Before you launch Convi live on your store, make sure you’ve completed these essential steps:
✅ Installed the App
You’ve installed Convi through the Shopify App Store and confirmed permissions.
✅ Configured Assistant Basics
You’ve chosen:
Assistant name
Tone of voice
Answer length
✅ Added Core Knowledge
Include essential topics so your AI can reply accurately:
Shipping times and costs
Returns and refunds policy
Order tracking instructions
Product FAQs
✅ Enabled Your Chatbot Widget
Go to Widget > Chatbot.
Customize colors and welcome message.
Toggle the widget On.
✅ Turned On Relevant Tasks
Enable Tasks like Track Order or Suggest Discounts.
Confirm any necessary permissions.
✅ Tested a Conversation
Send yourself a test message to see how the AI responds.
✅ Reviewed the Inbox
Check your Inbox to familiarize yourself with how conversations are stored and managed.
Completing this checklist ensures your AI Assistant is trained, branded, and ready to help customers effectively.