Ask Shopify's Sidekick about your orders. Tacey supplies the answers.

Sidekick is Shopify's assistant, inside the admin you already use. Tacey's Sidekick tools let it look up your address checks, order changes, money waiting on you, merges and holds, then answer in plain words with a link to each order. Every tool only reads.

Install on Shopify See every tool

14-day free trial on every plan. Nothing to configure in Sidekick.

LIVEYes. Tacey's Sidekick tools are live: install Tacey, choose a plan, then open Sidekick in your Shopify admin and ask. They only read, and each answer links to the order.

SidekickEXAMPLE CONVERSATION

Which orders in Tacey have an address problem?

Used a toolTacey · Orders with an address problem

Three orders need a second look. The first is missing a unit number, which Tacey cannot invent, so it will need the customer or you.

Orders with an address problemWHAT TACEY SENT BACK

#1042USMissing a unit number

#1039CAShips to a PO box

#1033DELooks undeliverable

Example answer. Each order links back to Tacey, and nothing in it names a customer or a street.

Every tool Sidekick can ask Tacey. 18 of them, all read only.

Sidekick picks the tool that fits your question. Each card below shows a question that reaches it, what comes back, what it needs from you and what it never does. The small name on each card is what Sidekick shows on its step line, which is how you can tell Tacey was asked.

Address checks

Which addresses Tacey flagged, why, and how the checks add up.

Orders with an address problem

get_unverified_orders

Which orders in Tacey have an address problem?

WHAT IT DOES: Lists the orders whose address check needs a second look, newest first.
WHAT IT RETURNS: Up to ten orders, each with its order number, a status, one plain reason such as a missing unit number, the two-letter country and a link to the order in Tacey and in your Shopify admin. It also says how many are flagged in all, and whether the list is complete or only part of the answer.
WHAT IT NEEDS: Nothing. You can ask for fewer than ten.
WHAT IT NEVER DOES: Return the address, a name, an email or a phone number.

The address check on one order

get_order_validation_detail

Why did Tacey flag order 1693?

WHAT IT DOES: Explains the address check on a single order, including whether it was checked at all.
WHAT IT RETURNS: The status, each check that failed as one plain sentence, the country, when it was checked and links to the order in Tacey and in the Shopify admin. If no check is on file it says so, instead of guessing that the address is right or wrong.
WHAT IT NEEDS: The order number.
WHAT IT NEVER DOES: Show the address, what the customer typed or a corrected address.

Address check counts

get_validation_analytics

How many addresses did Tacey check this month, and which countries have the most problems?

WHAT IT DOES: Counts the address checks Tacey has done.
WHAT IT RETURNS: How many checks landed in each status (verified, needs a look, needs a unit, undeliverable, PO box, other), how many need attention, and the 20 countries with the most checks, each with its total and its flagged count.
WHAT IT NEEDS: Nothing. A date range is optional.
WHAT IT NEVER DOES: Return an order, an address or a customer. It gives counts only.

One order

Everything Tacey recorded on a single order, or just its changes.

Everything Tacey recorded on one order

get_order_overview

Tell me everything Tacey has on order 1042.

WHAT IT DOES: Gives the whole stored picture of one order in a single answer.
WHAT IT RETURNS: The address check, the changes made and refused, any money waiting on you, whether the order was kept or absorbed in a merge, any hold Tacey placed and when it ended, and counts of refunds, disputes and emails, with links.
WHAT IT NEEDS: The order number.
WHAT IT NEVER DOES: Return what a refund, a dispute or an email said, or say whether the customer can still edit the order. That depends on Shopify's live state, which this answer does not read.

Changes recorded on one order

get_order_edit_history

What did customers change on order 1042, according to Tacey?Was a refund or extra charge recorded by Tacey on order 1042?

WHAT IT DOES: Lists the edits Tacey recorded on one order after checkout.
WHAT IT RETURNS: Up to ten edits, newest first: the kind of edit, who asked, whether it went through, the money state and amount, and a link to the order in Tacey.
WHAT IT NEEDS: The order number. You can narrow it to one kind of edit, such as address or cancel.
WHAT IT NEVER DOES: Show the old or the new address, or report edits made outside Tacey. Tacey records only the edits made through Tacey.

What customers changed

The changes made after checkout, listed one by one or counted.

Order changes, across all orders

list_order_changes

Which changes in Tacey moved money this week?Which refunds were made in Shopify outside Tacey?

WHAT IT DOES: Pages through the changes made on orders after checkout, or through the refunds made in Shopify outside Tacey.
WHAT IT RETURNS: One page at a time: the order number, the kind of change, who asked, the outcome, the money state and amount, the date and links.
WHAT IT NEEDS: Nothing. You can filter by kind, who asked, tool, money, result, order number or dates.
WHAT IT NEVER DOES: Return an address or a stored copy of the order, or search by a name or a street.

Edits by country, type or who

get_edit_breakdown

What kinds of edits do customers make in Tacey, and which countries do they come from?

WHAT IT DOES: Counts the edits that went through, grouped the way you ask.
WHAT IT RETURNS: The edits and the number of different customers in each group, plus the totals. Only the 20 largest groups come back, and the answer says when that leaves some out. A country means where the order's address was checked.
WHAT IT NEEDS: How to group them: by country, by type of edit or by who made them. Dates are optional.
WHAT IT NEVER DOES: Name a customer or return an email, an address or an order. It gives counts only.

Money

What is waiting on you, and what Tacey collected or refunded.

Money waiting on you

get_pending_money_actions

Which refunds or payments in Tacey are waiting on me?

WHAT IT DOES: Lists the edits where Tacey needs you to act on money.
WHAT IT RETURNS: Ten at a time, newest first: the order number, what kind of action is needed (such as a failed refund, a held refund, a refund owed or a balance owed), the amount and links. It also gives the exact number waiting and a total for each kind, and offers the next page.
WHAT IT NEEDS: Nothing.
WHAT IT NEVER DOES: Move money. Asking sends no refund and collects no payment.

Edit and money totals

get_ledger_summary

How many order edits did Tacey record last week, and how much did it collect or refund?

WHAT IT DOES: Counts the edits in Tacey's record of changes and totals the money Tacey collected and refunded through them.
WHAT IT RETURNS: The number of edits that went through, the money collected and the money refunded, in your store's currency. If some amounts could not be added up, it says the total is understated.
WHAT IT NEEDS: Nothing. A date range is optional, and with none it covers all time.
WHAT IT NEVER DOES: Report Shopify's own sales or order figures, add different currencies together, or guess a total when the period is too long to read. It asks for a shorter period instead.

Merges and holds

Orders Order Merge combined, and orders Tacey is holding back.

Order Merge history

get_order_merge_history

Which orders has Order Merge in Tacey combined, and is any shipping refund still owed?Did a merge fail in Tacey?

WHAT IT DOES: Lists the merges Tacey's Order Merge has completed or tried.
WHAT IT RETURNS: Up to ten merges, newest first: the order kept, the order absorbed, whether the merge finished, was partial or failed, where the duplicate shipping refund stands and a link to the merge history. It does not give the refund amount.
WHAT IT NEEDS: Nothing. You can filter by status or by dates.
WHAT IT NEVER DOES: Merge anything. A merge is something you do in Tacey, from the Order Merge page.

Orders Tacey is holding

list_fulfillment_holds

Which orders is Tacey holding back from fulfillment?When does the hold on 1042 end?

WHAT IT DOES: Lists the orders Tacey is holding back from fulfillment.
WHAT IT RETURNS: Soonest-ending first: the order number, which kind of Tacey hold it is (the edit window, a payment still due, an unfinished merge, or one an assistant placed), when it ends and a link. It also counts every open Tacey hold.
WHAT IT NEEDS: Nothing. Long lists come ten at a time.
WHAT IT NEVER DOES: List holds placed by other apps, or return a customer, an address or a fulfillment order id.

Tacey itself

Your Home numbers, your plan, whether Tacey is set up right, and how it is configured.

The Tacey Home numbers

get_dashboard_overview

How is Tacey doing this month?

WHAT IT DOES: Summarizes how Tacey is doing for a period, the same numbers as Tacey's Home page.
WHAT IT RETURNS: The six counts on Home, the money added and refunded in your store's currency, the money waiting by kind and the number of addresses to review.
WHAT IT NEEDS: Nothing. Pick a period: today, yesterday, the last 7, 30 or 90 days, this month or last month. The default is the last 30 days.
WHAT IT NEVER DOES: Go beyond totals or give advice. Your plan and order usage are a separate question.

Your Tacey plan and order usage

get_plan_and_usage

What Tacey plan am I on, and how many orders have I used this period?

WHAT IT DOES: Shows your Tacey plan, how many orders it has counted and your trial.
WHAT IT RETURNS: The plan name, the order limit, the orders used in the current 30-day period with its dates, any pending plan change and the trial or cancellation date.
WHAT IT NEEDS: Nothing.
WHAT IT NEVER DOES: Change your plan, give advice, or report your Shopify store plan. It gives numbers about Tacey only.

Is Tacey set up right

get_setup_health

Is Tacey set up right? Is anything switched on but unable to work?

WHAT IT DOES: Checks that Tacey is set up to work, and says what is not.
WHAT IT RETURNS: Findings in plain words, each marked needs attention or heads up: editing switched off, tools on with no block seen on the order status page, draft mode on, refunds going out automatically, and any part it could not read. It says all good only when every part was read and nothing was found.
WHAT IT NEEDS: Nothing.
WHAT IT NEVER DOES: Return a staff email address (it counts the tools that are on), or say all good when it could not read part of your setup.

How the customer tools are set up

get_tool_settings

How is the cancel order tool set up in Tacey?

WHAT IT DOES: Shows how one customer tool is configured, or which tools are on.
WHAT IT RETURNS: For each tool: whether it is on, what it changes on the order, whether money can move and your settings by name and value, with the public wording as you wrote it.
WHAT IT NEEDS: The name of a tool, or none for an on-or-off list of every tool.
WHAT IT NEVER DOES: Show an email address, a URL, an address or a tax value. Those read set or not set.

One area of Tacey's settings

get_app_settings

How is my Tacey edit window set?Are refunds automatic in Tacey?

WHAT IT DOES: Shows one area of Tacey's settings.
WHAT IT RETURNS: That area's settings by name and value. The areas are edit window, validation, holds, payments, merge, combine, reminders and notifications.
WHAT IT NEEDS: The area you mean.
WHAT IT NEVER DOES: Show a recipient list, an email address or a URL. Those read set or not set, or as a count.

Reports and help

A report with its filters already set, and the help center.

A Tacey report, filters already set

get_analytics_report_link

Show me, from Tacey's analytics, only refunds last month by country.

WHAT IT DOES: Opens a Tacey analytics report with your filters, grouping, comparison and period already applied.
WHAT IT RETURNS: One sentence saying what it understood, anything it could not apply, and a link to the report. The figures are on that page, not in the answer.
WHAT IT NEEDS: The report you want. Filters, grouping, comparison and period are optional, and only values from the report's own lists apply.
WHAT IT NEVER DOES: Change anything, or put the figures into the chat. It reads and links.

Tacey help articles

search_help_articles

How do I turn on the cancel order tool in Tacey?

WHAT IT DOES: Finds the published Tacey help articles that answer a how-to question about using the app.
WHAT IT RETURNS: Up to three articles, most relevant first: the title, a one-sentence summary, up to two matching section names and a link to the Tacey help center.
WHAT IT NEEDS: A few words about what you want to do in Tacey.
WHAT IT NEVER DOES: Return the article text, answer questions about Shopify itself, or search anything except published Tacey articles. The articles are in English.

Two actions that open a page. They never act for you.

Besides reading, Sidekick can offer to take you straight to a page in Tacey. Both are navigation only: opening one changes, charges and sends nothing. You do the rest on Tacey's own page, with its own Save bar, the same as if you had clicked there yourself.

Open an order in Tacey

tacey-open-order

Open order 1042 in Tacey.

WHAT IT DOES: Takes you straight to that order in Tacey.
WHAT IT RETURNS: Tacey's Orders page with the order open: its address check, its changes, any money waiting and any holds.
WHAT IT NEEDS: The order.
WHAT IT NEVER DOES: Edit, charge, refund or send anything. Opening an order is navigation only.

Edit the pre-ship reminder email

tacey-edit-reminder-email

Change the wording of the reminder email Tacey sends my customers before an order ships.

WHAT IT DOES: Takes you to the wording of the pre-ship reminder.
WHAT IT RETURNS: Tacey's Pre-ship reminders page at its wording: the subject, one paragraph and the button label, which you save with the page's own Save bar.
WHAT IT NEEDS: Nothing.
WHAT IT NEVER DOES: Save new wording or send an email by itself. It is the only email Tacey lets you edit this way, and Tacey does not write or send any other email from Sidekick.

How to turn it on. There is nothing to switch on.

There is no connector address to paste and no API key to create: Sidekick finds Tacey's tools by itself once they are available on your store. In Tacey, Integrations, then Sidekick, has example questions and a way to report a wrong answer.

Install Tacey on your Shopify store and choose a plan. Sidekick finds Tacey by itself, so there is nothing to switch on in Tacey or in Sidekick.
Open Sidekick in your Shopify admin and ask about your orders. Say Tacey in the question, for example: Which orders in Tacey have an address problem?
The first time Sidekick wants to use Tacey, Shopify asks you to approve it. The approval lasts for that conversation only.
Read the answer and follow the link Sidekick gives you to the order or the page in Tacey. Anything you want to change, you change in Tacey yourself.

WHAT YOU NEED FIRST

Tacey installed on your Shopify store, with an active plan. Without one, Sidekick gets no figures from Tacey.
Shopify's Sidekick in your admin. Shopify decides where Sidekick is available, and when it reaches for an app.
Nothing to paste: no address, no API key and no password.
Order numbers as you see them in your admin, such as 1042. Swap the example for one of yours.

Say “Tacey” in the question. It is the difference between your records and a guess.

Sidekick can use many apps at once. A short question is sometimes answered by Shopify itself or by another app. When the question says Tacey, or “according to Tacey”, Sidekick goes to Tacey's records. If an answer comes back with nothing from Tacey, ask again with “in Tacey” in the sentence.

INSTEAD OFWhat plan am I on?ASKWhat Tacey plan am I on, and how many orders have I used this period?The short question can come back with your Shopify plan.

INSTEAD OFWhat was changed on order 1042?ASKWhat did customers change on order 1042, according to Tacey?The short question can be answered by another app that records changes.

INSTEAD OFTell me about order 1042.ASKTell me everything Tacey has on order 1042.The short question can go to Shopify's own order lookup.

It reads. It never changes an order.

Through Tacey, Sidekick can answer and link. It cannot act. Anything you want to change, you change in Tacey yourself, where every change is recorded with who asked, what changed and what moved.

There is no setting that makes a Sidekick tool write.

THROUGH TACEY, SIDEKICK CANNOTEdit, refund, cancel, merge or hold an orderTurn a Tacey tool on or off, or change a settingMove money, or send an email to a customerShow a customer's name, email, phone number or street address from Tacey

HOW AN ANSWER IS BUILT

Complete, partial or emptyEvery list says which it is, and how many more there are. A long list comes ten at a time, and Sidekick can fetch the next page.

Nothing recorded is an answerTacey records only the edits made through Tacey, so "Tacey recorded nothing" never turns into "it was never edited in Shopify".

A failed lookup is never nothingIf Tacey could not look something up, Sidekick is told to say so, not to report that there is nothing to find.

Exact money, one currency at a timeAmounts come as written, with their currency. Different currencies are never added together.

Facts and numbers onlyAnswers do not recommend, promote or upsell. Sidekick quotes what Tacey recorded.

What this is not.

A Tacey chat window, or an AI agent of ours. Sidekick is the assistant, and Tacey is the app it asksA way for Sidekick to change an order or move money through TaceyA way for Sidekick to see a customer's name, email, phone number or street address through TaceyA second place to configure the appSomething to install, paste a key into or learnAvailable only on a higher plan

Sidekick and Tacey: common questions.

What does Tacey do inside Shopify's Sidekick?

Tacey registers a set of read tools with Sidekick, the assistant inside your Shopify admin. When you ask Sidekick about your address checks, order changes, money waiting on you, merges, holds, plan or setup, it calls those tools and answers from what Tacey recorded for your store, with a link back to the order or page in Tacey. Tacey has no chat window of its own and is not an AI agent. Sidekick is the assistant.

How do I turn it on?

There is nothing to turn on. Install Tacey, choose a plan, then open Sidekick and ask. The first time Sidekick wants to use Tacey, Shopify asks you to approve it, and the approval lasts for that conversation only. In Tacey, Integrations, then Sidekick, has example questions you can copy and a way to report a wrong answer.

Is it available on my store yet?

Yes. Tacey's Sidekick tools are live: install Tacey, choose a plan, then open Sidekick in your Shopify admin and ask. They only read, and each answer links to the order.

Can Sidekick change my orders through Tacey?

No. Every Tacey tool in Sidekick reads. It cannot edit, refund, cancel, merge or hold an order, turn a tool on or off, change a setting, send an email to a customer or move money. Two actions only take you to a page in Tacey, an order or the wording of the pre-ship reminder, and opening them saves and sends nothing.

Does Sidekick see my customers' names, emails, phone numbers or street addresses?

Not from Tacey. Tacey's answers carry order numbers, two-letter countries, plain reasons, dates, amounts and links, and never a customer's name, email address, phone number or street address. Sidekick can also look things up in Shopify directly, which is Shopify's feature and not Tacey's, so Tacey cannot limit what Sidekick reads there.

Sidekick answered with my Shopify plan, or from another app. What do I do?

Say Tacey in the question. Sidekick can use many apps at once, and a short question such as "What plan am I on?" is often answered by Shopify or another app. "What Tacey plan am I on?" or "according to Tacey" sends it to Tacey's records. If it still skips Tacey, ask again with "in Tacey" in the sentence.

Sidekick says Tacey recorded nothing. Does that mean nothing changed?

No. Tacey records only the edits made through Tacey. An order Tacey never touched has no history, and Sidekick says Tacey recorded nothing, which is not the same as nothing having changed in Shopify.

Can Sidekick tell me whether a customer can still edit an order?

No. Whether a customer can still edit depends on Shopify's live state, and Tacey's answer about one order is what Tacey stored. Open the order in Tacey to check.

Which plans include it?

Every plan. Plans differ by order volume only, and no tool is held back for a higher plan. Tacey does need an active plan to answer: with none, Sidekick is told Tacey has no figures to give.

What does Tacey keep about my questions?

Tacey does not receive your conversation with Sidekick. For each tool call it keeps the name of the tool, whether it worked and how many records came back, for 90 days. That record holds no question, no order number and no customer.

Sidekick had no answer, got it wrong or was slow. Who do I tell?

In Tacey, open Integrations, then Sidekick, and use Tell us Sidekick got this wrong. Choose what went wrong and say what you asked, leaving out customer names, emails and addresses. Shopify decides when Sidekick uses an app and how long it waits for one, so a slow or skipped answer is worth reporting.

Can Sidekick edit emails or write to my customers through Tacey?

Only to open one page. Sidekick can take you to the wording of the pre-ship reminder email, which you edit and save yourself on Tacey's own page. It is the only email Tacey lets you edit this way, and Tacey does not write or send any other email from Sidekick.

Are there other ways to ask about my orders?

Yes. Tacey also works with Claude and ChatGPT, which you connect yourself. They are described on the integrations page and are separate from Sidekick.

Want to see what else Tacey connects to? Read the integrations page.

Install Tacey. Its Sidekick tools read your orders and never change them.

Install on Shopify See all integrations

14-day trial, every plan.