How do I connect Shopify support chat to my store?

1. In your Chatref dashboard, navigate to Agents and copy the embed snippet for the agent you want to deploy.
2. Log in to your Shopify admin and go to Online Store > Themes. Click Customize on your current theme.
3. In the theme editor, open Theme Settings (the gear icon) and look for a field such as “Additional scripts” or “Custom JavaScript” (often under “Checkout” or “General” settings). Paste the Chatref snippet there and save.
4. Visit your storefront and confirm the widget bubble appears in the bottom corner. The AI agent is now live and ready to answer questions from your own product pages, shipping policy, and FAQs.

Your Chatref agent should be trained on your Shopify store’s actual content for accurate answers.

• Upload PDF manuals, return policies, size charts, and supplier info via the Knowledge Base tab.
• Provide your website URL so the agent can crawl your store pages directly.
• In the agent’s Settings, edit the greeting message to reflect your brand voice (e.g., “Hey! Need help finding a size? I can check real-time stock too.”).

Training on your business documents means the agent will ground every response in your policies - no hallucinations, no guessing.

The shared inbox lets you and your team step into any chat thread with full context.

• When a shopper asks about an exchange and the agent doesn’t have the answer, you’ll see the conversation live in the inbox.
• You can take over typing, see the entire history, and finish the interaction - all without leaving Chatref.
• Tag conversations with labels like “return request” or “wholesale lead” to keep the team organized.

This way you scale support without scaling headcount: the AI resolves routine questions, and humans handle only the cases that need a person.

Turn chat into a tool that captures order details or triggers your own workflows.

• Set up a custom action to ask for the order number and email, then forward it to your helpdesk or internal Slack channel.
• Chain multiple steps: “What’s your order ID?” > “What seems wrong?” > “We’ve flagged this for our support team.”
• Combine with your agent’s knowledge base so the bot can first try to solve the issue from your policies, then hand off the gathered details to the inbox.

All custom actions work inside the same widget, no extra code on your Shopify site.

How to link Chatref to Shopify store
Paste the one-time embed snippet from your Chatref agent into your Shopify theme’s custom JavaScript field (usually under Theme Settings > Additional scripts). Save, refresh your storefront, and the widget connects instantly - no plugin required.

Steps to integrate live chat on Shopify

1. Copy the snippet from your Chatref agent.
2. In Shopify admin, go to Online Store > Themes > Customize and find the custom JavaScript area.
3. Paste and save.
4. Train your agent with your store URLs, PDFs, and policy text.
5. Use the shared inbox to monitor and take over conversations as needed.

Connecting the support widget to your store
The support widget links to your Shopify store via a lightweight embed script. Once added, it appears on all pages, pulls answers from your stored content, and ties in with your team’s inbox for seamless handoff. No ongoing coding or per-month subscription required - you pay only for the chatbot responses you actually use.