The Settings section is where you manage everything outside of the AI itself — your contact email, which emails Convi sends you, helpdesk integrations, languages, and your plan. This article focuses on General and Notifications.
In this article
The Settings layout
General settings
Setting your contact email
The Notifications screen
Notifications stages
The three you control directly
Other notifications (always on / system-triggered)
Previewing an email
Saving your changes
The Settings layout
Open Settings from the sidebar. You'll see the following sub-pages:
Plan — pricing, current plan, upgrade/downgrade, discount codes (covered in How to Upgrade, Downgrade, or Cancel Your Plan).
Notifications — which emails Convi sends you (covered here).
Integrations — helpdesk connections (Gorgias, Zendesk, Intercom; see Connecting Convi to Gorgias and Connecting Convi to Zendesk).
Language — multilingual widget translations (covered in Managing Widget Languages).
What's New — release announcements feed.
Feature requests — submit and vote on ideas.
General settings
Your account-level settings live across Notifications → General and the cards above the notifications list. The most important field:
Your email — the email Convi uses for notifications (handover alerts, weekly value report, session summaries). Set or edit it under Notifications → General → Edit email address.
There's no separate "account" screen — Convi inherits owner info from Shopify, and the email here is purely the notification target.
Setting your contact email
Open Settings → Notifications → General.
If no email is set, you'll see "Not set." Click Edit email address.
Enter the email you want notifications to go to (typically your support inbox or a dedicated alias).
Click Save. A confirmation message appears: "Your email has been successfully changed."
The contact email applies to every notification Convi sends — handover alerts, the weekly report, and per-conversation summaries. Don't pick a personal inbox if your team should be in the loop.
The Notifications screen
Below the General card, the Notifications screen shows every email Convi can send, grouped by stage (the part of the assistant lifecycle each email belongs to). For each notification you see:
Title — the email's subject in your inbox.
Description — what the email contains and when it's sent.
Trigger — the event that fires it.
Toggle (only for some) — turn it on or off.
Preview button — send yourself a sample copy.
Always on badge — for transactional emails you can't disable.
Notifications stages
The full set of stages Convi groups emails under:
Onboarding — welcome and setup-nudge emails.
Evaluate — Pre-flight report ready.
Publish — widget went live.
Live operation — what happens during normal running (new conversation, handover, session summary).
Analyze — weekly reports and insights.
Lifecycle — re-engagement emails when the shop is quiet.
In the current product, the visible notifications you can directly toggle are in the Live operation and Analyze stages. The rest are sent automatically.
The three you control directly
These three emails have on/off toggles you can flip:
What it does | Recommended | |
New conversation alert | "Get pinged the moment a new shopper starts a chat. Useful in the first days, but it gets noisy on busy stores." | Off (the screen labels it "Recommended off to avoid spam") |
Chat session summary | "Once the conversation ended, it transmits the transcript of the dialogue." | On during the first few weeks; off later if it gets noisy |
Your week with Convi (weekly value email) | "Your week in numbers (questions answered, hours saved, top pages and products) plus the most useful insight Convi spotted — like a knowledge gap worth fixing." | On — high signal, low frequency |
The new-conversation alert is the one most merchants regret leaving on long-term. The weekly value email is the one most merchants are glad they kept.
Other notifications (always on / system-triggered)
A few notifications fire automatically — you don't toggle them, but it's good to know they exist:
Welcome — agent synced & ready — sent once on Day 0 after install + first knowledge sync.
Train your agent in 5 minutes — sent Day 3 / Day 7 if you haven't started training.
Pre-flight report ready — sent when a Pre-flight run completes.
You're live on your storefront — sent the first time the widget is published to a channel.
Customer needs your help (handover) — sent the moment the assistant escalates a session to a human.
We spotted a knowledge gap — sent when the weekly insights pipeline produces a high-priority insight.
Convi is ready when your customers are — re-engagement email sent if the weekly window closes with very low activity.
Milestone reached — sent when the shop crosses 100 / 1,000 / 10,000 AI-resolved questions.
If any of these come in heavier than you'd like, contact support — they're triggered server-side and the team can adjust frequency.
Previewing an email
Every visible notification has a Preview button:
Click Preview on any email row.
Convi sends a sample of that exact email to the contact address from General.
A toast confirms: "Preview sent to {your-email}". If it fails: "Couldn't send preview email — try again."
Use Preview before turning anything on — read the email yourself, decide whether you want it in your inbox forever.
Saving your changes
The Notifications screen has a Polaris save bar that appears as soon as you toggle anything. Click Save to apply, Discard to revert. A toast confirms: "Notifications settings updated successfully."