How to integrate ChatBot with Shopify

Daria Zabój
6 min read
updated: Mar 17, 2022

Add a chatbot to your Shopify store using our out-of-the-box integration. Improve how shoppers experience your online store with chatbot conversations and supercharge your online sales. 

The ChatBot integration for Shopify allows you to automate your customer service and enrich the user experience at the same time. Apart from all the ChatBot features, the integration provides extra actions that make ChatBot an even more effective selling channel for any Shopify business:

  • display your store offerings in the Chat Widget
  • use a chatbot to help users search for products  
  • show shoppers their order status 

There are three ways to start the integration process:Link icon

- in the Shopify Marketplace,

- in the ChatBot Integrations section,

- in the Visual Builder.

How to add ChatBot to Shopify Link icon

You can start the installation process in your Shopify store dashboard.

  1. Log in to your Shopify store admin panel.

  2. Go to the Apps section.

    chatbot and shopify installation process

  3. Type ChatBot in the search bar and choose it from the list. 

    chatbot and shopify installation process

    chatbot and shopify installation process

  4. Select the Add app button. 

    chatbot and shopify installation process

  5. Select Install app.

    chatbot and shopify installation process

  6. Now, log in to your existing ChatBot account if you have one. If you’re a new user, you need to set up your account first. Then select Sign up.

    chatbot and shopify installation process

  7. Now you need to configure the integration. First off, you have three options:

  • Use a pre-built Shopify template — this option lets you import the Shopify-specific scenario. Remember to customize the imported template in the Visual Builder once the integration is complete. 

  • Select an existing Story — here you can choose one of the Stories you have already created. You can always edit the selected Story later in the Visual Builder. 

  • Build from scratch — here you choose to create your chatbot from scratch. In this case, you need to build your Story in ChatBot’s Visual Builder once you configure the integration. 

    After selecting your preferred option, select Continue

    chatbot and shopify installation process

  1. Next, depending on your previous choice, you can either:

a) Provide a name for your new chatbot — when you create a new account, use a template or build a chatbot from scratch.

b) Select one of the Stories you have already created — when you integrate an existing account. 

In the Chatbot enabled section, you can decide whether your chatbot should be active on your Shopify store when the integration is complete. If you turn this setting on, the chatbot will appear on your store even if your Story is incomplete.

We recommend disabling this setting if you’re creating your chatbot from scratch. This way, you can finish your Story in the Visual Builder first and turn it on only when it’s ready.
In the Chatbot enabled section, you can decide whether your chatbot should be active on your Shopify store when the integration is complete. If you turn this setting on, the chatbot will appear on your store even if your Story is incomplete.

We recommend disabling this setting if you’re creating your chatbot from scratch. This way, you can finish your Story in the Visual Builder first and turn it on only when it’s ready.
 

chatbot and shopify installation process

  1. Your integration is complete. Now select Continue to manage your chatbot.

chatbot and shopify installation process

  1. You can now decide whether you want to turn on or off a chatbot on your Shopify store. 

chatbot and shopify installation process

  1. If you select the three dots icon, you can:
  • select a Story for your Shopify store, 
  • edit the Story’s content, 
  • customize the Chat Widget on your store,
  • go to your Shopify store.  

chatbot and shopify installation process

How to install Shopify in ChatBotLink icon

You can also start the integration process in the ChatBot app.

  1. Log in to ChatBot.
  2. Head to the Integrations section and select Shopify from the list.

chatbot and shopify installation process

  1. Then, select Connect with Shopify.

chatbot and shopify installation process

  1. In the window that appears, enter your Shopify store name. Then, select Add connection.

chatbot and shopify installation process

  1. Now, you’ll be taken to your Shopify dashboard. Select Install app.

  1. Now you need to configure the integration. First off, you have three options:
  • Use a pre-built Shopify template — this option lets you import the Shopify-specific scenario. Remember to customize the imported template in the Visual Builder once the integration is complete. 
  • Select an existing Story — here you can choose one of the Stories you have already created. You can always edit the selected Story later in the Visual Builder. 
  • Build from scratch — here you choose to create your chatbot from scratch. In this case, you need to build your Story in ChatBot’s Visual Builder once you configure the integration. 

After selecting your preferred option, select Continue

  1. Next, depending on your previous choice you can either:

a) Provide a name for your new chatbot — when you create a new account, use a template or build a chatbot from scratch.

b) Select one of the Stories you have already created — when you add an existing account. 

In the Chatbot enabled section, you can decide whether your chatbot should be active on your Shopify store when the integration is complete. If you turn this setting on, the chatbot will appear on your store even if your Story is incomplete.

We recommend disabling this setting if you’re creating your chatbot from scratch. This way, you can finish your Story in the Visual Builder first and turn it on only when it’s ready.
In the Chatbot enabled section, you can decide whether your chatbot should be active on your Shopify store when the integration is complete. If you turn this setting on, the chatbot will appear on your store even if your Story is incomplete.

We recommend disabling this setting if you’re creating your chatbot from scratch. This way, you can finish your Story in the Visual Builder first and turn it on only when it’s ready.
 

  1. Your integration is complete. Now select Continue to manage your chatbot.

  1. You can now decide whether you want to turn on or off a chatbot on your Shopify store. 

  1. If you select the three dots icon, you can:
  • select a Story for your Shopify store, 
  • edit its content, 
  • customize the Chat Widget on your store,
  • go to your Shopify store. 

How to integrate ChatBot and Shopify in Visual BuilderLink icon

The third way to connect ChatBot and Shopify is to start the integration process right in the Visual Builder.

  1. Open a chatbot Story you want to add to Shopify.
  2. Select a Shopify action from the Actions and Interaction menu and add it to your conversation tree.

  1. Open the added block and select Connect with Shopify. Then finish the installation process.

You can save even more time while building your chatbot if you use Shopify flows. These are pre-configured task-specific paths that you can add to your Story. You can use multiple flows in one Story.
You can save even more time while building your chatbot if you use Shopify flows. These are pre-configured task-specific paths that you can add to your Story. You can use multiple flows in one Story.
 

FAQLink icon

  1. I created a new ChatBot account via Shopify. Where do I manage my subscription?

If you created a new ChatBot account via Shopify: Change your ChatBot subscription details in the Shopify panel. The subscription section in ChatBot will be blocked in that case. 

  1.  I added my existing ChatBot account to Shopify. Where do I manage my ChatBot subscription now? 

If you added an existing ChatBot account to Shopify: Manage your ChatBot subscription details in the ChatBot billing section.

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