Follow the setup checklist
- Keep a duplicate theme.
- Follow the Shopify integration guide and check permissions.
- Insert the supplied snippet once.
- Preview product and collection pages.
- Publish the reviewed theme.
- Check mobile purchase controls and an optional enquiry.
Check the actual result
If a visitor asks for order status, use the store approved support route unless a real order connection has been demonstrated. Never collect payment credentials in chat.
Run a supported answer, an unsupported request and an optional contact submission. Review the answer wording and resulting record. A requested appointment needs staff confirmation; a separate channel link does not prove an integration.
Keep the next customer step available
If the assistant is unavailable, visitors should still be able to use the existing form, phone or email route. Record the specific error and the page affected without exposing account credentials. Ask the responsible website administrator to review security-policy and script-placement issues.
After a change, verify the published page rather than relying on the editor state. Keep current knowledge and the correct business snippet together so a copied test placement does not accidentally serve the wrong workspace.