How do I set up Chatref for my Shopify store?

Chatref’s onboarding guides you through uploading the documents and URLs that define your Shopify store’s support knowledge. Add your FAQ page, return policy, shipping details, product‑care guides — even a sitemap — so your AI customer support chat can answer from your own content, not guesses. The agent learns your brand voice and stays grounded in your business facts.

Once your content is trained, grab the Chatref widget snippet from your dashboard.

1. In your Shopify admin, go to Online Store > Themes.
2. Click … > Edit code on your live theme.
3. Open theme.liquid and paste the snippet right before the closing </body> tag.
   Save and refresh — the Chatref website widget appears on every page, giving shoppers instant access to your AI chatbot.

Go beyond FAQ answers with custom actions that collect information and trigger your tools. In the Chatref action builder, create a flow that asks for an order number and email, then fires a webhook to your order‑management system or links directly to your tracking page. You can build actions for return requests, size guides, or warranty checks — all inside the same Shopify chat widget, so customers get answers without leaving your store.

How to add Chatref to Shopify

1. Sign up at app.chatref.ai — you’ll get $50 free credit, no card required.
2. Upload your store’s help docs (PDFs, URLs, or plain text) through the onboarding flow.
3. In Widget settings, copy the JavaScript snippet.
4. In Shopify, edit theme.liquid and paste the snippet just before </body>.
5. Save and preview your site — the chat icon appears, ready to handle customer questions.

Steps to set up AI chatbot on Shopify

The setup is the same as adding the widget, but you’ll also fine‑tune the agent in Chatref. After uploading content, use the built‑in playground to test how the AI chatbot answers sample questions. Adjust your document set if needed, and then deploy the widget to your Shopify theme. The chatbot trains on your store’s unique content, so every response stays factual and on‑brand — no generic internet search.

Integrating customer support chat with Shopify

The integration centres on the embeddable widget and custom actions. The Chatref snippet delivers the chat window directly on every Shopify page. Use custom actions to bridge chat to your Shopify operations: collect order IDs, trigger webhooks to your order‑management app, or send email‑collection forms to your CRM. The result is a customer support chat that not only answers questions from your policies but also assists with real account tasks, right inside the shopping experience.