Case Study

Shopify AI Sales Agent | SMS Cart Recovery & Checkout

August 23, 2026 · Project on Upwork

An SMS thread where the agent sends a customer a checkout link and a discount code for the plan they were interested in — The recovery message: a working checkout link and a discount code, not just a reminder.

Abandoned cart emails mostly say the same thing: here is your cart, please come back. They do not answer the question that made the person leave in the first place.

This agent texts instead, and it can actually do something. It answers product questions, edits the customer's live cart through the Shopify API, adds items, applies a discount code, and sends back a checkout link that works.

How it works

It edits the real cart

The difference between a chatbot and a sales agent is whether it can change anything. When a customer says they also want the bindings, the agent calls update_cart with the product IDs and quantities, and the cart changes. The reply confirms what was added and hands back a fresh checkout link.

Structured outputs keep every cart edit valid. A malformed quantity never reaches Shopify, because it never gets past the schema.

Knowing the catalog

An agent that cannot answer a product question is just a reminder with extra steps. I built the Shopify app and the catalog sync, so the agent knows what is in the store, what it costs, and what is in stock when it replies.

On top of that sits campaign scheduling and follow-ups, so a conversation that goes quiet gets picked back up at a sensible time rather than immediately.

Where a person stays in the loop

There is a human approval toggle for anything sensitive. Auto-response can be on for ordinary questions and off for the cases where a store owner wants to read the message first.

It runs in production across stores. The platform it is part of publicly reports $620k in new sales for one customer.

More screenshots

The update_cart tool call and its result, showing an item being added to the customer's live cart — The agent calling update_cart, and the item landing in the real cart.

The abandoned cart panel showing the original items and a newly added product, with the campaign goal completed — Cart edited mid-conversation, checkout link sent, goal completed.

The Shopify integration screen connecting a store to the platform — Store connection, which is what gives the agent the live cart.

The products screen syncing the Shopify catalog so sales agents know the products when replying — Catalog sync, so the agent can answer product questions instead of deflecting them.