Sidekick capabilities

Powered by the latest advancements in AI technology, Sidekick can generate content, reference and answer direct questions about your store settings and configuration, create reports, suggest marketing campaigns, and more. If Sidekick can't perform an action directly, then it provides instructions on how you can do it yourself.

Limitations

There are some limitations to the capabilities currently available through Sidekick:

• Sidekick can't talk to your customers or handle customer support conversations on your behalf.
• Sidekick can't share private information or data from other Shopify merchants with you.
• Sidekick is never allowed to make changes to your shop without your approval, and will only present options for you to review and approve.
• Sidekick can't make edits to images within a store theme or your product list.
• Sidekick stores your last 10 conversations across sessions. When you reach the limit, older conversations are automatically removed.

Capabilities

Sidekick has the following capabilities:

• Help and guidance
• Voice and screen share
• Content generation
• Domain set up and configuration
• Customer segmentation
• Image generation
• Theme editing
• Analytics and reporting
• Metafield and metaobject creation and management
• Mobile capabilities

Note

Sidekick is never allowed to make changes to your shop without your approval and will only present options for you to review and approve.

Help and guidance

Sidekick can provide step-by-step instructions on how to perform tasks in Shopify, and can provide lists or a set of options based on your query. When Sidekick isn't capable of doing a requested action or returning the requested information, Sidekick provides a help or instruction card to guide you on how you can do the action or view the information yourself. Sidekick can also help you navigate to any page in the admin based on your instructions.

Tip

Try a prompt such as: "How do I set up shipping rates for an international destination?"

Voice and screen share

Early access

This feature is in early access and has limited availability.

You can start a call with Sidekick to share your screen and engage in real-time conversation. Quickly demonstrate what you're working on, or where you're stuck, and Sidekick will walk you through the next steps.

Sidekick can do the following tasks related to voice and screen sharing:

• Respond in real-time to help you complete tasks and troubleshoot issues.

Steps

1. From your Shopify admin, click the icon to open Sidekick's chat interface.
2. Start a call with Sidekick in one of the following ways:
   • If you're already asking questions in the chat interface and the Share your screen for help message displays, then click Start call.
   • In your Shopify admin, go to Home, and then in the Get guidance with a screen share call card, click Start call.
3. In the dialog, click Continue to give Sidekick access to your microphone and screen.
4. Choose what you want to share with Sidekick:
   • Browser tab: Share a specific browser tab and keep other tabs and applications private.
   • Window: Share a specific application window, including any tabs or elements within that application, and keep other applications private.
   • Entire screen: Share your entire screen to navigate across multiple applications and documents.
5. Click Share.
6. When you're finished chatting with Sidekick, end the call in one of the following ways:
   • In the screen share window, click Stop sharing.
   • In the Sidekick chat interface, next to the Call in progress message, click the Hang up button.
   • In the Sidekick chat interface, next to the Share your screen for help message, click End call.

Content generation

You can provide a prompt to Sidekick to receive ready-to-use copy for a variety of applications. Sidekick can assist in tasks such as crafting emails, editing store content, and generating blog posts. Refer to Considerations when using automatic text generation.

Sidekick can do the following tasks related to content generation:

• Fill in fields or forms in any page of the admin, based on your direct instructions.
• Explain why each generated option might be appropriate.
• Generate more options beyond the first suggestions it gives you.
• Create or edit products, discounts, and collections based on your direct instructions.

When Sidekick has generated content in a field, the field is highlighted in purple so you can identify and review the fields where Sidekick has added content.

Tip

Try a prompt such as: "Help me create a new email campaign for the upcoming holidays" or "Help me create a segment of my customers that purchased in the last 60 days."

Domain setup and configuration

Sidekick can guide you through the process of connecting your domain to Shopify. Describe the issue that you're having, and Sidekick will help you complete the next steps.

Sidekick can do the following tasks related to domain setup and configuration:

• Find and complete the next steps for connecting your domain to your Shopify store.

Tip

Try a prompt such as: "I don't know how to connect my domain to my Shopify store. Can you help?" or ”How do I update my DNS settings?”

Customer segmentation

Sidekick allows you to create custom customer segments using natural language.

Sidekick can do the following tasks related to customer segments:

• Create a custom customer segment.

Tip

Try a prompt such as: "Create a customer segment for my Canadian customers who subscribe to my marketing emails."

Image generation

Sidekick can generate images based on a text prompt you provide. This can be useful for creating hero banner images, marketing materials, or blog post illustrations quickly.

Consider the following when using image generation:

• Media generation models can sometimes produce unexpected results or poor quality imagery. If an image violates our policies, then you can report it, which will hide it from your session chat.
• Until an image is explicitly saved, it isn't added to your store and remains private between you and Sidekick in your chat history. Previewing an image does not save it to your store - only clicking "Save to store" adds it to your store's media library.

Note

Shopify prioritizes originality and respects creators' rights, and doesn't support or endorse copyright or trademark infringement. To report potential infringement, rights holders can use Shopify's existing copyright and trademark reporting forms. Learn more about Legal removals and intellectual property.

Sidekick can do the following tasks related to image generation:

• Generate up to 5 images based on your prompt.
• Allow you to refine the generated images with further instructions.
• Save generated images to your personal computer or in your Shopify admin under Content > Files.

Tip

Try a prompt such as: "Generate a hero banner image for my summer sale featuring a beach scene with sunglasses and towels, in a bright and vibrant style."

Theme editing

Sidekick can modify theme settings and make recommendations to help you achieve a particular style with your store. Changes applied by Sidekick to themes must be saved manually by you.

Note

You must be currently in the theme editor for Sidekick to make suggestions or changes to a theme.

Sidekick can do the following tasks related to theme editing:

• Suggest and apply changes to themes, including on themes that aren't currently published. These changes must be saved by you to take effect. Changes that Sidekick can make include the following types:
  • Search for and apply changes to all global theme settings.
  • Search for and apply changes to settings of sections and blocks that are already on the page.
  • Adjust settings such as text, numbers, ranges, colors and color schemes, radio buttons, and checkboxes.
• Work with colors, roundness, typography, spacing, shadows, and cart position, with a focus on achieving a specific aesthetic for the store. For example: "Make my store feel more retro".
• Explain its design choices and why they contribute to a specific aesthetic.

Tip

Try a prompt such as: "How can I make my theme more colorful and reflective of my youthful brand personality?"

Analytics and reporting

Sidekick can do the following tasks in Shopify Analytics:

• Create ShopifyQL queries using sales and visits tables.
• Display simple report visualizations, such as line or bar graphs.
• Direct you to a custom data exploration based on criteria that you specify.

Tip

Try a prompt such as: "Show me the sales, costs, profits, returns, and discounts for my top 100 products."

Metafield and metaobject creation and management

Sidekick can create metaobject and metafield entries. Whether you need help adding a new influencer to your store or updating an inseam metafield for a product, Sidekick can help you speed up the process.

Sidekick can do the following tasks related to metafield and metaobject management:

• Update metafield values
• Update metaobject entries

Tip

Try a prompt such as: "Update my influencer metaobject with a new influencer named Sam.”

Mobile capabilities

Sidekick on mobile provides the same core experience as Sidekick on the web, allowing you to access AI assistance on-the-go.

Sidekick can do the following tasks on your mobile device:

• Find and complete the next steps for mobile-specific tasks such as 3D scanning, barcode printing, and tap-to-pay transactions.

Tip

Try a prompt such as: "Help me complete a 3D scan of a new product on my mobile device.”

Submit feedback for Sidekick's responses

When Sidekick generates an answer or set of instructions, you can deliver feedback about the quality of the response directly in Sidekick's chat interface. Beneath the relevant response from Sidekick, click one of the following icons to add a rating:

• Thumbs up (👍): Click to indicate that this response was helpful.
• Thumbs down (👎): Click to indicate that this response was unhelpful.

If you click the wrong icon accidentally, then you can click it again to remove your rating. If you decide later that you want to change your rating of a response, then click the opposite icon to change your rating.

After clicking an icon to add a rating, you can click Add comment to open a dialog to include more detailed feedback about Sidekick's response. Including additional comments and feedback is optional, but sharing your thoughts about the conversation can help to improve Sidekick's functionality. You can include feedback about helpful and unhelpful responses from Sidekick. After you've included your detailed feedback, click Submit.