Here's a guide on how you can install and setup Octane AI for your Shopify store. You can follow the video or the step-by-step walkthrough below.

In this video we will: 

  • See how you can add Octane AI to your Shopify back-end
  • Create an Octane AI account
  • Connect your Facebook page
  • Accept payment on Shopify

Adding Octane AI to your Shopify store

Let's start from your Shopify store's dashboard homepage. Using the menu on the left, you can find the Apps page.

You can navigate to the app store from there, or you can directly access Octane AI with the link below:

From the store, you can find the Octane AI app page and add to Shopify.

Then, you'll be redirected back to Shopify where you can confirm your install. 

Setting up your Octane AI account

To complete installation, you'll now just have to finish setting up your Octane AI account. 

In this step, you'll just have to make an Octane AI account, connect your Shopify store and Facebook page, then select some settings to start with.

Let's start with creating your account. 

Here, you'll just have to make your Octane AI account. If you have an existing one, you can sign-in instead.

Next, we'll connect your Shopify store. 

You'll see a list of Octane AI bots to connect your Shopify store with. You can use an existing one, or you can create a brand new one just for your store. 

As a heads up, your store can only be connected to one bot at a time.

Now it's your Facebook page's turn.

Just like your Shopify store, all you need to do is select the one you'd like to go with your bot.

Facebook pages can only be connected to one bot at a time. If your page isn't listed, then it might already be connected to another bot.

You can check under "Messaging Platform" under your Facebook page's Settings to see if it's connected to Octane AI.

Opt-ins: acquire subscribers on your store. 

Opt-ins (which you can read about here) are important features of Octane AI. They're how you can acquire more subscribers for your bot. Many of these tools even integrate directly into Shopify, so you only need to click a switch to turn them on. 

Pop-ups are effective tools that we recommend using at least one of. We'll include links to in-depth explanations of the ones featured here.

However, if you'd like to set them up with more detail later, you can do that as well. 

Reviewing settings and other features for your bot.

Octane AI has a lot of other tools that help really customize how your bot can work with your store. 

Here, you can take a look at and enable some other key features, such as the many flows you can set up. These features will do things like send a customer a link to their cart if they abandon before purchasing, or opt-in a customer to receive shipping and delivery updates.

In the final step, you'll choose which payment plan you'd prefer. You can read about each plan on that page, or visit our pricing page for more information.

Then, you'll just have to approve the plan and your free trial will begin.

NEXT UP: A Quick Platform Tour
Optional Video:Switching to Octane AI

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