shopify/Getting Started

Getting Started

After installing the Savanto app, follow these steps to get your AI-powered search and chat up and running.

Step 1: Start Your Subscription

Savanto requires an active subscription to function. When you first open the app, you'll see the subscription page.

Subscription page

Available Plans

PlanPriceSearches/moMessages/moProducts
Personal$9/mo3,000250500
Starter$29/mo10,0001,2001,500
Professional$99/mo50,0004,0005,000
EnterpriseTalk to salesCustomCustomCustom

All self-serve plans include a 14-day free trial to test the full functionality. For Enterprise pricing — sized to your traffic and content footprint — contact sales@savanto.ai.

Starting Your Subscription

  1. Review the available plans
  2. Click Start Free Trial on your preferred plan
  3. Confirm the subscription in Shopify's billing popup
  4. Wait for the setup to complete (usually a few seconds)

Confirming subscription

Once activated, your account is automatically provisioned in the cloud.

Step 2: Sync Your Content

After your subscription is active, head to the Knowledge page to sync your content.

Knowledge page after subscription

Quick Start: Sync All Products

  1. Go to the Products tab
  2. Enable Auto-sync to automatically sync future changes
  3. Click Sync All to sync your entire product catalog

Syncing products

The sync process:

  • Sends your product data to Savanto's cloud
  • Builds the AI knowledge base
  • Enables search and chat functionality
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Sync Time
Initial sync typically takes 1-2 minutes for stores under 500 products. Larger catalogs may take longer. You can continue using the app while syncing.

Step 3: Enable the Chat Widget

Make sure the chat widget is enabled in your theme:

  1. Go to Online Store → Themes in Shopify admin
  2. Click Customize on your active theme
  3. Click App embeds (bottom left panel)
  4. Toggle on Savanto Chat Widget
  5. Click Save

Theme app embed toggle

Step 4: Test Your Setup

Visit your store's frontend and verify:

  1. Chat widget appears — You should see the chat bubble in the corner
  2. Search works — Click the widget and try searching for a product
  3. AI responds — Ask a question about your products

Chat widget on storefront

Understanding the Dashboard

The main dashboard provides an overview of your setup and quick links to common tasks.

Dashboard overview

Dashboard Sections

Status Overview

Shows your current subscription status and synced item count:

  • Subscription: Active/Inactive with plan name
  • Items Synced: Total content in your knowledge base
  • Trial Status: Days remaining if on trial

How It Works

A quick reference explaining the three-step process:

  1. Sync — Content syncs from your store to Savanto's cloud
  2. AI Processing — Our AI processes and indexes your content
  3. Customize — Configure styling and behavior in the Dashboard

Quick Actions

Links to the Savanto Dashboard for advanced configuration:

ActionDescription
Widget StylingCustomize colors, position, avatar, and branding
Prompts & BehaviorSet AI personality, welcome message, suggested questions
Analytics & InsightsView search queries and chat conversations
Live AgentConfigure handoff to Slack or Microsoft Teams
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Advanced Configuration
Styling, prompts, and analytics are managed in the Savanto Dashboard, not the Shopify app. Click any quick action link or visit savanto.ai/dashboard.

Next Steps

Now that you're set up: