Quickstart

Get a working assistant on your storefront, following the setup checklist.

The admin home page tracks five setup steps. This page walks through all five, in order. You can stop after step 3 and have a working assistant; steps 4 and 5 make it better.

Estimated time: 15 minutes. You'll need admin access to your GreatStore store and the ability to add a <script> tag to your site.

Before you start

• A GreatStore store. See Create your store if you haven't made one yet. You manage it at my.greatstore.ai.

• A member of the store's organization in Maker, which is who signs in

• Somewhere to paste a script tag: your theme, your CMS, or a tag manager

• Your brand assets: an icon, and a logo for light and dark backgrounds

Steps

1

Configure your assistant

Go to Configure → Basic and set your brand name, website, and logos.

The brand name appears in the chat header and is how the assistant refers to your store. The assistant name is optional: give it one and it introduces itself by name; leave it blank and it speaks generically as the store.

On the demo store the assistant is called M., which is the assistant name in action.

2

Connect a data source

Go to Connectors. GreatStore ships with Maker MCP enabled by default, which gives the assistant product discovery against your store.

Leave it on unless you're running entirely on your own connectors. Order matters: when two connectors expose a tool with the same name, the one higher in the list wins.

Select any connector to see the tools it offers, and allow or disallow them per group or one by one, worth doing if you connect a server that does more than shopping.

See Overview and Controlling tool access.

3

Set up your knowledge base

Go to Knowledge and add the documents your catalogue can't answer from: returns policy, shipping, sizing, care instructions.

You can attach files, add a page by URL, or paste a note. Up to 10 sources.

Then use the chat on the same screen to test a question against them.

Testing here uses the same AI as your live store, so it draws from your credits like any other message.

4

Build or install an app

Apps are interactive experiences the assistant can render inside the chat: a comparison table, a browsable catalogue, a product card.

Install a ready-made app

Browse App library and install one. Nothing to build; it becomes available to the assistant immediately.

Build your own

Follow Building an app. You publish apps over MCP and they appear in Apps with a live preview.

This step is optional: the assistant works without any apps, it just answers in text.

5

Install the embed on your site

Paste this before the closing </body> tag on every page where you want the assistant:

<script src="https://{your-address}.greatstore.ai/embed.js"></script>

The assistant loads in the background and stays hidden: no layout shift, nothing visible on the page until it's opened. There's no built-in launcher, so you add your own trigger to open it.

Installation has the trigger example and the full options.

Check it worked

Open your storefront and open the assistant with your button. Send a question you know is answered by one of your knowledge sources; a returns question is usually the quickest test.

Then go back to Chats in the admin. Your conversation should be listed there within a few moments.

What's next?

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