This is the whole setup in order, from installing the app to your expert's first week with shoppers. The first hour gets your expert live and answering. The first week is about teaching it what only you know, which is where it gets good. Each step links to a page with the details.
You don't have to do everything. Steps marked optional are there when you want them. And as a pilot shop you won't do the first hour alone: on our setup call, we install sqrly and go through steps 1 to 4 together.
The first hour
1. Install the app (5 minutes)
Open the link we sent you: it goes to sqrly's page in the Shopify App Store (unlisted during the pilot phase, so it doesn't show up in the App Store's search). Install it from there. At install, sqrly asks only to read your products and inventory (Shopify also lists your store owner contact, which every app sees).
Your catalog syncs on its own right after: every product, option, price and stock level. If Home still shows 0 products after a minute, reload the page. While it syncs, the app looks up what the web already says about your shop; you'll find what it found in Knowledge (step 5).
Details: Install and set up.
2. Meet your expert
On Home, the Meet your expert card shows what your expert already knows about your store and three questions to try (the card goes away once shoppers start talking to it). To give it a name and pick its look, click the pencil on its avatar in the Your expert card. Shoppers see both, always marked as AI. Leave the name empty and it's "[your shop] expert".
3. Ask it what your customers ask
Before any shopper sees it, open Try your expert (in the app's menu under View more, or from the Get started checklist on Home) and ask it the questions you hear at your counter: sizing, what goes with what, which product is right for whom. Note where it's vague or wrong. Questions it couldn't answer go straight to your open questions (step 8). You'll fix the rest in the first week (steps 6 to 8), and it uses your version from then on.
These test questions don't appear in Conversations: that's only for questions asked on your store.
4. Switch it on in your theme
On Home, the Get started checklist has an Open theme editor button. It opens your theme editor's App embeds with sqrly digital twin already switched on: click Save (top right) to keep it. Your expert appears on your store as a button in the corner, and as an "Ask our expert" box on product and collection pages. To get back to the app, open Apps → sqrly in Shopify.
To check it, open your store from Online Store → Themes → View your online store, or ask it on its own page at /apps/sqrly/ask on your store's address.
Want to see it on your store before your shoppers do? Duplicate your theme, turn the embed on in the copy, and preview it. Install and set up has the steps.
The first week: teach it your shop
Your expert knows your catalog from day one. What it doesn't know yet is what's in your head. This is the part that makes it sound like your best salesperson rather than a product search.
5. Import your policies and pages, and check what the web says
Open Knowledge and scroll to Import from your store, then click Allow and import. Shopify asks you once to let sqrly read your policies and published pages (returns, shipping, FAQ, size guides); the app then boils them down to the facts shoppers ask about. If your store has no returns or shipping policy yet, nothing comes in: add those facts as notes instead (step 7).
Just above it, What the web says has suggestions about your shop from other websites. Accept, edit or dismiss each one: nothing from the web is used until you accept it. A new or small shop may have none.
Details: Teach your expert.
6. Let it interview you (5 to 15 minutes)
Open Interview and click Start the interview. Your expert asks you up to eight questions it can't answer from your website, picked for your catalog: how shipping really works, which product suits which customer, what people keep getting wrong. Answer in your own words. Type, and it saves your answer as you wrote it; or click Answer by voice, and it writes up what you said for you to check. Skip any question that doesn't apply. More about the interview.
7. Add your notes and rules
In Knowledge, add what you'd tell a new employee on their first day: "Our boots run half a size small", "Never recommend the Carve 76 to beginners", "We price-match local shops". Rules are things it must always or never do; notes are facts. Your word always wins over anything else it knows.
Keep prices, stock and discounts out of your notes: those come live from Shopify, so they're never out of date.
8. Answer the questions it couldn't (ongoing)
When someone asks something your expert can't answer from what it knows, the question lands at the top of Knowledge, under Questions shoppers asked (your own test questions from step 3 too). Answer it once, typed or by voice, and your expert uses that answer from then on. If a note already covers it, click Dismiss. A few minutes a week here makes the biggest difference.
Details: Knowledge map & open questions.
9. Improve an answer you don't like
Once there are conversations on your store, every reply your expert gave in Conversations has Improve this answer. (Before your first shopper, ask a question yourself on your store, as in step 4: test questions from Try your expert don't appear here.) Start from its draft, fix what's wrong or missing, and save: the next shopper who asks gets your version.
Details: Improve an answer.
10. Connect your discounts (optional)
Open Offers and click Connect Shopify discounts. Once connected, your expert may mention every active discount when it fits, and checkout applies the code once the cart qualifies. Scheduled and expired ones are left out. Click Stop sharing on any you'd rather keep quiet, such as a staff or partner code; do that right after connecting.
Details: Offers from Shopify Discounts.
Make it fit your store
11. Choose where it appears
A button in the corner, a box on product pages, a text link in your own words, or its own page: use one or several. Where it appears is set in your theme editor (Online Store → Themes → Customize → App embeds → sqrly digital twin); its greeting and button text are on the app's Storefront page.
Details: Where your expert appears, and for a very particular design, Match your store's design. If a rewards button already sits in your corner, share the corner.
12. Check its conversation starters (optional)
Under its greeting, your expert suggests two or three questions shoppers can tap. At first they're written from your catalog; once shoppers ask questions, they come from what shoppers actually ask. On product pages they're about that product. On the Storefront page, under Conversation starters, you can write your own instead, or switch them off.
The same page has the Cart check: on the cart page, your expert points out items that don't go together (a binding too narrow for a ski, say). It's on unless you switch it off.
13. Run the safety check (optional, 5 minutes)
Open Safety (in the menu under View more) and run the check: 50 attempts to make your expert misbehave, from insults to invented discount codes, on your own store. It takes a few minutes. You see every attempt and every answer. If one is marked could be better, read it: usually a note or rule in Knowledge (step 7) closes the gap.
Details: Safety & conduct.
Once shoppers are using it
14. Watch it work
- Live shows every conversation as it happens: the question, the page it came from, the answer as it's written, what goes into the cart.
- Conversations has every conversation afterwards, with carts, checkouts and shoppers' ratings.
- Home shows the week at a glance, and Twin health: a score out of 100 for how ready your expert is to sell, with the one fix worth the most next. (The Get started checklist leaves Home once it's done.)
Your own test conversations on the store count in these numbers too.
Details: Conversations & results.
15. Read your expert's Monday email
Every Monday at 8 a.m. your time, your expert writes to you about its week: conversations, carts, its best conversation word for word, and what it needs from you. Reply to it and it reaches us. To preview it, send yourself a test, or turn it off: Storefront → Weekly email → Preview or turn off. More about the weekly email.
16. Reply to shoppers who asked to hear back
When your expert can't answer something, it can offer the shopper a reply from you by email. Turn it on under Ask to hear back on the Storefront page; Shopify asks you to allow customer access, because each request is saved to your Shopify customers. Shopify's screen lists everything that kind of access could include (it also mentions "app events"); sqrly saves only the email the shopper typed and their question. Waiting requests show on Home and in Knowledge, next to the question the shopper asked.
17. Count confirmed orders (optional)
The numbers in the app stop at checkout. To see which orders came after a conversation, click Count confirmed orders on the Conversations page. sqrly adds a small tracking pixel that reports only orders from shoppers who talked to your expert, without access to your order history. Shopify's permission screen lists everything a pixel could see (IP address, browsing behavior); sqrly's pixel sends only the order's id, total and currency, and only for orders that follow a conversation, never anything about the customer. Once it's on, the Conversations page shows Orders from sqrly and Revenue from sqrly. How it works.
Also good to know
- AI shopping agents get the same expert: an "Ask our expert" page on your own domain and tools agents can call. Nothing to set up. AI shopping agents.
- Languages: it answers in the language each shopper writes in, while you keep writing your knowledge in yours. Your shoppers' languages.
- Your data: what the app stores, and what happens when you uninstall. Privacy & data.
As a pilot shop
The pilot is free for 60 days, and nothing goes live on your store until you switch it on. What helps us most: tell us where your expert got something wrong, what you wish it did, and what your customers said about it. Reply to any of our emails, or write to florian@sqrly.ai.