Getting Started with Kartwise

Install Kartwise from the Shopify App Store

Find Kartwise in the Shopify App Store and click Install. You'll review the permissions it needs before it's added to your admin: your products, store content and policies, plus orders and returns (used for order lookup and claims).

Accept the data terms

Open the Data & legal page in the app and accept the Terms of Service, Privacy Policy and Data Processing Addendum (DPA). The subprocessor list is there too.

Let it scan your store

Kartwise reads your product catalog and store policies automatically, and detects your general industry so the assistant starts with relevant context — no manual data entry.

Answer a few setup questions

A short onboarding chat asks about your store and how you'd like the assistant to behave. Based on your answers, it creates starter FAQ entries and picks sensible defaults you can change later.

Add the widget to your theme

From the Shopify Theme Editor, add Kartwise as a theme app block. Choose how it shows up on your storefront:

• Floating chat bubble — available on every page (all plans)
• Search companion — an AI-powered search bar (Pro)
• Contextual assistant — adapts to collection, search, or product pages (Pro)
• Answer bot — a focused widget for FAQ and policy questions (Pro)

Customize it to match your brand

In your Kartwise dashboard, pick a chat personality, set your colors and greeting message, and configure which quick-action buttons customers see.

Connect human handoff (optional)

Shopify Inbox and Tidio are built in — pick one and the assistant hands customers over with a summary of the conversation. Use Gorgias, Zendesk, Intercom, Crisp, LiveChat or another tool? On Starter and up, we connect it for you.

Set up claims (Growth and up)

Let customers report damaged, missing or wrong items, or ask for a return, from the chat:

• Turn claims on in the app
• Add the Chats claims block to the order page in your Shopify admin
• Optional: build a Shopify Flow automation on the claim trigger

Watch it work

Open the Analytics tab in your dashboard to see chat volume and the questions customers ask most. On Growth and up you also get claim stats and redacted chat transcripts; on Pro, chat ratings and CSV export.