User Guide
Use this guide to set up HeiChat, manage daily conversations, and keep support, marketing, and plan settings organized as your store grows.
A practical reading order for most teams is:
- HeiChat to understand what HeiChat does and what to check on the dashboard first.
- Setup to configure the storefront experience, knowledge sources, AI model, and integrations.
- Conversation to work through the main chat queues and follow-up views.
- Ticket to handle support issues and back-in-stock demand that need a separate workflow.
- Marketing to review storefront campaign performance and claimed offers.
- Membership to compare plans, capacity, and add-ons.