Tailor it

Tailor it sets up your assistant when you add a store. You answer two questions, then check what they turn on. It takes about half a minute.

You see it first in the setup, in the dashboard or in the app in your Shopify admin. Your answers are saved as you go, so you can leave and come back to the same screen.

The two questions#

1. 1

   What matters most right now?

   Pick one or two: More sales, Fewer support questions, Grow my email list or Win back abandoned carts. A third pick takes the place of the first.

2. 2

   How should it sound?

   Pick Friendly, Professional or Playful. A sample reply shows how each one reads.

Win back abandoned carts is for Shopify stores.

Picked for you#

The answers come pre-picked from your store's data, so most of the time you just select Continue. Each suggested goal says why:

• More sales: you have lots of products.
• Win back abandoned carts: checkout access is on in Shopify.
• Fewer support questions: your help pages, like FAQ, shipping or returns, are in your knowledge base.
• Grow my email list: a small, focused catalog.

The tone is read from your store's own pages. When it can't be, it's Friendly.

Select Skip, use recommended on any screen to take the suggestions and go straight to the summary.

If you leave setup with Skip for now, what you picked so far is used, or the suggestions if you picked nothing. You won't be asked again.

Here's your setup#

The summary lists what your answers turn on, with a switch on each line. Switch anything off now, or change it later.

Your tone is on the list too. Some lines show a label instead of a switch:

• On Growth: not on your plan. Select it to see the plans.
• Your setting: you already changed it yourself, so it's left as it is.
• Needs checkout access in Shopify or Needs customer access in Shopify: select Enable to give the permission.
• Connect a list: not on Shopify, the signup offer needs a newsletter list first.

The 10% offer#

With Grow my email list on a Shopify store, the summary shows Give new subscribers 10% off. It's on by default.

• We create the code in your Shopify for you, like WELCOME10, and the chat's signup offer gives it to new subscribers.
• The code is made once. Switching the line off and on again doesn't make another.
• Use my own code shows when your store has active discount codes. Pick one of yours instead. Change code picks another, or goes back to the 10% code.
• Switch the line off to offer no code.

Finish#

• Turn it on opens your theme editor in a new tab, ready to turn on the chat. Not on Shopify? Select Get the embed code.
• Continue moves on without it.
• Edit answers takes you back to the questions.

It runs once#

Tailor it shows once per store, when you first add it. After you finish or skip it, it doesn't come back. Every setting stays changeable on its own page:

• Tone, and Order help first as the Support first rule: Behavior.
• Product suggestions and the signup offer: Sales.
• Popup on product pages: Messages.
• Questions on product pages: Product pages.
• Welcome emails and abandoned checkout: Email automations.