommerce, New status set to Completed with its mapping hint, and the Order field showing {{order.id}}.

File: screenshots/woocommerce-workflow-step.png

#How to disconnect WooCommerce

1. Go to Settings › Apps and click Disconnect on the WooCommerce card.
2. Confirm in the Disconnect WooCommerce? dialog.

Resool stops accessing your store and its orders no longer appear in the Inbox. Contacts already in Resool stay.

#FAQ and troubleshooting

#Does Resool show abandoned carts for WooCommerce?

No. WooCommerce doesn't share abandoned carts with other apps, so the panel shows customer details and orders only, and the Abandoned Checkout trigger doesn't start for WooCommerce.

#The connection doesn't complete after I approve in WordPress

What you can do:

• Check that the Store URL is the public address of the site, including https://.
• Sign in to WordPress with an administrator account.
• Make sure no security plugin or firewall blocks requests to your site's WooCommerce REST API.

#Why does Order Status Changed run only once per status?

WooCommerce sends an update every time an order is saved. Resool starts Order Status Changed only when the status actually changes, while Order Updated runs on each save.

#Which order details can a workflow message include?

Variables such as {{order.number}}, {{order.total}}, {{order.currency}}, {{order.status}}, {{order.items}}, {{order.url}} and {{customer.name}}. Open the trigger to see the full list.

#What's next?

• Workflow triggers
• Workflow steps
• Contact details panel
• Getting started with apps