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How to Test Your Store’s AI Agent Readiness: Complete Testing Checklist

Quick Decision Framework

  • Who this is for: Shopify merchants who have optimized their product data, knowledge base, and checkout for AI agents and need to validate everything works correctly before going live
  • Skip if: You haven’t completed basic product data optimization or UCP checkout setup – testing reveals issues, it doesn’t fix them
  • Key benefit: Catch and fix AI agent issues before customers encounter them, ensuring 95%+ of AI-driven purchases complete successfully without escalation
  • What you’ll need: Access to ChatGPT, Claude, Perplexity (free accounts work), UCP Playground access, 8-12 hours for comprehensive testing across all platforms
  • Time to complete: 1-2 weeks for initial comprehensive testing, then 2-4 hours monthly for ongoing monitoring and regression testing

Testing isn’t optional. Every AI platform interprets your data differently. What works perfectly in ChatGPT might fail completely in Perplexity. Test everything, everywhere, before customers do.

What You’ll Learn

  • How to test AI agent discovery, product recommendations, and checkout across ChatGPT, Claude, Perplexity, Gemini, and Copilot
  • Step-by-step UCP Playground testing protocol to validate your checkout implementation
  • The 50+ critical test scenarios that reveal hidden issues before customers encounter them
  • How to interpret test results and prioritize fixes based on impact and frequency
  • Creating an ongoing testing checklist for monthly monitoring and regression testing
  • Common testing mistakes that give false positives and how to avoid them

You’ve optimized your product data. You’ve structured your knowledge base. You’ve implemented UCP checkout. Now comes the moment of truth: does it actually work?

Here’s what most Shopify merchants don’t realize: AI agents are unpredictable. What works perfectly in ChatGPT might fail in Claude. What succeeds in Perplexity might break in Gemini. And the UCP Playground might show green checkmarks while real customers hit dead ends.

This isn’t because the technology is broken. It’s because each AI platform interprets your data differently, handles edge cases uniquely, and has different capabilities for completing purchases.

Testing isn’t optional. It’s the difference between launching with confidence and discovering critical issues when a customer tries to buy at 2am on Black Friday.

This article is part of our comprehensive Agentic Commerce for Shopify guide. Here, we break down exactly how to test your store’s AI agent readiness, which scenarios to prioritize, and how to create an ongoing testing protocol that catches issues before customers do.

Why Testing AI Agent Readiness Is Different Than Traditional QA

Traditional ecommerce testing is straightforward: click through your site, add products to cart, complete checkout, verify order confirmation. If it works for you, it works for customers.

AI agent testing is fundamentally different because:

You’re not the one shopping – The AI agent is interpreting your data and making decisions on behalf of the customer. You can’t control what it does, only how your store responds.

Each platform behaves differently – ChatGPT, Claude, Perplexity, Gemini, and Copilot all have different capabilities, limitations, and interpretation logic. What works in one fails in another.

Edge cases are common – Out of stock products, invalid discount codes, incomplete addresses, missing product attributes – AI agents hit edge cases constantly because they’re programmatically navigating your store.

Error messages matter more – When a human shopper hits an error, they can figure it out. When an AI agent hits an error, it either escalates (friction) or gives up (lost sale).

You’re testing machine-readable data – Beautiful product pages don’t matter. Schema markup, metafields, and structured responses do.

This means traditional QA approaches don’t work. You need a systematic testing protocol that validates your store from the AI agent’s perspective, not yours.

The Five-Stage AI Agent Testing Framework

Comprehensive AI agent testing covers five distinct stages, each with specific test scenarios and success criteria.

Stage 1: Discovery Testing

What you’re testing: Can AI agents find your store and products when customers ask relevant questions?

Test scenarios:

  • “Find me a [product type] from [your brand name]”
  • “Where can I buy [specific product]?”
  • “Show me [product category] stores”
  • “I need a [product] that [specific attribute]”
  • “Compare [your product] to [competitor product]”

Success criteria:

  • Your store appears in results within top 5 recommendations
  • Product information is accurate (price, availability, attributes)
  • Brand name is spelled correctly
  • Product descriptions match what’s on your site
  • Links direct to correct product pages

Common failures:

  • Store doesn’t appear in results (visibility issue)
  • Wrong products recommended (categorization issue)
  • Outdated pricing or availability (data sync issue)
  • Generic descriptions (product data quality issue)

Stage 2: Product Recommendation Testing

What you’re testing: Do AI agents recommend the right products for specific customer needs?

Test scenarios:

  • “I need a [product] for [specific use case]”
  • “What’s the best [product] under [price]?”
  • “Show me [product] with [specific attributes]”
  • “I’m looking for [product] that’s [material/size/color]”
  • “Recommend a [product] for [customer type/situation]”

Success criteria:

  • AI agent recommends products that actually match requirements
  • Product attributes are accurately communicated
  • Use cases and benefits are clearly explained
  • Comparisons between products are accurate
  • Recommendations align with your merchandising strategy

Common failures:

  • Wrong products recommended (attribute matching issue)
  • Missing key product details (metafield issue)
  • Inaccurate comparisons (product data inconsistency)
  • Recommending out-of-stock items (inventory sync issue)

Stage 3: Information Retrieval Testing

What you’re testing: Can AI agents answer customer questions using your knowledge base?

Test scenarios:

  • “What’s [your brand]’s return policy?”
  • “How long does shipping take?”
  • “Do you offer international shipping?”
  • “What payment methods do you accept?”
  • “How do I care for [product]?”
  • “What’s your warranty policy?”
  • “Do you have a loyalty program?”

Success criteria:

  • AI agent provides accurate, current information
  • Answers match your actual policies
  • Information is specific, not generic
  • Links to relevant policy pages when appropriate

Common failures:

  • Outdated information (knowledge base not updated)
  • Generic answers (AI using general knowledge, not your data)
  • Incorrect policies (knowledge base structured poorly)
  • Missing information (gaps in knowledge base coverage)

Stage 4: Checkout Flow Testing

What you’re testing: Can AI agents complete purchases without escalation?

Test scenarios:

  • Standard checkout (one item, standard shipping, Shop Pay)
  • Multi-item checkout (multiple products, calculate totals correctly)
  • Discount code application (valid code, invalid code, expired code)
  • Multiple shipping methods (standard, express, pickup)
  • Alternative payment methods (Google Pay, credit card)
  • Out of stock handling (product unavailable mid-checkout)
  • Address validation (invalid address, PO Box restrictions)

Success criteria:

  • Checkout completes without escalation
  • Order total is calculated correctly
  • Discount codes apply properly
  • Payment handler negotiation succeeds
  • Order confirmation is received
  • Order appears correctly in Shopify admin

Common failures:

  • Checkout requires escalation unnecessarily
  • Discount codes don’t apply or error messages are vague
  • Payment handlers fail negotiation
  • Order totals miscalculated
  • Checkout hangs or times out

Stage 5: Post-Purchase Testing

What you’re testing: Can AI agents help customers after purchase?

Test scenarios:

  • “Where’s my order from [your store]?”
  • “Track order #[order number]”
  • “When will my order arrive?”
  • “How do I return [product]?”
  • “I need to change my shipping address”
  • “Cancel order #[order number]”

Success criteria:

  • AI agent retrieves accurate order status
  • Tracking information is current
  • Return instructions are clear and accurate
  • Customer service contact info is provided when needed

Common failures:

  • Can’t look up orders (orders capability not implemented)
  • Outdated tracking info (sync delay)
  • Wrong return instructions (knowledge base outdated)
  • No path to customer service (escalation gap)

Platform-Specific Testing: ChatGPT, Claude, Perplexity, Gemini, Copilot

Each AI platform has unique characteristics that require platform-specific testing.

ChatGPT Testing Protocol

Strengths: Best general product discovery, strong natural language understanding, good at multi-turn conversations

Weaknesses: Sometimes verbose, can hallucinate product details, payment integration varies

Priority test scenarios:

  • Complex product queries (“I need a backpack for 5-day hiking trips under 2kg”)
  • Multi-turn conversations (follow-up questions, refinements)
  • Product comparisons (your products vs. competitors)
  • Checkout with Shop Pay (most common payment method)

What to watch for:

  • Hallucinated product attributes (ChatGPT making up details)
  • Outdated information (ChatGPT using training data vs. your current data)
  • Payment handler negotiation failures

Claude Testing Protocol

Strengths: Excellent at detailed analysis, accurate information retrieval, strong reasoning

Weaknesses: More conservative recommendations, sometimes requires more specific prompts

Priority test scenarios:

  • Detailed product comparisons (feature-by-feature analysis)
  • Policy and FAQ questions (return policy, shipping, warranties)
  • Complex checkout scenarios (multiple items, discounts, special requirements)

What to watch for:

  • Overly cautious recommendations (may not recommend unless perfect match)
  • Detailed error messages (Claude explains issues well, but are your errors clear enough?)

Perplexity Testing Protocol

Strengths: Shopping-focused, shows sources, fast product discovery

Weaknesses: Less conversational, checkout integration varies

Priority test scenarios:

  • Direct product searches (“best [product] for [use case]”)
  • Price comparisons (your products vs. competitors)
  • Quick checkout flows (minimal conversation, fast purchase)

What to watch for:

  • Citation accuracy (does Perplexity cite your site correctly?)
  • Price accuracy (real-time pricing sync)
  • Checkout speed (Perplexity users expect fast transactions)

Gemini Testing Protocol

Strengths: Strong Google integration, good at visual search, multi-modal capabilities

Weaknesses: Shopping features still evolving, checkout integration varies

Priority test scenarios:

  • Product discovery via Google AI Mode
  • Visual product search (if applicable)
  • Integration with Google Pay

What to watch for:

  • Google Shopping feed accuracy (if you have one)
  • Google Pay payment handler negotiation
  • Product schema markup (Gemini relies heavily on structured data)

Microsoft Copilot Testing Protocol

Strengths: Enterprise integration, strong Bing search integration

Weaknesses: Shopping features less mature than competitors

Priority test scenarios:

  • Product discovery via Bing/Copilot
  • Enterprise/B2B product searches
  • Basic checkout flows

What to watch for:

  • Bing product feed accuracy
  • Basic checkout functionality (Copilot checkout is newer)

UCP Playground: Step-by-Step Testing Guide

The UCP Playground (ucp.dev/playground) is Shopify’s official testing tool for validating your UCP implementation.

Setting Up the UCP Playground

Step 1: Access the Playground

Go to ucp.dev/playground and sign in with your Shopify credentials.

Step 2: Connect Your Store

Enter your Shopify store URL. The playground will detect your UCP endpoints automatically.

Step 3: Verify Basic Connectivity

The playground will test:

  • Profile endpoint (store information)
  • Product catalog endpoint (product data)
  • Checkout endpoint (purchase capability)

All three should return green checkmarks. If any fail, your UCP implementation has configuration issues.

Core UCP Playground Tests

Test 1: Product Discovery

Search for products by:

  • Product name
  • Category
  • Attributes (size, color, material)
  • Price range

Verify:

  • Products appear in results
  • Product data is accurate (title, price, image, availability)
  • Attributes are correctly parsed
  • Out of stock products are marked correctly

Test 2: Checkout Session Creation

Create a checkout session with:

  • One product
  • Multiple products
  • Products with variants (size, color)

Verify:

  • Session is created successfully
  • Line items are correct
  • Pricing is accurate
  • Session ID is returned

Test 3: Buyer Information Collection

Add buyer information:

  • Shipping address (valid US address)
  • Email
  • Phone (if required)

Verify:

  • Information is accepted
  • Checkout status updates to “incomplete” or “ready_for_complete”
  • Error messages are clear if information is invalid

Test 4: Discount Code Application

Apply discount codes:

  • Valid code
  • Invalid code
  • Expired code
  • Code with minimum purchase requirement

Verify:

  • Valid codes apply correctly
  • Order total updates
  • Invalid codes return clear error messages
  • Error messages explain why code failed

Test 5: Payment Handler Attachment

Attach payment handlers:

  • Shop Pay
  • Google Pay
  • Credit card

Verify:

  • Payment handler negotiation succeeds
  • Checkout status updates to “ready_for_complete”
  • Payment methods are correctly identified

Test 6: Checkout Completion

Complete the checkout:

Verify:

  • Order is placed successfully
  • Order confirmation is returned
  • Order number is provided
  • Order appears in Shopify admin
  • Order details are correct (products, pricing, shipping)

Test 7: Escalation Flows

Trigger escalation scenarios:

  • Missing required information
  • Complex fulfillment requirements
  • Age verification

Verify:

  • Checkout responds with “requires_escalation”
  • continue_url is provided
  • Clicking continue_url loads embedded checkout
  • Buyer data persists through escalation
  • Checkout completes after escalation

Advanced UCP Playground Tests

Test 8: Inventory Sync

Test inventory behavior:

  • Add product to cart
  • Manually set product to out of stock in Shopify admin
  • Attempt to complete checkout

Verify:

  • Checkout detects out of stock status
  • Clear error message is returned
  • Customer is notified before payment

Test 9: Multi-Currency

If you sell internationally:

  • Test checkout with different currencies
  • Verify currency conversion is accurate
  • Ensure payment handlers support the currency

Test 10: Subscription Products

If you sell subscriptions:

  • Add subscription product to cart
  • Select billing frequency
  • Complete checkout

Verify:

  • Subscription options are presented correctly
  • Billing frequency is captured
  • Subscription is created in Shopify admin

Creating Your Ongoing Testing Checklist

AI agent testing isn’t one-and-done. You need an ongoing testing protocol to catch issues as your store evolves.

Weekly Testing (Quick Smoke Tests)

Time required: 30 minutes

What to test:

  • One product discovery query per platform (ChatGPT, Claude, Perplexity)
  • One checkout flow in UCP Playground
  • One policy question (return policy, shipping)

Goal: Catch major breakages quickly (site down, checkout broken, data sync failures)

Monthly Testing (Comprehensive)

Time required: 2-4 hours

What to test:

  • Full five-stage testing framework (discovery, recommendations, information, checkout, post-purchase)
  • All AI platforms (ChatGPT, Claude, Perplexity, Gemini, Copilot)
  • All checkout scenarios (discount codes, multiple items, payment methods)
  • Edge cases (out of stock, invalid addresses, expired codes)

Goal: Validate everything works correctly, catch edge case issues, identify optimization opportunities

Regression Testing (After Changes)

When to run: After any significant change to your store

Changes that require regression testing:

  • Product catalog updates (new products, discontinued products)
  • Pricing changes
  • Policy updates (return policy, shipping policy)
  • Checkout configuration changes
  • App installations or updates
  • Theme changes

What to test:

  • Areas affected by the change
  • Related functionality (if you change pricing, test checkout totals)
  • Critical paths (product discovery → checkout completion)

Goal: Ensure changes didn’t break existing functionality

Seasonal Testing (Before Peak Periods)

When to run: 2-3 weeks before Black Friday, holiday season, or major promotions

What to test:

  • High-volume checkout scenarios (multiple simultaneous checkouts)
  • Promotional discount codes
  • Seasonal products and categories
  • Gift options and messaging
  • Expedited shipping options

Goal: Validate your store can handle peak traffic and seasonal requirements

Interpreting Test Results and Prioritizing Fixes

Not all test failures are equally important. Here’s how to prioritize fixes:

Critical Issues (Fix Immediately)

Symptoms:

  • Checkout completely fails (can’t complete purchases)
  • Products don’t appear in any AI platform
  • Payment handlers fail negotiation
  • Orders don’t appear in Shopify admin
  • Major data inaccuracies (wrong prices, wrong products)

Impact: Lost sales, customer frustration, brand damage

Timeline: Fix within 24 hours

High Priority Issues (Fix Within Week)

Symptoms:

  • Checkout requires escalation unnecessarily
  • Discount codes don’t apply correctly
  • Product recommendations are inaccurate
  • Knowledge base information is outdated
  • Some products don’t appear in results

Impact: Increased friction, lower conversion rates, customer confusion

Timeline: Fix within 7 days

Medium Priority Issues (Fix Within Month)

Symptoms:

  • Error messages are vague but checkout still works
  • Product descriptions could be clearer
  • Some edge cases aren’t handled perfectly
  • Post-purchase order lookup is slow

Impact: Suboptimal experience, minor friction

Timeline: Fix within 30 days

Low Priority Issues (Fix When Possible)

Symptoms:

  • Minor data inconsistencies
  • Optimization opportunities (faster responses, better recommendations)
  • Nice-to-have features not implemented

Impact: Minimal, mostly optimization

Timeline: Fix in next major update cycle

Common Testing Mistakes and How to Avoid Them

Mistake 1: Testing Only in One AI Platform

The problem: What works in ChatGPT might not work in Claude or Perplexity.

The fix: Test in all major platforms (ChatGPT, Claude, Perplexity minimum). Each platform interprets data differently.

Mistake 2: Only Testing Happy Paths

The problem: Real customers hit edge cases constantly (out of stock, invalid codes, address issues).

The fix: Spend 50% of testing time on edge cases and error scenarios. That’s where most issues hide.

Mistake 3: Testing With Your Own Account

The problem: Your account might have special privileges or cached data that masks issues.

The fix: Test with fresh accounts, incognito mode, and different devices. Simulate real customer experience.

Mistake 4: Not Documenting Test Results

The problem: You can’t track improvements or identify patterns without documentation.

The fix: Create a simple spreadsheet tracking test date, platform, scenario, result (pass/fail), and notes.

Mistake 5: Testing Once and Never Again

The problem: Your store changes constantly (new products, price updates, policy changes). Old tests become invalid.

The fix: Implement weekly smoke tests and monthly comprehensive testing. Make it a recurring calendar event.

Mistake 6: Assuming UCP Playground Success = Real-World Success

The problem: The playground tests technical implementation, not actual AI agent behavior.

The fix: Use the playground for technical validation, then test with real AI platforms for actual customer experience.

Mistake 7: Not Testing Post-Purchase Flows

The problem: Checkout might work perfectly, but customers can’t track orders or get support.

The fix: Test the complete customer journey: discovery → purchase → tracking → support.

Tools and Resources for AI Agent Testing

Official Testing Tools:

  • UCP Playground (ucp.dev/playground) – Shopify’s official UCP testing tool
  • Shopify Theme Inspector – Built into Shopify admin for testing theme changes
  • Google Rich Results Test – Validate Schema markup

AI Platforms (Free Accounts Work):

  • ChatGPT (chat.openai.com) – Test product discovery and checkout
  • Claude (claude.ai) – Test detailed product comparisons
  • Perplexity (perplexity.ai) – Test shopping-focused queries
  • Gemini (gemini.google.com) – Test Google AI Mode integration
  • Microsoft Copilot (copilot.microsoft.com) – Test Bing integration

Documentation and Tracking:

  • Google Sheets – Simple test result tracking
  • Notion – More structured test documentation
  • Airtable – Database-style test case management

Monitoring Tools:

  • Google Analytics – Track AI-referred traffic
  • Shopify Analytics – Monitor conversion rates by source
  • Error tracking – Monitor checkout errors and failures

Sample Testing Checklist Template

Here’s a template you can copy and customize for your store:

Weekly Smoke Test (30 minutes)

  • [ ] ChatGPT: Search for [your flagship product]
  • [ ] Claude: Ask about return policy
  • [ ] Perplexity: Search for [product category]
  • [ ] UCP Playground: Complete one checkout
  • [ ] Document any issues found

Monthly Comprehensive Test (2-4 hours)

Discovery Testing:

  • [ ] ChatGPT: 3 product queries (brand name, category, attributes)
  • [ ] Claude: 3 product queries
  • [ ] Perplexity: 3 product queries
  • [ ] Gemini: 2 product queries
  • [ ] Copilot: 2 product queries

Recommendation Testing:

  • [ ] Test 5 specific use case queries across platforms
  • [ ] Verify product attributes are accurate
  • [ ] Check product comparisons

Information Retrieval:

  • [ ] Return policy question
  • [ ] Shipping policy question
  • [ ] Payment methods question
  • [ ] Product care instructions

Checkout Testing:

  • [ ] UCP Playground: Standard checkout
  • [ ] UCP Playground: Multi-item checkout
  • [ ] UCP Playground: Discount code (valid)
  • [ ] UCP Playground: Discount code (invalid)
  • [ ] UCP Playground: Multiple payment methods
  • [ ] UCP Playground: Out of stock handling
  • [ ] UCP Playground: Escalation flow

Post-Purchase Testing:

  • [ ] Order lookup by email
  • [ ] Order lookup by order number
  • [ ] Tracking information retrieval
  • [ ] Return instructions

Documentation:

  • [ ] Record all test results
  • [ ] Document failures with screenshots
  • [ ] Prioritize issues (critical/high/medium/low)
  • [ ] Create fix timeline

Next Steps: From Testing to Optimization

You’ve tested your store across all AI platforms. You’ve validated your product data, knowledge base, and checkout flows. You’ve caught issues before customers encountered them.

Now comes the ongoing work: monitoring performance, tracking AI-referred conversions, and continuously optimizing based on real customer behavior.

Testing isn’t a one-time project. It’s an ongoing practice that ensures your store stays AI-ready as platforms evolve, your catalog changes, and customer expectations increase.

Set up your weekly smoke tests. Schedule your monthly comprehensive testing. Make regression testing part of your deployment process. And most importantly, document everything so you can track improvements over time.

For the complete agentic commerce implementation strategy, see our Agentic Commerce for Shopify guide.

Frequently Asked Questions

How often should I test my store’s AI agent readiness?

Run weekly smoke tests (30 minutes) to catch major issues quickly, monthly comprehensive tests (2-4 hours) to validate everything works correctly, and regression tests after any significant change to your store. Before peak periods like Black Friday, run a full seasonal test 2-3 weeks in advance to ensure your store can handle increased traffic and promotional requirements.

Do I need to test in all AI platforms or just ChatGPT?

Test in all major platforms (ChatGPT, Claude, Perplexity minimum) because each interprets your data differently. What works perfectly in ChatGPT might fail in Perplexity. ChatGPT has the largest user base, but Claude excels at detailed analysis, Perplexity is shopping-focused, and Gemini has strong Google integration. Testing in multiple platforms ensures you capture sales from all AI shopping channels.

What’s the difference between UCP Playground testing and real AI platform testing?

UCP Playground tests your technical implementation – whether your endpoints respond correctly, checkout sessions are created properly, and payment handlers negotiate successfully. Real AI platform testing validates actual customer experience – whether agents recommend your products accurately, answer questions correctly, and complete purchases smoothly. You need both: playground for technical validation, real platforms for customer experience validation.

What are the most critical test scenarios I should prioritize?

Prioritize these critical scenarios: 1) Product discovery (can AI agents find your products?), 2) Standard checkout completion (can agents complete purchases without escalation?), 3) Discount code application (do codes work correctly with clear error messages?), 4) Out of stock handling (does checkout detect unavailable products before payment?), and 5) Order tracking (can agents help customers after purchase?). These cover the complete customer journey and catch the most common failure points.

How do I know if a test failure is critical or can wait?

Critical issues (fix within 24 hours) prevent purchases entirely: checkout completely fails, products don’t appear in any platform, payment handlers fail, or major data inaccuracies. High priority issues (fix within week) increase friction: unnecessary escalation, incorrect discount codes, inaccurate recommendations, or outdated policies. Medium priority (fix within month) are suboptimal but functional: vague error messages, unclear descriptions, or slow responses. Low priority are optimizations that can wait for major update cycles.

What should I do if my store passes UCP Playground tests but fails in real AI platforms?

This indicates your technical implementation works but your data quality or structure needs improvement. Check your product data optimization (titles, descriptions, metafields), knowledge base structure (policies, FAQs), and Schema markup. The playground validates technical correctness; real platforms validate whether AI agents can actually understand and use your data. Focus on making your data more machine-readable and explicit.

Can I automate AI agent testing or does it need to be manual?

Core testing should be manual because AI agent responses are non-deterministic (they vary based on context, phrasing, and platform updates). However, you can automate technical checks: UCP endpoint availability, Schema markup validation, inventory sync status, and checkout endpoint responses. Use automation for technical monitoring and manual testing for actual customer experience validation. A hybrid approach works best: automated alerts for technical issues, manual testing for experience quality.

What’s the most common testing mistake merchants make?

The most common mistake is testing only happy paths (standard checkout with no issues) and ignoring edge cases. Real customers constantly hit edge cases: out of stock products, invalid discount codes, address validation failures, payment declines, and complex fulfillment requirements. Spend 50% of your testing time on edge cases because that’s where most customer-facing issues hide. Test what can go wrong, not just what should go right.

How do I test post-purchase flows like order tracking?

After completing a test purchase, ask AI agents: “Where’s my order from [your store]?”, “Track order #[order number]”, “When will my order arrive?”, and “How do I return this product?” Verify the agent can retrieve accurate order status, provide current tracking information, give correct delivery estimates, and explain return procedures. If the agent can’t access this information, you need to implement the dev.ucp.shopping.orders capability and ensure your knowledge base includes clear post-purchase policies.

Should I test with real purchases or test mode?

Use test mode for most testing to avoid processing real payments and creating actual orders. However, run at least one real end-to-end purchase monthly to validate the complete flow including payment processing, order confirmation emails, and Shopify admin order creation. Test mode validates logic and flow; real purchases validate the complete system including payment gateways, email notifications, and order management. Mark test orders clearly in Shopify admin and cancel/refund them immediately.

 

Shopify Growth Strategies for DTC Brands | Steve Hutt | Former Shopify Merchant Success Manager | 445+ Podcast Episodes | 50K Monthly Downloads