Connect everything to Kriseena

Connect your store

1. 1Go to Dashboard → Integrations
2. 2Find the Shopify card and click Connect
3. 3Enter your store URL (e.g. mystore.myshopify.com)
4. 4You will be redirected to Shopify — click Install
5. 5You are redirected back to Kriseena with a "Connected" confirmation

💡 Kriseena uses a Shopify Partner app (OAuth) — you do not need to copy any API tokens manually.

What the AI can do

1. 1Look up order status by order number (#1234)
2. 2Fetch tracking numbers and estimated delivery dates
3. 3Identify the customer by email across orders
4. 4Answer "where is my order?" questions with live data

Troubleshooting

1. 1If you see 401 errors: disconnect and reconnect via OAuth to refresh the token
2. 2Do not paste a manual shpat_ token — use the Connect button only
3. 3Required scopes: read_orders, read_customers, read_products, read_fulfillments

Create a REST API key in WordPress

1. 1In your WordPress admin, go to WooCommerce → Settings
2. 2Click the Advanced tab → REST API
3. 3Click Add key
4. 4Set Description: Kriseena, User: your admin user, Permissions: Read
5. 5Click Generate API key
6. 6Copy the Consumer Key (ck_...) and Consumer Secret (cs_...)

💡 Keep this tab open — the Consumer Secret is only shown once.

Connect in Kriseena

1. 1Go to Dashboard → Integrations → WooCommerce → Connect
2. 2Enter your Store URL (e.g. https://mystore.com)
3. 3Paste the Consumer Key and Consumer Secret
4. 4Click Save — Kriseena verifies the credentials live before saving

What the AI can do

1. 1Look up orders by order ID or search by customer name
2. 2Fetch order status, items, and shipping details
3. 3Works with custom order number plugins via search fallback

Connect your Gmail account

1. 1Go to Dashboard → Settings → Gmail tab
2. 2Click Connect Gmail
3. 3Sign in with your support Google account (e.g. support@yourstore.com)
4. 4Grant the requested permissions (read, send, modify)
5. 5You are redirected back — Gmail shows as Connected

💡 Email AI replies are always saved as drafts — never auto-sent. This is intentional: email inboxes receive automated and transactional messages that the AI must not reply to.

How email conversations work

1. 1Kriseena polls your Gmail every 60 seconds for unread emails
2. 2Each new customer email creates or reopens a conversation in your inbox
3. 3The AI drafts a reply — you review and approve in the Inbox
4. 4Automated senders (noreply@, bounce@, Stripe receipts) are silently filtered

Resync emails

1. 1If emails were missed: go to Settings → Gmail → click Resync
2. 2This clears the processed email cache so Kriseena re-checks unread messages
3. 3Already-replied emails will not be duplicated

Prepare your spreadsheet

1. 1Create a Google Sheet with a header row (first row = column names)
2. 2Include columns like: Order ID, Status, Customer Email, Product, Tracking Number
3. 3Make sure the sheet is shared with anyone with the link (Viewer permission)
4. 4Copy the Sheet ID from the URL: docs.google.com/spreadsheets/d/SHEET_ID/edit

Connect in Kriseena

1. 1Go to Dashboard → Integrations → Google Sheets → Connect
2. 2Paste the Sheet ID
3. 3Enter the Sheet name (tab name, e.g. Orders)
4. 4Click Save

What the AI can do

1. 1Search rows by any column value (order ID, email, name)
2. 2Return matching row data as part of a reply
3. 3Works best when the sheet has clear, consistent column headers

Connect Jira

1. 1Go to Dashboard → Integrations → Jira → Connect
2. 2Enter your Jira Site URL (e.g. https://yourcompany.atlassian.net)
3. 3Enter your Jira email address
4. 4Create an API token at id.atlassian.com/manage-profile/security/api-tokens
5. 5Paste the API token and your Project Key (e.g. SUPP)
6. 6Click Save — Kriseena verifies credentials and project access

💡 Available on Pro and Scale plans. Free trial includes Jira for 14 days.

Creating a Jira ticket from a conversation

1. 1Open any conversation in the Inbox
2. 2Click the Jira button in the conversation header
3. 3AI generates a summary of the conversation
4. 4Review and edit the summary in the modal
5. 5Click Create Ticket — the Jira issue is created instantly
6. 6The ticket key and URL are saved on the conversation and a system message is logged

💡 One ticket per conversation maximum.

Create a Slack incoming webhook

1. 1In Slack, click the channel name where you want notifications (e.g. #kriseena-chats)
2. 2Click the Integrations tab
3. 3Click Add an app → search Incoming WebHooks → click Add
4. 4Select your channel from the dropdown
5. 5Click Add Incoming Webhooks Integration
6. 6Copy the Webhook URL (starts with https://hooks.slack.com/services/...)

Connect in Kriseena

1. 1Go to Dashboard → Settings → Notifications tab
2. 2Paste the Webhook URL into the Slack Webhook URL field
3. 3Click Save Webhook

Events that trigger a Slack notification

1. 1New customer chat started
2. 2New email received
3. 3AI draft ready for review (confidence below threshold)
4. 4Customer requests escalation to a human
5. 5Frustrated customer detected by AI sentiment analysis
6. 6Follow-up due (a snoozed conversation has reopened)
7. 7Jira ticket created from a conversation

Get your Kriseena API key

1. 1Go to Dashboard → Integrations → scroll to the Zapier section
2. 2Click Generate API Key if you do not have one yet
3. 3Copy the API key — you will need it when connecting in Zapier

Add Kriseena to your Zapier account

1. 1Click the Connect with Zapier button on the Integrations page
2. 2This opens Zapier and adds Kriseena to your account under the Private tab
3. 3Go to zapier.com → Create Zap
4. 4Search for Kriseena (look under the Private tab)
5. 5Click Connect and paste your API key when prompted

Available trigger events

1. 1new_conversation — fires when a customer starts a new chat or email
2. 2conversation_closed — fires when an agent closes a conversation
3. 3low_csat — fires when a customer submits a rating of 2 stars or below
4. 4frustrated_customer — fires when AI detects frustration in a message

Example Zaps

1. 1New conversation → create a contact in HubSpot CRM
2. 2Low CSAT → create a task in Notion or Asana
3. 3Frustrated customer → send a DM to your team on Microsoft Teams
4. 4Conversation closed → update a Klaviyo customer segment

Get your embed snippet

1. 1Go to Dashboard → Settings → Installation tab
2. 2Copy the embed snippet shown

Add to your website

1. 1Paste the snippet just before the </body> closing tag on every page
2. 2The snippet loads the widget with defer — do not change defer to async
3. 3The chat bubble appears in the bottom-right corner automatically

💡 For Shopify: go to Online Store → Themes → Edit code → theme.liquid → paste before </body>.

Customise the widget

1. 1Go to Dashboard → Settings → Widget tab
2. 2Set your AI agent name, avatar, and welcome message
3. 3Choose the widget color to match your brand
4. 4Changes apply immediately — no re-embed needed

Prepare your file

1. 1Export conversations from your current tool as CSV or JSON
2. 2Required column: email
3. 3Optional columns: name, subject, message, status, created_at
4. 4Maximum 5,000 rows per import

Run the import

1. 1Go to Dashboard → Import
2. 2Upload your CSV or JSON file
3. 3Kriseena auto-maps columns by name — review and adjust if needed
4. 4Preview the first 5 rows to confirm the mapping
5. 5Click Import — results show imported count, skipped rows, and any errors

What gets created

1. 1Contacts are upserted by email (no duplicates)
2. 2Each row creates one conversation with one message
3. 3Existing contacts are updated, not duplicated