For AI agents: the docs index is at https://docs.digitalgenius.com/llms.txt. Append .md to any documentation page URL to get its markdown version.

Jump to Content

Home Documentation

Documentation

Home Documentation

Getting Started

First steps
What is the DG Platform?
Core concepts at a glance

Using Flow Builder

Flow Basics
Decisions & Conditions
Templates & Prompts
Global Variables
Analytics Activity

Key Concepts

Intents and intent detection
Flows
Activities
Actions
Decisions and Conditions
Templates
Chat Activities
Analytics
Knowledge Base

Help and Support

Where can I get help?
Using the Support Portal

AI

E-commerce Intents
Actions
Simulator
- Conversation Simulations

Genius Chat Widget

Widget Features
Technical Documentation
Product Card
Shopping Agent
DigitalGenius Chat Features
Release Notes
Welcome Screen

Modules & Actions

Active Ants
- Active Ants Search for Order by Order Number
Adyen
Adyen
- DG Adyen Get Event
- Adyen Send Payment for a Refund
AI / NLP
APIs
Aptos
Aurora
AWS
BigCommerce
Brightpearl
Byrd
- Byrd Search for Shipments by Email
- Byrd Search for Shipment by Order#
Calculations
Centra
Veeqo
- Veeqo Search For Order
- Veeqo Cancel Order by ID
Bleckmann
- Bleckmann Get Order by Order Number
PostCo
- PostCo Get Return by Order Number
Checks
Citrus Lime
- Citrus Lime Get Order by ID
CommerceCloud (Demandware)
CommerceTools
- CommerceTools Search for Order by Order Number
- CommerceTools Search for Order by Email
CXone
Date / Time
DigitalGenius
Dixa
eBay
Frate
- Frate Add Email to AllowList
- Frate Generate DeepLink
Freshchat
- Freshchat Update Conversation Assignee Group
- Freshchat Update Conversation Status
Freshdesk
Genesys
Gladly
Global-e
- Global-e Search For Order by Order ID
- Global-e Track & Trace
Google Services
Gorgias
Huboo
- Huboo Cancel Order
- Huboo Create Order
InRetrn
- InRetrn Search for Returns by Order Number
Klaviyo
Knowledge Retrieval with ChatGPT
Kustomer
List Operations
Loop - Shopify
Loop Returns
LoyaltyLion
- LoyaltyLion Get Customer By Email
- LoyaltyLion Award Points
Magento 1
Magento 2
Monta
- Monta Search for Order by Order Number
Narvar
- Narvar Get Order by Order Number
NetSuite
OIL
Omnium
- Omnium Get Order
Oracle
Parcel Lab
ProstarParcel
- 📦 ProStarParcel Shipping Label Upload
Recharge
Recurly
ReturnGO
Reveni
- Reveni Get Return by Order Number
- Reveni Get Return Label
RevenueCat
- RevenueCat Search for User Subscriptions
- AWS S3 Bucket Upload File
REDO
- Redo Get Order Data
Scayle
Shipstation
Shopify
Yofi - NoFraud
- Yofi Get Customer Data
Happy Returns
- Happy Returns Get Returns
Corso
Skio
Stay.ai
String / Text Manipulation
Stripe
Sugar CRM
Sunshine Conversations
Swap Commerce
Webshipper
- Webshipper Search for Order
- Webshipper Get Shipment
Whiplash
WooCommerce
- WooCommerce Find Orders by Email
- WooCommerce Find Order by Order Number
Zendesk
Zoho
Odlo
- Forward Email (SendGrid)
📦 GFS
- GFS Get Tracking
Extensiv
- Extensiv Create Authentication Token
- Extensiv Get Order By Field
Flexport
- Flexport Get Order by External ID
Google API
Landmark Global
- Landmark Global Track Order
Channel Advisor Search for Order by Order ID
Edesk Get Ticket
Kibana Alerting
New Store Get Order By Order ID
Orderhive Search For Orders
PVX Order Data by Order Number
Metapack Find Tracking
Microsoft Dynamics
DG Chat
- DG Chat Send Carousel
- DG Chat Send Carousel v2
Utilities
Send Twilio Voice Message
Sprinklr
SendGrid
- SendGrid Send Email
- SendGrid Send Email with Attachment
Scalefast
- Scalefast Search for Order by Order ID
- Scalefast Search for Orders by Email
Aircall Fill Insight Card
Aircall Get Recent Call ID
CommerceCloud Change Export Status
CommerceCloud Change Order Confirmation Status
CommerceCloud Change Order Status
CommerceCloud Change Shipping Address
Gorgias Connection
Happy Returns Get Returns
New Store GraphQL Query

Tutorials

Shopify: Create Fulfillment Webhook

Other

Browser Automation
Claims Processing through DG
- Evri
In House Orders APIs Integration
Salesforce Agent Assist
- Release 1.143

HelpDesks

Dixa
Freshchat
- Freshchat Webhook Setup
Freshdesk
Gorgias
Kustomer
Oracle Service Cloud
- Send Incident into Master Flow
Salesforce Service Cloud
Salesforce Social (GEN25)
Zendesk Chat / Messaging /Sunshine Conversations
Zendesk Tickets
Zoho Desk Tickets

MCP

DigitalGenius MCP Server
Ask Genie

CARRIER MODULES

DoorDash
- DoorDash - Get Tracking Info
WIZMO
- 🔑 WIZMO Track & Trace
Deposco
- Deposco - Cancel Order Lines for a Sales Order
- Deposco - Get Order
DX
- DX Delivery Track & Trace
- DX Express Track & Trace
Sending ES Track & Trace
UniUni Track & Trace
IFS Group Track & Trace
🔑 J&J Fulfillment Track & Trace
InPost
- 🔑 InPost PL Track & Trace
- 🔑 InPost UK Track & Trace
IFS Group
Sending ES
Track Your Parcel
- Trackyourparcel Track & Trace
🔑 PostAG Track & Trace
🔑 Yamato Track & Trace
🔑 ShipBob Get Shipment by Shipment ID
ShipBob
- 🔑 ShipBob Get Order by Reference ID
- 🔑 ShipBob Cancel Order
Canpar Track & Trace
PostNord Track & Trace
Paazl Create Return Label
Quiver Track & Trace
USPS
Parcel Perform
UPS
- UPS Cancel Collection
- UPS Track & Trace
Yodel
ZigZag
ProCarrier
CDL
- CDL Tracking
- CDL Tracking (DG storage)
DHL
- DHL Track & Trace
- DHL Parcel DE Return Label
Starlinks Track & Trace
Track and Trace
XPO Tracking
Royal Mail
Shippypro Tracking
BigBlue Track & Trace
Pall-Ex
- Pall-Ex Track and Trace

Powered by

Salesforce Add Chatter Comment

Add an internal comment for agents.

MESSAGING

Updated about 1 year ago

Salesforce Operations

Salesforce Login

Did this page help you?