Getting help and guidance from Sidekick

Sidekick handles tasks directly in your Shopify admin or guides you through the steps when needed. Sidekick can also navigate to any Shopify admin page based on your instructions. This page covers how to get the most from Sidekick for various tasks.

Analytics and reporting

Sidekick can do the following tasks in Shopify Analytics:

• Generate custom ShopifyQL queries in the ShopifyQL query editor that help you create new data explorations or customize existing reports.
• Display visualizations, such as line, donut, or bar charts.
• Export reports generated with Sidekick to CSV, Parquet, JSONL, or XML format. Export links expire after 10 minutes if not downloaded.
• Direct you to a custom data exploration based on criteria that you specify.

Example prompt: "Show me the sales, costs, profits, returns, and discounts for my top 100 products."

Checking balance and moving money with Sidekick

Sidekick can tell you how much money you have in your Shopify Balance accounts and help you move money between your accounts. Sidekick can move money in the following ways:

• From one Shopify Balance account to another
• From a Shopify Balance account to an external account that you've added as a payee

When you ask Sidekick to move money, you can review the transaction before you complete the transfer request by clicking Preview. During the review process, you can ask Sidekick to change any of the transfer details by typing a command in the Ask anything... field.

Completing forms with Sidekick

Sidekick fills in forms based on your chat instructions, to help you create products, set up marketing campaigns, or enter information across multiple fields more quickly. When Sidekick generates content in a field, that field is highlighted in purple so you can easily identify what was added.

Sidekick can complete the following form-related tasks:

• Fill in fields or forms on any Shopify admin page using reference images or direct instructions
• Create or edit products, discounts, and collections
• Create new customers and add their information
• For B2B stores, create new companies with available information
• Edit existing orders to add products, adjust item quantities, or manage line item discounts

Editing orders with Sidekick

Sidekick can edit existing orders for you. When you ask Sidekick to edit an order, Sidekick navigates to the order edit page and proposes the updates. The order updates only after you review the changes and click Update order.

Sidekick can edit your orders in the following ways:

• Add products or custom items to an order
• Increase or decrease line item quantities
• Add, update, or remove line item discounts
• Add or remove a custom shipping fee
• Set the reason for the edit
• Turn the customer notification on or off

Fields that Sidekick updates are highlighted in purple so you can review the changes before you update the order.

Before you ask Sidekick to edit an order, review the considerations for editing orders to understand which orders can be edited and how changes affect payments, fulfillment, and reporting.

Example prompt: "Add 2 more units of the blue t-shirt to this order and apply a 10% discount."

Creating to-do lists with Sidekick

Sidekick creates to-do lists to help you track your progress as you work on your store. You can complete tasks through conversation with Sidekick instead of manually completing each step.

Sidekick creates to-do lists in two ways:

• Guided workflows: When you follow onboarding tasks, Sidekick creates to-do lists to help you complete each step
• Custom task lists: As you work on your store, ask Sidekick to help with specific tasks and it organizes the steps into a to-do list for you

For example, if you ask Sidekick to help you add a product, then Sidekick creates a to-do list and guides you through each item. You provide details such as product names, images, or specifications, and Sidekick fills in the Add Product form with your information. Fields that Sidekick completes are highlighted in purple so you can easily identify what was added.

Example prompt: "Help me create a new collection of products."

Discovering apps and getting app recommendations from Sidekick

Sidekick brings app discovery to your workflow in the Shopify admin. Ask for an app or describe your goal to get recommendations, compare similar apps, and begin installation from chat.

Sidekick can do the following tasks related to app discovery:

• Give personalized guidance: Ask for an app by name or state the goal; Sidekick displays up to three relevant app cards or highlights a strongly-matched app
• Install faster: Start installing the app from the chat window
• Compare with confidence: Sidekick displays key feature differences across similar apps

Example prompt: "Can you recommend gift card apps for my store?"

Use Sidekick with third-party apps

Sidekick can work with supported third-party apps installed in your store to answer questions, find information, or complete tasks.

Before Sidekick uses an installed app, it asks for your approval. After you approve, the app is activated for the current conversation only.

If you have multiple apps that can help with your request, then Sidekick chooses the most relevant app based on the app's capabilities and your preferences.

This feature is available for apps that have added support for Sidekick, such as Klaviyo: Email Marketing & SMS, Judge.me Product Reviews App, and Seguno Email Marketing.

Setting up a domain with Sidekick

Sidekick can guide you through the process of connecting your domain to Shopify. Describe the issue that you're having, and Sidekick will help you complete the next steps. Sidekick can do the following tasks related to domain setup and configuration:

• Find and complete the next steps for connecting your domain to your Shopify store

Example prompt: "I don't know how to connect my domain to my Shopify store. Can you help?" or "How do I update my DNS settings?"

Mentioning specific resources with Sidekick

When chatting with Sidekick, you can reference specific resources from your store to get help with exactly what you need. For example, if you need help with a specific order or have questions about a collection, then mention it directly in your chat to get targeted support.

Steps:

1. From your Shopify admin, click the icon to open a chat with Sidekick.

2. In the chat window, click the icon.

3. Click the mentions icon to reference a specific resource or mention it directly in your chat using @ followed by the resource.

You can reference any of the following resources from your store:

• Blog posts
• Collections
• Customers
• Discounts
• Apps
• Locations
• Marketing automations
• Metafields
• Metaobjects
• Orders
• Products
• Pages
• Segments

Example prompt: "How many @PRODUCT remain in my inventory?"

Referencing specific components with Target mode

Sidekick Target mode lets you select specific elements in your Shopify admin to provide context for your conversation. Instead of describing what you're looking at, you can click directly on components like buttons, sections, or fields to help Sidekick understand your request.

Steps:

1. From your Shopify admin, click the icon to open a chat with Sidekick.

2. In the chat window, click the icon.

3. Select Target from the menu options.

4. Click specific components in your Shopify admin to add them as context to your conversation.

Editing themes with Sidekick

Sidekick can modify theme settings and make recommendations to help you achieve a particular style with your store. You must manually save any changes that Sidekick applies to themes.

Sidekick can do the following tasks related to theme editing:

• Suggest and apply changes to themes, including on themes that aren't currently published. These changes must be saved by you to take effect. Changes that Sidekick can make include the following types:
  • Search for and apply changes to all global theme settings
  • Search for and apply changes to settings of sections and blocks that are already on the page
  • Adjust settings such as text, numbers, ranges, colors and color schemes, radio buttons, and checkboxes
• Work with colors, roundness, typography, spacing, shadows, and cart position, with a focus on achieving a specific aesthetic for the store. For example: "Make my store feel more retro"
• Explain its design choices and why they contribute to a specific aesthetic

Example prompt: "How can I make my theme more colorful and reflective of my youthful brand personality?"

Registering for VAT with Sidekick

If your store is located in the European Union or the United Kingdom, then Sidekick can guide you through the process of setting up VAT collection.

Sidekick can do the following tasks related to VAT collection:

• Provide information on tax liabilities and information on how to register with appropriate tax authorities
• Help to activate VAT collection in your Shopify admin
• Review your store to determine eligibility for OSS (One Stop Shop) or micro-business status

Example prompt: "Verify that VAT is being collected correctly on my orders."