> For the complete documentation index, see [llms.txt](https://docs.yedric.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yedric.ai/shopify/getting-started.md). # Getting Started Install Yedric from the Shopify App Store and get a chat answering real shopper questions on your storefront in about five minutes. This guide takes you from installing Yedric to a chat that answers real questions on your storefront. Plan for about five minutes. Most of the work happens on its own while you go through the steps: Yedric starts reading your store the moment you install it. By the end, shoppers will see a chat button on every page of your store, and your assistant will answer them from your own products, pages and policies. *** ## Step 1: Install the app Find **Yedric** in the Shopify App Store and click **Install**. Shopify asks you to approve the access the app needs to read your products, pages, policies, orders and customers. Approve it, and Shopify opens Yedric inside your admin. You can always get back to it from **Apps** in the left sidebar of your Shopify admin. Pin it there if you like. While you are reading this, Yedric is already creating your assistant and reading your catalog. *** ## Step 2: Choose a plan The first time you open the app, it shows the **Plan** page so you can pick where to start. [image:Screenshot of the Yedric Plan page in the Shopify admin (Apps > Yedric > Plan) on a newly installed store with no plan yet: the "Your plan" section reads "No plan yet" and "Choose a plan below to start. You can change it any time.", with the Free and Pro plan cards side by side below it. Spotlight the "Start 7-day free trial" button on the Pro card.] * **Free** includes 50 AI conversations a month, with order lookup, order tracking, returns, live chat and custom replies. * **Pro** includes 500 AI conversations a month and adds size finder, product recommendations, abandoned cart recovery, order changes, fully automated returns with prepaid labels, and Ask Yedric in POS. It starts with a 7-day free trial. You can change plans at any time. See [Plans and billing](https://docs.yedric.ai/shopify/going-deeper/plans/) for the details. *** ## Step 3: Work through the setup guide Click **Yedric** in the sidebar to open **Home**. On a new store, **Conversations** and **Analytics** are not in the sidebar yet; they appear once shoppers start chatting. The **Set up your assistant** card at the top lists five steps, with a counter such as "2 of 5 done" and a progress bar. [image:Screenshot of the Yedric Home page in the Shopify admin (Apps > Yedric) on a newly installed store, showing the "Set up your assistant" card with its five rows: Learn your store, Who answers, Name and voice, Test it, and Go live. Spotlight the "Learn your store" row with its "In progress" badge and progress bar.] ### Learn your store There is nothing to do here. Yedric reads your products, collections, pages, policies and blog posts, and the rest of your website, such as shipping and FAQ pages. The row shows its progress and, once it finishes, what it read, for example "Read 214 products, 18 collections, 12 pages, 4 policies." You can move on to the next steps while it runs. If reading your store fails, the row says why and offers **Try again now**. ### Who answers Decide how support is shared between your assistant and your team, then click **Save**: * **My assistant first, then my team**: It answers what it can and offers a person when needed. This is selected for you. * **My assistant handles everything**: No live chat. Shoppers are pointed to your email when it cannot help. * **My team first**: It answers quick questions and hands everything else to your team. Once saved, the row offers **Add your staff's available hours** if your team takes chats. Set them now or later: outside those hours, your assistant tells shoppers when your team is back. See [Staff hours](https://docs.yedric.ai/shopify/going-deeper/team-inbox/#staff-hours). You can change this at any time on the [Assistant](https://docs.yedric.ai/shopify/going-deeper/assistant/) page. ### Name and voice Click **Set up** to open the **Assistant** page. Every field is filled in with a sensible default, so you can click **Save** right away and come back later, or: * Give your assistant a **Name** and a **Greeting**, the first thing it says when the chat opens. * Pick a **Tone** (Friendly, Neutral, Formal or Playful) and a **Reply length** (Short, Balanced or Detailed). A preview of the chat on the right shows an example answer in the voice you picked, and updates as you change it. ![Screenshot of the Voice and Instructions sections of the Yedric Assistant page in the Shopify admin (Apps > Yedric > Assistant), with the Tone, Reply length and emoji settings, focused on the Tone buttons in the Voice section](https://docs.yedric.ai/assets/2026-10-23-shopify-getting-started-voice-tone-buttons.png) ### Test it Back on Home, click **Ask anything** to open a real chat with your assistant, or click one of the questions shoppers ask most, such as **Find a product**, **Track an order** or **Start a return**. Every answer comes from your own store, not a script. These test chats do not count toward your plan's conversations. They are kept out of your analytics, and out of the Conversations list unless you ask to see them. ### Go live Click **Turn on in theme**. Shopify opens your theme editor with the **Yedric chat** app embed ready to switch on. Make sure it is on, then click **Save** in the theme editor. ![Screenshot of the Shopify theme editor (Online Store > Themes > Customize) with the App embeds panel open on the left and the "Yedric chat" embed switched on, the storefront preview on the right, focused on the "Yedric chat" toggle and the theme editor's Save button](https://docs.yedric.ai/assets/2026-10-23-shopify-getting-started-theme-chat-embed.png) Come back to the Yedric tab. Within a few seconds the row changes to "Chat is on your storefront." Nothing else on your storefront changes, and there is no code to add. Yedric only checks the embed on your **published** theme. If you turned it on in a theme you have not published yet, it will show as off until you publish that theme. *** ## Step 4: See it on your store Click **View storefront** and open the chat button in the corner of any page. Ask it something a shopper would ask, like a question about shipping or a product you sell. [image:Screenshot of a Shopify storefront home page with the Yedric chat panel open on the right side, showing the assistant's greeting and an answer to "Do you ship to Canada?" that cites the store's shipping policy page. Spotlight the chat panel.] When every step is done, click **Finish setup** and the guide goes away. Everything in it stays reachable from the Assistant page. If you would rather not finish every step, **Hide** in the corner of the guide puts it away early. *** ## What to do next * Turn on more of what your assistant can do on the [Capabilities](https://docs.yedric.ai/shopify/capabilities/) page, such as [Returns](https://docs.yedric.ai/shopify/capabilities/returns/) or [Size finder](https://docs.yedric.ai/shopify/capabilities/size-finder/). * Write [Custom replies](https://docs.yedric.ai/shopify/capabilities/custom-replies/) for the questions you get most. * Match the chat to your store's look in [Settings](https://docs.yedric.ai/shopify/going-deeper/settings/). * Decide how your team picks up conversations in [Live chat and the inbox](https://docs.yedric.ai/shopify/going-deeper/team-inbox/). * Check in on [Conversations](https://docs.yedric.ai/shopify/going-deeper/conversations/) and [Analytics](https://docs.yedric.ai/shopify/going-deeper/analytics/) once shoppers start chatting.