How to build a Shopify chatbot. No code, five minutes, from sign-in to live.

You can build a Shopify chatbot with SimplyBoost in about 5 minutes without writing any code. You sign up, connect your store with one button, check that your store pages and policies were read, switch on the chat in your theme editor and ask it a few questions. Your products are read live from Shopify, so there is no product list to upload, and the bot answers where is my order, returns and product questions in the shopper's language.

No code 5 minutes5 steps, 1 minute eachBeginner friendlyPart 1 of 5
A shop owner packing orders at a table, with parcels ready to ship

In short: 5 minutes, no code, 5 steps.

  1. 1.Create your account and choose Shopify
  2. 2.Connect your store
  3. 3.Check what it learned from your store
  4. 4.Switch the chat on in your theme
  5. 5.Ask it three questions
Start free for 7 daysJump to step 1

Last updated:

The five steps at a glance

Total: 5 minutes, from sign-in to live.

  1. 1 min

    Create your account and choose Shopify

    This is the only form you fill in.

  2. 1 min

    Connect your store

    One button. Shopify asks you to approve the app and you are straight back.

    Channels › Shopify

  3. 1 min

    Check what it learned from your store

    Your store pages, policies and description are added to the agent's knowledge by themselves.

    Train › Knowledge Base

  4. 1 min

    Switch the chat on in your theme

    No code here either. Shopify has a switch for it.

  5. 1 min

    Ask it three questions

    Test it the way a customer would.

What you need

  • A Shopify store you can open as the owner or an admin
  • A SimplyBoost account. You create it in step 1, with a 7-day free trial and 100 AI replies
  • Five minutes
  • The Growth plan or higher for the Shopify store assistant. See pricing

You will not write any code. Every step is a click or a typed word. What no code means here.

The 5-minute path, step by step

  1. 1

    Create your account and choose Shopify

    1 minuteNo code

    This is the only form you fill in.

    Do this

    1. 1Open get.simplyboost.io and choose Create account. Prefer Google? Choose Continue with Google and skip the email step.
    2. 2Type your work email and a password of 8 characters or more.
    3. 3Open the email we send and click the link. It works for 24 hours.
    4. 4On the first screen, Where do you want to start?, pick Shopify.

    You should see: Your dashboard, with Shopify as the starting point.

    Good to know: Already have an account? Sign in and open Shopify in the left sidebar instead.

  2. 2

    Connect your store

    1 minuteNo code

    In the app:Channels › Shopify

    One button. Shopify asks you to approve the app and you are straight back.

    Do this

    1. 1Type your store address, for example yourshop.myshopify.com.
    2. 2Choose which agent the store belongs to. A new account has one.
    3. 3Choose Connect with Shopify.
    4. 4Approve the app in Shopify. You return to SimplyBoost with order lookups and product recommendations switched on.

    You should see: The Shopify page shows your store as connected.

    Good to know: Prefer to start inside Shopify? Open Apps, then SimplyBoost, in your Shopify admin. A new merchant gets an account and an assistant named after the store.

  3. 3

    Check what it learned from your store

    1 minuteNo code

    In the app:Train › Knowledge Base

    Your store pages, policies and description are added to the agent's knowledge by themselves.

    Do this

    1. 1Open Train, then Knowledge Base.
    2. 2Look for your store pages and policies. They turn Ready after about a minute.
    3. 3Notice there is no product list. Products are read live from Shopify, with their live descriptions, variants and stock.
    4. 4Changed a policy later? Open the Shopify source and choose Sync now. The store also syncs on its own every week.

    You should see: Your store pages and policies listed as Ready.

    Good to know: A size guide or a delivery PDF makes answers better. You can add it after you are live, in the optional steps below.

  4. 4

    Switch the chat on in your theme

    1 minuteNo code

    No code here either. Shopify has a switch for it.

    Do this

    1. 1On the Shopify page in SimplyBoost, choose Add widget.
    2. 2In the Shopify theme editor, open App embeds.
    3. 3Switch on SimplyBoost Chat and choose Save.
    4. 4Open your store in a new tab and look for the chat button in the corner.

    You should see: The chat button on your live store.

    Good to know: Do not see it? Check that the embed is switched on and saved, then reload the page.

  5. 5

    Ask it three questions

    1 minuteNo code

    Test it the way a customer would.

    Do this

    1. 1Ask a product question, for example Do you have this jacket in medium? You get a product card with Add to cart and a cart with Go to checkout.
    2. 2Ask Where is my order? and give an order number and the email on the order. You see the status and the tracking. With only the email, it first asks for a code we send to that address.
    3. 3Ask something your store never mentions. It says what it can help with and offers to bring in your team.

    You should see: A right answer, a right order status and an honest answer when it does not know.

    Good to know: Use a real test order from your own store, so you see the real tracking link.

That is it. You are live.

Here is what you have now.

  • Your store connected, with products read live from Shopify
  • Your store pages and policies in the knowledge base, synced every week
  • The chat on every page of your store
  • Order status, returns and product questions answered in the shopper's language
  • Your team alerted when a person is needed

Want to check it properly? 25 questions to test your AI agent.

The SimplyBoost character relaxing in a deckchair while the agent answers customers

Make it yours, now that you are live

None of this is needed to go live. Do one a day, or when a customer shows you what is missing. About 13 minutes in total, and no code in any of it.

  1. 1

    Add a size guide, delivery times or an FAQ

    3 minutesNo codeOptional

    In the app:Train › Knowledge Base

    Anything Shopify does not hold, you can add in a minute.

    Do this

    1. 1Open Train, then Knowledge Base, and drop a PDF anywhere on the page. Word, CSV, text and images work too, up to 50 MB each.
    2. 2For a few facts such as opening hours, choose Text snippet and type them.
    3. 3For an exact answer to one question, choose Q&A.
    4. 4Open your returns policy and switch on Source of truth. It is ranked higher when two sources disagree.

    You should see: Your new sources listed as Ready.

  2. 2

    Give it a name and a voice

    2 minutesNo codeOptional

    In the app:Train › Optimize

    It saves by itself as you go.

    Do this

    1. 1Open Train, then Optimize, then Personality.
    2. 2Type an Agent name, for example the name of someone on your team.
    3. 3Choose the Role Shopping assistant. Keep Support and Commerce switched on.
    4. 4Choose a Tone, for example Friendly, and Short replies of one to three sentences.

    You should see: A Saved tag at the top.

  3. 3

    Write the greeting and three starter questions

    2 minutesNo codeOptional

    In the app:Train › Optimize

    Starters give shoppers something to tap.

    Do this

    1. 1In Optimize, open Behaviour and find Conversation.
    2. 2Type a greeting title, and up to 3 starter questions of 60 characters each.
    3. 3Leave Reply feedback on. A thumbs-down adds the question to Missing answers.
    4. 4Switch on Links to your pages if you want answers to end with a link to the page they came from.

    You should see: Your starters under the greeting in the preview.

  4. 4

    Decide what the bot may do on its own

    3 minutesNo codeOptional

    In the app:Channels › Shopify

    Everything that changes an order is off until you switch it on.

    Do this

    1. 1Open Shopify, then Overview or Settings.
    2. 2Switch on the actions you want: Cancel orders (only orders not yet fulfilled), Change shipping address (only before the order ships), Start returns (a request you approve) and Exchanges.
    3. 3Reconnect Shopify once when asked. This gives the write access the actions need.
    4. 4Know that the customer always verifies first with a 6-digit code we email to the address on the order.
    5. 5Refunds, discounts and subscription changes always wait for you. Find them in Conversations, under Shopify actions, and choose Approve and run or Decline.

    You should see: The actions you chose switched on, the rest off.

  5. 5

    Tell it who to alert

    1 minuteNo codeOptional

    In the app:Train › Optimize

    When a person is needed, your team hears about it.

    Do this

    1. 1In Optimize, open Handover and leads.
    2. 2Type your support email in Escalation email.
    3. 3Choose Send a test alert and check that it arrives.

    You should see: The test email in your inbox.

  6. 6

    Watch the first week

    2 minutesNo codeOptional

    In the app:Train › Knowledge Base

    Two minutes a week keeps it getting better.

    Do this

    1. 1Open Conversations and read the first real chats.
    2. 2Open Knowledge Base, then Missing answers, and answer each question once. The agent learns it.
    3. 3Open the Shopify Performance page to see revenue and orders from chat.

    You should see: Fewer questions in Missing answers each week.

Questions people ask

About 5 minutes from sign-in to a live chat. Create the account, connect the store, check the knowledge, switch on the chat in the theme editor and test it. Each step is about a minute.

No. You connect the store with a button and switch on the SimplyBoost Chat app embed in the theme editor. There is no code to paste.

No. Products are read live from Shopify, so the bot answers from the current description, variants and stock. Only extra material, such as a size guide PDF, is added by hand.

The Shopify store assistant is part of the Growth plan, €89 a month or €71 on yearly billing, and of Pro. Every account starts with a 7-day free trial with 100 AI replies. The pricing page lists what each plan includes.

Only if you allow it. Cancelling, changing an address, starting a return and exchanges are off until you switch them on, and the customer first verifies with a 6-digit code. Refunds and discounts wait for your approval unless you set limits for small ones.

By default it replies in the language the shopper writes in. You can also fix it to English, Spanish, French, German or Dutch.

Yes. Once you connect those channels, the same agent and the same knowledge answer there too.

Keep going

A customer on a laptop with a card in hand, about to buy from a website

Next in the series

How to build your first AI agent

Add your website, pick a tone, test it and put it live.

Read the guide

More how-to guides

Good to read first

The details

Try SimplyBoost with your own content

Start a 7-day free trial with 100 AI replies. Add your website, install the widget and see how the agent answers your customers.

Start free trial
See pricing
  • 7 days, 100 AI replies
  • From €39 a month
  • Hosted in Europe