Get Started with StoreClerk: Your Shopify Sales Assistant

Setting up StoreClerk couldn’t be easier! Our app is designed to start working its magic right out of the box. With a simple installation, StoreClerk will automatically learn your products, and once it's ready, you can activate your bot in just a click. From there, StoreClerk gets right to work driving sales and engaging your customers!

Of course, we’ve also built in powerful customization options so you can tailor StoreClerk to fit your store's unique style and brand. Whether it’s tweaking the colors, adjusting the layout, or refining the calls to action, StoreClerk is fully flexible and easy to adapt. You'll find everything you need right here to get your bot up and selling:

• Customizing StoreClerk for Your Store

  • Activating the StoreClerk Bot — Get your AI assistant live with just one click.
  • Tailoring Your CTAs and Copy — Personalize your calls to action and messages to match your brand voice.
  • Adapting StoreClerk’s Layout — Ensure the layout seamlessly blends into your store’s design.
  • Picking the Perfect Colors — Match the bot’s colors with your branding effortlessly.
  • Advanced Customization Options — For power users who want to go beyond the basics.
• Tracking StoreClerk’s Performance — Learn how to monitor conversions and performance metrics.
• Managing Your Billing — Simple instructions for updating or changing your billing options.

Customizing StoreClerk for Your Store

StoreClerk is designed to seamlessly fit into your store's branding, and customizing it is quick and easy—all done directly within the Shopify theme editor. This means you can adjust the bot’s appearance without any complex setups or coding.

To get started with customization, head over to the Shopify admin for your store. Here's how:

1. From your Shopify admin, click on Apps in the left-hand menu.
2. In the list of installed apps, find and select StoreClerk.
3. You’ll then see the button below. Simply click Edit your bot, and you'll be taken directly to the theme editor with all the customization options available for StoreClerk.

Once inside the editor, you can fine-tune StoreClerk’s colors, layout, and calls to action to make sure the bot matches your brand perfectly. Continue reading below to explore each customization option.

Don’t forget to save your changes when you’re done! When you save them, they will immediately be live on your store.

Activating the StoreClerk Bot

Once you're in the theme editor, activating your StoreClerk bot is simple. On the left-hand side of the editor, you’ll see a panel with your store’s settings. Look for the section labeled StoreClerk, and next to it, you'll find a toggle switch.

To enable the bot, just switch it on. This will make StoreClerk active and ready to engage with your customers, driving sales and enhancing customer interactions. If at any point you wish to disable the bot, simply toggle the switch off, and StoreClerk will stop appearing on your store until reactivated.

Tailoring Your CTAs and Copy

StoreClerk's text elements can be easily customized to match your brand's voice and messaging style. These customization options are available right in the theme editor, making it simple to adjust how your bot communicates with customers.

You'll find three key text elements that you can customize:

• Call to Action — This is the text on the button that customers click to start chatting with StoreClerk. While the default "Chat!" works well, you might want to try something more engaging like "Need Help?", "Ask Me Anything!", or "Get Recommendations".
• Sale Badge Text — When StoreClerk shows product recommendations in a carousel, this text appears on items that are on sale. The default "Sale!" is effective, but you could use alternatives like "Special Offer", "Deal!", or match your store's usual sale terminology.
• Disclaimer — This optional text appears below the chat interface. It's a perfect place to set appropriate expectations about the AI interaction, such as noting that responses may contain mistakes, or adding any legal disclaimers your business requires.

Remember, clear and engaging copy can significantly impact how customers interact with StoreClerk. Consider your audience and brand voice when customizing these elements, and don't be afraid to A/B test different variations to see what works best for your store.

Adapting StoreClerk's Layout

StoreClerk offers flexible layout options to ensure the chat interface perfectly complements your store's design. All layout settings can be adjusted directly in the theme editor, allowing you to preview changes in real-time.

You can customize four key aspects of StoreClerk's layout:

• Spacing — Choose between three spacing options:
  • Tight — Creates a compact, space-efficient layout
  • Standard — Provides balanced, comfortable spacing
  • Loose — Offers more breathing room between elements
• Corner Radius — Adjust how rounded the corners appear:
  • No rounding — Sharp corners for a modern, minimalist look
  • Subtle — Slightly rounded corners for a soft touch
  • Round — Fully rounded corners for a friendly, approachable feel
• Borders — Select your preferred border style:
  • None — Clean, borderless design
  • Thin — Subtle borders for gentle definition
  • Thick — Bold borders for stronger visual presence
• Card Size — Choose the overall size of the chat interface:
  • Small — Minimal footprint, perfect for compact layouts
  • Medium — Balanced size suitable for most stores
  • Large — Expanded size for prominence and readability

Experiment with different combinations of these settings to find the perfect layout that aligns with your store's aesthetic. The changes are instantly visible in the preview, making it easy to fine-tune the appearance until it's just right.

Picking the Perfect Colors

StoreClerk's color system is designed to be both flexible and foolproof, ensuring your bot looks great while matching your brand's color scheme perfectly. All color settings can be adjusted right in the theme editor, with live preview to help you make the perfect choice.

Basic Colors

The basic color settings define the fundamental visual hierarchy of the interface:

• Text — Sets the color for all standard text in the chat interface, including messages, product titles, and descriptions. This should be a color that ensures comfortable reading.
• Background — Determines the color behind the entire chat interface. This color helps define StoreClerk's presence on your page while ensuring content remains easily readable.
• Card Surface — Controls the color of message bubbles, product cards, and other contained elements. This color creates visual separation between different pieces of content.
• Card Border — Defines the border color around cards and messages. This subtle detail helps structure the interface and define boundaries between elements.

Accent Colors

Accent colors define the interactive and attention-grabbing elements of StoreClerk:

• Accent Text — Used for clickable text, links, and important information that needs to stand out from regular content. This color guides users to interactive elements.
• Primary Action Surface — The background color of main buttons and calls to action. This is one of the most important colors for driving engagement.
• Primary Action Border — Creates depth and definition around buttons. Usually a slightly darker shade of your primary action color for a cohesive look.
• On Primary Action — The color of text that appears on buttons. Should provide strong contrast with the button background for optimal readability.
• Sales Badge Surface — The background color for badges highlighting sale items. This should be distinct from your primary action colors to help sales stand out.
• Sales Badge Text — The color of text within sale badges. Needs to contrast well with the badge background while maintaining your brand aesthetic.
• Focus Ring Color — Appears when elements are selected or focused. Critical for accessibility and helping users track their interactions.

When choosing your colors, consider these tips:

• Align your primary action colors with your store's main call-to-action buttons for consistency
• Maintain strong contrast ratios between text and background colors to ensure readability
• Use your brand's accent color for interactive elements to create a cohesive experience
• Make sale badges visually distinct to help them capture attention

The color picker makes it easy to experiment with different combinations. You can either use the visual picker or enter specific hex codes to match your brand colors exactly. All changes preview instantly, so you can perfect your color scheme with confidence.

Advanced Customization Options

While most stores won't need to modify these settings, StoreClerk provides some advanced configuration options for stores with specific technical requirements.

CSS Class Prefix

By default, StoreClerk uses the prefix "store-clerk" for all its CSS classes and IDs to prevent conflicts with your theme's existing styles. While this works perfectly for the vast majority of stores, you can modify this prefix if you encounter any CSS conflicts with your theme.

Note: Only change this setting if you're experiencing specific styling conflicts in your theme. Changing the prefix without cause may lead to unexpected behavior.

App Proxy Path

StoreClerk communicates with its backend through Shopify's app proxy system, which by default uses the path "/apps/bot". If you've modified the app proxy path in your Shopify admin settings, you'll need to update this value to match your custom configuration.

Important: This setting should only be modified if you have explicitly changed the app proxy path in your Shopify admin. Incorrect values will prevent StoreClerk from functioning properly.

Tracking StoreClerk's Performance

StoreClerk provides real-time insights into your AI assistant's performance and impact on your store. Our intuitive dashboard gives you at-a-glance visibility into key metrics, helping you understand how StoreClerk is driving engagement and sales.

Understanding Your Dashboard

Usage and Billing

The Charges card shows your current billing cycle usage. StoreClerk starts with a generous $30.00 monthly credit, and you'll only be charged for usage beyond that. The dashboard clearly displays your current charges and alerts you if you're approaching your spending limit. This transparent approach ensures you're always in control of your costs while maximizing the value StoreClerk brings to your store.

Sales Impact

Track your bot's direct impact on sales through the Conversions metric. This shows how many times customers have clicked on products recommended by StoreClerk in the current month. It's a direct measure of how effectively your AI assistant is guiding customers to products they're interested in purchasing.

Customer Engagement

The Chats counter shows the number of customer interactions initiated in the last hour, giving you real-time visibility into how actively customers are engaging with StoreClerk. This immediate feedback helps you gauge the bot's impact during peak shopping hours and promotional events.

Store Coverage

StoreClerk automatically builds a comprehensive understanding of your store through two key metrics:

• Products Indexed shows the percentage of your catalog that StoreClerk has learned about. The bot automatically indexes new products within minutes, ensuring it can always recommend your latest offerings.
• Pages Indexed tracks how many of your store's policy pages (shipping information, return policies, etc.) StoreClerk has incorporated into its knowledge base, enabling it to accurately answer customer service questions.

With these comprehensive analytics at your fingertips, you can confidently track StoreClerk's contribution to your store's success. The dashboard updates in real-time, allowing you to monitor performance and make informed decisions about your customer service strategy.

Need to adjust your spending limit or understand your usage patterns in more detail? Head over to the billing section to learn how to manage your StoreClerk settings.

Managing Your Billing

StoreClerk offers transparent, predictable pricing with flexible spending controls. Our billing system is designed to grow with your business while keeping costs manageable and providing exceptional value for every dollar spent.

Understanding Your Plan

Your billing dashboard shows all the key details of your StoreClerk subscription at a glance:

• Plan Name — Your current subscription tier. The "Early Bird" plan offers our best value for early adopters of AI-powered commerce.
• Monthly Fee — Your base subscription cost ($4.99 for Early Bird members). This low monthly fee provides access to StoreClerk's full feature set.
• Included Credit — Every plan comes with generous included usage. The Early Bird plan includes $30.00 in monthly credit, enough for:
  • 3,000 customer interactions (at $0.01 per interaction), or
  • A combination of interactions and catalog indexing (at $0.01 per 1,000 items)
• Maximum Spend — Your monthly spending cap. If you exceed your included credit, you'll only be billed for additional usage up to this limit. You can easily adjust this cap by clicking the "Change" link.

Managing Your Costs

StoreClerk puts you in complete control of your spending:

• Monitor your current usage in real-time through the performance dashboard
• Adjust your maximum spend limit at any time (cannot be set below current cycle usage)
• Receive notifications when approaching your spending limit
• Automatic pausing if your limit is reached, ensuring no surprise charges

For most stores, the included $30.00 monthly credit provides more than enough capacity for robust customer service and sales support. As your store grows and StoreClerk drives more sales, you can easily adjust your maximum spend to match your success.