Retrieves collections using Yotpo. Requires limit and store_id. Returns the requested data record(s) with all available details.
Retrieves Customer by Email using Yotpo. Requires store_id and customer_email. Returns the requested data record(s) with all available details.
Retrieves fulfillments by order ID using Yotpo. Requires order_id and store_id. Returns the requested data record(s) with all available details.
Retrieves Order by ID using Yotpo. Requires store_id and yotpo_order_id. Returns the requested data record(s) with all available details.
Retrieves orders by external ID using Yotpo. Requires store_id and external_ids. Returns the requested data record(s) with all available details.
Retrieves Product by External ID using Yotpo. Requires store_id and external_id. Returns the requested data record(s) with all available details.
Make sure you have:
In the Yotpo integration settings, set how many loyalty points equal one dollar of store credit. The default is 100 points per $1, so a $10 store credit resolution adds 1,000 points to the customer’s balance.
Match this to the redemption value in your Yotpo program so customers receive the same value they would get from a standard store credit.
From this point on, any store credit the AI agent issues will be delivered as Yotpo loyalty points.
Before going live, run a test conversation that ends in a store credit resolution and confirm that:
Which Yotpo plan do I need? The integration requires a Yotpo Loyalty & Referrals plan with API and integration access. Connection attempts from accounts on the free Loyalty & Referrals plan have returned errors. If you see an error when connecting, check your plan with Yotpo before contacting our team.
Do I need to enable a Direct API Action to issue store credit or points? No. Store credit and points conversion are Managed Actions and work automatically once Yotpo is connected and selected as your store credit provider.
What’s the difference between Managed Actions and Direct API Actions? Managed Actions follow your policies, including limits on how much credit the AI can issue. Direct API Actions call Yotpo directly and skip those policy guardrails. Use Direct API Actions for things your policies don’t cover, such as sharing a referral code or answering questions about points history.
Is it safe to enable Adjust Points? Adjust Points lets the AI add or remove points without your policy limits. If you only want the AI to give points as part of a resolution, rely on the Managed store credit flow instead. If you do enable Adjust Points, review your AI instructions carefully and test it before going live.
How are points calculated when store credit is issued? Credit amount multiplied by your points-per-dollar ratio. With the default ratio of 100, a $15 credit becomes 1,500 points.
Why isn’t Record Customer Action awarding points? The action_name must exactly match a custom-action earning rule configured in your Yotpo account. Confirm the rule exists and is active in Yotpo.
How does the AI know which customer to look up? Every action defaults to the customer’s verified email from the conversation.
A Direct API Action stopped working. What should I do? Because these are templates and Yotpo’s API can change, open the action with Edit, review its configuration against Yotpo’s current API documentation, and test again. Contact our team if you need help.
Does Cavalry offer Direct API Actions for other integrations? Yes. Direct API Actions are also available for Shopify, BigCommerce, Loop, Happy Returns, Smile.io, Attentive, Gorgias, Zendesk, Kustomer, Freshdesk, Gladly, ShipBob, and ShipHero. Open any of these integrations and go to the API Actions tab to review what’s available. Native channels (web chat, SMS, voice, email), knowledge base integrations, and courier integrations don’t include Direct API Actions.
