Check platform permissions before installation
Theme code changes require the appropriate access. Keep a duplicate theme before changing an approved layout insertion point.
Use an account authorised to make the change and keep a way to revert it. Platform labels and plan rules can change, so check the linked documentation if the described setting is unavailable.
Setup steps
Installation displays the assistant. It does not automatically make every answer complete or accurate. Train and test the business knowledge separately.
- Create the business workspace and add approved information.
- Approve the exact production hostname and any separate staging hostname in widget settings.
- Copy the embed snippet shown for your business; do not reuse another tenant snippet.
- Use the storefront theme code workflow your store administrator permits and insert the supplied snippet once in the chosen site-wide layout. Preview the duplicate theme before publishing. Do not assume storefront code runs in restricted checkout areas.
- Publish only after the staging or preview test, then inspect the real visitor experience.
Verify the public page and the saved enquiry
Test a collection, product and ordinary content page. Confirm the widget does not obscure add-to-cart controls, drawers or mobile navigation. A visible widget does not establish order, customer or stock access.
Ask a known question, an unsupported question and a voluntary contact request. Inspect the enquiry in the correct workspace. Confirm the requested callback and any appointment preference remain unconfirmed until staff responds.
Troubleshoot the specific failure
If nothing appears, check that the snippet exists on the published page, the approved hostname matches and there is not a second copy of the loader. Inspect browser errors without sharing account secrets. Check site security policy and cache settings through the administrator responsible for them.
If the widget opens but a reply fails, separate a loader issue from business knowledge, token or service availability. Keep the public form or telephone route available while you diagnose. Avoid changing several configuration settings at once because it becomes harder to identify the cause.