Magento / Adobe Commerce Bot Knowledge Guide

What is Bot Knowledge for Magento?

Bot Knowledge lets your Velaro bot answer Magento and Adobe Commerce customer questions automatically. Set up your store policies once — the bot answers every customer instantly, 24/7. Supports both open-source Magento 2 and Adobe Commerce (including B2B features).

Go to Integrations → Magento → Bot Knowledge to get started.

Setting up your Magento connection

Magento uses REST API with Bearer token authentication.

1. In your Magento Admin, go to System → Integrations → Add New Integration

2. Name it "Velaro", grant API access to: Sales, Catalog, Customers, Carts

3. Click Activate — Magento generates an Access Token

4. In Velaro, go to Integrations → Magento

5. Enter your Store URL (e.g. https://yourstore.com) and Access Token

6. Click Save and Test Connection — Velaro verifies API access

For Adobe Commerce B2B features, also grant access to: Company, Negotiable Quotes, Requisition Lists.

Setting up Q&A for your Magento store

The Bot Knowledge tab shows 8 question templates:

1. Return and refund policy

2. Wholesale or bulk pricing

3. Lead times for orders

4. Minimum order quantity

5. Shipping rates and methods

6. Setting up a business account

7. Payment methods accepted

8. Order tracking instructions

To set up:

1. Go to Integrations → Magento → Bot Knowledge

2. Fill in your answers — be specific about your store policies

3. Click Save to bot — answers go live immediately

Magento AI Skills — Customer & Order Tools

Search Customers (magento_search_customers): Find customer accounts by email, name, or phone. Returns profile, group, and order summary.

Search Orders (magento_search_orders): Find all recent orders for a customer email. Returns order IDs, dates, totals, and statuses.

Get Order (magento_get_order): Retrieve full order details by order ID — line items, shipping address, payment method, and status history.

Get Tracking (magento_get_tracking): Get carrier name, tracking number, and tracking link for a shipped order.

Add Order Comment (magento_add_order_comment): Add an internal or customer-visible comment to an order. Use for agent notes or status updates.

Cancel Order (magento_cancel_order): Cancel a pending or processing order before it ships. Only works on orders that haven't been shipped or invoiced.

Get Invoices (magento_get_invoice): Retrieve invoice details for an order — invoice number, total, state (open/paid/canceled), and line items. Common for accounting or tax purposes.

Get Credit Memos (magento_get_credit_memos): Check refund/credit memo status for an order. Shows refund amount, adjustments, and state.

Magento AI Skills — Catalog Tools

Search Products (magento_search_products): Search the catalog by keyword, SKU, or category. Returns name, price, stock status, and images.

Check Stock (magento_check_stock): Check real-time inventory for a product by name or SKU. Shows urgency messaging when stock is low.

Get Configurable Options (magento_get_configurable_options): For configurable products, retrieve all variant options (size, color, material) with per-variant pricing and stock.

Get Tier Pricing (magento_get_tier_pricing): Look up quantity-based tier pricing for a product. Shows price breaks for bulk purchases.

Get Categories (magento_get_categories): Browse the category tree. Helps customers navigate to the right product group.

Get Reviews (magento_get_reviews): Fetch approved star ratings and review highlights for a product. Helps customers make purchase decisions.

Magento AI Skills — Cart & Checkout Tools

Create Cart (magento_create_cart): Build a guest or customer cart with selected products and return a direct checkout link. Works for quotes and standard purchases.

Get Cart (magento_get_cart): Retrieve the active cart for a customer. Shows items, quantities, and cart total.

Update Cart (magento_update_cart): Change item quantities or remove items from a cart. Set quantity to 0 to remove an item.

Get Shipping Methods (magento_get_shipping_methods): Get available shipping options and rates for a cart. Helps customers choose shipping during checkout.

Apply Coupon (magento_apply_coupon): Apply a promo or coupon code to a cart for a discount.

Magento AI Skills — Customer Engagement Tools

Get Wishlist (magento_get_wishlist): View items saved to a customer's wishlist. Useful for suggesting purchases or checking saved items.

Get Store Config (magento_get_store_config): Get store information like currency, locale, and timezone. Helps the bot format prices correctly and understand the store context.

Magento AI Skills — B2B Tools (Adobe Commerce only)

These tools require Adobe Commerce with B2B module enabled.

Get Company (magento_get_company): Look up a B2B company account — company name, admin contact, credit limit, and status.

Get Requisition Lists (magento_get_requisition_lists): Retrieve a customer's saved requisition lists for recurring orders. Common in B2B for repeat purchasing.

Get Negotiable Quotes (magento_get_negotiable_quotes): Find open negotiable quotes for a company. Shows quoted prices, status, and expiration dates.

To enable all tools: Bots → AI Training → Skills → Magento.

Store scan and suggested Q&A

Click Scan my store on the Bot Knowledge tab. Velaro crawls your Magento storefront and suggests Q&A pairs based on your:

• CMS pages (About Us, FAQ, Contact)
• Shipping and returns policy pages
• Category structure and top products

Review the suggestions, edit as needed, and click Save to bot.

Starter workflow templates

Use Launch Starter Wizard on the Magento integration page to create a pre-built workflow:

1. Product Advisor — bot searches catalog, shows options, compares variants, and sends checkout link

2. Order Status Bot — bot looks up orders by email, shows status and tracking info

3. B2B Account Support — bot checks company account, requisition lists, and negotiable quotes

4. Abandoned Cart Recovery — bot retrieves active cart and offers checkout link with optional discount

5. Inventory Check Bot — bot checks stock levels and tier pricing, alerts on low inventory

6. Customer Service Bot — full-service bot handling orders, returns, products, and account questions

Field reference — Customer

| Field | Description |

|---|---|

| email | Customer email address |

| firstname | First name |

| lastname | Last name |

| group_id | Customer group (General, Wholesale, Retailer) |

| created_at | Account creation date |

| store_id | Store view the customer registered on |

| website_id | Website scope |

| default_billing | Default billing address ID |

| default_shipping | Default shipping address ID |

| taxvat | Tax/VAT number |

Field reference — Order

| Field | Description |

|---|---|

| increment_id | Order number shown to customer |

| status | Current status (pending, processing, complete, closed) |

| state | Order state (new, processing, complete, closed, canceled) |

| grand_total | Order total including tax and shipping |

| subtotal | Order subtotal before tax/shipping |

| shipping_description | Shipping method selected |

| created_at | Order date |

| payment.method | Payment method used |

| billing_address | Billing address object |

| shipping_address | Shipping address object (from shipping assignment) |

| items | Array of line items with SKU, name, qty, and price |

Field reference — Product

| Field | Description |

|---|---|

| sku | Product SKU |

| name | Product name |

| price | Base price |

| type_id | Product type (simple, configurable, grouped, bundle) |

| status | Enabled or disabled |

| visibility | Catalog/search visibility |

| qty | Stock quantity (from stock item) |

| is_in_stock | Whether the product is in stock |

| category_ids | Array of assigned category IDs |