Set Up the Theme

Click-by-click theme editor setup for the Sophi Shopify app — work on a theme copy, create the chat page and its template, fill in every Sophi assistant setting, and place the banner, product box, search recovery and cart blocks.

Everything on this page happens in the Shopify admin and its theme editor. Do the steps in this order: the chat page has to exist before the embed can point to it.

#StepWhere
1Work on a copy of your themeOnline Store → Themes
2Create the chat pageOnline Store → Pages
3Give it a chat templateTheme editor
4Switch on the Sophi assistant embedTheme editor → App embeds
5Place the blocksTheme editor → home, product, search, cart templates
6Add a menu link (optional)Content → Menus

1. Work on a copy of your theme

Never set up Sophi on your live theme. Go to Online Store → Themes, open the ⋯ menu of your current theme and choose Duplicate. The copy appears under Draft themes; select Edit theme on the copy. Shoppers see nothing until you publish it.

Shopify admin, Online Store → Themes, the Draft themes card: each theme copy with its own Edit theme button and ⋯ menu.

Online Store → Themes → Draft themes: after Duplicate, your copy is listed here with its own Edit theme and ⋯ menu.

2. Create the chat page

The full-page chat lives on a normal Shopify page. Go to Online Store → Pages → Add page:

1 Title: the name shoppers see, e.g. Sophi Asistan or your assistant's name. Leave the content empty. 2 Visibility: Visible. 3 Theme template: leave Default page for now — the sophi template appears here only after you publish the theme copy (see below). Save.

Why Visible, and is that safe?

The embed's Chat page setting only lists visible pages, so a hidden page can't be chosen. Making the page visible doesn't add it to any menu: until you link to it (step 6). It can still be found through your store's search and sitemap, and it stays an empty page until you publish the theme copy, so do the theme steps and publish without a long gap.

3. Give it a chat template

In the theme copy's editor, use the template picker at the top:

1 Template picker → Pages → Create template, name it sophi, based on Default page. 2 Hide the theme's Page section (the eye icon), so the page's title and empty content don't show above the chat. 3 Add section → Apps → Sophi chat page. Then Save.

The chat page on the storefront: the store header on top, the Sophi chat filling the page below it with an answer and outfit suggestions, and the message field at the bottom.

The chat page on the storefront after a banner chip: the store's own header, the chat below it, the question already answered.

The chat fills the screen under your store header. The block takes no settings: the look of the chat itself is set up by Sophi (details).

The template is assigned after you publish

A page's Theme template list only shows the published theme's templates. So you assign sophi to the page in Go live, right after publishing. Until then the chat page still works when you preview the copy: if a page has no Sophi chat page block, the app adds the chat at the end of the page's main content.

4. Switch on the Sophi assistant embed

In the editor's left bar, open App embeds (the third icon):

The theme editor's left bar with the App embeds icon selected and the App embeds panel: Sophi appearance and Sophi assistant, both switched on.

The App embeds panel (third icon in the left bar) with both Sophi embeds switched on. Switch on Sophi assistant — required, it loads the assistant on every page. Sophi appearance is optional and matches the blocks to your brand (Match your brand).

Then expand Sophi assistant and fill in its settings:

The Sophi assistant embed expanded: Connection (API key, Environment, Chat language, Colour option names, storefront events), Chat display (Full page, Chat page) and Search bar settings.

The Sophi assistant settings, in the same order as the tables below:

  1. Sophi API key — paste the key Sophi gave you (masked here).
  2. Environment — Production. Sophi's demo store in this picture runs on Test; yours doesn't.
  3. Chat language — the assistant's interface language.
  4. Send storefront events to Sophi — switch it on (it's off in the demo).
  5. Chat display — Full page, and Chat page — the page from step 2.
  6. Search bar — the Ask AI button and its text.

Further down: launcher, panel and messages.

The defaults are in Turkish. Change every text to your store's language.

Switch on storefront events

Send storefront events to Sophi is off by default. Switch it on, or Sophi gets no page, product and cart events — no analytics, and no record of which chats led to carts and orders. (Purchases come from the web pixel either way.)

Connection

SettingDefaultWhat to enter
Sophi API keyemptyYour API key from Sophi. The assistant stays hidden until this is set.
EnvironmentProductionProduction for your store. Test connects to Sophi's test environment; use it only if Sophi asks you to.
Chat languageTürkçeTürkçe, English or Português: the assistant's interface language.
Colour option namesemptyExtra option names that mean colour, comma-separated, e.g. Ton. Renk, Color and Colour are always recognised. Must match what you sent Sophi.
Send storefront events to SophioffSwitch on. Sends page, product, listing, cart and checkout-start events, for analytics and better recommendations (details). Works with Production only.

Chat display

SettingDefaultWhat to enter
Chat displayFull pageFull page: every entry point opens the chat page, under your store header. Side panel: the chat slides in over the current page.
Chat pageemptyThe page from step 2. Required for Full page; the launcher and the chips link here.
SettingDefaultWhat to enter
Add "Ask AI" to the search baronAdds a button next to every search field in the theme. It sends what the shopper typed to the assistant; normal search keeps working.
Search bar button textSophi'ye sorShort, e.g. Ask AI or Ask our assistant.
The theme's search field with the Sophi 'Sophi'ye sor' button right below it.

The button the app adds next to the theme's search field (here with the Square corners from Sophi appearance).

Launcher and panel

The launcher is the floating button in the corner of every page.

SettingDefaultWhat to enter
Show floating launcher buttononOff if you only want the blocks and the menu link.
Launcher textSohbete Başlae.g. Chat with us, or your assistant's name.
Launcher distance from bottom24 pxRaise it if it covers another floating button (chat, cookie, back-to-top).
Panel titleSophiSide panel only: the title above the chat.
SideRightWhich side the launcher sits on (both modes), and the side panel opens from.
Panel width420 pxSide panel only, 360–600 px. On phones the panel is always full width.
Launcher colour#111827Your brand colour.
Launcher text colour#ffffffA colour that reads on the launcher colour.

Messages

SettingDefaultWhat to enter
After chat add-to-cartAutomaticAutomatic refreshes your theme's cart (drawer, pop-up, cart count) — works with Dawn- and Horizon-family themes. If your cart icon doesn't update after the chat adds a product, choose Open the cart page or Reload the page.
Added to cartÜrün sepete eklendi.Short confirmation shown at the bottom of the screen.
Size missingLütfen önce bir beden seçin.Shown when a product with options is added without one chosen. If you don't sell sizes, word it generally, e.g. Please choose an option first.
Add to cart failedÜrün sepete eklenemedi.e.g. Couldn't add to cart, please try again.
Close button labelKapatRead out by screen readers on the side panel's close button.

Select Save.

5. Place the blocks

Blocks are the entry points inside your pages. Each one is optional; together they meet shoppers at every step of the visit. The Placement Guide explains why each one works.

BlockTemplateHow to add itPlacement
Sophi bannerHome page (or any)Add section → Apps → Sophi banner04 · Homepage
Sophi product boxProducts → Default productIn Product information: Add block → Apps → Sophi product box; drag it where you want it — above the title (as in the demo) or under the buy buttons05 · Product page
Sophi search recoverySearchAdd section → Apps → Sophi search recovery02 · Search recovery
Sophi cart questionsCartAdd section → Apps → Sophi cart questions08 · Checkout

Switch template with the picker at the top of the editor. For example, the product box:

Template picker → Products: Default product. 1 In Product information, Add block. 2 Under Apps, Sophi product box. Drag it into place — above the title or below the buy buttons — and Save.

Every block has a Background and Text colour, and question chips. A chip opens the chat and asks its text, so the shopper starts with an answer instead of an empty chat. Leave a chip empty to hide it.

Writing good chips

Write chips as the shopper would ask them, and only ask what Sophi can answer from your catalog: products, use, materials, ingredients, sizes, combinations, budget, gifts. Questions about delivery times or returns are answered only if you've given Sophi that information; otherwise leave those chips out.

Sophi banner

The Sophi banner on the home page with the default heading, assistant name and five chips.
SettingDefault
HeadingSophi stil danışmanıyla aradığın ürünleri bul, kombinle
Assistant nameSophi Alışveriş Asistanı
Chip 1–6Bana kombin öner · Bütçeme göre ürün bul · En çok satanlar neler? · Hediye için ne alsam? · Teslimat seçenekleri neler? · (empty)
Background / Text#f2f2f2 / #111111

Sophi product box

A product page with the Sophi product box at the top of the product information column, above the title and price.

The title starts a chat about the product on screen, in the colour the shopper has selected. The chips ask about it.

SettingDefault
TitleSophi stil danışmanıyla görüşme başlat
Chip 1–4Bu ürünü nasıl kombinlerim? · Benzer ürünleri bul · Ürünün kumaşı ve bakımı nasıl? · Hangi beden bana uyar?
Background / Text#f2f2f2 / #111111

Sophi search recovery

The search recovery block, whose first chip carries the shopper's search words.

Shown on the search results page when a search finds few or no products: the shopper can hand the same words to the assistant.

SettingDefaultNotes
Show when results are at most30 = only when nothing was found.
TextAradığını bulamadın mı? Sophi birlikte bulsun.
Search chip“[terms]” için Sophi'ye sor[terms] is replaced by what the shopper searched.
Chip 1–3Bana benzer ürünler öner · Bu sezonun popüler ürünleri neler? · Bütçeme göre ürün bul
Background / Text#f2f2f2 / #111111

Sophi cart questions

The cart page with the cart questions block below the checkout button.

Answered against what is in the shopper's cart: Sophi sees the cart as it changes.

SettingDefault
TitleSepetinle ilgili sorun mu var? Sophi'ye sor.
Chip 1–4Siparişim ne zaman gelir? · İade ve değişim koşulları neler? · Sepetimdeki ürünlerle ne kombinlerim? · Beden seçimim doğru mu?
Background / Text#f2f2f2 / #111111

Example: a skincare store

The defaults are written for a fashion store. For other catalogs, rewrite them. A natural cosmetics store might use:

BlockTitle / headingChips
BannerLet's find the right care ritual for youWhat do you recommend for dry skin? · Where should I start with hair care? · Which gift sets do you have? · Recommend a set within my budget
Product boxAsk our assistant about this productHow do I use this? · What's in it? · What can I use it with? · Show similar products
Search recoveryDidn't find it? Our assistant will help.Recommend something for me · Show your ready-made sets · Find products within my budget
CartA question about your cart? Ask our assistant.How do I use the products in my cart? · What goes well with my cart? · Is there a set with these products?

To put the assistant in your navigation, go to Content → Menus, open your main menu, Add menu item, and link it to the chat page. With Chat display set to Side panel, link the item to #sophi instead: any link ending in #sophi opens the panel.

For theme developers

You don't need code for any of the above. If you want your own entry points, the app's script gives your theme these hooks:

<!-- Any element with data-sophi-prompt opens the chat and asks its text -->
<button type="button" data-sophi-prompt="Which size should I buy?">Ask about sizing</button>

<!-- Any link ending in #sophi opens the assistant -->
<a href="#sophi">Chat with our assistant</a>
// window.Sophi
Sophi.open();   // open the assistant (Full page: goes to the chat page)
Sophi.close();  // close it (side panel)

Prefer data-sophi-prompt for your own questions: it works in both display modes. Sophi.ready() resolves to the chat widget (with the Web SDK methods) only where the chat is mounted — on the chat page in Full page mode, on any page in Side panel mode — and to null elsewhere or when consent or loading fails, so check the result before you use it. In Side panel mode, calling it loads the chat, so don't call it on page load.

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