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Quick start guide

Here's the fastest real path from installed-but-unconfigured to customers actually chatting with your AI assistant.

What you'll need

ShopGuide installed on your store, and admin access to your theme editor.

Open the theme editor

From your Shopify admin: Online Store > Themes, find your active theme, click Customize, and navigate to wherever you want the chat — the homepage is a reasonable default.

Add the ShopGuide Chat section

Click Add section, search for "ShopGuide Chat," add it, and place it anywhere on the page — its on-screen position doesn't depend on where it sits in the section list.

The few settings worth touching right away

The section has a handful of options right in the theme editor: a Chat Heading (defaults to "ShopGuide" — worth changing to your store name, or something like "Ask [Store Name]"), a Primary Color for user messages and the widget border, a Product Discussed field that auto-fills on product pages so the AI has the right context, and an optional Custom Launch Message with up to six quick-reply buttons if you want to replace the default opening line.

For colors, sizing, shadows, and everything else that applies store-wide, that's the Appearance page in the ShopGuide admin app, not the theme editor — see Chat appearance.

Preview it

Click Preview, find the widget on the page, click the bubble, and send a test message. Try a product question and see the Qdrant-backed search actually pull something relevant.

Publish

If it looks right, click Save. The chat is live.

Once it's live

Test it with a few real scenarios: a product recommendation question, something that requires looking something up (shipping, materials, sizing), and an order-tracking or support question. Then keep an eye on it — check Chats in your dashboard for transcripts, check Dashboard for session and conversion numbers, and watch the knowledge gaps list for questions the AI couldn't fully answer.

If something's not working

Chat not appearing at all? Confirm you saved the theme changes, and that the section is on a page you're actually viewing. Chat not responding? Confirm your subscription is active and you haven't hit your plan's visitor limit, and check your connection. Styling look off? Adjust the primary color and heading right in the section settings, or head to the Appearance page for anything deeper.

What's next