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Aide opens inside your Shopify admin. You can get started, check how support is doing and change the settings you reach for most without leaving Shopify. Links into the full Aide dashboard open in a new tab, already signed in.

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Getting started

Open Aide from your Shopify admin’s apps and select Get started. Aide creates a workspace for the store, signed in as you, with no separate sign-up or password.
  • You already use Aide: if your email belongs to an Aide workspace, you can connect the store to it, keeping conversations, knowledge and settings together, or create a new workspace for the store.
  • The store belongs to another workspace: Aide says so. Ask that workspace’s owner for an invite, or disconnect the store there first.
  • Other staff on the store: staff already linked to a teammate go straight in. Others see “Link your Aide login” and sign in to Aide once. Someone without an Aide login needs an invite from an owner or admin.

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Home

  • Set up Aide: a guide to turn on chat in your theme (with a link to the theme editor), add your help content, turn on AI replies, and add order help to customer accounts. Steps tick themselves off.
  • Last 30 days: conversations, AI resolution rate, sales from Aide chats and sales after a chat, in your store’s timezone and currencies.
  • Your five most recent conversations, each opening in the Aide inbox.
  • A banner when something needs attention, such as AI replies paused, the store needing to reconnect, or chat not on the storefront yet.

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Settings

Settings covers Connection, Chat on your storefront, Appearance (with a live preview), Campaigns, Contact options in chat, AI replies, Your notifications, Knowledge sources, and Plan and usage. Changes wait in Shopify’s save bar until you save or discard them.

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Aide conversations on order and customer pages

Shopify order and customer pages can show an “Aide conversations” block, so your team sees a customer’s conversations next to the order. Add or move it like any other app block on those pages.
  • Order page: the conversations the order is linked to, including the chat that led to the purchase.
  • Customer page: conversations with that customer, about any of their orders, or started by them.
  • Each shows its subject or a short preview, when it was last active, and its state: Aide is handling it, waiting for a person, a person is handling it, or resolved by Aide or by a person.
  • Up to 10 conversations, most recently active first. Test chats aren’t shown.
  • The title opens the conversation in the Aide inbox, where your team signs in as usual.