Setup
Add dasher
Paste the script. Teach him the rules in the box. You approve anything that changes the account. Everyday questions are on the basics FAQ.
1Paste the script
Put this before </body>. The chat shows up in the corner. After you sign in, copy the real tag from Integration & Widget. data-agent-id is the site id, not a password.
<script src="https://YOUR-DASH-URL/widget.js" data-agent-id="YOUR-STORE-ID" async></script>2Train him
Write one rule in the box. He says it as himself. He does not say he is reading notes. If a customer claims a fee, a deadline, or a bonus the rule does not allow, he says that is not how it works here.
A how-to can start with When. Title When an order is late. Tell him to look it up, and to offer a refund or a replacement only when the rule says so. Saved rules stay on Train dasher.
3You approve
Looks it up answers in the chat. Asks you first waits in Live inbox until you approve it. Reject it and it does not run.
Shopify: in Integration & Widget, press Install on Shopify, then turn on the Dasher chat embed in the theme editor. If that button is not on the page, create an app in the Shopify Dev Dashboard, install it on the store, and paste the Client ID and Client secret. Then paste the chat script on the theme. WooCommerce: press Connect WooCommerce and approve it in WordPress. In WordPress, open Settings → Permalinks and choose Post name. Any other site, when that account has it: choose Any website and leave the kind of site on Universal site. Name a tool only when the site should do that thing.
No API yet. Leave the address blank. The request still shows up in the inbox. You do it, then approve it. He will not invent the answer.
The Store secret stays with the person who runs the server. Do not put it in the script, the greeting, or the chat.
Previous conversations. Customers use the chats button. You use Live inbox, then All chats.