> 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/going-deeper/home.md). # Home Use the Yedric Home page in Shopify for the setup guide, an at-a-glance view of your assistant, storefront chat status and 30-day numbers. Home is the page you land on when you open Yedric. It is laid out like Shopify Inbox: the work to do and your assistant in the main column, and status and numbers on the right. On a new store, the sidebar shows Home, Assistant, Capabilities, Settings and Plan. **Conversations** and **Analytics** join them once shoppers have had their first conversation, so there is nothing empty to look at before then. ![Screenshot of the Yedric Home page in the Shopify admin (Apps > Yedric) with the setup guide hidden: the To-dos, Assistant and Capabilities cards in the main column, and the Status and Metrics cards in the right column, focused on the Status card](https://docs.yedric.ai/assets/2026-10-23-shopify-going-deeper-home-status-card.png) *** ## Set up your assistant Until you finish setup, the top of Home is the setup guide: **Learn your store**, **Who answers**, **Name and voice**, **Test it** and **Go live**. Each row has a status (**In progress**, **Next up**, **Done** or **Needs attention**) and the one button that moves it on. [Getting Started](https://docs.yedric.ai/shopify/getting-started/) walks through each step. Once your store has been read, the **Learn your store** row offers **Read again**, which reads your catalog and pages again straight away. Yedric also keeps your catalog in sync on its own, so you only need this after a large change you want the assistant to know about right now. *** ## To-dos Once setup is done, a **To-dos** card lists anything still worth doing. Today that is **Add your staff's available hours**, shown while your team takes chats and no [staff hours](https://docs.yedric.ai/shopify/going-deeper/team-inbox/#staff-hours) are set. **Add hours** opens the Staff hours page. *** ## Assistant The **Assistant** card shows where conversations go: * **{Name} answers shoppers**: Shows **Active** while the chat embed is on your storefront, or a **Turn on in theme** button while it is off. * **Your team answers emails**: Shopper emails wait in the inbox with a reply drafted for you. The badge shows how many are waiting, and **Open inbox** opens the inbox in the Yedric dashboard. * **Your team takes over in live chat**: Shoppers who ask for a person wait in Chats. **Open chats** opens the live chat console in the Yedric dashboard. Both buttons open a new tab, already signed in as you. See [Live chat and the inbox](https://docs.yedric.ai/shopify/going-deeper/team-inbox/). **Edit** in the corner of the card opens the [Assistant](https://docs.yedric.ai/shopify/going-deeper/assistant/) page. *** ## Capabilities The **Capabilities** card lists what your assistant can answer and where each answer comes from: * **Product questions**: From your catalog, kept in sync, with a count of products. * **Shipping, returns and store policies**: From your pages, policies and blog, with a count of pages. * **Custom replies**: Answers you write, with a count of replies. * Every other capability, such as **Order lookup**, **Returns** or **Size finder**, each with an **On**, **Off** or **Pro** badge. Under **Better with friends**, the same card lists ShopPad's other apps (Tracktor, Infinite Options, MESA) and Shopify POS, Shopify Flow and Custom actions, with whether each is installed, connected or on. An app you do not have yet opens its Shopify App Store listing. Click any row to open its page, or **Manage** to open the [Capabilities](https://docs.yedric.ai/shopify/capabilities/) page. *** ## Status The **Status** card answers two questions at a glance: * **Chat embed**: **On** or **Off**. When it is off, **Turn on in theme** opens the theme editor with the Yedric chat embed ready to switch on. When it is on, **Theme editor** takes you there to adjust it. * **Assistant**: Your assistant's name, with **Edit**. Below them, **View storefront** opens your store in a new tab. Home checks the embed when it loads, when you come back to the tab from the theme editor, and every few seconds while the embed is off, so you can switch it on in the theme editor and watch this card change. *** ## Metrics The **Metrics** card shows the last 30 days: * **Conversations**: How many conversations shoppers had with your assistant. * **Resolved by assistant**: The share your assistant handled without your team. * **Handed to your team**: How many were passed to a person. * **Satisfaction**: The share of positive ratings, when shoppers rate answers. * **Assisted orders**: Orders placed within a week of a conversation, matched through the shopper's cart. * **Assisted revenue**: The total of those orders. A figure Yedric cannot work out yet says so, for example "No ratings yet", instead of showing zero. **View analytics** opens [Analytics](https://docs.yedric.ai/shopify/going-deeper/analytics/). *** ## On your orders and customers This card explains how to add the Yedric block to your order and customer pages in the Shopify admin, so you can see each shopper's recent conversations there. Shopify does not add app blocks for you. See [Around your Shopify admin](https://docs.yedric.ai/shopify/going-deeper/around-shopify/#on-orders-customers-and-abandoned-checkouts). *** ## Plan The **Plan** card shows the plan you are on, with **Manage** to open the [Plan](https://docs.yedric.ai/shopify/going-deeper/plans/) page. Billing notices, such as a failed payment or reaching your monthly conversations, appear as banners at the top of Home. See [Plans and billing](https://docs.yedric.ai/shopify/going-deeper/plans/#banners).