This is the exact setup we walk new Shopify merchants through. No developer, no code - if you can paste a line of text, you can finish this before your chai goes cold. Set a timer.
Minutes 0–5: Create your workspace
Sign up, name your workspace after your store, and pick your brand colour - the widget preview updates live as you type. Set your greeting message to match how you'd welcome a customer in-store. Keep it short; "Hi! Ask me about sizing, shipping, or returns" outperforms a paragraph.
Minutes 5–15: Upload your knowledge
Drop in your five core documents: shipping policy, returns policy, size guide, FAQ, and store details. PDFs, Word files, or pasted text all work - everything is extracted, chunked, and embedded automatically. If your policies currently live only in your head, open a blank document and write the answers to your fifteen most-common questions. That single file is worth more than your entire product catalogue.
Minutes 15–20: Install the widget
Copy your one-line script tag. In Shopify admin, go to Online Store → Themes → Edit code, and paste it before the closing </body> tag in theme.liquid - or use the one-click plugin and skip even that. Save, reload your storefront, and the chat bubble appears bottom-right in your brand colour.
One script tag. Simpler than installing Google Analytics - and it talks back.
Minutes 20–30: Test like a difficult customer
Now try to break it. Ask about shipping to a specific pincode, a return on a sale item, a size you don't stock. Check that every answer cites the right document. Then ask something your documents don't cover - you should see it escalate gracefully and ask for contact details rather than guess. That escalation lands in your email with the full transcript.
Finally, set your escalation email, invite a teammate if you have one, and you're live. Tonight, when the 10pm "do you ship to Indore?" message arrives, someone will answer it in four seconds - and it won't be you.