How to Install Sagaloop AI — Setup & Usage Guide

Step-by-Step Installation Guide

Step 1 — Install Sagaloop AI from the Shopify App Store

Open your Shopify admin and navigate to the Shopify App Store. Search for "Sagaloop AI" and click "Add app". Approve the permissions — Sagaloop AI needs read access to your product catalog and the ability to add a storefront script. It never accesses customer payment data.

Step 2 — Activate the AI Chat Widget

After installation you'll land in the Sagaloop AI dashboard. The chat widget can be activated in two ways — choose whichever fits your store:

Method	Effort	Description
Theme App Embed	Zero code	Toggle on in Shopify Theme Editor → App Embeds. The widget appears on every page automatically.
Script Tag	One line	Paste one `<script>` tag into `theme.liquid`. Useful for headless or custom themes.

Step 3 — Sync Your Store & Configure the AI

Sagaloop AI automatically imports your full catalog on first install. From the dashboard you can:

Re-sync products, pages, blog posts, and collections any time
Upload PDFs — size guides, instruction manuals, spec sheets (Growth plan and above)
Choose your LLM: Claude, GPT-4o, Gemini, Groq, or Ollama
Set your bot name, welcome message, brand color, and launcher style
Configure live human escalation (email, URL, or JavaScript)

Step 4 — Add the Product Q&A Block (Rufus-Style)

The Product Q&A block is added as a standard Shopify theme block inside your product page template — no App Embed needed:

Go to Shopify Admin → Online Store → Themes → Customize
Navigate to a product template and click Add block
Find Sagaloop AI — Product Q&A and add it
Drag the block to your preferred position (above price, below description, before Add to Cart, etc.)
Set your custom heading text and save — chips generate automatically per product

Step 5 — Set Up the Expert Advice System (Pro & Enterprise)

The Expert Advice intake form is placed on your store via the App Proxy URL or an embedded block:

Go to Sagaloop AI Dashboard → Expert Advice → Form Builder
Choose a quick-start template or build your form from scratch with 9 field types
Configure the AI agent: choose LLM, write system instructions, set confidence threshold
Copy the embed URL and add it to any Shopify page using the Custom Liquid section, or link directly
Configure staff notification email so your team is alerted on each new submission
Optionally enable Auto-Response to let high-confidence AI drafts deliver automatically

Step 6 — Go Live!

Click "Activate" in the dashboard and Sagaloop AI is immediately live. Visit your store and test each module — ask a product question in the chat, tap a Q&A chip on a product page, and submit a test Expert Advice form. Everything streams and responds in real time.

❓ Need Help?

Our support team is here to help you get set up quickly. If you run into any issues during installation, please reach out:

📧 Email: support@sagaloop.ai

Install Now on Shopify → Usage Guide ↓

📋 Managing Your Knowledge Base

The Knowledge Base is the foundation of Sagaloop AI's answers. The richer it is, the higher the AI's confidence scores and the fewer corrections you need to make.

Sync your catalog — Sagaloop AI imports all products, descriptions, variants, prices, and collections. Re-sync any time products change.
Add pages & blog posts — About pages, FAQs, guides, and tutorials are all indexed automatically.
Upload files — PDFs, size guides, spec sheets, and instruction manuals (Growth plan and above). The AI references these when answering related questions.
Add corrections — When you spot a wrong answer, type the correct one directly in the conversation and click Save & Train. It embeds into the knowledge base immediately.
Review low-confidence answers — The "Needs Your Review" panel surfaces the 10 lowest-confidence replies from the past 30 days automatically.

🎨 Customizing the Chat Widget

Navigate to Dashboard → Widget → Appearance to customize every visual aspect:

Bot name & welcome message — Give your assistant a name and a friendly opening line.
Brand color — Use your exact hex code. The widget, chips, and buttons all match.
Launcher style — Choose Bubble (classic), Chat (three-dot), or Sparkle (Gemini-style).
Position — Bottom-right, bottom-left, or a bottom-center launcher bar.
Disclaimer text — Add a disclaimer beneath each reply for health, legal, or finance categories.
Human escalation — Configure the "Talk to a human" button as an email link, URL, or JS snippet (Gorgias, Intercom, Zendesk).

📊 Using Analytics & Attribution

Navigate to Dashboard → Analytics to understand how customers engage and how AI interactions affect revenue:

Chat Volume — Sessions today / last 7 days / last 30 days with daily usage charts.
Sales Attribution — Total revenue, order count, average order value, and conversion rate from AI-assisted sessions (Pro+).
AI Coaching Rate — The percentage of replies that needed a correction. ≤5% excellent, 5–15% good, >15% needs attention.
Expert AI Maturity — Autonomous delivery rate for the Expert Advice System.

🔥 Managing Expert Advice Submissions

Navigate to Dashboard → Expert Advice → Submissions to review your review queue:

Each submission shows the customer's answers and the AI-generated draft advice.
Color-coded confidence score tells you whether the draft needs attention.
Edit the AI draft directly, then click Approve & Deliver to send the branded email.
Click Regenerate AI to discard the draft and get a fresh one instantly.
Staff edits are saved and used to improve future AI drafts automatically.

🙋 Frequently Asked Questions

Does Sagaloop AI work on mobile?

Yes — the chat widget and product Q&A chips are fully responsive and work on mobile phones, tablets, and desktops. The Expert Advice intake form is also mobile-optimized.

Can I test the AI before going live?

Yes. Use the Preview Mode in the dashboard to chat with your AI privately before activating it on your live storefront.

What happens if the AI can't answer a question?

The AI will politely inform the customer and trigger your configured escalation path — email, URL, or your embedded live chat tool (Gorgias, Intercom, Zendesk, etc.).

How do I pause or disable the widget?

Go to Dashboard → Widget → Settings and toggle the widget off. It stops appearing on your storefront instantly until you re-enable it.

Which LLMs are supported?

Anthropic Claude (Sonnet, Haiku, Opus), OpenAI GPT-4o / GPT-4o Mini, Google Gemini 2.0 Flash / 1.5 Pro, Groq (Llama 4 Scout, Llama 3.3 70B), and Ollama (run locally, zero API cost). You can switch models at any time without losing your knowledge base or training data.

How to Install & Use Sagaloop AI

Three Modules — Three Installation Methods