Enabling Inveterate


Cavalry Intelligence
Last Updated: 39 seconds ago

If you use Inveterate for loyalty and memberships, you can connect it to Kodif to issue store credit as Inveterate credits and allow your AI agent to assist customers with membership-related requests.

Connecting Inveterate

To enable the integration:

  1. Go to Channels & Integrations.

  2. Navigate to Loyalty.

  3. Find Inveterate and select Enable.

  4. Enter your private Inveterate API key.

Private API keys are issued by Inveterate support. If you do not already have one, contact Inveterate before starting the setup.

Using Inveterate for store credit

To issue store credit through Inveterate:

  1. Go to your Shopify settings.

  2. Navigate to Store Credits.

  3. Set the store credit provider to Inveterate Credits.

Once enabled, every store-credit resolution issued for claims, returns, and cancellations is added as Inveterate credits to the customer's membership.

Credits are issued at a 1:1 value in your store currency. If a refund is based on an order in another currency, the amount is converted before the credit is issued.

Customers without an Inveterate membership

Inveterate Credits is an all-or-nothing store credit provider. There is no members-only routing and no automatic fallback to another method, such as a gift card.

If either of the following applies, the store credit cannot be issued automatically:

  • The customer is not an Inveterate member.

  • The order does not have a Shopify customer associated with it.

In these cases, the store credit fails and is sent for manual review.

Enabling API Actions

Inveterate also includes API Actions that allow your AI agent to assist customers with their memberships.

Go to Inveterate settings → API Actions to manage these actions.

All API Actions are disabled by default and must be enabled individually.

Available actions include:

  • Get membership details

  • View credit history

  • View tier benefits

  • Redeem credits and return a discount code

  • Adjust credits

  • Cancel a membership

  • Reactivate a membership

  • Change a renewal date

  • List membership tiers

Membership cancellations follow the cancellation policy configured in your Inveterate account.

Customer-specific actions are scoped to the verified shopper's own customer record. The AI agent cannot perform these actions on another customer's membership.

If you need assistance setting up your Inveterate integration, contact support@kodif.io.


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