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Settings Panel

The Settings panel is your control center for customizing every aspect of your ShopGuide chat experience. From basic appearance to advanced AI behavior, configure everything to match your store's needs.

Settings Overview​

Settings Categories​

The Settings panel is organized into logical sections:

  • Global Settings: Store-wide chat configuration
  • Appearance: Visual customization and branding
  • Behavior: Chat functionality and user experience
  • Advanced: AI prompts, integrations, and technical settings
  • Notifications: Alert and communication preferences

Settings Panel Overview

Global Settings​

Basic Configuration​

Store Information

  • Store name: Used in chat context and responses
  • Primary language: Sets AI response language
  • Time zone: For accurate conversation timestamps
  • Currency: For price-related discussions

Default Chat Behavior

  • Auto-launch: Automatically open chat for new visitors
  • Welcome delay: Time before showing welcome message
  • Idle timeout: When to end inactive conversations
  • Session persistence: Remember conversations across page visits

Chat Availability​

Operating Hours

  • 24/7 availability: Always-on AI assistance
  • Business hours: Limit chat to specific times
  • Holiday schedule: Disable during store closures
  • Timezone handling: Automatic adjustment for customer locations

Page Targeting

  • Global enable: Show chat on all pages
  • Specific pages: Choose individual pages for chat
  • Exclude pages: Hide chat from certain pages (e.g., checkout)
  • Product-specific: Enable chat only on product pages

Appearance Settings​

Visual Customization​

Color Scheme

  • Primary color: Main brand color for user messages
  • Secondary color: Accent color for buttons and highlights
  • Background colors: Chat container and message backgrounds
  • Text colors: Ensure readability and brand consistency

Typography

  • Font family: Choose from web-safe fonts or custom fonts
  • Font sizes: Adjust for different screen sizes
  • Font weights: Bold, normal, light options
  • Line spacing: Optimize for readability

Appearance Customization

Layout and Positioning​

Chat Container

  • Width: Fixed width or responsive sizing
  • Height: Maximum chat height before scrolling
  • Position: Fixed, relative, or absolute positioning
  • Margins and padding: Spacing around chat elements

Chat Bubble

  • Bubble style: Rounded, square, or custom shapes
  • Bubble size: Compact, normal, or large
  • Animation: Entrance and interaction animations
  • Shadow effects: Depth and visual appeal

Responsive Design​

Mobile Optimization

  • Mobile-specific styling: Different appearance for mobile devices
  • Touch-friendly sizing: Larger buttons and touch targets
  • Mobile positioning: Optimal placement for mobile screens
  • Keyboard handling: Smooth interaction with mobile keyboards

Behavior Settings​

Conversation Flow​

Message Handling

  • Typing indicators: Show when AI is "thinking"
  • Message delays: Natural conversation pacing
  • Auto-scroll: Automatically scroll to new messages
  • Message grouping: Combine related messages

User Experience

  • Quick replies: Suggested response buttons
  • Message history: How long to keep conversation history
  • Conversation restart: Allow users to start fresh conversations
  • Transcript download: Let users save conversation history

Interaction Features​

Customer Authentication

  • Login integration: Connect with Shopify customer accounts
  • Guest conversations: Allow anonymous chat
  • Customer data access: Use order history in conversations
  • Privacy controls: Manage customer data usage

Cart Integration

  • Cart notifications: Alert about cart updates during chat
  • Product recommendations: Suggest products based on conversation
  • Checkout assistance: Help with purchase decisions
  • Abandoned cart recovery: Re-engage through chat

Behavior Settings

Advanced Settings​

AI Configuration​

System Prompts

  • Default personality: Professional, friendly, or custom
  • Response style: Detailed, concise, or conversational
  • Product knowledge: How to handle product questions
  • Escalation rules: When to suggest human support

Language and Localization

  • Multi-language support: Detect and respond in customer's language
  • Regional customization: Adapt responses for different markets
  • Cultural sensitivity: Appropriate responses for different cultures
  • Translation quality: Balance speed vs accuracy

Integration Settings​

Third-party Connections

  • CRM integration: Sync customer data and conversations
  • Analytics platforms: Send chat data to analytics tools
  • Email marketing: Connect chat leads to email campaigns
  • Support systems: Escalate complex issues to human agents

API Configuration

  • Webhook endpoints: Send conversation data to external systems
  • API rate limits: Manage external service usage
  • Data synchronization: Keep customer data updated across platforms
  • Security settings: Manage API access and permissions

Notification Settings​

Admin Notifications​

Email Alerts

  • High conversation volume: Alert when chat usage spikes
  • Customer satisfaction drops: Notify about negative feedback
  • System issues: Technical problems or downtime
  • Weekly summaries: Regular performance reports

Dashboard Notifications

  • Real-time alerts: In-app notifications for urgent issues
  • Performance milestones: Celebrate achievements and goals
  • Update notifications: New features and improvements
  • Maintenance alerts: Scheduled downtime and updates

Customer Notifications​

Chat Notifications

  • New message alerts: Notify customers of AI responses
  • Conversation summaries: Send chat transcripts via email
  • Follow-up messages: Post-conversation engagement
  • Satisfaction surveys: Request feedback after conversations

Settings Management​

Configuration Backup​

  • Export settings: Save current configuration
  • Import settings: Restore previous configurations
  • Version control: Track changes over time
  • Team sharing: Share configurations across team members

Testing and Validation​

  • Preview mode: Test settings before applying
  • Staging environment: Test configurations safely
  • Rollback options: Quickly revert problematic changes
  • A/B testing integration: Test setting changes systematically

Access Control​

User Permissions

  • Admin access: Full settings control
  • Editor access: Limited configuration options
  • Viewer access: Read-only settings access
  • Custom roles: Define specific permission sets

Troubleshooting Settings​

Common Issues​

Settings not applying?

  • Clear browser cache and refresh
  • Check for conflicting configurations
  • Verify user permissions
  • Contact support if issues persist

Performance impact?

  • Monitor page load times after changes
  • Optimize image and asset sizes
  • Review complex customizations
  • Use performance testing tools

Best Practices​

  • Test changes gradually: Implement one setting at a time
  • Document configurations: Keep notes on what works
  • Regular reviews: Periodically audit and optimize settings
  • User feedback: Gather customer input on chat experience

Next Steps​

Optimize your chat configuration:

Take time to explore all settings - small adjustments can significantly improve your chat performance and customer satisfaction.