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In-app settings panel

Settings is where the AI's behavior, its escalation path, and general chat options live. Visual appearance — colors, sizing, shadows — is a separate page; see Chat appearance.

The tabs are Essentials, AI Behavior, Bubble, Billing, General, Store Setup and Integrations.

Essentials​

  • Store Language — sets the AI's default response language
  • Primary color — your brand color, used for shoppers' messages and the chat border (the same setting as "User background color" under Customize)
  • Global Custom Launch Message — replace the AI-generated opening message with your own text and quick-reply buttons (the first three are required, the rest optional), applied everywhere unless a page-type message overrides it
  • Collection and product page launch messages — separate checkboxes, "Enable custom launch message for collection pages" (supports {{collection_title}}) and "... product pages" (supports {{product_title}}). They take priority over the global message.
  • Support Channel — how the AI hands off a customer it can't help further: Email (asks for their address, sends your inbox a summary), Slack (same flow via a webhook, with an optional custom template), or WhatsApp (a pre-filled click-to-chat button, no email needed). The channel alone does not make the AI offer a handoff on unanswered questions; see Email Follow-Up on Unanswered Questions below

AI Training​

This tab is now named AI Behavior in the app (the heading here keeps its old name so existing links keep working). What the AI knows and can do lives here:

  • Free Shipping Information — lets the AI answer free-shipping-threshold questions accurately (enable switch, minimum order amount, scope and custom regions)
  • Your instructions to the AI — a free-text field (also on Train your Guide) appended to ShopGuide's built-in prompt; it adds store-specific instructions on top of the default behavior rather than replacing it. Plain sentences work best; empty means standard behavior
  • Auto-Scroll Settings — controls what happens when the AI recommends products while a customer is browsing a related page
  • Sidekick Integration — lets Shopify's own Sidekick assistant answer questions about your chat analytics, funnels, customer journeys, knowledge gaps and current settings from inside Shopify admin. Levels: Off, Read-only (the default) and Full control (currently behaves as Read-only)
  • AI Discount Code Generator — see below
  • Enable Email Follow-Up on Unanswered Questions — lets the AI offer your support channel when it can't answer. When WhatsApp is your channel, the setting reads Offer WhatsApp when the AI cannot answer under "WhatsApp Handoff on Unanswered Questions" (it needs a WhatsApp number, or no button appears)
  • NPS Surveys — sends a short two-question survey ten days after a chat-assisted order; off by default, with responses landing on their own NPS page in the admin (see NPS survey)
  • Web Research Tool Settings — controls whether and how the AI can search the web for an answer
  • Product Comparison Metafields — which product metafields show up in the AI's comparison tables
  • AI Feedback Management — review and manage your own 👍/👎 ratings on AI responses (see Chat management)

The AI Discount Code Generator specifically​

This one's worth calling out on its own — the AI can generate unique, time-limited Shopify discount codes mid-conversation:

  1. Choose which products or collections are eligible, via live search against your catalog
  2. Set the discount type (percentage or fixed), value, duration (six hours to seven days), and whether it's limited to once per customer
  3. Once enabled, the AI is instructed never to invent a code — it has to call a tool that creates a real, Shopify-enforced discount scoped to your eligible list
  4. 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 under Chats
  6. A visitor who already has a still-valid code is shown that code again instead of getting a new one, no code is created without visitor tracking consent, and each shop is capped at 30 codes per hour

Bubble​

Controls the chat bubble and pre-chat behavior:

  • Mobile Navigation — nudges the chat position to avoid a theme's own bottom nav bar, if it has one
  • Product Card Display — side panel (desktop) or inline horizontal scroll
  • Chat Bubble Settings — Display Bubble, Bubble position, Bubble icon, Bubble size (px) and Bubble icon color. The icon dropdown also offers Custom image (upload) (square image; PNG with transparency for logos, JPG for photos) with a Fill the whole bubble checkbox, and the icon color picker is hidden for a custom image
  • Proactive Messages — a short message near the bubble after a configurable delay (Show after (seconds)), written per store language with a fallback to your primary language
  • Personalized Proactive Message (beta) — checkbox Enable personalized proactive message, off by default. The AI writes a line per visitor (returning visitors on their first page, new visitors from their third page) and falls back to your static message. It needs the visitor to have accepted tracking
  • AI Notification Bar — an optional bar showing the latest AI message when the chat itself isn't visible; off by default for new shops

Voice input needs no setting: while the message field is empty, the chat's send button works as a microphone in browsers that support speech recognition.

Billing​

Manage your subscription plan — see Plans & subscription pricing.

General​

  • Global Kill Switch — the Disable Chat & A/B Test Loading button stops the chat and any A/B test from loading on every storefront page, instantly; test configurations are preserved, not deleted (the button then reads Enable Chat & A/B Test Loading)
  • Dashboard Sessions — the checkbox Count only sessions from countries you sell to (on by default) limits the Shopify-based session count to your Shopify Markets countries; bots are always excluded
  • Transcript Management — Allow transcript deletion: allow customers to delete their own chat transcripts
  • Order Features — Enable order tracking (lookup) and Enable order editing (canceling items, changing a shipping address). With tracking off, the AI sends order requests to your support channel
  • Debug Mode — on: transcripts keep the full text of AI-written launch messages. Off: they show a short "Page visited" line instead. Custom launch messages are always saved in full
  • Experimental Features — Enable Drawer Mode (experimental), desktop only (1024 px and wider), opens chat as a fixed right-side drawer
  • Privacy Information — a merchant-facing summary of what data ShopGuide collects

Store Setup​

Helps you add a dedicated AI Guide page to your store navigation. Buttons open the theme editor preview and the menu editor, and the last step is adding the chat block.

Integrations​

Connect third-party tools: Alia, Klaviyo, Judge.me, Smile.io, Inveterate and Rivyo. The Klaviyo connection also powers NPS survey enrichment. Only 4- and 5-star reviews are quoted in chat. Use Need a Custom Integration? to ask for others.

Next steps​