First-Time Setup Wizard

Shown automatically the very first time you open the app, before you've had any real conversations. It walks you through three quick steps so the chatbot is ready before you land on the main dashboard. 
The three steps 
  • Step 1 — Personalize: bot name, welcome message, tone, brand color, and widget position, with a live preview alongside.
  • Step 2 — Focus: turn on the AI Sales Agent (proactive nudges and discount triggers) and/or the AI Product Assistant (answers product questions), independently of each other. 
  • Step 3 — Go live: a single link into your Shopify theme editor to turn the widget on. 
Good to know: "Skip setup" doesn't just skip ahead — it resets everything to the app's defaults, even if you'd already filled something in during this session. 
Good to know: Step 3 finishes itself automatically — the app keeps checking in the background until it detects the widget is live in your theme, so there's no "Finish" button to click. 

Was this article helpful?

0 out of 0 liked this article