# undefined ## Guide - [Introduction to HeiChat](/guide/introduction/introduction-to-heichat.md): HeiChat-ChatGPT Sales Chatbot is a sales chatbot designed specifically for Shopify independent stores, based on ChatGPT (GPT-4、GPT-5) AI models. It was launched on April 26, 2023, and is compatible with Shopify's latest themes and checkout systems. - [Heichat Pricing](/guide/introduction/price.md): Heichat offers flexible plans for merchants at different stages of growth, from initial evaluation to enterprise-scale deployment. All plans include a 3-day free trial. If you need a longer evaluation period or additional assistance, please contact heicarbook@gmail.com. - [How to install HeiChat?](/guide/installation/how-to-install-heichat.md) - [User Guide](/guide/user-guide/index.md): 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. - [HeiChat](/guide/user-guide/heichat.md): HeiChat is a Shopify-native AI assistant built to handle support, guided selling, and operational follow-up in one place. Instead of acting like a generic chat widget, it learns your products, store policies, and order context so it can answer real storefront questions. - [Setup](/guide/user-guide/setup/index.md): The Setup section covers the admin pages that shape how HeiChat appears, what it knows, and how it works in your store. - [Basic Settings](/guide/user-guide/setup/basic-settings.md): 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. - [Widget Settings](/guide/user-guide/setup/widget-settings.md): Setup > Widget Settings controls how HeiChat looks on the storefront and which support or marketing entry points customers can use. - [Advanced Settings](/guide/user-guide/setup/advanced-settings/index.md): Setup > Advanced Settings is where you shape how HeiChat behaves after the basic rollout is already in place. - [Product Discount Recommendations](/guide/user-guide/setup/advanced-settings/product-discount-recommendations.md) - [Learned Products](/guide/user-guide/setup/learned-products.md): Setup > Learned Products controls which products HeiChat can use for answers and recommendations. - [Knowledge Base](/guide/user-guide/setup/knowledge-base.md): Setup > Knowledge Base is where you add store-specific knowledge that HeiChat cannot infer from Shopify products and policies alone. - [AI Model](/guide/user-guide/setup/ai-model.md): Setup > AI Model is where you compare models before sending real shoppers to the widget. - [Integrations](/guide/user-guide/setup/integrations.md): Setup > Integrations is where HeiChat connects to external channels and systems. Add integrations after the base support flow is already working. - [Conversation](/guide/user-guide/conversation/index.md): The Conversation section is where your team handles live chats, takes over complex cases, reviews history, and checks email follow-up from the same workflow. - [All Conversations](/guide/user-guide/conversation/all-conversations.md): Conversations > All Conversations is the main operating queue for chats handled by HeiChat across channels. - [Human Handoff](/guide/user-guide/conversation/human-handoff.md): Conversations > Human Handoff is the live queue for conversations currently handled by human agents. - [Archived](/guide/user-guide/conversation/archived.md): Conversations > Archived is the history view for conversations that are no longer part of the active queue. - [Email Records](/guide/user-guide/conversation/email-records.md): Conversations > Email Records shows every email sent from HeiChat conversations after SMTP integration is enabled. - [Ticket](/guide/user-guide/ticket/index.md): The Ticket section covers follow-up work that needs a clearer workflow than live chat alone. - [Support Tickets](/guide/user-guide/ticket/support-tickets.md): Ticket > Support Tickets is the main queue for issues that HeiChat could not or should not close entirely inside chat. - [Restock Notifications](/guide/user-guide/ticket/restock-notifications.md): Ticket > Restock Notifications shows customers who subscribed for back-in-stock alerts on specific products or variants. - [Marketing](/guide/user-guide/marketing/index.md): The Marketing section helps you review how HeiChat's storefront campaigns are performing and what visitors actually claimed or submitted. - [Spin to Win](/guide/user-guide/marketing/spin-to-win.md): Marketing > Spin to Win tracks the events created by your spin-the-wheel campaign. - [Exit Intent Popup](/guide/user-guide/marketing/exit-intent-popup.md): Marketing > Exit Intent Popup tracks the events created by your exit intent discount campaign. - [Leads](/guide/user-guide/marketing/leads.md): Marketing > Leads lets you review captured leads and their details. :::info Note Information in Leads is recorded when the system first captures the customer's details. Because the conversation detail page collects related information again when a conversation is created, some fields, such as source or device, may differ between the two pages. ::: - [Membership](/guide/user-guide/membership/index.md): The Membership section is where you manage HeiChat plans, token capacity, and add-ons as your store grows. - [Pricing](/guide/user-guide/membership/pricing.md): Pricing gives you a quick way to compare HeiChat's main subscription plans. - [Add-ons](/guide/user-guide/membership/add-ons.md): Add-ons are useful when your store needs more capacity in a specific area without a full plan upgrade. - [The 10-Question Challenge - Why GenAI Outperforms Traditional Chatbots](/guide/resources/10-question-challenge.md) - [Email Sending Integration](/guide/integration/email-send-integration.md) - [Integration with WhatsApp](/guide/integration/whatsapp-integration.md) - [Klaviyo Integration](/guide/integration/klaviyo.md) - [Webhook Automation](/guide/integration/webhook-automation.md) - [Updates Overview](/guide/updates/index.md) - [Product Discount Recommendations: Let AI Answer Discount Questions and Show Codes on Product Pages](/guide/updates/2026-06-09-product-discount-recommendations.md): 2026-06-09 Product Discount Recommendations help HeiChat respond more intelligently when shoppers ask about discounts, deals, or available promo codes for a product. - [Chatbar: Turn Your Chat Entry into a Fixed Bottom CTA](/guide/updates/2026-05-14-chatbar-mode.md): 2026-05-14 Chatbar is a new chat entry style for merchants who want a more visible chat entry point and a stronger storefront CTA. - [Free Shipping Reminder: Turn Near-Threshold Carts into Bigger Orders](/guide/updates/2026-05-08-free-shipping-reminder.md): 2026-05-08 Free Shipping Reminder helps you convert existing buying intent into higher order value by letting shoppers know when they are close to unlocking free shipping. - [Shipping Protection: Add an Extra Layer of Confidence in the Cart](/guide/updates/2026-05-05-shipping-protection.md): 2026-05-05 Shipping Protection lets you offer an order protection option directly in the cart, giving customers more confidence before checkout. - [Smarter Visibility Controls and Live Support Management](/guide/updates/2026-05-02-may-experience-refinements.md): 2026-05-02 This update focuses on helping you see what customers actually see and making common setup tasks faster to manage. - [Widget Experience Improvements: Deferred Verification, Drawer Pre-Chat, and Carousel Product Cards](/guide/updates/2026-04-08-ux-improvements-carousel-cards.md): 2026-04-08 This update includes three experience improvements designed to reduce friction, improve product presentation, and give help content a clearer place in the widget flow. - [Klaviyo Integration: Send HeiChat Events into Your Marketing Flows](/guide/updates/2026-04-07-klaviyo-integration.md): 2026-04-07 HeiChat now supports Klaviyo integration. You can sync key customer events captured by HeiChat into Klaviyo and use them as triggers in your marketing flows. - [Cited References: See Which Knowledge Powered Each AI Reply](/guide/updates/2026-04-07-cited-references.md): 2026-04-07 You can now review the knowledge sources behind AI-generated replies in conversations whenever HeiChat used knowledge-based content to produce an answer. - [Exit Intent Popup: Recover Potential Orders Before Visitors Leave](/guide/updates/2026-03-30-exit-intent-popup.md): 2026-03-30 Exit Intent Popup is a discount popup feature that appears when visitors are about to leave your store, helping reduce abandonment and recover conversion opportunities. - [Spin to Win: Use a Prize Wheel to Drive Engagement and Conversions](/guide/updates/2026-03-29-spin-to-win.md): 2026-03-29 Spin to Win is an interactive marketing widget that lets visitors enter their email to spin a prize wheel, helping you capture leads, increase engagement, and support promotional conversion. - [Chat Button Block: Put the Chat Entry Where You Want It](/guide/updates/2026-03-26-chat-button-block.md): 2026-03-26 Chat Button Block is a Shopify theme block that lets you place a dedicated chat button directly inside your storefront layout. - [Restock Notifications: Keep Demand Warm When Products Are Sold Out](/guide/updates/2026-03-21-restock-notification.md): 2026-03-21 Restock Notifications helps you capture customer demand when products are out of stock and gives you a way to follow up when inventory returns. - [AI Knowledge Gap Detection: Let Your Chatbot Tell You What It Doesn't Know](/guide/updates/2026-03-16-ai-knowledge-gap-detection.md): 2026-03-16 HeiChat now automatically detects the questions your AI could not answer confidently and turns them into clear, actionable knowledge gaps for your team to review. - [Email Integration: Seamless Follow-up Beyond Your Website](/guide/updates/2026-02-02-email-integration.md): 2026-02-02 We're excited to announce our new Email Integration feature - the missing link in your customer communication strategy! - [Product Video Popups: Turn Browsers into Buyers with Immersive Stories](/guide/updates/2026-01-28-product-video-popups.md): 2026-01-28 Introducing Product Video Popups - a powerful visual engagement tool that showcases your products in action through immersive storytelling to drive conversions. - [Custom Chat Font Size: The Perfect Reading Experience for Every Customer](/guide/updates/2026-01-16-chat-font-size-customization.md): 2026-01-16 We heard your feedback! You can now customize the font size of chat messages to ensure the best reading experience for customers across all devices. - [Social Media Channels Expansion: Connect with Customers Wherever They Are](/guide/updates/2026-01-12-social-media-channels-expansion.md): 2026-01-12 We've added support for 5 additional social media platforms to help you build stronger connections with customers on their preferred channels. - [Feedback Widget: Now Generally Available for Pro Plus and Above](/guide/updates/2026-01-12-feedback-widget-ga.md): 2026-01-12 The Feedback Widget has graduated from beta and is now officially part of the Pro Plus and Pro Max subscription plans. - [Messenger Integration: Expand Your Customer Reach](/guide/updates/2025-12-12-messenger-integration.md): 2025-12-12 HeiChat now integrates with Facebook Messenger, allowing you to handle customer inquiries from your Facebook page with the same AI intelligence as your Shopify store. - [Enhanced Conversation Management and Widget Homepage](/guide/updates/2025-11-30-conversation-management-upgrade.md): 2025-11-30 New features to elevate your brand presence and streamline conversation management, helping you focus on what matters most. - [Advanced AI Configuration Options](/guide/updates/2025-11-16-ai-configuration-advanced.md): 2025-11-16 Fine-tune your AI assistant with granular controls that let you customize every aspect of how it communicates with customers. - [Built for Shopify Badge Achieved](/guide/updates/2025-11-10-built-for-shopify.md): 2025-11-10 HeiChat has earned Shopify's prestigious Built for Shopify badge, representing the highest standards for quality, security, and performance in Shopify applications. - [Major Dashboard Redesign: Streamlined Interface and Smarter Monitoring!](/guide/updates/2025-11-06-dashboard-redesign-widget-monitor.md): 2025-11-06 We've completely rebuilt the dashboard from the ground up to deliver a more intuitive and efficient experience! - [AI-Powered Translation: Break Language Barriers in Real-Time!](/guide/updates/2025-11-01-ai-translation-live-chat.md): 2025-11-01 Introducing our game-changing AI translation feature - seamlessly communicate with global customers regardless of language differences! - [New Feedback Widget with Image Upload - Beta!](/guide/updates/2025-10-30-feedback-widget-beta.md): 2025-10-30 We're excited to introduce the all-new Feedback Widget - now in beta and free to use until December 31, 2025! - [Fine-Grained Control: Widget Visibility with Allow and Block Lists!](/guide/updates/2025-10-25-widget-visibility-rules.md): 2025-10-25 Take complete control of your customer interaction strategy! We've introduced powerful widget visibility features that let you decide exactly where HeiChat widgets appear across your store. - [Enhanced Controls: Language and AI Response Customization!](/guide/updates/2025-10-17-language-and-response-modes.md): 2025-10-17 We're giving you finer-grained control over your store's AI communication, letting you tailor the experience precisely to your needs. - [Custom Conversation Tags: AI-Powered Business Event Tracking!](/guide/updates/2025-09-03-custom-conversation-tags.md): 2025-09-03 Introducing Custom Conversation Tags - a powerful new way to track important customer events specific to your business! - [AI Cross-Sell Upgrade: Discover Related Products with One Click!](/guide/updates/2025-08-16-related-products-card.md): 2025-08-16 We've upgraded AI product recommendation cards to unlock unprecedented cross-selling opportunities! - [Prioritize Hot Leads: New "Sort by Last Message" Feature!](/guide/updates/2025-07-23-conversation-sorting-update.md): 2025-07-23 We've introduced a powerful new conversation sorting option designed to help you focus on your most active and relevant customer chats. Previously, conversations were only sorted by creation time. While useful, this meant older but highly active conversations could get buried at the bottom of the list. - [Global Reach: AI Translates Your Custom Content!](/guide/updates/2025-06-23-global-reach.md): 2025-06-23 Connect with customers worldwide! HeiChat now translates your custom greetings, quick reply buttons, and callout messages to create a personalized experience for every visitor. - [Boost Trust and Revenue: Custom Order MetaFields and Shipping Protection!](/guide/updates/2025-06-18-metafields-shipping.md): 2025-06-18 Introducing two powerful enhancements designed to deepen customer trust and unlock new revenue streams. - [Sales Activity Popup: Create Urgency and Boost Conversions!](/guide/updates/2025-05-13-sales-activity-popup.md): 2025-05-13 Introducing our new Sales Activity Popup - a powerful tool that creates FOMO and drives sales by displaying real-time customer behavior through eye-catching social proof! - [Webhook Integration: Supercharge Your Business Automation!](/guide/updates/2025-05-07-webhook-integration.md): 2025-05-07 Pro Plus and Pro Max merchants can now leverage our powerful webhook integration to automate their business workflows! - [Visual Workflow Builder: Design Your Own AI Product Recommendation Strategy! (Beta)](/guide/updates/2025-04-03-visual-workflow.md): 2025-04-03 Based on valuable merchant feedback, we're excited to introduce the Visual Workflow Builder - a powerful tool that gives you complete control over your AI product recommendation strategy! - [Flexible Widget Integration: Seamless UX Across Multiple Touchpoints](/guide/updates/2025-03-30-float-widget-quick-button.md): 2025-03-30 Based on valuable merchant feedback, we've made significant enhancements to widget functionality! - [Revolutionary Drawer Cart: Transform Your Store's Shopping Experience!](/guide/updates/2025-03-16-drawer-cart-release.md): 2025-03-16 Introducing our game-changing Drawer Cart - the ultimate solution for frictionless shopping! Now available for Pro Plus and Pro Max merchants. - [Interactive Product Cards 2.0: Turn Chats into Seamless Shopping!](/guide/updates/2025-03-09-product-cards-2.0.md): 2025-03-09 Introducing our most powerful conversion tool yet - Interactive Product Cards 2.0, turning conversations into sales opportunities! - [VTober: AI-Powered E-commerce SEO and Content Generation](/guide/updates/2025-03-07-vtober-app-aff.md): 2025-03-07 Transform your store's SEO and content strategy with our revolutionary AI blogging platform. VTober automatically creates SEO-optimized, multilingual blog content that drives organic traffic and boosts your Google rankings. - [Introducing Bestseller Promo Cards: Boost Your Top Products' Visibility!](/guide/updates/2025-03-01-bestseller-promo-cards.md): 2025-03-01 Great news for Pro Plus and Pro Max merchants! We've just launched Bestseller Promo Cards - a powerful new way to automatically showcase your hottest products to visitors. - [Advanced Security: Intelligent Protection for Your Customer Interactions](/guide/updates/2025-02-25-ai-security-cloudflare.md): 2025-02-25 Introducing next-level security features designed specifically for Pro Plus and higher subscription plan merchants! - [New Widget Release: Social Media, Product Search, and Order Tracking!](/guide/updates/2025-02-09-float-widget-release.md): 2025-02-09 Exciting news! We're launching three powerful widgets to elevate your store's professional image and customer experience: - [Enhanced Customization: Pre-chat Form, Widget Effects, and Knowledge Base Updates!](/guide/updates/2025-02-05-prechat-widget-knowledge-updates.md): 2025-02-05 We're excited to announce several new customization features to take your HeiChat experience to the next level! - [New Year Token Sale: Double Your AI Power!](/guide/updates/2024-12-30-token-mega-sale.md): 2024-12-30 Limited-time offer: Get up to 100% bonus tokens on all purchases from December 30, 2024 to June 1, 2025! - [5,000+ Merchants Milestone: Special Offer Celebration!](/guide/updates/2024-12-19-milestonee.md): 2024-12-19 We're thrilled to announce that over 5,000 merchants have chosen HeiChat! To celebrate this milestone, we're launching exciting limited-time offers and new features! Also, check out our new visitor management feature - you can now efficiently handle unwanted behavior by blocking specific visitors from the conversation list. Thank you for choosing HeiChat. Don't miss these exclusive offers - download our mobile app today! - [Introducing Photoniex: Revolutionary AI Product Photography Studio](/guide/updates/2024-12-16-photoniex-app-aff.md): 2024-12-16 Instantly transform your product photos into professional, studio-quality images using our cutting-edge AI technology. Perfect for e-commerce businesses looking to elevate their visual content without expensive photography equipment. - [HeiChat Mobile: Your Business in Your Pocket!](/guide/updates/2024-11-10-heichat-mobile-release.md): 2024-11-10 Exciting news! HeiChat is now at your fingertips with our brand-new mobile app. Stay connected to your business anytime, anywhere! - [New Integration: Claude 3.5 Haiku - The Latest Powerful AI from Anthropic!](/guide/updates/2024-11-05-add-claude-haiku-3.5.md): 2024-11-05 We're excited to announce that HeiChat now supports Claude 3.5 Haiku, Anthropic's cutting-edge sub-flagship model released today! Our benchmarks show that Haiku delivers capabilities comparable to OpenAI GPT4 while providing Claude's signature empathy and comprehensive responses - at a more optimized cost. Perfect for businesses seeking flagship-level AI performance: Experience elite conversational quality, advanced reasoning, and nuanced understanding at significantly better value. Start exploring Claude 3.5 Haiku today and take your customer service to the next level. The future of AI is here! - [AI-Powered Ticket Creation: Now in Beta!](/guide/updates/2024-10-31-ai-ticket-release.md): 2024-10-31 Exciting news! Our AI-powered ticket creation feature is now open for beta testing! From October 31 to December 1, 2024, you can use this innovative feature without any limits. The AI will automatically analyze customer conversations, create tickets based on user intent, and provide valuable insights and suggestions to streamline your support workflow. This intelligent feature is designed to enhance your daily operations by smartly identifying and categorizing customer needs, helping you deliver more efficient and targeted support. Your feedback during the beta phase is invaluable to us! Please share your thoughts and suggestions - they will help us refine and improve this feature. Let's build something truly outstanding together! Thank you for your continued support and for being part of our journey toward smarter customer service solutions! - [New Feature: Quick Help Guides!](/guide/updates/2024-10-28-quick-help-guides.md): 2024-10-28 We've just launched Quick Help Guides! To get started, simply navigate to the Settings menu in the left sidebar and find and customize these helpful resources in the Brand section. Your customers can easily access these guides through the pre-chat form and above the chat message input box. Perfect for sharing FAQs, product guides, product manuals, social media links, form-filling instructions, or any important information you want to highlight. Pro Tip: Use this feature to showcase new products, promotions, or important announcements - making it a powerful tool for both customer support and marketing! We look forward to seeing how this feature enhances your business operations. Thank you for your continued support! - [Llama 3.1 Integration: Outstanding E-commerce Performance!](/guide/updates/2024-07-26-add-llama-3.1.md): 2024-07-26 After extensive testing, we're excited to announce full support for Llama 3.1 - delivering outstanding results specifically for e-commerce customer service! - [New "Talk to Human" Feature: Seamless Customer Support Handoff!](/guide/updates/2024-06-25-talk-to-human-release.md): 2024-06-25 We're excited to introduce the new "Talk to Human" button - creating the perfect balance between AI efficiency and human touch! - [OpenAI GPT4 Now Default: Significant Recommendation Accuracy Improvements!](/guide/updates/2024-05-08-default-openai-gpt4.md): 2024-05-08 Important Update: After comprehensive testing, we've determined that GPT-3.5 has significantly declined in effectiveness for e-commerce applications. - [Claude 3 Sonnet Now Available: Outstanding E-commerce Performance!](/guide/updates/2024-03-12-add-claude-sonnet-3.md): 2024-03-12 Exciting news! After rigorous testing, we've added full support for Claude 3 Sonnet - a powerful AI from Anthropic that excels in e-commerce customer service! - [WhatsApp Integration Now Available: Expand Your Customer Reach!](/guide/updates/2024-02-28-whatsapp-integration.md): 2024-02-28 Exciting news! HeiChat now integrates seamlessly with WhatsApp, allowing you to connect with customers on their preferred messaging platform. - [Budget-Based Product Recommendations: Personalized Shopping Experience!](/guide/updates/2024-02-20-budget-based-recommend.md): 2024-02-20 Introducing intelligent budget-based product recommendations - helping your customers find the perfect products within their price range! - [Pre-chat Form Now Available: Collect Valuable Customer Information!](/guide/updates/2024-02-01-prechat-release.md): 2024-02-01 We're thrilled to announce the release of the customizable pre-chat form feature - helping you collect valuable customer information before conversations begin! - [Privacy Policy](/guide/policies/privacy-policy.md) - [Terms of Service](/guide/policies/terms-of-service.md) - [AI Auto Ticket](/guide/features/ai-auto-ticket.md) - [AI Correction for Messages & Products](/guide/features/ai-correction-message-product.md) - [Auto-Translate Greetings Message](/guide/features/auto-translate-greetings.md) - [Conversation & Correction](/guide/features/conversation-correction.md) - [Conversation Tags](/guide/features/conversation-tags.md) - [Customize AI Recommendation Strategy](/guide/features/customize-ai-recommendation-strategy.md) - [HeiChat Settings](/guide/features/heichat-settings.md) - [Defining Own AI](/guide/features/knowledge-base.md) - [Membership Add-on token](/guide/features/membership-add-on-token.md) - [Promo Cards-Showcase Best Sellers in Customer Chat](/guide/features/promo-cards.md) - [Restock Notification](/guide/features/restock-notification.md) - [Side Cart & Shipping Protection](/guide/features/side-cart-shipping-protection.md) - [Test and replace AI model](/guide/features/test-and-replace-ai-model.md) - [Using Custom Order Metafields](/guide/features/using-custom-order-metafields.md) - [Integration with WhatsApp](/guide/features/whatsapp-integration.md) - [Widget Visibility on Pages](/guide/features/widget-visibility-pages.md) - [HeiChat Documentation](/guide/index.md): Welcome to HeiChat Documentation! Here you'll find setup instructions, practical user guidance, and best practices for HeiChat. The documentation covers everything from installation to daily operations so you can roll out HeiChat with a structure that matches how merchants actually use it. ## Others - [Hello world!](/hello.md)