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In-app settings panel

The Settings page controls how the AI behaves, how it escalates to humans, and general chat options. Visual appearance (colors, sizing, shadows) lives on the separate Appearance page — see Chat appearance.

Settings are organized into tabs: Essentials, AI Training, Bubble, Voice Input, Billing, and General (plus a Store Setup tab for a store's public-facing AI Guide page, if applicable).

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 to every chat instance (can be overridden per page from the theme editor)
  • Support Channel: Choose how the AI hands off customers it can't help further — Email (asks for the customer's email, sends a summary to your inbox), Slack (same flow via a webhook, with an optional custom message template), or WhatsApp (shows a pre-filled click-to-chat button, no email needed)

AI Training​

This tab covers what the AI knows and can do:

  • Free Shipping Information: Let the AI answer free-shipping-threshold questions accurately
  • Custom System Prompt: A free-text field appended to ShopGuide's built-in system prompt — this adds store-specific instructions on top of the default behavior, it does not replace the whole prompt
  • Auto-Scroll Settings: Controls behavior when the AI recommends products while the customer is browsing a related page
  • Sidekick Integration: Lets Shopify's own Sidekick assistant call ShopGuide's chat-analytics and knowledge-gap tools from within Shopify admin
  • AI Discount Code Generator: See below
  • Email Follow-Up on Unanswered Questions: Related to the knowledge-gaps detector — flags and can follow up on questions the AI couldn't resolve
  • Web Research Tool Settings: Controls whether/how the AI can search the web for an answer
  • Product Comparison Metafields: Choose which product metafields appear in the AI's comparison tables
  • AI Feedback Management: Review and manage your own 👍/👎 ratings on AI responses (see Chat management)

AI Discount Code Generator​

A real, distinctive feature: the AI can generate unique, time-limited Shopify discount codes during a conversation.

  1. Select which products and/or collections are eligible (live search against your catalog)
  2. Configure the discount type (percentage or fixed amount), value, duration (6 hours to 7 days), and whether it's limited to once per customer
  3. When enabled, the AI is told never to invent a code — it must call a tool that creates a real, Shopify-enforced discount scoped to your eligible products/collections
  4. Generated 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 in Chats

Bubble​

Controls the chat bubble and pre-chat behavior:

  • Mobile Navigation: Adjusts the chat position to avoid overlapping a mobile nav bar, if your theme has one
  • Product Card Display: Show product recommendations in a side panel (desktop) or inline with horizontal scroll
  • Chat Bubble Settings: Show/hide the bubble, position (left/right), icon, size, and icon color
  • Proactive Messages: A short message shown near the bubble after a configurable delay, defined 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​

  • Voice-Dominant Mode: When enabled, the chat opens with a large dictation button instead of the text field (visitors can still switch to typing). Only applies in browsers that support voice dictation.

Billing​

Manage your subscription plan — see Plans & subscription pricing.

General​

  • Global Kill Switch: Instantly stops the chat and any A/B test from loading on all storefront pages (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 (e.g. cancel items, change shipping address) independently — editing requires tracking to be enabled
  • Debug Mode: When on, every launch message is saved; when off, only launch messages with actual customer interaction are saved (reduces storage)
  • Experimental Features: Currently includes 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​

Test changes on a preview page before publishing, especially the Global Kill Switch and Support Channel settings.