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Custom Integrations

Custom Integrations for AI Agents.Connected to Your Whole Stack.

Help desks, CRMs, ERPs, 3PLs, headless storefronts, and your own APIs. Yep AI scopes, builds, and launches the connections your AI Agents need to work the way your business does.

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  • Scoped with you before any build
  • Least-privilege access
  • Built on your Shopify data layer
What You Can Connect

Which Systems Can Yep AI Connect To?The Ones Your Business Runs On.

If your team relies on it to serve customers, your AI Agents can too.

  • Help desks

    Hand conversations to Gorgias, Zendesk, or your help desk as tickets, with the transcript, order, and summary attached.

    • Gorgias
    • Zendesk

  • CRMs

    Sync conversation outcomes, captured leads, and customer context to HubSpot or your CRM of record.

    • HubSpot
    • Other CRMs on request

  • ERPs and order management

    Give AI Agents live stock, pricing, and order status from the system your operations team actually runs on.

    • ERP stock and pricing
    • OMS order status

  • 3PLs and shipping

    Pull tracking and fulfilment updates from your 3PL or warehouse so “Where is my order?” is always accurate.

    • 3PL fulfilment data
    • Carrier tracking events

  • Headless storefronts

    Bring AI Agents to custom and headless Shopify storefronts, apps, and non-standard checkout flows.

    • Headless Shopify
    • Custom web and app front ends

  • REST APIs and webhooks

    Connect in-house systems, loyalty platforms, and data warehouses through REST APIs and event webhooks.

    • Inbound and outbound events
    • Your own internal APIs
Example Workflows

What Can a Custom Integration Do?Answers and Actions, Not Just Data.

A few of the workflows ecommerce teams build so AI Agents can resolve more, and escalate smarter.

  • When

    Refund request above your limit

    Help desk

    Ticket created in Zendesk with transcript and order attached

  • When

    Shopper asks about a backordered item

    ERP

    Live ERP stock and restock date shared in the chat

  • When

    Pre-sale conversation captures a wholesale lead

    CRM

    Contact and conversation summary synced to HubSpot

  • When

    Customer asks where their order is

    3PL

    3PL tracking event pulled and explained in plain language

  • When

    Loyalty member starts a chat

    REST API

    Points balance fetched from your internal API and offered

  • When

    AI Agent resolves a conversation

    Webhook

    Webhook fires to your data warehouse for reporting

Interactive

Build Your Flow.See Your Stack Connect.

Switch systems on and off to see how data moves between your stack and your AI Agents. Shopify is always connected.

Live event log

3 systems connected · Sample events for illustration

  1. Waiting for events…
How It Works

Scope, Build, Launch.A Clear Process From Day One.

Every custom integration follows the same three stages, so you always know what’s being built and why.

  1. Step 01

    Scope

    Map the systems, data, and workflows involved, agree what success looks like, and confirm timeline and cost before any build.

    Agreed before any build

  2. Step 02

    Build

    Connect APIs and webhooks with least-privilege credentials, then test every workflow against real scenarios from your store.

    Tested with your team

  3. Step 03

    Launch

    Go live, confirm every escalation reaches your team end to end, and refine as your AI Agents handle real conversations.

    Refined after go-live

Have a Stack in Mind? Talk to Us.

Tell the Yep AI team which systems you use and what you want your AI Agents to do. You’ll get a clear scope before anything is built.

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FAQ

Custom Integration Questions.Answered Up Front.

What is a custom integration with Yep AI?

A custom integration connects Yep AI Agents to systems beyond the built-in Shopify, WhatsApp, Klaviyo, Mailchimp, Instagram, and Facebook integrations. Typical projects link help desks, CRMs, ERPs, 3PLs, headless storefronts, or in-house tools, so AI Agents can read the data and trigger the actions your business relies on.

Which systems can Yep AI integrate with?

Common requests include help desks such as Gorgias and Zendesk, CRMs such as HubSpot, ERP and order management systems, 3PL and shipping platforms, headless storefronts, and any system with a REST API or webhooks. Each project is scoped with you to confirm what is possible for your stack.

Can Yep AI hand conversations off to Gorgias or Zendesk?

Yes, through a custom integration. When an AI Agent escalates a conversation, it can create a ticket in your help desk with the full transcript, the customer’s order details, and a summary, so your team continues the conversation in the tool they already use.

Does Yep AI work with headless Shopify storefronts?

Yes. Standard Shopify stores install from the App Store in under 10 minutes. Headless and custom storefronts are supported through a custom integration that brings AI Agents to your front end while still working from your Shopify data.

How long does a custom integration take?

It depends on the systems involved and how much data flows between them. A timeline is agreed during the scoping stage, before any build work begins, so you know exactly what will be delivered and when.

Ready to Connect Your Stack?Talk to the Yep AI Team.

Share the systems you run on and the workflows you want automated. The Yep AI team will scope a custom integration that fits.

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