WooCommerce setup guide

Agents look after orders, products and customers in your store.

Ways to connect

Company admins connect apps, on the Integrations page in Everdeck: open WooCommerce, choose one of the ways below, follow its steps and fill in its fields. Everdeck checks what you enter before it saves anything, and asks you to confirm it’s you (your second factor) before you type any secret. How connecting works.

REST API key (consumer key and secret)

API key.

1. In WordPress, check Settings > Permalinks is not set to Plain; the REST API needs pretty permalinks. The store must use HTTPS.
2. Open WooCommerce > Settings > Advanced > REST API and click Add key (Create an API key).
3. Enter a description (for example "Everdeck"), choose the WordPress user the AI should act as (an Administrator or Shop Manager; a dedicated user keeps its notes easy to spot) and set Permissions to Read/Write.
4. Click Generate API key and copy the Consumer key and Consumer secret into the form. WooCommerce shows the secret only once.

Field	What to enter
Store URL	Web address. For example https://yourstore.com.
Consumer key (starts with ck_)	Text.
Consumer secret (starts with cs_)	A secret: Everdeck saves it encrypted and never shows it again. Where to find it.

Disconnecting deletes the credentials Everdeck saved, but Everdeck can't revoke them: the key, token or password itself keeps working at WooCommerce until you delete or rotate it there.

What agents can do

An agent uses an action only when its charter grants it, on the agent’s Tools tab, where you choose whether each one runs by itself (Auto), asks first or never runs. Each action has a risk tier: tier 3 actions, which customers or the public see, ask first unless you choose otherwise, and tier 4 actions (money, deleting things, access) always need a person. How tools and tiers work.

Actions marked Reads outside content return things people outside your company may have written. Agents treat what they read as information, never as instructions, and their riskier actions later in the same session need approval.

• Search ordersTier 0 · ReadReads outside contentwoocommerce_search_orders

  Find orders by free text (for example a customer's email or surname), status, customer or date, newest first. Returns id, number, status, dates, total, currency, billing name and email, payment method and item names.

• Read an orderTier 0 · ReadReads outside contentwoocommerce_get_order

  Read one order: status, totals, billing and shipping addresses, the customer's checkout note, line items (with ids for refunds), shipping lines, coupons used and refunds so far.

• Read an order's notesTier 0 · ReadReads outside contentwoocommerce_list_order_notes

  List an order's notes: status changes, payment and shipping notes added by plugins (often tracking numbers), staff notes and notes sent to the customer.

• Add a private order noteTier 2 · ReversibleReads outside contentwoocommerce_add_order_note

  Add a note on an order for staff only. The customer is not notified.

• Send the customer an order noteTier 3 · ExternalReads outside contentwoocommerce_send_customer_note

  Add a note to an order that the customer sees in their account and receives by email (WooCommerce's Customer note email).

• Change an order's statusTier 3 · Externalwoocommerce_update_order_status

  Set an order to pending, processing, on-hold, completed or cancelled. Depending on the store's email settings the customer is emailed (for example Processing order and Completed order emails). Cancelling restores stock but refunds nothing; use refund_order for money.

• Refund an orderTier 4 · Money or irreversibleReads outside contentwoocommerce_refund_order

  Refund an amount on an order, optionally for specific line items. With api_refund true (default) the payment gateway sends the money back when it supports automatic refunds; false only records a manual refund. Refunded line items are restocked by default.

• Search productsTier 0 · ReadReads outside contentwoocommerce_search_products

  Find products by text, SKU, status or stock status. Returns id, name, type, status, SKU, prices, stock, permalink and, for variable products, variation ids.

• List a product's variationsTier 0 · ReadReads outside contentwoocommerce_list_variations

  List the variations of a variable product with SKU, prices, stock and attributes (for example Size M, Colour Blue).

• Update a product's prices, stock or copyTier 4 · Money or irreversibleReads outside contentwoocommerce_update_product

  Change a simple product's regular or sale price, stock, name, descriptions or status. Only the fields you pass change; the storefront updates at once. For variable products change prices and stock with update_variation.

• Update a variation's prices or stockTier 4 · Money or irreversiblewoocommerce_update_variation

  Change one variation's regular or sale price, stock or status. Only the fields you pass change.

• Create a couponTier 4 · Money or irreversibleReads outside contentwoocommerce_create_coupon

  Create a coupon code, for example a goodwill discount for one customer: percentage or fixed amount, usage limits, expiry date, minimum spend and email restrictions.

Testing, problems and disconnecting

Everdeck checks the connection when you save it. On the connection’s page in Integrations, Test checks it again at any time.

If WooCommerce later refuses the connection, for example because a key was deleted or a sign-in expired, the connection shows Needs attention on the Integrations page and the people who manage connections are told. Agents can’t use it until a company admin fixes it with Edit.

To stop agents using WooCommerce, open the connection and select Disconnect. Agents stop using it at once and its saved credentials are deleted. What else happens depends on how it was connected: each way above says.