Magento

Set up an AI agent for Magento that looks up orders, payments, tracking and stock live, and answers customers on your storefront, in your helpdesk and in Slack.

eesel's AI agent for Magento is an AI chatbot and assistant for your Magento 2 store. It looks up orders, payments, shipments and stock live, and answers customers in your storefront chat, your helpdesk or Slack.

Your AI teammate is a commerce teammate in Magento. It helps you run your store and answers every customer question. It looks up orders, payments, shipments and tracking numbers, and checks whether an item is in stock. Those lookups happen live, at the moment they are asked.

The agent answering an order question with live Magento data.

Set up eesel in Magento

1

Ask your agent to connect Magento

Open the chat in your dashboard and ask it to connect Magento. It needs your store base URL and four values from your Magento Admin. It asks for the store URL first. The four values go into a private form, never into the chat.

The agent listing the store URL and the four values it needs.

2

Create the integration in Magento Admin

The four values come from an integration you create once in Magento. In Magento Admin open System, then under Extensions choose Integrations, and click Add New Integration. Give it a name, leave both URL fields blank, set the API resource access, then save. Back on the Integrations list, click Activate, then Allow. Magento shows the four values, masked, on a pop-up you close with Done. Copy all four before you close it, and leave the eesel chat open throughout.

A person signs in and does this in Magento Admin. Every screen, and what each resource permission is for, is on Set up Magento.

3

Paste the values into the secure form

Back in the chat, give your agent the store URL. A form opens with one field for each of the four values.

The secure form, with a field for each of the four Magento values.

Paste each value in and click Save securely. The values go straight to eesel, never into the chat, and the form expires in 30 minutes.

The form filled in, with the values masked.

4

Confirm the connection

Your agent finishes the connection and tells you the store is live. Ask it to read a few of your real orders back. If it cannot read anything, the values or the store URL are wrong, so see Troubleshooting below.

The chat confirming the store is connected.

Check it worked. Magento appears in the left sidebar with your store URL. From a terminal, eesel status shows the integration as connected with its source counts.

5

Check what it can read

Open Integrations > Magento. It shows Connected with your store URL and buttons to start a chat. Below sit a Sources section and an Actions section split into Read and Write groups.

The Magento integration page, with the store source row and the two action groups.

The Products source holds your catalogue. Orders and Customers rows appear when your Magento integration is allowed to read them, and you can switch them on to copy them in. The lookup actions read the store live either way.

6

Put it to work in Slack

Connecting alone does not start your agent. It needs an automation first.

Ask in the dashboard chat to turn on the Slack mention automation. See Automations and schedules. A teammate can then ask about any order. Your agent answers in the thread with the customer, items, order status, payment, shipment tracking and current stock.

An order question answered in a Slack thread.

7

Put it on your storefront

The chat bubble puts the same answers in front of shoppers. A fresh chat opens with your welcome message and a few starter questions.

The chat bubble on a Magento storefront, open on a new conversation.

Ask about stock, and your agent answers with availability and price from the live store.

The bubble in full-screen mode, answering a shopper's stock question.

Magento needs a different snippet. Magento loads RequireJS, which sets define.amd. While that is set, the plain snippet from the Chat Bubble page never draws the bubble, and no error appears. Use the version below. It clears define.amd while the eesel loader runs, then puts it back for Magento's own scripts.

In Magento Admin open Content > Design > Configuration and click Edit on the store view you want the bubble on. Paste the snippet below into the Footer section's Miscellaneous HTML field. Replace YOUR_TRIGGER_ID with the trigger id shown beside the snippet on your eesel Chat Bubble page.

<script>
(function(){
  var TRIGGER = 'YOUR_TRIGGER_ID';
  window.__EESEL_WIDGET_V2_CONFIG__ = { EESEL_TRIGGER_ID: TRIGGER };

  var amd = window.define && window.define.amd;
  if (amd) { window.define.amd = undefined; }
  function restore(){ if (amd && window.define) { window.define.amd = amd; } }

  var script = document.createElement('script');
  script.src = 'https://cdn.eesel.ai/loader.js';
  script.async = true;
  script.onload = function(){
    var t0 = Date.now();
    var poll = setInterval(function(){
      if (window.EeselWidgetWithTrigger || Date.now() - t0 > 10000) {
        clearInterval(poll);
        restore();
      }
    }, 50);
  };
  script.onerror = restore;
  document.head.appendChild(script);
})();
</script>

8

Hand a shopper to your team

When a shopper asks for a person, your agent can take their details and open a ticket in your helpdesk. Tell it how in the dashboard chat, for example: "When a shopper asks to speak to a person, ask for their name and email, create a ticket in our helpdesk with a summary of the chat, and tell them our team will follow up." It writes the rules into its instructions. The ticket then lands in your helpdesk under the shopper's email. See the handover walkthrough on Chat Bubble.

Sources, triggers and actions

Sources

Sources are what your agent can search in your store.

Source	What your agent reads from it
Products	Your catalogue, with SKUs, pricing, descriptions and variants
Orders	Your orders. Shown only when the integration can read orders
Customers	Your customer records. Shown only when the integration can read customers

A copied order or customer record is a snapshot. Your agent still looks the live record up before it quotes it or acts on it.

Magento does not hand over written content such as a returns policy, a delivery promise or an FAQ. Connect your website so your agent reads your storefront and policy pages, or upload the documents. See Integrations.

Triggers

Magento has no triggers. Nothing in your store starts an agent run. The trigger comes from a helpdesk like Zendesk, Gorgias or Freshdesk, a Slack mention, or the chat bubble. Your agent uses its Magento actions while it handles that conversation. The trigger event is fixed when the automation is created. So a new automation is required for each different trigger event.

Actions

Actions are what your agent can do in your store:

	Action	What it does
Read	Get Order by ID	Pulls the full details of one order number
	Get Orders by Email	Finds every order placed under one email address
	Get Order Tracking	Shipment status and tracking numbers for an order
	Get Payment Status	The payment method, whether it cleared, and any balance due
	Search Products	Finds products in your catalogue by name or SKU
	Get Product	Full details of one product from its SKU
	Check Stock Status	Stock quantity, in-stock flag and backorder policy for one SKU
Write	Refund Order	Refunds a money amount, specific items, or everything still outstanding on the order, recorded as a credit memo. Only an order paid by an offline method (check, bank transfer, cash on delivery) can be refunded here; a card or other online-gateway order is refused, because that refund has to be issued by a person in the Magento admin to reach the customer's account
	Cancel Order	Cancels an order that has not shipped
	Hold Order	Pauses fulfilment without cancelling. Useful while someone checks a fraud flag or a bad address
	Unhold Order	Releases a hold so the order carries on
	Send Order Notice	Sends the customer a notice about an order: an order update, a shipping update, or a payment reminder

You stay in control the whole way. Adjust your AI agent's access to knowledge and its action permissions to your liking. See Actions and Approvals.

Two limits:

• Orders. An order is found by its exact order number, or by the email address on it. There is no free-text order search, and no lookup by customer name, phone number, date or status. Magento matches an order number letter for letter, so a mistyped number finds nothing.

• Stock. A stock check reads one product at a time and needs that product's exact SKU. Your agent takes the SKU off an order, or finds it by searching the catalogue for the product name.

From Claude Code, Cursor or a terminal. The same setup works as commands: eesel login, then eesel integrations connect magento, which prints the details that connection method needs. eesel status then shows the integration as connected with its source counts, and eesel automations lists your automations. Three steps have no command: creating the Magento integration, pasting the four values, and turning an automation on. Use the dashboard chat for those. The Magento Admin part is a human step. Wait for a person to create the integration and paste the four values. Wait for the connection status to change, and do not retry. Full command reference: The eesel CLI. Step-by-step: Set up from Claude Code or the terminal.

Limitations

• No Magento triggers. Nothing in your store starts your agent. A helpdesk ticket, a Slack mention or the chat bubble does.

• Orders are found by exact order number or email. There is no free-text order search, and no lookup by name, phone number, date or status.

• Stock is checked one SKU at a time.

• Refunds only on offline payments. Your agent refunds orders paid by check, bank transfer or cash on delivery. A card or other online-gateway refund has to be issued by a person in the Magento admin.

• No written content from Magento. Returns policies, delivery promises and FAQs come from your website or uploaded documents.

• The chat bubble needs the wrapped snippet shown above, because Magento's RequireJS stops the plain one from appearing.

• Magento sets the ceiling. The API resource access you grant the Magento integration is the most your agent can reach. Grant read-only access and it can look things up but never change an order. Set up Magento lists what each resource is for.

• Magento 2 only. The setup screens and the four-value connection are Magento 2's.

Troubleshooting

The connection keeps failing, or reads "needs reconnect"?

Check the store URL is exact, including https://, with no trailing path. Make sure the integration is Activated in Magento, not only saved. Then confirm you pasted all four values, and that every one came from the same integration.

It worked, then every Magento read started failing?

Re-activating the integration in Magento Admin issues a new set of four values. The old ones stop working at that moment. Ask your agent to reconnect Magento, and paste the new four values into the secure form it opens.

Your agent cannot find an order, or a lookup comes back empty?

The integration needs read access to the matching resource: Sales / Orders for order lookups, Sales / Shipments for tracking, Catalog / Products and Catalog / Inventory for stock. Then check the identifier, because Magento matches it literally. Look the customer's orders up by their email address and compare the number against that list.

A refund, cancel, hold or unhold fails?

A refund needs the Sales / Invoices read resource and both credit memo resources: the Orders action Sales > Operations > Orders > Actions > Credit Memos to issue the refund, and the top-level Sales > Operations > Credit Memos to read it back and confirm the money moved. Grant only one and the agent can move the money but reports the refund as failed. It also needs an invoice on the order to refund against, and the agent only refunds orders paid by an offline method (check, bank transfer, cash on delivery); a card or other online-gateway order is refused, because that refund has to be issued in the Magento admin to reach the customer's account. Cancel, hold, unhold and order notices need write access on Sales / Orders. The order also has to be in a state that allows it. You cannot cancel an order that already shipped, or release a hold on an order that is not on hold.

A write action did not happen?

Open the run on your Activity page. If the action is waiting on a person, approve it and it runs.

The chat bubble never appears on your storefront?

Magento's RequireJS loader stops the plain snippet from drawing the bubble, and nothing reports an error. Use the wrapped snippet in the storefront step above. For a strict Content Security Policy, allow https://cdn.eesel.ai for scripts and connections.

FAQ

How do I add an AI agent to Magento?

Create an integration in Magento Admin, then ask your agent in the eesel dashboard chat to connect Magento and paste the four values into the secure form it opens. Then ask it to turn on an automation, such as the chat bubble or the Slack mention automation. The steps are in Set up eesel in Magento.

Can the Magento AI agent answer order status questions?

Yes. Your agent looks the order up live by its order number or the customer's email address, and reads its status, payment, shipments and tracking numbers. A mistyped order number finds nothing, because Magento matches it letter for letter.

Can the Magento AI agent process refunds?

Yes, for orders paid by an offline method such as check, bank transfer or cash on delivery. It refunds an amount, specific items, or everything outstanding, as a credit memo. Card and other online-gateway orders are refused, because that refund has to be issued in the Magento admin to reach the customer.

Can I connect Magento to ChatGPT or Claude?

Yes, through eesel. Once Magento is connected, you can talk to your eesel agent from ChatGPT, Claude or Cursor, and it works with your Magento data. See Use eesel from ChatGPT, Use eesel from Claude and other assistants and Claude Code and MCP clients.

Does connecting Magento let my AI agent change orders on its own?

No. Connecting only gives your agent access to your store. It does not act until you create an automation and turn actions on.

Is my Magento data live or copied on a schedule?

Both. Order, payment, shipment and stock lookups read Magento live, at the moment they are asked. Your product catalogue is copied in when you connect, so your agent can search it. Orders and customer records are copied only when you ask.

Can my AI agent learn my product and policy content from Magento?

Products yes, policies no. Your catalogue is copied in when you connect. Magento holds no written content such as a returns policy or an FAQ, so connect your website or upload the documents.

How do I disconnect Magento from eesel?

Open Magento under Integrations in the left sidebar and remove the connection. To revoke access on Magento's side as well, delete or deactivate the integration you created in your Magento Admin.

Related pages

• E-commerce Sales Rep for the job your agent does on a store

• Set up Magento for the full Magento Admin walkthrough

• Chat Bubble for putting your agent on the storefront

• Actions and Approvals for choosing what your agent may do

• Integrations overview for how sources, triggers and actions fit together

• Set up from Claude Code or the terminal