Prerequisites
- Shopify store with permission to edit the live theme code
- Chatoo agent trained on store policies, shipping, and product FAQs you approve
- Decision on whether the widget should appear on checkout (usually no)
Step 1 — Prepare the agent
- Create your Chatoo website agent.
- Add approved sources: shipping policy, returns, hours, service/product FAQs.
- Explicitly tell the agent (via knowledge) not to invent stock, discounts, or medical claims.
- Copy the embed snippet from Chatoo.
Step 2 — Paste into the Shopify theme
- In Shopify admin open Online Store → Themes → Edit code.
- Open
layout/theme.liquid. - Paste the Chatoo snippet just before
</body>. - Save.
{{/* Chatoo: replace with the snippet from your dashboard */}}
<script src="https://chatoo.io/widget/v1/chato-widget.js" data-workspace="YOUR_WORKSPACE_ID" async></script>
Alternative: custom Liquid section
Create a section that only renders the script and add it to the footer group in the theme editor. This is easier to disable without editing theme.liquid.
Step 3 — Exclude pages if needed
If you do not want chat on checkout or password pages, wrap the snippet in a Liquid condition, for example skipping checkout templates. Prefer testing on a duplicate theme first.
Step 4 — Test
- Preview the unpublished theme.
- Open homepage, collection, and product templates.
- Ask policy questions and a product question covered by your sources.
- Confirm handoff appears in the Chatoo inbox.
- Publish the theme during a low-traffic window.
Troubleshooting
| Issue | What to try | | --- | --- | | Script not loading | Theme app extensions or checkout extensibility may isolate contexts — keep the widget on storefront templates | | App-blocker / privacy tools | Expected for some visitors; ensure critical policies remain visible on-page | | Duplicate widgets | Remove old chat apps before publishing Chatoo |
After install
Review the first week of transcripts for wrong discount or stock answers. Those almost always mean a knowledge gap or an over-broad source page. Continue with chatbot training.