Skip to content
Channels & integrations

Enable commerce tools for the correct agent

Connect store access, agent-level capabilities and workflow restrictions deliberately.

Where to find itAI agents → agent → Features

Before you begin

Open workspace Settings and select Connections or Messaging as appropriate. Use an account authorised to connect the external business or store.

Example workspace · Demo data. Agent capabilities and workspace connection authorisation are separate controls. Select the image to enlarge it.
Agent capabilities for commerce, staff handoff, live site lookup and live typing

Example workspace · Demo data. Agent capabilities and workspace connection authorisation are separate controls. Select the image to enlarge it.

Step by step

  1. 1

    Check the store connection

    Confirm the authorised integration belongs to the current workspace and the intended store.

  2. 2

    Enable the agent capability

    Use the commerce/tool setting for this agent and save. An existing workspace connection does not automatically mean every agent may use every action.

  3. 3

    Review narrower restrictions

    Check the general tool settings and any matching workflow that disables tools or changes routing.

  4. 4

    Test read-only lookups first

    Use a known product/category and compare the returned values with the store. Test unavailable data and customer-specific requests separately.

Good to know

Tool availability does not bypass business permissions or identity checks. Do not promise a refund or order change unless a supported authorised process actually performs it.

Check the result

Verify the connection status, correct agent assignment and one complete test in the external channel. External permissions and delivery rules still apply.

Questions & troubleshooting

The connection works but the agent never uses it

Compare agent assignment, commerce enablement, tool permissions and matched workflow restrictions. Inspect the actual tool trace where available.

Was this article helpful?

Rate this guide on this device. Ratings are not sent to Corthex.