Go live checklist

Work through this list before shoppers start chatting. Most items take a minute.

Before you switch on#

1. 1

   Connect your store

   Check it shows Active on Stores. See Connect your store.

2. 2

   Add your store pages

   FAQ, shipping, returns and size guide pages help the most. See Knowledge base.

3. 3

   Describe your business

   Fill in About your business in Behavior.

4. 4

   Make it yours

   Set your accent color, name and logo in Appearance.

5. 5

   Choose which discount codes it may share

   It shares none until you pick some. See Sales.

6. 6

   Decide who handles hard questions

   Set When it can't help and live chat in Support.

7. 7

   Run a test chat

   Ask about a real product, a policy and a discount. See First test chat.

8. 8

   Turn on the chat

   Turn on Any Store AI Chat in your theme's App embeds. See Install on Shopify.

9. 9

   Check it's live

   Chat on your store shows Connected on Installation.

After your first chats#

• Read your first chats in Inbox.
• Answer unanswered questions. Each answer teaches the assistant. See Unanswered questions.
• Add an email automation. Review requests and abandoned checkout are good first ones. See Email automations.