> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wassist.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Install the Shopify App

> Put an AI sales assistant for your store on WhatsApp, straight from your Shopify admin. No code needed.

The Wassist Shopify app turns your store into a WhatsApp sales assistant. It answers product and policy questions from your live catalogue, helps customers find the right item, sends links that go straight to the product, and, once a customer logs in, tells them where their order is.

Everything below happens inside your Shopify admin and takes about 10 minutes.

## What you need

* A Shopify store, and a staff account that can install apps
* A phone with WhatsApp, to sign in to Wassist and to test your assistant
* To go live on your own number: a WhatsApp Business Account, or a number you can verify. You can create one during setup, or add a number from Wassist.

## 1. Install the app

<Steps>
  <Step title="Open the listing">
    Go to [apps.shopify.com/wassist](https://apps.shopify.com/wassist) and click **Install**.
  </Step>

  <Step title="Approve the permissions">
    Shopify shows what Wassist can read. All access is **read-only**. Wassist never changes your products, orders or customers.

    | Permission                 | Why                                                         |
    | -------------------------- | ----------------------------------------------------------- |
    | Products and store content | Search your catalogue, and read your policies and FAQ pages |
    | Customers and orders       | Tell a logged-in customer about their own orders            |
    | Themes                     | Place the WhatsApp buttons in your theme for you            |
  </Step>

  <Step title="Tell us if you're new">
    The app opens in your Shopify admin and asks one question:

    * **I'm new to Wassist**: we build a WhatsApp sales agent from your store, and you're billed through Shopify. Most brands pick this.
    * **I already have a Wassist account**: connect the store to your existing account. Your agents and billing stay in the Wassist dashboard. [Jump to that path](#already-using-wassist).
  </Step>
</Steps>

## 2. Connect your account

Click **Get started**. A Wassist tab opens: sign in with your phone number (the code arrives on WhatsApp). Then close the tab and go back to Shopify. The app notices the link by itself within a few seconds.

The home screen now shows four steps: **Configure your agent**, **Link your account**, **Subscribe** and **Publish to WhatsApp**.

## 3. Configure your agent

Wassist builds your agent from your store while you sign in. You'll see *Setting up your agent...* for a moment. Open **Configure your agent** (or the **Agent** tab) to make it yours:

| Field                         | What to write                                                                                           |
| ----------------------------- | ------------------------------------------------------------------------------------------------------- |
| **Agent Name**                | A first name that fits your brand, like *Sophie* or *Max*                                               |
| **Tone of voice**             | How it should talk, e.g. *"Warm and upbeat, short messages, the occasional emoji"*                      |
| **Brand Soul**                | The feel of the brand, e.g. *"Sustainable basics made in Portugal, for people who buy less and better"* |
| **Extra guidance** (optional) | Anything it must always do, e.g. *"Mention free shipping over £50. Push the autumn collection."*        |

Add a profile picture (your logo works well) and save.

<Tip>
  You don't need to paste in products, prices or policies. The agent reads them live from your store, so it's never out of date.
</Tip>

## 4. Choose a plan

Open **Subscribe** and pick a plan. You approve it on Shopify's own billing page, and charges appear on your Shopify invoice.

| Plan        | Monthly | Included                                                                   | Good for                                |
| ----------- | ------- | -------------------------------------------------------------------------- | --------------------------------------- |
| **Free**    | £0      | 1,000 credits, then pay as you go                                          | Trying it out                           |
| **Starter** | £30     | 10,000 credits, 7-day free trial                                           | Most stores getting started on WhatsApp |
| **Pro**     | £300    | 100,000 credits, up to 5 numbers, white-labelled profile, 7-day free trial | High-volume stores and teams            |

Credits measure AI usage. Shopify's plan page always shows the current prices, and the full breakdown is on [wassist.app/pricing](https://wassist.app/pricing).

## 5. Test it before you go live

Chat with your assistant on Wassist's free test number before customers see it:

1. Open [wassist.app](https://wassist.app/numbers) and sign in with the same phone number.
2. Go to **Numbers**, click the number under **Sandbox numbers**, and in **Routing** choose **Agent → Connect agent**, then pick your store's agent.
3. Message the sandbox number from your phone. Try *"Do you have this in a medium?"* or *"What's your returns policy?"*

Only your own chat is affected. You can also use **Test Chat** on the agent's page in the dashboard.

## 6. Publish to WhatsApp

Open **Publish to WhatsApp** (the **Publish** tab):

1. Click **Connect WhatsApp Business Account** and follow Meta's sign-up. You can use an existing account or create one.
2. Select the phone number your customers will message, or add a new one.
3. Click **Confirm publish**.

The home screen now says **Live on +44…**. Anyone who messages that number talks to your assistant.

<Note>
  A number that's already on the WhatsApp app has to be removed from it first. See [Connect WhatsApp](/guides/connect-whatsapp#troubleshooting).
</Note>

## 7. Add WhatsApp to your store

Open the **Storefront** tab. Each option opens Shopify's theme editor with the block ready to place, so there's no code to edit.

| Block                    | Where it shows                                 | Themes           |
| ------------------------ | ---------------------------------------------- | ---------------- |
| **Floating chat bubble** | Bottom corner of every page                    | All themes       |
| **Product page button**  | *"Ask about this on WhatsApp"* on each product | Online Store 2.0 |
| **Footer link**          | Alongside your existing footer columns         | Online Store 2.0 |

Under **Wording**, set the link text and the message customers start with. Use `[product]` and `[url]` so the agent knows which product they were looking at:

```text theme={null}
Hi! I have a question about [product]: [url]
```

To take a block down, remove or disable it in the theme editor.

<Tip>
  Using a headless storefront? The links are plain `wa.me` URLs. In the Wassist dashboard, **Integrations → Shopify → your store → Headless** has ready-made HTML and React snippets with your number and message filled in.
</Tip>

***

## What your assistant can do

<AccordionGroup>
  <Accordion title="Find products" icon="magnifying-glass">
    It searches your live catalogue and best-sellers, and replies with product details and links. *"Something warm for hiking under £80?"*, *"What's popular right now?"*
  </Accordion>

  <Accordion title="Answer policy and FAQ questions" icon="file-contract">
    Shipping, returns, privacy and terms come from your Shopify policies. FAQs come from your Online Store pages. Edit them in Shopify and the agent follows within the hour.
  </Accordion>

  <Accordion title="Track orders, after the customer logs in" icon="truck">
    When a customer asks about an order, the agent sends a **Log in** button. They sign in to their account on your store, and the agent can then read their latest order and order history. Customers who shopped with several emails can link each account.

    Wassist only uses the login to confirm who the customer is. Customers who send `/reset` are logged out and forgotten.
  </Accordion>

  <Accordion title="Hand over to your team" icon="headset">
    Connect Gorgias, eDesk or the WhatsApp Business app under **Support Handoff** on the agent's **Capabilities** page. The agent passes tricky conversations to a person, with the full thread.
  </Accordion>

  <Accordion title="Do more with tools and apps" icon="plug">
    Add your own APIs, MCP connectors or installed [Apps](/guides/build-an-app), for example loyalty points, reviews or bookings. See [Configure tools](/guides/configure-tools).
  </Accordion>
</AccordionGroup>

## Already using Wassist?

Pick **I already have a Wassist account** when the app asks, then click **Connect account** and sign in. The store joins your Wassist organization, so everyone in it can use it with their agents, and billing stays on your Wassist plan.

Then give the store to an agent. You can do it in the app's home screen, where you can **create an agent for this store** or **connect an agent you already have**. Or do it in the dashboard: open the agent, then **Capabilities → Shopify Stores → Add Store**.

The agent picks up the catalogue, policy, login and order tools straight away. The **Storefront** tab works the same once the agent is on a number.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The app still says 'No account connected'">
    Finish signing in in the Wassist tab, then come back. The app checks every few seconds. If it's still stuck, reload the app from **Apps → Wassist** in your Shopify admin.
  </Accordion>

  <Accordion title="Publish and Storefront are greyed out">
    Each step unlocks the next. Link your account, then subscribe, then publish. The storefront blocks only appear once your agent is live on a number.
  </Accordion>

  <Accordion title="The agent can't find a product">
    The agent sees products that are published to your online store. Check the product is active and available on the Online Store sales channel.
  </Accordion>

  <Accordion title="Order history only goes back 60 days">
    Shopify limits older orders until it approves full order access for the app. Recent orders work in the meantime.
  </Accordion>

  <Accordion title="Uninstalling">
    Remove the app from **Settings → Apps and sales channels** in Shopify. Your Shopify subscription ends, and the agent stops reading the store. Conversations stay in your Wassist account.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Ad attribution" icon="bullseye" href="/guides/ad-attribution">
    See which Click-to-WhatsApp ads start conversations.
  </Card>

  <Card title="Configure tools" icon="plug" href="/guides/configure-tools">
    Give the agent loyalty, reviews or booking tools.
  </Card>
</CardGroup>