Getting started

From zero to a live agent on your storefront: connect Shopify, let cobay learn your store, paste one line of code. Most brands are live in minutes.

Before you start

You need two things:

  • A Shopify store. cobay is built for D2C brands on Shopify — it grounds every answer in your real catalog, prices, inventory, and orders.
  • A cobay account. cobay is currently in closed beta. Join the waitlist and we’ll invite you as we open up more spots.

Step 1 — Connect Shopify

  1. 1

    Open Dashboard → Integrations

    Log in to your cobay dashboard and open the Integrations page.
  2. 2

    Enter your store domain

    Type your your-store.myshopify.com domain and click Connect Shopify.
  3. 3

    Approve on Shopify

    Shopify shows you exactly what cobay can read. Approve, and you land back in the dashboard connected.

The moment you connect, cobay starts importing your catalog — products, prices, inventory, and policies — and live order lookups switch on. No CSV uploads, no data entry.

Step 2 — Install the widget

Your install is one line of code. Grab the snippet — with your real data-key already filled in — from Dashboard → Integrations → Chat widget, then paste it into your theme just before the closing </body> tag:

theme.liquid
<script src="https://www.cobay.ai/widget.js" data-key="cbw_..." async></script>

In Shopify: Online Store → Themes → Edit code → layout/theme.liquid. Because it sits in your layout file, the widget loads on every page — no per-page setup, no tag manager. It loads async, so it never blocks or slows your storefront.

The key above is a placeholder

Copy the real snippet from your dashboard — it contains your store’s unique widget key. A wrong or missing key is the most common reason the bubble doesn’t appear.

Step 3 — Say hello

Open your storefront and ask your agent something a shopper would ask — “what’s your return policy?” or “which of these is best for sensitive skin?”. Every conversation appears in Dashboard → Conversations, so you can read exactly what your agent said from day one.

Next, teach it the things that aren’t in your catalog — shipping cutoffs, sizing quirks, brand voice — in Training your agent.