This article covers the overview and installation process for an App Platform app, used by Gladly Sidekick
Apps like this will soon be able to display data and provide actions that interact with external systems and products with Agent-facing Customer Profiles. However, if you are looking for this capability now, you may be more interested in our list of integrations for Gladly Hero.
Gladly's Ordergroove integration brings subscription management capabilities directly into the Gladly platform. By connecting Ordergroove with Gladly, you enable intelligent routing based on subscription data and empower customers to manage their subscriptions through AI-powered self-service in Gladly Sidekick.
Benefits
Intelligent Routing Based on Subscription Status
Automatically route Customers with active subscriptions, at-risk subscriptions, or high lifetime value to specialized teams or priority queues, ensuring the right support at the right time.
AI-Powered Subscription Self-Service
Enable Customers to manage their subscriptions autonomously through Sidekick, including viewing subscription details, canceling subscriptions, reactivating subscriptions, and skipping upcoming orders—reducing Agent workload while improving Customer satisfaction.
Reduce Churn and Increase Lifetime Value
Identify at-risk subscriptions early and offer flexible alternatives like skipping deliveries or reactivating canceled subscriptions—turning potential cancellations into satisfied, long-term subscribers.
Available Actions
Retrieve Subscription Details
Fetch comprehensive subscription information including status, products, frequency, and upcoming order dates
Cancel Subscription
Allow Customers or Agents to cancel subscriptions with optional reason codes for better insights
Reactivate Subscription
Enable Customers to restart previously canceled subscriptions with a new delivery schedule
Skip Next Order
Let Customers skip their next scheduled delivery while maintaining their subscription
Data available in Sidekick
When you connect the Ordergroove App to Gladly, Sidekick automatically retrieves key subscription details from Ordergroove and makes them available across the Gladly experience. This gives both Agents and Sidekick the context they need to deliver more personalized, efficient service.
Subscription Details
Subscription ID and status (active, paused, canceled)
Product information (name, SKU, quantity, variant)
Subscription frequency (every X days/weeks/months)
Next order date and delivery schedule
Subscription creation date
Price and payment information
Customer Subscription History
Number of active subscriptions
Canceled subscriptions
Total subscription orders fulfilled
Subscription lifetime value
Order Information
Upcoming order details
Order history for subscriptions
Shipping information
How this data is used
This subscription data can be leveraged in several ways throughout Gladly:
Sidekick Actions: To power context-aware AI responses
Routing Rules: To direct Conversations based on subscription status or value
Analytics: To identify patterns and trends in subscription-related support
Example use cases
Subscription-Based Routing and Prioritization
Use Case: Automatically route high-value subscribers to VIP support and flag at-risk customers for proactive retention.
How It Works:
Gladly’s Rules engine uses Ordergroove subscription data as routing criteria.
Customers with active, high-value subscriptions are directed to dedicated VIP inboxes.
Recently canceled subscribers can be flagged and routed to retention specialists.
First-time subscribers can be routed to onboarding teams for a welcoming experience.
Business Impact:
Reduce churn by proactively supporting at-risk subscribers, strengthen loyalty with white-glove service for VIP Customers, and optimize support resources through intelligent routing.
AI-Powered Subscription Self-Service
Use Case: Empower customers to manage their subscriptions anytime through Gladly Sidekick, without agent assistance.
Example Flow:
Customer: “I need to skip my next coffee delivery.”
Sidekick:
Retrieves the customer’s active subscriptions from Ordergroove.
Identifies a monthly coffee subscription with a delivery scheduled for October 20.
Offers the option to skip the next order.
Executes the skip in Ordergroove upon confirmation.
Confirms: “I’ve skipped your next delivery. Your coffee subscription will resume on November 20.”
Business Impact:
Lower ticket volume with instant subscription management, increase satisfaction through 24/7 availability, and allow agents to focus on more complex requests.
Flexible Subscription Management
Use Case: Retain subscribers by providing skip options instead of cancellations.
Example Flow:
Customer: “I have too much product right now.”
Sidekick:
Retrieves the customer’s subscription showing a delivery scheduled for October 20.
Offers to skip the next order while keeping the subscription active.
Executes the skip once confirmed.
Confirms: “I’ve skipped your next delivery scheduled for October 20. Your subscription will resume on November 20.”
Business Impact:
Reduce cancellations by giving customers more flexibility, extend subscription lifetime value, and demonstrate a customer-first service approach.
Installation
Before you start
Review the following information before you install the Ordergroove app.
Review the App Platform overview and key concepts to familiarize yourself with this tool before the installation.
You will need access to a technical resource who can install and run appcfg CLI and has access to both your Gladly and Ordergroove instances.
You need to have Administrator permission in order to complete the installation process.
Install the Ordergroove app
Follow the steps below to install and configure the Ordergroove app.
Install the App Platform CLI Tool
To begin, install the App Platform CLI (appcfg), which allows you to manage and configure all your App Platform apps.
Follow the setup instructions here: Install appcfg
Obtain Your Gladly API Credentials
You’ll need the following to authenticate with your Gladly instance:
Gladly Host:
us-1.gladly.com for Production
us-uat.gladly.qa for Sandbox
Gladly User: The email of a Gladly user with Administrator or API User permissions
Gladly API Token: A personal API token for the user above
To generate your token, follow Gladly’s API Token documentation.
Once you have these, set them as environment variables for convenience:
export GLADLY_APP_CFG_HOST="us-1.gladly.com" # or us-uat.gladly.qa for Sandbox
export GLADLY_APP_CFG_USER="your.email@company.com"
export GLADLY_APP_CFG_TOKEN="your-api-token-here"Configure the app with your Ordergroove credentials
appcfg apps config create "gladly.com/Ordergroove-App/v2.0.0" \ --name "Ordergroove <name of store>" \ --config '{}' \ --secrets '{ "api_key": "<your-application-key>" }' \ --activateVerify the configuration
appcfg apps config list --identifier "gladly.com/Ordergroove-App/v2.0.0"Verify Your Installation
After activation, go to Settings → App Actions in Gladly to test an available action.
Verify that Ordergroove actions appear
Test
customerAction with a known Customer to ensure subscription data is retrieved correctly.You can now use these actions in your Guides.
Set up Sidekick Guides
Once the app is configured and activated, you can use Ordergroove data and actions in your Sidekick Guides.
Set up Rules
To be able to use App Platform attributes in Rules and People Match contact Gladly Support.
Additional resources
For more details on configuration and credential structure, refer to the app-platform-examples repository. You can always clone it and adapt it to your needs.