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      • Basic Settings

      Setup > Basic Settings is the first page to configure after installation. It gives HeiChat the minimum information it needs to represent your store correctly and appear on the storefront.

      Complete the required setup first

      1. Give the bot a name

      Choose the display name customers will see in chat.

      • Use your brand name or a support persona customers can recognize.
      • Keep it simple and trustworthy.

      2. Set the store name

      This is the business name HeiChat uses when referring to your store.

      • If you leave it empty, HeiChat can fall back to the Shopify domain prefix.
      • Use your official brand name for a cleaner customer experience.

      3. Write a store introduction

      This is one of the most useful fields on the page because it gives the AI high-level context before customers ask anything.

      Include:

      • What you sell
      • Who you sell to
      • Key product categories
      • Important service or policy constraints

      A short, structured summary works better than a long marketing paragraph.

      4. Enter the customer service supervisor email

      Use a monitored mailbox such as support@yourbrand.com.

      HeiChat can use this email when:

      • A customer needs manual help
      • Need Help is triggered
      • Smart Tickets escalate a case to your team

      5. Wait for product learning

      After installation, HeiChat needs time to learn your catalog.

      • Typical learning time is around 5 to 10 minutes.
      • Do not judge recommendation quality too early if this process is still running.

      6. Activate the chat widget

      Check the activation state on this page and make sure the widget is enabled in your storefront theme.

      If this is not done, customers will not see HeiChat even if every other setting is correct.

      Discount code

      Add a reliable code HeiChat can share when customers ask about promotions.

      Best for:

      • Welcome offers
      • Ongoing storewide promotions
      • Simple conversion nudges in chat

      Lead Capture

      Lead Capture asks shoppers to submit contact details before they start chatting.

      You can control:

      • Which fields to show
      • Which fields are required
      • Whether the form appears as a full page or drawer

      Use this when:

      • Email follow-up matters
      • You want cleaner lead data
      • Klaviyo or CRM sync is part of your workflow

      WhatsApp contact entry

      If you only want a clickable WhatsApp entry point, you can add your number here.

      If you want HeiChat to answer messages inside WhatsApp, set up the full WhatsApp integration later under Integrations.

      Knowledge Base usage check

      This section helps you see how much knowledge capacity is already in use and whether you need to add or clean up entries.

      Upgrade Plan

      Use this area to confirm your current plan and decide whether you need more tokens, product capacity, or advanced features before launch.

      A practical first-time checklist

      1. Name the bot and store.
      2. Add the store introduction and support email.
      3. Wait for product learning.
      4. Confirm widget activation.
      5. Add lead capture and discount code if your workflow depends on them.
      6. Move to Widget Settings.

      Customize the shopper experience

      Customize Your Bot now groups the bot name, avatar, and a shortcut to AI Response, where you set response style and instructions. Under Enhance Your Experience, you can control the widget homepage and choose Classic UI (1.0) or New UI (2.0). New UI supports the immersive Chatbar entry; use its desktop and mobile MarginX/MarginY settings to position the Chatbar, rather than the regular chat-bubble margins.

      Lead Capture can require a country-code picker for the phone field. Showing the picker alone does not make it mandatory: set the phone field itself to Required when a country selection is required. You can also choose whether the form appears before chat begins or after the shopper receives the first AI reply.

      Use Displayed on Homepage to hide individual contact methods, social links, or widgets from the homepage without deleting their underlying configuration. Live Support is configured separately under Widget Settings > Live Support.