Shopify: OAuth (recommended)
Authorize to auto-install the widget, sync products, and enable order lookup.
- Dashboard → Integrations → Shopify, enter your *.myshopify.com domain.
- Complete OAuth and wait for product sync.
- Knowledge → Products: verify catalog. Install: confirm widget is injected.
- Test shipping/returns FAQs and handoff on your storefront.
WooCommerce: OAuth + manual embed
OAuth syncs products and orders; paste embed code in theme footer or a scripts plugin.
- Dashboard → Integrations → WooCommerce, authorize your store URL.
- Copy embed code from Install and paste into footer.php or Header/Footer plugin.
- Add returns and shipping FAQs to Knowledge.
- Test order-number lookup and refund handoff.
Any custom site: one snippet
No commerce platform required—works on static and custom stacks.
- Dashboard → Sites: create a site and copy the public key.
- Paste the <script> tag before </body> and publish.
- Knowledge → Products: URL crawl, CSV, or manual catalog.
- Upload policy PDFs, preview chats, then go live.
Knowledge & usage tips
Answer accurately while managing monthly AI reply quotas.
- Start with high-volume FAQs (shipping, returns, sizing) for the AI to cite.
- Upload long policies as PDF/Word for document RAG.
- Sync or import products to reduce availability hallucinations.
- Settings: welcome message, fallback copy, and handoff keywords.