The setup wizard

The steps

Your progress is saved in your browser as you go. If you refresh or leave, the wizard opens at the same step when you come back in the same browser.

Sign-up for websites opens soon. Until then, book a demo and we'll set up your account and embed code with you.

Sync (Shopify only)

Saytu reads your store while you watch. Each row gets a check when its data is in:

• Products: titles, prices, variants and stock.
• Store content: pages, shipping and returns policies, and collections.
• Coupons: active discounts, listed under Store content in Knowledge.

FAQs are not synced. You write those yourself later in Knowledge.

If the sync fails, choose Retry sync. You can also choose Continue anyway and sync later from Knowledge.

Character

Pick who talks to your shoppers. Use the arrows or the row of faces to switch, then choose Use followed by the character's name.

Switching to another character resets the name, greeting and framing to that character's defaults.

Personalize

Personalize has three short parts, with a live preview of the chat beside them.

Give them a name

• Character name: the name shoppers see in the chat.
• Greeting message: the first thing shoppers see. When you rename the character, the greeting updates to match. Edit the greeting yourself and it stays as you wrote it.
• Tone: Warm, Playful, Concise, Professional or Detailed. It applies to every reply.
• Primary customer language: English, Thai and 17 more, or Auto-detect.

Give them a voice

• Voice: pick a voice and play a sample.
• Speak replies aloud: the character reads its answers out loud. On by default.
• Greet with voice on open: the character says the greeting when the chat opens. Off by default.

Style how they appear

• Framing: Full, Bust or Face. Choose Adjust to drag and zoom the character in the preview.
• Chat layout: Stage keeps the chat in the lower half. Immersive puts the character on the left with the chat over it. Plain drops the character for a plain message thread.
• Brand color: colors the whole chat. Pick a swatch or set your own.

Choose Build my character to save. To skip all three parts, choose Use defaults. That saves the character's defaults: its own name and greeting, Warm tone, English, Bust framing, Stage layout, replies spoken, greeting silent and Saytu Pink.

You can change all of this later in Studio, on Character and Widget.

Try & activate

Try

A preview of the chat opens. Tap a scenario to play it: Recommend a product, Track an order, Authenticity or Returns. The suggestions inside the chat play the same scenarios.

These are sample conversations that show how the chat looks. Your character's real answers come from your store's knowledge once it's live. Order status needs Shopify.

Choose Go live on my store to continue.

Activate on Shopify

1. Choose Open Theme Editor. Shopify opens your theme's App embeds list.
2. Switch Saytu on and save.
3. Open your storefront once.
4. Come back to the wizard. When Saytu has seen the widget load, it shows your widget is live. Choose Continue.

Activate on another website

1. Choose Copy snippet.
2. Paste it before the closing </body> tag on every page of your site, and publish. Install shows where that is in each site builder.
3. Open your site once, then choose I've added it. The wizard checks every few seconds and shows your widget is live when it loads.
4. Choose Continue.

Not ready to add it now? Choose Do this later. You can switch it on any time, as described on Install.

Done

The last step links to three next tasks.

Or choose Go to dashboard. On Shopify that opens Subscription. On other websites it opens Studio's Home.

The wizard runs once. After you finish, you make changes in Studio. There is no publish step: when you save a change to your character, it's live.

If the wizard doesn't open

If you see Couldn’t open the setup wizard, refresh the page. Or choose Go to dashboard and set things up in Studio. If it keeps happening, see Troubleshooting.