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In-app settings panel

Settings is where the AI's behavior, its escalation path, and general chat options live. Visual appearance — colors, sizing, shadows — is a separate page; see Chat appearance.

The tabs are Essentials, AI Training, Bubble, Voice Input, Billing, and General, plus Store Setup if your store has a public-facing AI Guide page.

Essentials

  • Store Language — sets the AI's default response language
  • Global Custom Launch Message — replace the AI-generated opening message with your own text and up to six quick-reply buttons, applied everywhere unless a specific page overrides it from the theme editor
  • Support Channel — how the AI hands off a customer it can't help further: Email (asks for their address, sends your inbox a summary), Slack (same flow via a webhook, with an optional custom template), or WhatsApp (a pre-filled click-to-chat button, no email needed)

AI Training

What the AI knows and can do lives here:

  • Free Shipping Information — lets the AI answer free-shipping-threshold questions accurately
  • Custom System Prompt — a free-text field appended to ShopGuide's built-in prompt; it adds store-specific instructions on top of the default behavior rather than replacing it
  • Auto-Scroll Settings — controls what happens when the AI recommends products while a customer is browsing a related page
  • Sidekick Integration — lets Shopify's own Sidekick assistant call ShopGuide's analytics and knowledge-gap tools from inside Shopify admin
  • AI Discount Code Generator — see below
  • Email Follow-Up on Unanswered Questions — ties into the knowledge-gaps detector, flagging and optionally following up on questions the AI couldn't resolve
  • NPS Surveys — sends a short two-question survey ten days after a chat-assisted order; off by default, with responses landing on their own NPS page in the admin
  • Web Research Tool Settings — controls whether and how the AI can search the web for an answer
  • Product Comparison Metafields — which product metafields show up in the AI's comparison tables
  • AI Feedback Management — review and manage your own 👍/👎 ratings on AI responses (see Chat management)

The AI Discount Code Generator specifically

This one's worth calling out on its own — the AI can generate unique, time-limited Shopify discount codes mid-conversation:

  1. Choose which products or collections are eligible, via live search against your catalog
  2. Set the discount type (percentage or fixed), value, duration (six hours to seven days), and whether it's limited to once per customer
  3. Once enabled, the AI is instructed never to invent a code — it has to call a tool that creates a real, Shopify-enforced discount scoped to your eligible list
  4. Codes follow a pattern like SARAH-LASHES-A3X — a personalized base plus a random suffix for uniqueness
  5. Discount usage shows up as a badge on the relevant transcript under Chats

Bubble

Controls the chat bubble and pre-chat behavior:

  • Mobile Navigation — nudges the chat position to avoid a theme's own bottom nav bar, if it has one
  • Product Card Display — side panel (desktop) or inline horizontal scroll
  • Chat Bubble Settings — show/hide, position (left/right), icon, size, icon color
  • Proactive Messages — a short message near the bubble after a configurable delay, written per store language with a fallback to your primary language
  • AI Notification Bar — an optional bar showing the latest AI message when the chat itself isn't visible

Voice Input

Just one setting: Voice-Dominant Mode. Turn it on and the chat opens with a large dictation button instead of the text field, though visitors can still switch to typing. Only works in browsers that support voice dictation.

Billing

Manage your subscription plan — see Plans & subscription pricing.

General

  • Global Kill Switch — stops the chat and any A/B test from loading on every storefront page, instantly; test configurations are preserved, not deleted
  • Transcript Management — allow customers to delete their own chat transcripts
  • Order Features — toggle order tracking (lookup) and order editing (canceling items, changing a shipping address) independently; editing requires tracking to be on
  • Debug Mode — on saves every launch message; off saves only ones with actual customer interaction, which keeps storage down
  • Experimental Features — currently just an experimental desktop-only "Drawer Mode" that opens chat as a fixed right-side drawer
  • Privacy Information — a merchant-facing summary of what data ShopGuide collects

Next steps