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First login & dashboard overview

After installing ShopGuide, a short onboarding flow gets you to your dashboard. This guide covers what to expect and how to navigate the app.

What Happens After Installation​

1. Automatic Redirect​

Once you install ShopGuide, Shopify redirects you into the embedded admin app. No separate login is required.

2. Onboarding Steps​

The first time you open the app, you're asked:

  • How did you hear about ShopGuide? — a short traffic-source survey
  • A contact for your store — name, email, and phone number, so the ShopGuide team can reach you

Stores that are exempt from billing (or have billing disabled) skip straight to the dashboard.

Dashboard Navigation​

The ShopGuide admin app includes these sections in the Shopify admin sidebar:

  • Home: Overview with key stats (chat sessions, revenue generated, conversion rate) and quick links
  • Dashboard: Detailed analytics — session, conversion, and engagement metrics
  • Test your Guide: Preview and test the chat as a customer would see it, plus manage shop knowledge content
  • Chats: Conversation transcripts
  • A/B Test: Set up and monitor a chat-vs-no-chat experiment (if enabled for your store)
  • Path Explorer: Visitor navigation paths derived from page views and chat activity
  • Appearance: Chat widget colors, sizing, and styling
  • Integrations: Third-party review-app tokens (Judge.me, Smile.io, Rivyo) and related connections
  • Settings: AI behavior, support channel, launch messages, billing, and general options

Understanding Your Subscription Status​

Your plan and visitor usage are visible from the Pricing page and on your dashboard's usage indicator. If you're on a public plan, chat continues to work as long as your subscription is active; billing details live in Plans & subscription pricing.

Next Steps​

Once you're familiar with the dashboard:

Tip: Bookmark your ShopGuide dashboard for quick access from your Shopify admin sidebar.