Run customer support from Claude
Add Aide from the Claude directory, sign in with your Aide account, and work your support queue from a chat. No API key, and nothing beyond what your role allows.Every action is a call to the Aide API, with the same permissions, approval rules, and limits as the dashboard.- Connect
- From the Claude directory, or as a custom connector. Sign in, no API key.
- Claude apps
- Web, desktop, mobile and Claude Code.
- Permissions
- Your role and approval limits, on every Aide plan, Free included.
The support work your team does in Aide
Claude only sees the tools your sign-in allows. Replies and order changes ask you to confirm before they run.
Search your knowledge
Find articles, products, topics and macros the same way Aide’s replies do.Look up Shopify orders
Find orders by email or order number, and check whether an order can be returned.Read conversations
Use your inbox filters, including a Zendesk ticket or Front conversation, and read Aide’s draft.Reply, note and update
Reply on the conversation’s channel, add an internal note, or change status, priority and assignee.Refund, cancel and approve
Above your approval limit, the request waits for an admin, and Claude is told so.Read the numbers
Owners and admins can pull the support overview and satisfaction figures.Set up Aide without leaving Claude
Sign up and get an AI agent answering your customers from the chat. You only open the browser to sign in to a service like Shopify.
Sign up on the way
Add Aide from Claude and create an account with email or Google. Every setup question is optional.Ask for setup
Send “Set up Aide for my business”, and Claude checks what is left to do.Teach Aide your business
Claude imports your website and writes articles for anything it doesn’t say, such as your returns policy.Test the agent together
Claude asks the agent questions as a customer would and shows you the answers. No customer sees them.Connect your channel
The chat snippet, the Shopify app embed, your support email, or a sign-in link for your helpdesk.Going live asks first
Deploying the agent needs your OK in the chat, and you can pause it from Claude at any time.Add Aide from the Claude directory
Claude on the web, desktop, and mobile. Add the Aide app, then sign in with your Aide account.
- Add Aide to ClaudeOpen the Aide app in the Claude directory and add it.
- Sign in as yourselfChoose read only, or read and act, and approve. Nothing is shared if you decline.
- Turn it on in a chatSelect +, then Connectors, and turn Aide on. Claude asks before it replies or changes an order.
Claude acts as you, inside your role
You pick read only, or read and act, on the approval screen.
Read only
Conversations, knowledge, orders and analytics. Enough when Claude should look things up and send nothing.Read and act
Also notes, updates, replies, and refund or cancellation requests within your limits.Recorded as you
Notes, replies, updates and order requests are saved in Aide, and show up as yours.Disconnect any time
Settings > Developers lists connected apps. Disconnect cuts Claude off at once.Frequently asked questions
Yes, within your role and approval limits. Claude can refund or cancel an order and approve or reject order changes waiting for you; a refund above your approval limit waits for an admin, and Claude is told it is waiting.
Replies and order changes are marked as such, so Claude asks you to confirm before using them, unless you have set that tool to always allow. Claude’s Research can use tools without asking, so connect read only if you use Research.
Yes. Connect Aide from Claude, signing up on the way if you are new, then send “Set up Aide for my business”. Claude imports your website, tests the agent with you, connects a channel and asks before it puts the agent live.
No. Signing in connects Claude as you. An API key connects as the workspace and never sees conversations, so Claude in the app should sign in.
Anything your role can’t. Agents don’t see analytics or change how Aide is set up, and order lookups and actions cover Shopify orders only.
Connect Claude to your workspace
Sign in, approve what it may do, and work on support from the chat you already have open.