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Flow BUILDER
Flow Interface
Creating New Flow
Flow Title
Flow Buttons
View vs Edit Mode
Deleting Flows
Fallback Flows
Activities
Adding Activity
Naming Activity
Removing Activity
Replacing the Underlying Action/Flow
Moving Activity
Activity Icon
Flow Panel
Flow Inputs
Flow Configurations
Flow Outputs
Activity Panel
Branching and Conditions
Activity Inputs
Parent Dropdown
Genius Chat Widget
Widget Features
Technical Documentation
Creating and Updating Widgets
Mobile Platform Support
Methods
Integrating Genius Chat Widget
Configuration
CSAT (Customer Satisfaction Score)
Language
Callbacks
General Settings
Pre Chat Form
Styles
Theme
Widget Position & Dimensions
Session Storage Mechanism
Embedded Widgets
Proactive Buttons
Browser support
Chat session timeout
URL Parameters
Authenticating Users
Passing data to the widget
Generative AI Setup
Returns Portal
Initialising a Return
Flow Configuration
Product Selection Step
Return Options Step
Important Information Step
Shipping Information Step
Return Details Step
Cancel Return Step
Return / Order Status
Drop Off Locations
Error Handling
Custom Flow Inputs
Message Types
Calendar
Form
Request User Details Component
List
Carousel
Order Tracker
Return Overdue
Video
Flow Inputs
Handover to a Helpdesk
Recipes
Release Notes
Tracker
Tracker
Modules & Actions
AI / NLP
Predict Tech E-commerce Intent V1
Predict E-commerce Intent V2
Extract Regex Groups
Entity Extraction
Regex
Detect Sentiment
Preprocessing Clean Message
Language Detection
Predict E-commerce Intent
Keyword Detection For Multiple Targets V2
AI Intent using DG QA AI
AI Value using DG CI AI
Keyword Detection for multiple targets
Extract Address
Extract Address v2
Merge Text / Merge lists
Merge Clean Subject & Description
Convert Country
Predict Subscription E-commerce Intent V1
Detect Product Names In Text
Fuzzy Match List
Translate Text
DG Return Intent Hints E-commerce V2
Knowledge Base Synchronisation across CRMs
Gladly
Gladly Get Conversation Data
Gladly Get Customer Conversations List
Gladly Get Customer Data
Gladly Apply Conversation Note
Gladly Reply to Message
Gladly Update Assignee
Gladly Update Conversation Status
Gladly Update Conversation Topics
Adyen
AWS
Byrd
Byrd Search for Shipments by Email
Byrd Search for Shipment by Order#
CommerceCloud (Demandware)
CommerceCloud Find Orders by Email
CommerceCloud Find Order by Order Number
API Access
Salesforce
Salesforce Login
Salesforce Get Field
Salesforce SOQL
Salesforce Update Text Field
Salesforce Update Text Field With Autoassignment Disabled
Salesforce Add Case Comment
Salesforce Add Chatter Comment
Salesforce Upload Attachment
Salesforce Send Email
Salesforce Send Email with Attachment
Salesforce Send Email with Attachment and Custom Subject
Salesforce Send Email Template
Salesforce Send Email with Multiple Attachments
Salesforce Bulk Case Update
Zendesk
Zendesk has an Attachment
Zendesk get Ticket Subject
Zendesk get Ticket Requester & Submitter Emails
Zendesk API Search And Merge Tickets
Zendesk - Search And Merge Tickets
Extract Zendesk Custom Field
Zendesk—Create Side Conversation
Zendesk Merge Tickets
Zendesk Delayed Tickets Batch Action
Update Zendesk Tags
Zendesk Has Embedded Image
Zendesk Get User Fields
Zendesk Get Custom User Field
Zendesk Search Contact by Phone
Zendesk Get Group ID
Zendesk Get Form ID
Zendesk Get Custom Field
Zendesk Get Brand
Zendesk Make Comment Private Make
Zendesk Update Ticket Due Date
Zendesk change Ticket Requester by Email
Zendesk Create Intent Ticket Field
Zendesk Create Intent Ticket Field
Update Zendesk DG Intent Ticket Field
Zendesk Update Field
Handover Zendesk Conversation Chat
Add Zendesk Conversation Chat Tags
Zendesk Get Ticket Fields
Zendesk Retrieve User and Assign
Zendesk Search
Zendesk Check Ticket Tags
Send Zendesk Chat Conversations Structured Message
Send Zendesk Chat Conversations Message
Zendesk Send Attachment
Zendesk Batch Attachments
Zendesk Apply Macro
Zendesk Update Standard Field
Zendesk Get Ticket Last Responder Email
Zendesk Check for Embedded Images in Comments
Zendesk Get WhatsApp Messages
Zendesk Update Form
Zendesk Update Field
Zendesk Get Agents in Group
Bulk Update Zendesk Fields
Zendesk Add Tags
Zendesk Change Ticket Requester
Zendesk Assign Ticket
Freshdesk
Freshdesk Get Custom Ticket Field
Freshdesk Get Tickets by Requester ID with Filters
Freshdesk Get Ticket Fields
Freshdesk Get Ticket Comments
Freshdesk Unassign Agent from Ticket
Freshdesk Update Ticket Field
Freshdesk Create Intent Field
Freshdesk Create Ticket
Freshdesk Apply Note
Freshdesk Update Tags
[Deprecated] Freshdesk Update Ticket Status
Freshdesk Get Requester
Freshdesk Get Requester Details
Freshdesk Send Reply
Freshdesk Forward Ticket
Freshdesk Create Ticket Email
Zendesk Add Ticket Comment
Freshdesk Send Reply with Attachment
Freshchat
Magento 1
Magento Find Orders
Magento Get Order by Order ID (SOAP v1)
Magento Get Orders by Email (SOAP v1)
Magento 2
Magento2 Search for Orders by Email
Magento2 Search for Orders by Order #
Magento2 Search for Invoice by Order ID
NetSuite
NetSuite Get Sales Order by Order Number
NetSuite Update Order Field
NetSuite SuiteQL Query
Shopify
Shopify connection - add a new store
Checks Tags on Shopify Order Lines
Shopify Find Orders
Shopify Check Order Refund
Shopify Search for Orders Basic Info by Email
Shopify Check Order Tags
Shopify Cancel Order
Shopify Add Tags To Order
Shopify Add Tags To Customer
Shopify Add or Replace Customer Note
Shopify Search for Order by Email
Shopify Find Orders by Order Number
Shopify Full Refund With Any Token
Shopify Create Draft Order
Shopify Issue Gift Card
Shopify Send Draft Order Invoice
Shopify Refund Order with Note
Shopify Get Order Metafields
Shopify Get Customer By Id
Shopify Get Product By Id
Shopify Create Replacement Order
Shopify Create Replacement Order v3
Shopify Refund Order Line Items and Shipping Fee v2
Shopify Get Inventory Level by Location
Shopify Generate Discount Code
Shopify Order Utils
Shopify Get Order Inventory Level
Shopify Get Line Item Inventory Level
Shopify Replace Item
Shopify Update Order Shipping Address
Shopify Update Default Address to New Address
Shopify Get Inventory Levels by Variant ID
Shopify Check if Order Cancellable
Shopify Check Order Products Tags
Shopify Cancel and Refund Order v2
Shopify Get Inventory Item by Id
Shopify Get Products
Shopify Create Price Rule
Shopify Get Price Rule
Shopify Update Price Rule
Shopify Create Discount Code Fixed Amount GraphQL
Shopify Get Product Variant Details by SKU
Shopify Close Order
Shopify Get Product Images
Shopify Create Fulfillment
Shopify Add Order Note
Shopify Send User Activation Email
Shopify Get Product Image By Id
WooCommerce
WooCommerce Find Orders by Email
WooCommerce Find Order by Order Number
Google Services
Get Google Drive File ID
Google Sheets Search
Google Append Data To Spreadsheet
Google Update Data In Spreadsheet
Google Sheets Search With Filtering
Google Spreadsheet To List
Google Sheets key value with row number
Google Sheets to Key:Value
Google Geocoding Services
Google Clear Data From Spreadsheet
Google Delete a Row from Spreadsheet
APIs
Create Basic Token
Flow Execution Integration Guide
HTTP Request
Generic DigitalGenius API call
Parse JSON
Batch Conversational Flow Executions
Create Basic Token
JSON Object Lookup
Extract JSON Field(s) Gracefully
JSON Remove Key
Object Get Keys and Values
Date / Time
Check Time Past Since Some Date in Business Days
Get Next Business Day Date
Parse and Format Date
Calculate Estimated Shipping Date
Get Current DateTime
Get Time Attributes From Parsed Date
Working Hours Checker
Add Time to Date
Check Time Past Since Some Date
Convert Timestamp to Date
Convert Timestamp to Date v2
Compare dates
Dates Operation
Calculate Delivery SLA Status
Calculate Lost In Transit Status
Elapsed Time With Exclusions
List Operations
Filter List
Operations with Two Fields From List Items
Sum/Multiply Items in List
Concatenate Multiple Items in List
Concatenate Items in List
List Includes
List Length
Slice List
Sort List
String / Text Manipulation
Slice Text
Levenshtein String Matching Percentile
Sanitize String
JSON Stringify
String Operation
Base64 Encode Text
URL Encode Text
Image URL to Base64
Image URL to Base64 with compression
Seperate JSON into List
Replace String Based On Boolean
Fernet Decryption
Checks
Compare Terms
Check if Value is Present or Empty (null)
Greater Than ?
Check if Empty/Null and Replace
Identity Function
Identity Function for Strings
Identify Function Yes / No
Identify Function Time Unit
Calculations
Numbers Operation
Gorgias
Gorgias Send WhatsApp Reply
Gorgias Update Ticket Assignee
Gorgias Send Email Reply
Gorgias Update Ticket Status
Gorgias Update Tags
Gorgias Create Ticket
Gorgias Create CSAT Survey
Gorgias Get Ticket Fields
Gorgias Get Account Info
Gorgias Send Internal Note
Gorgias Get Ticket Messages
Gorgias List Customers
Gorgias Update Customer Note
Gorgias List Tickets
Gorgias Send SMS Reply
Shipstation
Shipstation Order Status
Shipstation Update Order Status
ShipStation Return Label
Oracle
Oracle Get Incident
Oracle Get Working Hours
Oracle Create Incident
Oracle Search and Create Contact
Oracle Get Incident Attachments
Oracle Update Custom Field
Oracle Retrieve Incident Text Description
Oracle Update Incident Disposition
Oracle ROQL
Oracle Create Message
Oracle Update Standard Field
Oracle Update Incident Status
Zoho
Zoho Get Ticket Content
Zoho Update Custom Ticket Field
Zoho Create Ticket Comment
Zoho Send Email Reply
Zoho Retrieve Ticket Fields
Zoho Generate Access Token
Dixa
Send Internal Note
Claim Conversation
Send Message
Close Conversation
Transfer Conversation
Delete Tag from Conversation
Dixa Reopen Conversation
Dixa Check for Attachments & Inline Images in Conversation
Dixa Update Conversation Custom Attributes
Tag Conversation
Dixa Get EndUser Conversations
Dixa Update CSAT
CommerceTools
CommerceTools Search for Order by Order Number
CommerceTools Search for Order by Email
BigCommerce
BigCommerce Search for Order by Order Number
BigCommerce Search for Order by Email
Webshipper
Webshipper Search for Order
Monta
Monta Search for Order by Order Number
Narvar
Narvar Get Order by Order Number
Scayle
Scayle Get Order by ID
Scayle List Orders with Filters
Scayle List Customers with Filters
Aptos
Aptos Get Order by Order Number
Aptos Set Order Status
Aptos Set Item Status
Aptos Credit Order Simple
Aptos Get Orders by Email
DigitalGenius
DG Get Ticket Analytics
DG Create Chat Transcript
DG Chat Send Reply
DG Find and Replace Action/Flow in a Flow
Get Carrier Storage Data
Upsert Carrier Storage Data
DG Carrier Storage Track & Trace
eBay
eBay Get Case by Case ID
eBay Get Inquiry by Inquiry ID
eBay Get Order Data by Order ID
eBay Search Cases by Criteria
eBay Search Inquiries by Criteria
eBay Send Message via Inquiry
eBay Issue Refund via Inquiry
Kustomer
Kustomer Get Conversation and Related Information
Kustomer Create Ticket
Kustomer check for attachments (COPY)
Kustomer Add/Delete Conversation Tags
Kustomer Get Tags by ID List
Kustomer Add Conversation Note
Kustomer Update Conversation Priority
Kustomer Update Conversation Status
Kustomer Update Conversation Assignee
Kustomer Update Conversation Custom Field
Kustomer Update Conversation Standard Field
Kustomer Update Customer Attribute
Kustomer Send Email Message
Kustomer Get Customer Data
Kustomer Get Customer Data by Email
Kustomer Get Snippets by Key
Kustomer Forward Conversation
Kustomer Send Message V2
Kustomer Send Message with Attachment
Kustomer Get Organisation ID
Active Ants
Active Ants Search for Order by Order Number
Stripe
Stripe Search for User by Email
Stripe Search for User by Subscriptions
Stripe Refund Subscriptions
Stripe Cancel Subscriptions
Sunshine Conversations
SunCo Chat Handover
SunCo Send Structured Chat Message (Buttons)
SunCo Send Chat Message
Recharge
Recharge Get Address
Recharge Update Address
Recharge Get Orders
Recharge Change Subscription Next Charge Date
Recharge Get Customer By Email
Recharge Update Subscription Quantity
Recharge Update Subscription Frequency
Recharge Apply Discount on Charge
Recharge Skip a Charge
Recharge Get Charges
Recharge Apply Discount on Address
RevenueCat
RevenueCat Search for User Subscriptions
AWS S3 Bucket Upload File
Sugar CRM
Sugar Get Case Data
Sugar Update Case Field
Sugar Add Case Note
Sugar Get Contact Data
Adyen
DG Adyen Get Event
Adyen Send Payment for a Refund
Parcel Lab
Parcel Lab Search for Order by Order#
Parcel Lab Search for Order by Email
Parcel Lab Get Checkpoints by Order Number
Knowledge Retrieval with ChatGPT
CXone
CXOne Send Internal Note
CXOne Get Case Messages
CXOne Search For Cases By Email
CXOne Send Outbound Message
CXOne Update Case Queue
CXOne Get Case Data
CXOne Update Case Status
CXOne Add Tags
LoyaltyLion
LoyaltyLion Get Customer By Email
Klaviyo
Klaviyo Unsubscribe Customer
Whiplash
Whiplash V2 Generate Access Token
Whiplash V2 Perform Action on Order
Whiplash V2 Search for Orders
Whiplash V2 Change Shipping Address
Loop - Shopify
Loop Get Subscription from Shopify Customer
Loop Get Subscription Details
Loop Cancel Subscription
Loop Send Login Link
Loop Returns
Loop Returns Create Allowlist Entry
Stay.ai
Stay.ai Get Subscriptions By Email
Stay.ai Cancel Subscription
Stay.ai Skip Subscription
Stay.ai Pause Subscription
Stay.ai Unpause Subscription
Stay.ai Reactivate Cancelled Subscription
Stay.ai Swap Product In Subscription
Global-e
Global-e Search For Order by Order ID
Global-e Track & Trace
OIL
OIL Search For Order by Order Number
OIL Search For Order by Email
OIL Search For Shipment by Order Number
Centra
Centra Search For Order by Order Number
Centra Search For Order by Email
Centra Get Stock by Product EAN
Centra Search for Shipments by Order Number
Centra Get Stock by Variant SKU and Size SKU
Genesys
Genesys Get Conversation
Genesys Set Participant Data
Genesys Send Email Message
Genesys Assign Conversation
Genesys Update Queue
Genesys Apply Wrap Up
Genesys Disconnect Conversation
Genesys Get Conversation Full
Reveni
Reveni Get Return by Order Number
Citrus Lime
Citrus Lime Get Order by ID
Huboo
Huboo Cancel Order
Huboo Create Order
Swap Commerce
Swap Get Returns by Email
Swap Get Returns by Order Number
Swap Get Returns by RMA
InRetrn
InRetrn Search for Returns by Order Number
ReturnGO
ReturnGO Search for Return
Omnium
ProstarParcel
📦 ProStarParcel Shipping Label Upload
Aurora
CARRIER MODULES
AAA Cooper
🔑AAA Cooper Track & Trace
Adsone
Adsone(iCumulus) Track & Trace
AfterShip
🔑 AfterShip Track & Trace
Amazon Shipping
🔑 Amazon Shipping - Get Tracking Info
Australia Post
🔑 Australia Post Track & Trace
🔑 Australia Post Return Label
BPost
BPost Track & Trace
BPost Track & Trace(API Parcel)
Bring
🔑 Bring Track & Trace
Canada Post
Canada Post Track & Trace
Canada Post Return Label
Chronopost
Chronopost Track & Trace
🔑 Chronopost Return Label
Colissimo/La Post
Colissimo / La Poste Track & Trace
Correios
🔑 Correios Request Return Authorization
Dachser
🔑 Dachser Track & Trace
DHL
DHL Track & Trace
DHL America Track & Trace
DHL Get ReceiverId by Country
DHL Return Label
DHL Express Return Label
DHL Parcel DE Return Label
DPD
🔑 DPD UK Track & Trace
🔑 DPD Ireland Track & Trace
🔑 DPD Netherlands Track & Trace
DPD Germany Track & Trace
🔑 DPD France Track & Trace
🔑 DPD Belgium Track & Trace
EasyPost
🔑 EasyPost Track & Trace
Evri (Hermes)
🔑 Hermes DE Track & Trace
🔑 Hermes UK Track & Trace
Hermes Tracking
FedEx
FedEx Track & Trace
🔑 FedEx South Africa Track & Trace
🔑 FedEx Get Proof of Delivery
🔑 Fedex Shipping Label
🔑 FedEx Get Estimated Delivery Date
Fedex Track API - Track by Tracking Number
Fedex Cross Border API - Tracking
GLS
🔑 GLS Track & Trace
🔑 GLS US Track and Trace
Metapack
🔑 Metapack Find Tracking
Mondial Relay
🔑 Mondial Relay Track & Trace
Nacex
🔑 Nacex Track and Trace
New Zealand Post
🔑 New Zealand Post Track & Trace
Optima
🔑 Optima Track & Trace
Paazl
🔑 Paazl Create Return Label
🔑 Paazl Create New Return Label
PostNL
🔑 PostNL Generate Return Label
🔑 PostNL Track & Trace
Purolator
🔑 Purolator Track & Trace
ReBound
🔑 ReBound Get Return Details by Order Number
🔑 ReBound Get Return Label by Order Number
🔑 ReBound Get Return Details by Return ID
🔑 ReBound Search for Returns by Order Number
Royal Mail
🔑 Royal Mail Track and Trace
Saia
🔑 Saia Tracking
SEUR
SEUR Track & Trace (B)
ShippyPro
🔑 ShippyPro Tracking
Shippup
🔑 Shipup (Zendesk Tracker) Tracking Information
Sorted
🔑 Sorted Track & Trace
🔑 Sorted Get Shipments
Southeastern Freight
🔑 Southeastern Freight Track & Trace
Swisspost
🔑 SwissPost Tracking
🔑 SwissPost Track & Trace (Mailpiece)
🔑 SwissPost Return Label
TNT
🔑 TNT International Track & Trace
🔑 TNT France Track & Trace
UPS
UPS Track & Trace
UPS Cancel Collection
🔑 UPS Shipping Label
UPS Get Estimated Delivery Date
USPS
USPS Zones Distance
USPS Track and Trace
USPS Send Proof of Delivery Email
USPS Get Estimated Delivery Date
XPO
🔑 XPO Tracking
Yodel
🔑 Yodel Track & Trace
Zigzag
🔑 ZigZag Get Return Delivery Info
🔑 ZigZag Get Return by Order Number
🔑 ZigZag Get Return Label
nShift
🔑 nShift Track & Trace
Parcel Perform
🔑 Parcel Perform Get Shipment by Order ID
🔑 Parcel Perform Get Shipment by Field
🔑 Parcel Perform Get Shipment Details by ID
Whistl
🔑 Whistl Track & Trace
ProCarrier
🔑 ProCarrier Track & Trace
Passport
🔑 Passport Track & Trace
APC
🔑 APC Track & Trace
Quiver
🔑 Quiver Track & Trace
OCS
🔑 OCS Track & Trace
Asendia
🔑 Asendia Track & Trace
Bartolini
Bartolini Post Track & Trace
PostNord
PostNord Track & Trace
Canpar
Canpar Track and Trace
GoBolt
GoBolt Track and Trace
Ingrid
🔑 Ingrid Track & Trace
Ingrid Get Shipments by Order Number
Ingrid Get Return by Order Number
Wonderment
🔑 Wonderment Track & Trace
OnTrac
🔑 OnTrac Track & Trace
InPost PL
🔑 InPost PL Track & Trace
DX Delivery
DX Delivery Track & Trace
Sending ES
Sending ES Track & Trace
Track Your Parcel
Trackyourparcel Track & Trace
AI
E-commerce Intents
Change Order Category
Return Questions Category
Order Status Category
Quality Issue Category
Update Account Category
Miscellaneous Category
In Store Category
Loyalty Program
Chat Category
Subscription Category
Business Inquiry Category
Online Category
Tools
API Key/Secret
Tutorials
Flow Tutorial: Fundamentals
Step 1: Create Flow
Step 2: Template and Run
Step 3: AI Action
Step 4: Branching
Step 5: UPS Action
Step 6: Time Action
Shopify: Create Fulfillment Webhook
HelpDesks
Dixa
Add DigitalGenius Webhook
Create Dixa API Token
DG Analytics Webhook
Kustomer
Add DigitalGenius Kustomer Webhook (Master)
Add DigitalGenius Kustomer Webhook (Analytics)
Add DigitalGenius Kustomer API Key
Freshdesk
DG New Tickets Automation
Conversational Automation
DG Analytics - Record Full Resolution Rate
Freshchat
Freshchat Webhook Setup
Gorgias
Gorgias API Credentials
[Gorgias] Ticket Unassign Process
Connect to MASTER FLOW - HTTP Integration
Record DG Analytics from Gorgias
Oracle Service Cloud
Send Incident into Master Flow
Salesforce Cases
Installing Flow Package & Connect to DG MASTER FLOW
Salesforce Variables in Emails
Salesforce Social (GEN25)
Package Installation
Social Batch Flow
Package Configuration
Zendesk Tickets
Connect to MASTER FLOW - Zendesk Trigger
Automation User
Connect to Analytics Flow - Zendesk Trigger
Create Webhook
Zendesk Chat / Messaging /Sunshine Conversations
Zoho Desk Tickets
Create Connection
Create Function
Create Workflow Rule
Get Refresh Token
DG Analytics - Last Assignee Automation
Other
Browser Automation
In House Orders APIs Integration
Salesforce Agent Assist
Release 1.143
Claims Processing through DG
Evri
Lost in Transit - Webform
Support Portal
Create a Ticket on Support Portal
What kind of requests can I raise to DigitalGenius Support?
Salesforce Add Case Comment
Adds a case comment.
Suggest Edits
MESSAGING
Updated over 1 year ago
