Chatmerce setup guides

Step-by-step guides to configure your dashboard, connect shipping workflows, and launch confidently without technical overhead.

Quick start

1. Connect your store data

  • Open the dashboard and run your first Sync.
  • Wait for products and key pages to finish indexing.
  • Use Overview to verify product and page counters updated.

2. Test chat behavior

  • Open the widget preview from Design.
  • Ask product questions and verify clickable product links.
  • Confirm responses match your catalog and tone.

Shipping assistant guide

Mode A: Tracking link (recommended)

  1. Go to Settings - Shipping assistant.
  2. Enable shipping intent.
  3. Choose "Tracking link (no API)".
  4. Paste your carrier tracking page URL.
  5. Save and test in widget chat with a sample tracking number.

Example: https://carrier.example/track

Mode B: Direct API connection

  1. Choose "Direct API connection" in Shipping assistant.
  2. Enter Shipping API URL and HTTP method.
  3. Set auth header name and API token.
  4. Add request body template JSON (required), for example: {"shipment_id":"{tracking_number}","customer_code":1234}
  5. Save and run a live shipping question test.

If API is unavailable, Chatmerce falls back to Shopify order status and then to your tracking link.

Troubleshooting

Tracking page opens but not pre-filled

  • This is expected for many carriers and keeps setup generic.
  • Shoppers can paste the tracking number directly on the carrier page.

Shopify fallback not returning status

  • Reconnect Shopify from Notifications to refresh OAuth scopes.
  • Confirm your app has order read permissions enabled.
  • Test with a real order or tracking number from your store.