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First Login & Dashboard Overview

After installing ShopGuide, your first login experience is designed to get you up and running quickly. This guide covers what to expect and how to navigate your new dashboard.

What Happens After Installation​

1. Automatic Redirect​

Once you install ShopGuide, you'll be automatically redirected to the app dashboard within your Shopify admin. No additional login required!

2. Welcome Screen​

Your first view includes:

  • App overview with key features highlighted
  • Quick setup checklist to guide your initial configuration
  • Plan selection if you haven't chosen a subscription yet

Dashboard Welcome Screen

Dashboard Navigation​

The ShopGuide dashboard includes these key sections:

  • Home: Overview and quick stats
  • Dashboard: Detailed analytics and insights
  • Chats: View and manage conversation transcripts
  • A/B Test: Set up and monitor chat variations
  • Settings: Configure your chat appearance and behavior
  • Pricing: Manage your subscription and billing

Quick Actions​

From the home screen, you can:

  • Add your first chat widget to your theme
  • Customize chat appearance
  • View recent conversations
  • Access help documentation

Initial Setup Checklist​

Complete these steps to get the most out of ShopGuide:

  1. Choose Your Plan

    • Review available subscription options
    • Start with the free trial to test features
    • Upgrade when ready for full functionality

  2. Configure Basic Settings

    • Set your chat heading and welcome message
    • Choose your brand colors
    • Configure visibility preferences

  3. Add Chat to Your Store

    • Navigate to your theme editor
    • Add the "Your ShopGuide Chat" block
    • Position it on key pages

Understanding Your Subscription Status​

The dashboard clearly shows your current plan status:

  • Active subscription: Full access to all features
  • Trial period: Limited time access with all features
  • No subscription: Redirected to pricing page

Subscription Status

Next Steps​

Once you're familiar with the dashboard:

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