Shopify Setup Wizard¶

When you install Functional AI from the Shopify App Store, our automated setup wizard creates everything you need to get started in seconds.

What the Wizard Creates

A customized AI assistant for your store
A knowledge base with your store content
Pre-configured Shopify product templates
Widget ready to go on your store

How It Works¶

After you install the app from Shopify and authorize the connection, our wizard automatically runs a 10-step process to configure your AI assistant with your store's content.

The 10-Step Auto-Setup Process¶

Step	What Happens	Why It Matters
1. Get Pages	Retrieves your store's pages (About Us, Contact, etc.)	Gives the AI knowledge of your store information
2. Get Blogs	Fetches your blog posts and articles	Adds valuable content for customer questions
3. Get Products	Loads your product catalog metadata	Enables product recommendations and search
4. Extract Colors	Reads your theme's color scheme	Auto-styles the widget to match your brand
5. Create Vector Store	Sets up a knowledge base for RAG	Enables intelligent, context-aware responses
6. Upload Files	Adds your pages, blogs, and product info to the knowledge base	Powers accurate answers about your store
7. Create Assistant	Configures an e-commerce optimized AI assistant	Ready to help customers immediately
8. Link Store	Connects the knowledge base to your assistant	Enables product-aware responses
9. Link Template	Attaches Shopify function templates	Enables live product search and order lookup
10. Configure	Applies your theme colors and settings	Widget matches your store's look and feel

What Gets Extracted from Your Store¶

Pages Content: About Us, Contact, FAQ, shipping policies, return policies, and other static pages are extracted and added to your knowledge base.
Blog Posts: If you have a blog, articles are included so your assistant can reference them when customers ask about topics you've written about.
Product Information: Product titles, descriptions, and basic metadata are indexed. The live Shopify template functions provide real-time product data including current prices and availability.
Theme Colors: Your store's primary brand colors are extracted from your theme to style the chat widget automatically.

After the Wizard Completes¶

What You'll See¶

Once setup completes, you'll be redirected to the preferences page where you can:

Verify your assistant is selected and active
Toggle the widget ON to display it on your store
Customize appearance if you want to adjust the auto-detected colors
Test the chatbot before going live

Your Configured Resources¶

The wizard creates these resources in your Functional AI account:

Assistant: Named "[Your Store Name] Assistant" with e-commerce optimized settings
Knowledge Base (Store): Named "[Your Store Name] Knowledge Base" containing your store content
Connected Templates: Shopify template with product search, order lookup, and other e-commerce functions

Customizing After Setup¶

The wizard provides a great starting point, but you can customize everything:

Improving the Assistant¶

Go to Assistants in your dashboard
Click on your Shopify assistant
Edit the instructions to add specific guidelines:
Your brand voice and tone
Product recommendations to prioritize
Specific policies to emphasize
Topics to avoid

Enhancing the Knowledge Base¶

Go to Stores in your dashboard
Select your Shopify knowledge base
Upload additional documents:
Detailed product guides
Size charts
Warranty information
Common troubleshooting guides

Adjusting Appearance¶

Open the Functional AI app in Shopify admin
Access Preferences
Customize colors, layout, and launcher settings
Changes sync to your live widget automatically

Wizard Troubleshooting¶

The wizard seems stuck or failed

Common Causes:

Large store with many products (takes longer)
Network issues during setup
Shopify API rate limits

Solutions:

Wait a few minutes - large stores take more time
Refresh the page and check if setup completed
Check your dashboard for the created assistant and store
If setup failed, you can manually create an assistant and knowledge base
Contact support if issues persist

The assistant doesn't know about my products

Quick Fix:

Go to Templates in the app
Verify the Shopify template is connected to your assistant
Test a product search query in chat

Why This Happens:

The assistant uses two sources for product information: - Knowledge Base: Static product descriptions (from wizard) - Live Templates: Real-time product data (Shopify API)

The templates provide current inventory and pricing, while the knowledge base helps with detailed product questions.

Colors don't match my store

Automatic Detection Limitations:

Some themes use complex color schemes
CSS variables may not be fully detected
Custom themes may have non-standard color definitions

Manual Fix:

Go to your assistant's Appearance settings
Manually enter your brand colors
Use a color picker on your store to find exact hex codes
Save and verify on your live store

I want to use a different assistant

To Switch Assistants:

Create or select a different assistant in your Functional AI dashboard
Make sure it's set to public
Go to the Shopify app Preferences
Select your preferred assistant from the dropdown
Save changes

The wizard-created assistant will remain in your account if you want to return to it.

Re-Running Setup (Manual)¶

If you need to recreate the wizard setup manually:

Creating a New Assistant¶

Go to Assistants > Create Assistant
Name it appropriately (e.g., "Store Support")
Set Use Case to "ECOMMERCE"
Write instructions for your brand
Save and make it public

Creating a Knowledge Base¶

Go to Stores > Create Store
Name it (e.g., "Product Documentation")
Upload relevant documents:
Export your Shopify pages as text files
Add PDF product guides
Include FAQ content

Connecting to Shopify¶

Connect the knowledge base to your assistant
Add the Shopify template to your assistant
Select the assistant in Shopify app preferences
Enable the widget

Managed Files (Auto-Sync)¶

For stores on certain plans, your knowledge base can automatically sync with Shopify content:

What Gets Synced:

Product descriptions and details
Page content updates
Blog post additions

Sync Frequency:

Content is refreshed periodically (typically daily) to keep your knowledge base current with your store.

Enabling Auto-Sync:

Check your knowledge base settings for "Managed Files" options if available on your tier.