Go-live checklist
The checks the dashboard runs before you publish the widget, what each one means and how to fix it.
The last onboarding step and the store overview show this checklist. Two items block publishing; the others are warnings you can accept.
| Check | Blocks publishing | How to fix |
|---|---|---|
| Store connected | — | Connection errors |
| Catalog synced | — | Sync issues |
| AI ready | — | Choose your AI, AI provider errors |
| Data processing agreement accepted | Yes | An owner accepts it in Settings → Legal (DPA) |
| Email verified | Yes (web sign-ups) | Use the link in the verification email, or resend it from the banner |
| Widget seen on the storefront | — | Shopify: activate the app embed. Other sites: the script tag and allowed domains (verify your installation) |
| Policies imported | — | Policies and pages |
| Privacy policy known | — | Add your privacy policy URL in Settings → Store |
| Handoff email configured | — | Email handoff |
| Consent tool selected | — | Consent and CMP |
| Tested on the storefront | — | Use Test on my store first |
Test on your store first
Test on my store first publishes the widget to staff only: it shows up when you open your store through the test link from the dashboard, and for nobody else. When you are happy, click Go live for everyone.
Publish
Publish and go live publishes your draft settings and switches the widget on. You can turn it off again at any time in Widget → Appearance; the change reaches your storefront within a minute.
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Plans and limits
Every plan's included conversations, limits and features, generated from the plan catalog, and what happens when a limit is reached.
Install ShopAssist
Choose your platform and compare what ShopAssist supports on each, from stock per location to cancellations, returns and signed-in customers.