Install on Shopify
Install CustomerOS from the Shopify App Store. Approve the app in Shopify, then choose Starter, Growth, or Business. Shopify bills the plan. You can change it later inside the app.
Support
Set up the line. Then keep the note.
Installation is the short part. The habit that matters is writing the call on the order before the shift ends.
Installation
Open it from the admin
The team uses CustomerOS inside Shopify admin. A call opens in its own window so the browser can use the microphone.
Call, then write it down
Call from the customer or from an order. Save the note. When the call was about an order, the note is added to that order.
Store line
Set the number customers see.
The store line is the caller ID on the way out, and the number customers use to call back. It is not a personal mobile.
- Starter includes one store number. Growth includes two. Business includes ten.
- Voice calls are connected through Twilio.
- A store number may be ordered through Telnyx.
- After the number is in place, outbound calls and callbacks both use it.
What the app stores about a call is described on the privacy page.
Guides
Short reads for the desk.
Customers should see the store number.
Why a personal mobile breaks the callback, and what the store line is for.
Write the promise on the order.
Where the note goes, and why a private notes app is the wrong place.
Add Call us to the theme.
Footer button or floating button, and what happens when a shopper taps it.
What the next shift needs to read.
Order, what changed, and what happens next.
Frequently asked questions
What is CustomerOS?
Phone support for a Shopify store. You call the customer from the order, they see the store number, and the note stays on the customer and on the order.
Do customers see my personal number?
No. Outbound calls and callbacks use your store line.
Where does the note go?
On the customer. When you called about an order, it is added to that order in Shopify.
Can shoppers call the store from the theme?
Yes. Add a Call us button to the footer, or use the floating button. The team answers in the admin. A signed-in customer is matched to their record.
Where does the team take the call?
Inside Shopify admin. The call opens in its own window so the browser can use the microphone.
Which plan includes recording?
Growth and Business. The store can turn recording on. Audio is recorded in the call window and saved with that call. Starter does not include recording.
What happens when included minutes run out?
Each plan includes a set of voice minutes and calls for the billing period. Plans allow calls to continue past that included amount. Extra use is billed with the plan. Moving to Growth or Business raises what is included. See Buy minutes.
How do we get help?
Email support@customeros.dev. Include the shop name. The same address is on the contact page.