Installing the Cavalry Standalone Chat Widget on Your Shopify Store


Shipped
Last Updated: 1 week ago

The Cavalry standalone chat widget lets you provide AI-powered customer support directly on your storefront. Follow the steps below to install it on your Shopify theme.


Before installing, confirm that your Shopify theme does not already have another chat widget installed.

  • Having multiple chat widgets active at the same time can cause conflicts and prevent the Shipped Suite widget from appearing correctly.

  • If another widget is installed, remove its code or disable the app before proceeding.

Step 1 – Copy the Installation Code

  1. In Shipped Suite Merchant Admin, go to AI Agent > Channels.

  2. Under Web Widget, click Settings.

  3. Copy the Installation Code provided.


Step 2 – Add the Code to Your Shopify Theme

  1. Log into your Shopify Admin.

  2. From the left menu, click Online Store > Themes.

  3. Next to your active theme, click Actions > Edit Code.

  4. In the file tree, open theme.liquid (or your main layout file).

  5. Scroll to the bottom and paste the code snippet just before the closing </body> tag.

  6. Click Save.


Step 3 – Review Web Widget Settings

After installing the code, review and confirm your widget settings in AI Agent > Channels > Web Widget > Settings.

Basic Configuration

  • Enable Web Chat
    Ensure this toggle is turned on so the widget appears on your site.

  • Greeting Message (Optional)
    This is an auto-responder that sends as the first message after a customer submits their initial message.

    • If left blank, the AI will respond directly to the customer.


Advanced Configuration

  • Visibility Percentage
    Controls what percentage of visitors see the chat widget (default is 100%).

  • Require Customer Data
    If enabled, customers must provide their name and email before starting a chat.

  • Enable Feedback Collection
    Allows customers to submit feedback during or after a conversation.

  • Quick Replies (Beta)
    Displays suggested reply buttons to help customers respond faster.

  • Product Cards (Beta)
    Automatically displays product cards when products are mentioned in conversation.

  • Conversation Disclaimer (Optional)
    Displays a disclaimer message that requires the customer’s explicit consent before the chat can proceed.

    • This is commonly used for compliance purposes (e.g., consent to automated assistance, data privacy, or AI-powered support).

    • The customer must acknowledge the disclaimer before interacting with the chat.

  • Use Cookie Storage
    Uses cookies instead of local storage to remember returning visitors (recommended for cross-subdomain setups).

  • Cookie Domain (Optional)
    Required only if cookie storage is enabled and a specific domain is needed.

  • Hidden Paths (Optional)
    Specify URL paths where the chat widget should not appear (e.g., checkout, specific landing pages).


To maintain full visibility in your CX platform, we recommend syncing resolved conversations handled in the widget back into your ticketing system.

  1. In Shipped Suite Merchant Admin, go to AI Agent > Channels.

  2. Click into your CX platform settings (e.g., Zendesk, Gorgias, Freshdesk, etc.).

  3. Check the box for Sync Resolved External Conversations.

  4. Click Save.

This ensures all customer interactions fully resolved by AI are stored in your CX platform for tracking and reporting.


If you need any assistance, please contact support@cavalry.ai.


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