Getting Started

Install the Shopify App

Head over to the Shopify App Store and search for "Supportify". Click Install and Shopify will ask you to approve the app permissions.

Once you approve, the app installs automatically and connects to your store. You'll be redirected straight into the Supportify setup wizard inside your Shopify admin.

The Setup Wizard — Tell Us About Your Store

After installation, the setup wizard opens automatically. The first thing it does is sync your Shopify store data (store name, currency, etc.) — this happens in the background, no action needed from you.

Next, you'll see a text box labeled "About Your Store". This is where you describe what your store sells and any important details the AI should know. For example:

Choose a Communication Style

Pick how you want the AI to talk to your customers. You'll see four options:

• Friendly — Warm and approachable, like chatting with a helpful friend.
• Professional — Business-like and formal. Great for B2B or luxury brands.
• Humorous — Fun and witty. Perfect for brands with a playful personality.
• Custom — Write your own style guidelines. Use this if none of the above fit your brand.

Each option shows an example response so you can see exactly how the AI will sound. Click the one you like and move on.

Pick What Your Chatbot Can Do

This step lets you choose which capabilities your chatbot has. Think of these as superpowers you can turn on or off. You'll see a grid of options, each with a toggle:

• Product Search — Customers can ask about products and get recommendations.
• Order Management — Customers can check their order status, tracking info, etc.
• Customer Management — Look up and update customer details.
• Returns & Refunds — Customers can start a return right in the chat (requires shipping setup).
• Knowledge Base — Answer questions from your uploaded documents and policies.
• Support Tickets — Create tickets when the AI can't solve something, so a human can follow up.
• Discounts & Promos — Share discount codes with customers.
• Feedback Collection — Ask customers to rate their experience after a conversation.
• Page Awareness — The AI knows which page the customer is browsing and can give relevant help.

Add Knowledge (Optional)

This step lets you give your AI extra knowledge about your store. This is optional during setup — you can skip it and add documents later. But the more info you give the AI, the better it answers.

You can add knowledge from three sources:

• Upload files — Drag and drop PDFs, text files, or Word documents. Great for FAQ sheets, product guides, or policy documents.
• Shopify Blog — Connect your Shopify blog and the AI will read all your blog posts. It can even auto-sync when you publish new ones.
• Custom URLs — Paste a webpage URL and the AI will read the content. Useful for external help pages or guides.

Deploy the Chat Widget

This is the step where your chatbot goes live on your storefront. You'll see a button that says "Add to Theme". Click it, and it will open your Shopify Theme Editor.

In the theme editor, the Supportify Chat Widget app block is added automatically. All you need to do is:

1. Make sure the Supportify Chat Widget block is visible in the sidebar (it should be added automatically).
2. Click Save in the top right corner of the theme editor.

That's it. Go back to Supportify, and the setup wizard will detect that the widget is deployed.

Test Your Chatbot

Before you sit back and relax, give it a test run. You can test your chatbot in two ways:

• From the Supportify dashboard — There's a test chat widget built right into the app. Open it and try asking questions like "What are your shipping options?" or "I want to track my order."
• From your live store — Visit your store as a customer would and click the chat bubble. This is the real experience your customers will get.

Set Up Billing (When Ready)

Good news — you don't need to enter any payment info right away. Every store gets 50 free chat sessions per month (that's 50 customer conversations). This resets on the 1st of every month.

When you're ready for more, the setup wizard (or the Billing page) will guide you through setting a monthly billing cap. You choose the maximum amount you want to spend per month, and you'll never be charged more than that.