Setup

The Setup section covers the admin pages that shape how HeiChat appears, what it knows, and how it works in your store.

  1. Basic Settings
  2. Widget Settings
  3. Advanced Settings
  4. Learned Products
  5. Knowledge Base
  6. AI Model
  7. Integrations

If you are setting up HeiChat for the first time

  • Start with this page to see the full rollout order before changing settings.
  • Open the child page that matches the admin screen you are working on.
  • Following the order above makes it easier to test each layer before moving to the next one.

Why this order works

  • Basic Settings gives HeiChat the core identity and activation details it needs to go live.
  • Widget Settings defines what shoppers will actually see and interact with.
  • Advanced Settings fine-tunes behavior once the basics are already in place.
  • Learned Products confirms which products HeiChat can reference and recommend.
  • Knowledge Base adds store-specific information beyond products and policies.
  • AI Model is easier to evaluate after the underlying setup is already stable.
  • Integrations are usually simplest to connect after the main support flow is working.

If you are unsure where a setting belongs, start with the page list above and then open the matching admin area in Shopify.