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How to Add Live Chat to Your Shopify Store

A step-by-step guide to adding live chat to a Shopify store: choosing an app, installing it, switching on its app embed, testing it and setting your hours.

Live chat gives a shopper a way to ask the one question standing between them and the checkout: does this run small, will it arrive before Friday, can I return it if it doesn’t fit. On Shopify, adding chat does not mean editing theme code. Most chat apps now plug into your theme through an app embed, a switch in the theme editor that you turn on and off like any other setting.

This guide walks through the whole job, from picking an app to the first real conversation. The steps apply to any chat app built on Shopify’s theme app extensions. At the end we use WOLE as a worked example, because we know exactly what its setup looks like.

Step 1: Decide what you want chat to do

Before you open the Shopify App Store, write down the questions you get most often. Look at your support inbox, your contact form and your social messages from the last few weeks. You will usually find the same handful: delivery times, order status, sizing or compatibility, returns, and discount codes.

That list tells you what kind of chat you need:

  • People only. A chat box that sends every message to you or your team. Simple, but someone has to be there to answer.
  • AI with people behind it. An assistant answers the routine questions from your store’s own information and hands the rest to a person.
  • Somewhere in between. Automated answers for a few topics, such as order tracking, with everything else going to people.

Be honest about your hours. If nobody can watch the chat in the evening, a people-only chat will mostly collect unanswered messages after dark, and a shopper who waits without a reply may not come back.

Step 2: Choose an app

Search the Shopify App Store for live chat and you will find a long list. A few questions narrow it quickly:

  • Does it install as an app embed? Apps built on theme app extensions add their code through the theme editor, not by editing your theme files. That keeps your theme clean, and turning the embed off removes the chat from your store.
  • Where do the answers come from? If the app includes AI, check what it reads: your products, your orders, your policies, your FAQ. An assistant that answers from general knowledge can sound confident and be wrong about your store.
  • How does it hand a chat to a person? Look for clear rules, an always-available way for the shopper to ask for a human, and notifications so your team actually hears about it.
  • What does it ask permission to access? Shopify shows the requested access on the install screen. Read it. A chat app that looks up orders will need to read orders; one that only collects messages should not need much.
  • How is it priced? Per seat, per conversation, per AI reply, or a flat fee. Work out what a busy month would cost, not just a quiet one.
  • Does it look like your store? You will want to change colors, position and the greeting at the very least, and see how it looks on a phone.

Many apps offer a free plan or a free way to try them. Install two or three and compare them on your own store rather than on their screenshots.

Step 3: Install the app

Installing from the Shopify App Store takes you to an approval screen listing the access the app needs. Approve it and the app opens inside your Shopify admin.

Installing does not put anything on your storefront yet. For apps that use an app embed, the chat stays hidden until you switch the embed on. That is deliberate: Shopify leaves the decision about what appears on your live theme to you.

Step 4: Switch on the app embed in the theme editor

This is the step people miss. In your Shopify admin:

  1. Go to Online Store › Themes and click Customize on your live theme.
  2. In the theme editor’s left sidebar, open App embeds.
  3. Find the chat app’s embed and switch it on.
  4. Click Save.

Many apps put a button in their own admin page that opens the theme editor with the embed already selected, which saves you the hunt. Either way, nothing changes on your store until you click Save.

If you use more than one theme, for example a seasonal theme you swap in, remember that app embeds are set per theme. Switch the embed on in each theme that will go live.

Step 5: Make it yours

With the embed on, go back to the app’s own settings and work through the basics:

  • Greeting. One or two sentences that say what the chat can help with. “Ask about sizing, delivery or your order” sets better expectations than “How can I help?”
  • Colors and position. Match your brand, and check that the chat bubble doesn’t cover your own buttons, such as a sticky Add to cart bar on mobile.
  • Suggested questions. If the app supports them, add the three or four questions shoppers ask most. They help a shopper start without typing.
  • Where it shows. Some stores hide chat on certain pages. Think about whether you want it on the cart page, where a quick answer can save a sale, or not.

Step 6: Test it like a shopper

Open your store in a private browser window, so you see it the way a new visitor does, and try it on your phone as well as your computer. Then:

  • Ask the questions from your list in Step 1, word for word.
  • Ask something your store cannot answer, and see what happens.
  • Ask to talk to a person, and check that your team is notified.
  • Reply from the admin and check that the reply reaches the shopper’s window.

If the app uses AI, look for a way to test it before shoppers see it. A test area that runs the real assistant on your real store information is worth more than any demo.

Step 7: Set your hours and tell shoppers what to expect

Chat creates an expectation of a quick reply. If you cannot meet it around the clock, say so. Set your business hours in the app and write two short messages: one for when a teammate will reply soon, and one for when you’re closed. “We’re closed right now, and we’ll reply as soon as we’re open again” is far better than silence.

Also decide what happens when a shopper leaves before you answer. Asking for an email address at the point a person is needed means your reply still reaches them.

A worked example: adding WOLE

Here is how the steps above look with WOLE, the AI shop assistant and live chat app we build.

WOLE’s widget is a Shopify app embed called WOLE chat widget, so there is no code to add. It is off after install, and only you can switch it on. Inside WOLE, a banner titled “Turn on WOLE in your theme” walks you through three steps:

  1. Open the theme editor. The button opens it with WOLE’s app embed already switched on.
  2. Click Save.
  3. Visit your store. The chat bubble is there.

From there, the Storefront widget page in WOLE lets you choose a layout, colors, the greeting and suggested questions, with a live preview that includes a phone view. You can read more about those options on the chat widget page.

Before you send shoppers to it, the free Sandbox lets you chat with the real AI on your real store information, and shows what it used for each answer. Business hours are off until you switch them on, and both shopper notices, inside and outside your hours, can be rewritten or left empty. When a chat needs a person, your team hears about it by email and with a sound in the admin by default, and replies from one shared inbox.

A short checklist

  • Write down the questions you get most.
  • Pick an app that installs as an app embed and answers from your own store information.
  • Install it, then switch on the embed in the theme editor and click Save.
  • Set the greeting, colors and suggested questions, and check them on a phone.
  • Test as a shopper in a private window, including asking for a person.
  • Set your hours and the messages shoppers see outside them.

Live chat is not hard to add. The work that makes it useful is deciding what it should answer, and making sure a person is there, or honestly not there, when it can’t.

Put it to work on your own store

Install WOLE free, teach it your answers, and try your top questions in the Sandbox before shoppers see it.