📖 Support & Setup

Get up and running
in under 5 minutes

Complete setup guides for any website or Shopify store, plus full usage documentation. Stuck? Our team is one email away.

How are you deploying Sageloop AI?

Pick the guide that matches your setup. Both paths get you live in under 5 minutes.

🌐 Any Website

Web Signup — Script Tag

You have a website (WordPress, Webflow, custom HTML, any CMS) and want to add Sageloop AI with a single script tag.

Web Setup Guide ↓
🛍️ Shopify Store

Shopify App Install

You're on Shopify and want one-click install from the App Store with automatic product sync.

Shopify Setup Guide ↓

Setting Up on Any Website

Works with WordPress, Webflow, Wix, Squarespace, custom HTML, or any site where you can edit the source code or add a plugin.

1

Create your free account

Go to app.sageloopai.com/signup and create your account. No credit card required. You'll land in the Sageloop AI dashboard immediately.

2

Add your knowledge sources

In the dashboard, navigate to Knowledge Base and add your content:

  • Paste your website URL — Sageloop crawls all pages automatically
  • Upload PDFs: product guides, FAQs, policy documents, manuals
  • Add manual Q&A pairs for your most common questions
  • Connect integrations (Gorgias, helpdesk history)
3

Customize your chat widget

Navigate to Widget → Appearance and configure:

  • Bot name, welcome message, and brand hex color
  • Launcher style: Bubble, Chat dot, or Sparkle
  • Position: bottom-right, bottom-left, or center launcher bar
  • Human escalation: configure the "Talk to a human" button (email, URL, or JS)
4

Copy the script tag and paste it into your site

In the dashboard, go to Widget → Install and copy your unique <script> tag. Paste it into the <head> section of your website. The method depends on your platform:

PlatformWhere to add the script
WordPressUse a plugin like "Insert Headers and Footers" or edit header.php in your theme
WebflowSite Settings → Custom Code → Head Code
WixSettings → Custom Code → Head section
SquarespaceSettings → Advanced → Code Injection → Header
Custom HTMLPaste directly inside <head>...</head> in your template file
5

Test and go live

Visit your website and test the chat widget — ask a few questions about your products or services. Check that the AI responds accurately based on your knowledge base. Activate the widget in your dashboard when ready. You're live!

❓ Need help with the web setup?

Our support team is happy to assist with installation on any platform.

📧 support@sageloopai.com — we typically respond within one business day.

Installing on Shopify

One-click install from the Shopify App Store. Your entire product catalog, pages, and policies sync automatically — your AI is trained and ready in minutes.

1

Install from the Shopify App Store

Go to the Shopify App Store listing for Sageloop AI and click "Add app". Approve the permissions — Sageloop needs read access to your catalog and the ability to inject a storefront script. It never accesses customer payment data.

2

Activate the AI Chat Widget

After installation you'll land in the Sageloop AI dashboard. Activate the widget in one of two ways:

MethodEffortHow
Theme App EmbedZero codeToggle on in Shopify Theme Editor → App Embeds. Widget appears on every page automatically.
Script TagOne linePaste one <script> tag into theme.liquid. Best for headless or custom themes.
3

Sync your store & configure the AI

Sageloop automatically imports your full catalog on first install. From the dashboard you can:

  • Re-sync products, pages, blog posts, and collections any time
  • Upload PDFs — size guides, instruction manuals, spec sheets (Growth plan and above)
  • Choose your LLM: Claude, GPT-4o, Gemini, Groq, or Ollama
  • Set your bot name, welcome message, brand color, and launcher style
  • Configure live human escalation (email, URL, or JavaScript)
4

Add the Product Q&A Block (Rufus-style)

The Product Q&A block is a standard Shopify theme block added to your product page template:

  • Go to Shopify Admin → Online Store → Themes → Customize
  • Navigate to a product template and click Add block
  • Find Sageloop AI — Product Q&A and add it
  • Drag the block to your preferred position (above or below description, before Add to Cart)
  • Set heading text and save — chips generate automatically per product
5

Set up Expert Advice System (Pro & Enterprise)

For consultation-driven stores, set up the Expert Advice intake form:

  • Go to Sageloop AI Dashboard → Expert Advice → Form Builder
  • Choose a quick-start template or build a custom form with 9 field types
  • Configure the AI: choose LLM, write system instructions, set confidence threshold
  • Copy the embed URL and add it to any Shopify page using Custom Liquid
  • Configure staff notification email for each new submission
  • Optionally enable Auto-Response for high-confidence AI drafts
6

Go live!

Click "Activate" in the dashboard and Sageloop AI is live on your store. Visit your store and test each module — ask a product question in chat, tap a Q&A chip, submit a test Expert Advice form. Everything responds in real time.

❓ Need help with Shopify setup?

📧 support@sageloopai.com — include your Shopify store URL and we'll respond within one business day.

Using Sageloop AI

Everything you need to get the most out of the platform day to day.

📋 Managing Your Knowledge Base

The Knowledge Base is the foundation of Sageloop AI's answers. The richer it is, the higher the AI's confidence scores and the fewer corrections you need to make.

  • Sync your catalog — Sageloop imports all products, descriptions, variants, prices, and collections. Re-sync any time products change.
  • Add pages & content — FAQs, About pages, guides, tutorials, blog posts — all indexed automatically when you paste your URL or sync your CMS.
  • Upload files — PDFs, size guides, spec sheets, and instruction manuals (Growth plan and above). The AI references these when answering related questions.
  • Add corrections — When you spot a wrong answer, click Correct this answer in the chat log, type the right one, and click Save & Train. It embeds immediately.
  • Review low-confidence answers — The "Needs Your Review" panel surfaces the 10 lowest-confidence replies from the past 30 days automatically.

🎨 Customizing the Chat Widget

Navigate to Dashboard → Widget → Appearance to customize every visual aspect:

  • Bot name & welcome message — Give your assistant a name and a friendly opening line.
  • Brand color — Use your exact hex code. The widget, chips, and buttons all match.
  • Launcher style — Choose Bubble (classic), Chat (three-dot), or Sparkle (Gemini-style).
  • Position — Bottom-right, bottom-left, or a bottom-center launcher bar.
  • Disclaimer text — Add a disclaimer beneath each reply for health, legal, or finance categories.
  • Human escalation — Configure the "Talk to a human" button as an email link, URL, or JS snippet (Gorgias, Intercom, Zendesk).

📊 Analytics & Revenue Attribution

Navigate to Dashboard → Analytics to understand engagement and revenue impact:

  • Chat Volume — Sessions today / last 7 days / last 30 days with daily usage charts.
  • Sales Attribution — Total revenue, order count, average order value, and conversion rate from AI-assisted sessions (Pro+).
  • AI Coaching Rate — The percentage of replies that needed a correction. ≤5% excellent, 5–15% good, >15% needs attention.
  • Expert AI Maturity — Autonomous delivery rate for the Expert Advice System.

🎯 Managing Expert Advice Submissions

Navigate to Dashboard → Expert Advice → Submissions to review your queue:

  • Each submission shows the visitor's form answers and the AI-generated draft advice.
  • Color-coded confidence score tells you whether the draft needs attention.
  • Edit the AI draft directly, then click Approve & Deliver to send the branded email.
  • Click Regenerate AI to discard the draft and get a fresh one instantly.
  • Staff edits are saved and used to improve future AI drafts automatically.

Ready to get started?

Sign up free and have Sageloop AI live on your website in under 5 minutes.