A territory is a geographic definition attached to an agent. When territory filtering is on, each agent's company list is narrowed to the locations that fall inside their area, so reps work only their patch and you avoid two agents chasing the same account.
Defining a territory
Open an agent's page and define their territory from three building blocks. You can combine them freely; a location matches the territory when it satisfies the rules you set.
- Countries. Add one or more ISO country codes, for example
ES,FRorIT. - Regions or states. Type a region or state name; an autocomplete suggests matches and the comparison is case-insensitive, so
Catalunaandcatalunaresolve the same way. - Zip-code prefixes. Add the leading digits of a postal code to cover a cluster of areas, for example
08to match every zip that starts with those digits.
For power users there is a JSON editor for map shapes. It accepts two kinds of rule:
- Circles. A centre point plus a radius in kilometres. A location matches when its distance from the centre is within the radius.
- Polygons. A list of points describing a boundary. A location matches when it falls inside the polygon (a point-in-polygon test).
Turning territory filtering on
Filtering is a store-wide switch, off by default. Turn it on and each agent's company list is filtered to the locations that match their territory. Leave it off and territories are informational only: they describe who owns what without hiding any companies.
When on, every agent sees only the companies whose locations fall inside their territory. When off, territories are recorded but never filter the list. Set this in Installation & settings.
AI conflict audit
If you add an Anthropic API key, saving a territory runs an AI review across your agents. It flags overlaps where two agents cover the same ground, gaps where no one is assigned, and redundancy you can trim, then suggests fixes in a banner. The review takes your manager hierarchy into account, so a manager overlapping their own reports is not treated as a conflict.
Without a key, territories still work exactly the same; you just do not get the suggestion banner. See Optional integrations for where to add the key.
A caveat about map shapes
Shopify company locations do not expose latitude and longitude, so circle and polygon rules are skipped for real locations until coordinates are added. Country, region and zip-prefix rules work fully, and are what most teams use.