Documentation hub

OrderBrief Atlas Documentation

Merchant-facing documentation for installing OrderBrief Atlas, understanding plan-dependent behavior, and running the order-note workflow from dashboard to Shopify Admin order surfaces.

Start here

Use these links when setting up the app, training staff, or preparing App Store support URLs.

Tutorial First-run installation and daily workflow walkthrough.
FAQ Answers about scopes, summaries, logs, plans, and blocked workflows.
Privacy Policy Data handling, retention, deletion, and merchant-facing commitments.
Terms Merchant responsibilities, plan-aware usage, and workflow scope.
Data Protection Compliance support, retention controls, and processing boundaries.
Changelog Recent product improvements and operational hardening notes.
Feedback Send anonymous suggestions, docs notes, or general product feedback.

Core surfaces gallery

These screenshots show the main merchant-facing surfaces you will see while running OrderBrief Atlas.

OrderBrief Atlas dashboard inside Shopify Admin.
Embedded dashboard: the primary surface for overview triage, order review, plan checks, processing rules, and logs.
OrderBrief Atlas order summary block in Shopify Admin.
Order detail block: summary, signals, and risk score for a specific order.
OrderBrief Atlas order action panel in Shopify Admin.
Order action: reprocess a single order from Shopify Admin.
OrderBrief Atlas bulk action surface in Shopify Admin.
Bulk action: selection-based workflow for order teams handling multiple orders.

What OrderBrief Atlas does

OrderBrief Atlas turns merchant-authored order notes into an internal fulfillment brief.

  • Detects urgent, gift, date-sensitive, customization, and warning signals from order note text
  • Creates a summary, action text, and risk score for internal staff review
  • Displays the same result in the embedded dashboard and supported Shopify Admin extension surfaces
  • Keeps checklist state inside the app so teams can track whether a note was reviewed
  • Lets merchants tune keyword detection and retention from Processing Rules

Daily workflow

Use these screenshots to understand the normal operator path from triage to order-level action.

OrderBrief Atlas overview tab with needs-attention cards and next-step guidance.
Start in Overview to spot high-risk notes, see blockers, and follow the next-step workflow.
OrderBrief Atlas summary block with signals and score.
Move into the order detail block when staff need order-level context without leaving Shopify Admin.
OrderBrief Atlas order action with queue reprocess control.
Use the order action to reprocess after note text changes or when the team wants a fresh pass.
OrderBrief Atlas bulk selection action in Shopify Admin.
Use Admin extension actions when multiple operators share the workflow.

Plan-aware behavior

Some actions depend on the store's active plan.

  • Starter stores can review generated summaries and monitor processing
  • Paid plans unlock manual reprocess and checklist action workflows
  • The Plan & Billing tab explains the current lock state and the next Shopify-hosted approval step
  • If Shopify approval for protected customer data is still pending, order-level actions show guidance rather than a raw error

Need more detail?

Use the tutorial for setup, the FAQ for behavior questions, the privacy page for data handling, the changelog for recent updates, and the feedback page to share suggestions.