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Setup

Five steps, inside your Shopify admin.

Refik installs as a Shopify app plus a theme app extension. Setup runs as a wizard in your admin; these are its screens, in order, with the names you will read on them.

What Refik advises on

Refik reads your own catalogue and proposes a starting point: what kind of store this is and how it should introduce itself. It shows you the evidence it used, and you accept that or change it.

Your click is the only write path: the detection code returns a proposal, and the wizard applies it when you say so. Where a catalogue gives it little to go on it proposes the neutral pack, marks its confidence low, and names the reason.

Refik’s setup wizard, step one: the pack it proposes, the catalogue words it matched, and the sentence it will open conversations with.
Product screenshot, sample data. The numbers are made up, not a customer’s result. This is the wizard running against a test store, so the catalogue, the product names and the policy text are samples too.

Your return and shipping rules

The rules Refik is allowed to state to a shopper — return window, who pays return shipping, where you ship, how long it takes. Your own policy pages arrive as a draft in the form, so most of this step is confirming your own words.

Preparation time and transit time are pulled apart, each carrying the sentence it came from. A figure whose sentence is ambiguous reaches you marked “unclear” and you place it. A field you leave empty makes Refik say it will check with you and offer to pass the question on.

Refik’s setup wizard, step two: the policies it read, the return window it found and quoted, and the fields it left empty on purpose.
Product screenshot, sample data. The numbers are made up, not a customer’s result. This is the wizard running against a test store, so the catalogue, the product names and the policy text are samples too.

Try Refik

Ask it your own questions while the storefront is still quiet. This runs against your real catalogue and your real rules, so what you read here is what a shopper would get.

Every side effect in the app travels through one interface, and this step hands that interface a stand-in. So the step lists what it would have done live: the return it would have opened, the note it would have written.

Refik’s setup wizard, step three: the test area, with three sample questions and a notice that nothing here reaches a customer.
Product screenshot, sample data. The numbers are made up, not a customer’s result. This is the wizard running against a test store, so the catalogue, the product names and the policy text are samples too.

Chat bubble

Open the theme editor, turn on “Refik chat” under App embeds, save, then come back and check again. Refik never edits your theme files — the switch is yours, in Shopify’s own editor.

The check reads the setting Shopify reports. Where Shopify stays quiet the wizard calls the result inconclusive and holds the step open until it reads active.

Refik’s setup wizard, step four: Shopify reports the chat bubble is off in the live theme, so setup stays at this step.
Product screenshot, sample data. The numbers are made up, not a customer’s result. This is the wizard running against a test store, so the catalogue, the product names and the policy text are samples too.

Ready

Refik is answering on your storefront, and the console shows you what it was asked, what it answered, and where it handed a conversation over.

Refik’s setup wizard, step five: setup is done, and the two places to go next.
Product screenshot, sample data. The numbers are made up, not a customer’s result. This is the wizard running against a test store, so the catalogue, the product names and the policy text are samples too.
A sequence diagram, drawn from the wizard’s own step names — the five this page lists in order — and from the condition each step waits on before it closes. Each step above carries its own screenshot of that screen, taken from the wizard itself against a test store.

Refik is not listed on the Shopify App Store yet, so today this page is the map. These are the steps the wizard runs the day the listing goes live.

Setup lives in your Shopify admin. Your Shopify login is the login, and every switch you touch is one Shopify already gives you.

What Refik reads, and the two things it writes.

Access is asked for once, at install, and the list is short enough to read in full: six scopes. Two of the six carry a write verb, and each of those writes exactly one kind of record.

It reads

  • Your products, variants, options, prices and stock
  • Your collections and your product copy
  • Your policy pages, and the return and shipping rules you confirm in setup
  • One order, when a shopper asks about their own order and Shopify has proved who they are

It writes

  • A return request, when a shopper asks for one — you are the one who approves it and refunds it
  • One customer metafield, refik/profil, holding the preferences a shopper stated about themselves, with a timestamp

Your theme stays yours: the storefront surfaces arrive as a theme app extension, so a theme update leaves the interface standing and each surface keeps its own switch in Shopify’s editor.

The full list of scopes, with what each one is for and where it stops, is on the security page — and the build compares that list, name by name, against the app’s own configuration file.

Five surfaces, five switches, in the theme editor.

These are the names to look for once setup is done. The first is an app embed and appears on every page; the other four are section blocks you place where you want them, so each one stays a decision you make per template.

Refik chat

App embeds → the chat bubble, on every page of the storefront. Turning this on is step four of setup, and the accent colour set here is the one the other four surfaces inherit.

Refik product questions

A section block for the product template: the questions shoppers actually ask about that product, answered from its own fields and from your rules.

Refik search helper

A section block for the search results template. It speaks up when it adds something — a barcode, a synonym match, a product that has run out, or a query that wants information rather than a product.

Refik question bar

A section block that puts suggested questions in front of a shopper, so the first move is already written for them.

Refik routine suggestion

A section block that builds a short routine around the product on the page, using only options your store can sell right now.

All five ship with their own wording in every storefront language the extension carries, so a shopper reads the interface in the language your theme is already serving. What each one says, in full, is on the surfaces page.

What runs once you accept step one.

Setup is a wizard you click through; the work behind it is a pipeline with three stages. It runs on a schedule so a long catalogue finishes on its own time, and it keeps running after setup is done.

Stage one

Your catalogue is pulled, and counted twice

Products, variants, options, prices, stock and collections come in over Shopify’s Admin API, page by page. Three counters guard the pull: the product count Shopify reports against the products received, each product’s variant count against the variants received, and the collection count against the collections received.

A mismatch stops the pull with a named error. A page limit that drops rows quietly is the one way a catalogue read can go wrong and still look healthy, so all three are hard stops.

Stage two

A knowledge base is built from it

The raw pull becomes the file Refik answers from: what each product is for, which products complete each other, which ones form a routine, and which options a shopper can buy today.

The interpreting pass is batched and runs on the hourly job rather than inside your click, so a long catalogue finishes as a handful of scheduled passes and your request closes in a second.

Stage three

It stays current on its own

Two Shopify webhooks keep the file in step with your store: one fires when a product changes, one when a product is removed. Both arrive at the same endpoint, and the decision comes from what the Admin API answers rather than from the header on the webhook.

So a price edit, a stock change, a product switched to draft and a product deleted all reach the knowledge base by the same route, on the next hourly pass.

While that pipeline is running the wizard keeps its own record of each pass, and the console shows you the time of the last one — so a store that is waiting reads differently from a store that is stuck.

Questions people ask before they click install.

Four answers, each of them something the code already does. The trial, the billing ceiling and the removal path all have their own pages, linked where they come up.

How much of this is my work?
Two screens ask you for something. Step one asks you to read a proposal about your own store and confirm or change it; step two asks you to confirm your return and shipping rules, which arrive pre-filled from your own policy pages. The other three steps are a button, a switch in Shopify’s editor, and a summary.
What does the trial cover?
Every surface, for 14 days, with the whole answer path switched on. During the trial the billing counter stays at zero: a conversation in the trial writes nothing billable. The plans and what each one includes are on the pricing page.
Can I see it before a shopper does?
That is what step three is for, and it is a real run: your catalogue, your rules, your language. The recorded version of the same engine, with the request and the payload shown side by side for every exchange, is on the demo page.
What happens if I remove the app?
Shopify tells us the moment you uninstall. The store record is marked as removed and its cached knowledge base is cleared straight away; the customer data follows on Shopify’s own redaction webhook. The deletion paths, with what each one clears and when, are on the security page.