Guided checkout with Hakuna Assist
With this solution, you can make it easier for your sales and support staff to sell product protection to your customers by displaying information about available plans for purchased products with links to pre-filled Hakuna Assist checkouts in your sales app or CRM tool.
1. Share order placement event
When an order is placed in your system, you will need to publish an order placement event so that we can match all unprotected products in the order with protection plans. To do this, you can use our Events API, our Shopify app or share them via CSV. Please refer to the linked guides to find out more information about the individual requirements for each option.
Keep in mind that if you decide to share order placements via CSV, you will not be able to request checkouts for orders in real-time.
2. Get information about available protection
To find out which products have protection plans available and to get information about them, call our checkouts endpoint and pass us the order ID in an HTTP GET request, specifying the checkout type, which in this case would be Assist. GET /checkouts?order_id=order-123&checkout_type=assist
The response contains a link to a uniquely generated Hakuna Assist checkout with pre-filled order and customer information.
If a line item is not listed in the response, then there is no plan available for that product. If there are no plans available for any of the products in the order, then you will get a 404 error response.
3. Display the information
Display the information in your sales app or CRM tool.
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