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Getting started

Install & setup

The app's built-in setup guide walks you through four steps and detects each one automatically as you complete it.

  1. 1

    Sync your catalog

    In the app, open Setup → Sync catalog. StoreMind indexes your active, published products so the assistant can recommend real items. After the first sync, product changes flow in automatically via webhooks, with a daily reconcile as a safety net — plus a Reconcile recent changes button whenever you want an immediate refresh.

  2. 2

    Enable the widget on your theme

    The chat widget ships as a theme app embed. The setup guide links straight to the toggle in your theme editor — enable it, save, and reload your storefront. The guide detects on its own when the widget goes live.

  3. 3

    Teach it your store

    Answer the onboarding questions — what you sell, shipping, returns, support contact, brand tone — and they become the assistant’s knowledge and rules. You can refine everything later in the Agent hub, including importing your policy pages directly.

  4. 4

    Test it

    Open your storefront and ask the assistant a real question. Once it answers, setup is complete — the Setup link retires itself from the navigation.

What gets indexed

Only active, publishedproducts are searchable. Draft or deleted products never appear; out-of-stock products stay visible but are labelled “coming back soon” and availability is re-checked in real time when the assistant answers.

After setup#

From here the day-to-day home is the Agent hub (knowledge, rules, insights) and the Dashboard(metrics and conversations). The widget’s look and quick actions live in Chat settings.

Last updated July 2026