> For the complete documentation index, see [llms.txt](https://help.joy.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.joy.so/customers/customer-management/add-customer-without-leaving-joy.md).

# Add customers & resources without leaving Joy

{% hint style="info" %}
This feature is available for **All** plans (requires Joy embedded in Shopify admin).
{% endhint %}

### Overview

Previously, adding a new customer or creating a product/collection from within Joy required navigating away to Shopify admin and coming back. Joy now uses **Shopify Admin Intents** — a Shopify-native modal system — to open create and edit flows inline, without ever leaving the Joy interface.

### What you can do

#### Add a new customer from Joy's customer list

In **Joy → Customers**, click **Add customer** in the top-right corner of the customer grid.

A Shopify customer creation modal opens directly inside Joy. Fill in the customer's name, email, and any other details — then confirm. Joy immediately syncs the new customer into your loyalty program.

No tab switching. No losing your place in Joy.

#### Create or edit products and collections from reward setup

When setting up a reward program that targets specific products or collections (e.g., a bonus points campaign for selected SKUs), you can now:

* **Create a new product or collection** via the product/collection picker inside Joy — a Shopify creation modal opens inline.
* **Edit an existing product or collection** directly from the picker — click the edit icon next to any item to open the Shopify edit modal.

Changes save to Shopify and are reflected in Joy immediately after confirming.

### How it works

Joy uses **Shopify Admin Intents** (`app.intents.invoke`) — a Shopify App Bridge feature that opens first-party Shopify modals within any embedded app. The result is the same data being created or edited in Shopify, but the experience stays within Joy.

{% hint style="warning" %}
Admin Intents require Joy to be running in **embedded mode** (opened from Shopify admin, not as a standalone URL). The feature is not available in standalone browser access.
{% endhint %}

### Related

* [Customer management](/customers/customer-management.md)
* [Import customer data](/customers/import-customer-data.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.joy.so/customers/customer-management/add-customer-without-leaving-joy.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
