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Quick Start Guide - 5 Minutes to Your First Chat

Get your ShopGuide chat up and running in just 5 minutes! This streamlined guide covers the essential steps to have customers chatting with your AI assistant today.

Before You Start​

Make sure you have:

  • ShopGuide installed in your Shopify store
  • Admin access to your Shopify theme editor
  • 5 minutes of focused time

Step 1: Access Your Theme Editor (1 minute)​

  1. From your Shopify admin, go to Online Store > Themes
  2. Find your active theme and click Customize
  3. Navigate to a page where you want the chat (homepage recommended)

Theme Editor Access

Step 2: Add the Chat Block (2 minutes)​

  1. In the theme editor, click Add section or Add block
  2. Search for "Your ShopGuide Chat"
  3. Click to add it to your page
  4. Position it where you want the chat to appear

Adding Chat Block

  • Homepage: Below hero section or in sidebar
  • Product pages: Near product description
  • Collection pages: In the sidebar or footer area

Step 3: Basic Configuration (1 minute)​

In the chat block settings, configure:

  1. Chat Heading: Enter your preferred title (e.g., "Ask Our AI Assistant")
  2. Primary Color: Choose a color that matches your brand
  3. Product Context: Select a product if on a product page

Basic Configuration

Step 4: Preview & Test (1 minute)​

  1. Click Preview in the theme editor
  2. Look for your chat widget on the page
  3. Click the chat bubble to test functionality
  4. Send a test message to verify it's working

Chat Preview

Step 5: Go Live! (30 seconds)​

  1. If everything looks good, click Save in the theme editor
  2. Your chat is now live on your store!
  3. Visit your actual store to see it in action

Immediate Next Steps​

Now that your chat is live:

Test with Real Scenarios​

  • Ask about product recommendations
  • Test customer service questions
  • Try different conversation flows

Monitor Performance​

  • Check the Chats section in your ShopGuide dashboard
  • Review conversation transcripts
  • Look for common customer questions

Optimize Placement​

  • Try different page positions
  • Test mobile vs desktop visibility
  • Consider adding to multiple pages

Common Quick Start Issues​

Chat not appearing?

  • Ensure you saved the theme changes
  • Check if chat is hidden on mobile/desktop
  • Verify the block is properly positioned

Chat not responding?

  • Confirm your ShopGuide subscription is active
  • Check your internet connection
  • Try refreshing the page

Styling looks off?

  • Adjust colors in the block settings
  • Check mobile responsiveness
  • Consider custom CSS if needed

What's Next?​

Your basic chat is working! Now explore:

Congratulations! Your AI shopping assistant is now helping customers 24/7.