Setup Guide: First-Run Wizard

The first-run wizard walks you through everything OrderWise needs before it can answer customer messages. The whole flow takes about two minutes on a typical store.

What the wizard sets up

The wizard touches four things, in this order:

1. Brand color and welcome message — the widget on your storefront inherits your brand color and shows a short welcome line to first-time visitors. Both are editable later under Settings → Branding.
2. Order-scope permissions — Shopify will prompt you for read access to orders, customers, and fulfillments. These scopes are required; OrderWise can't resolve "where is my order?" without them.
3. Knowledge base seed — you can either upload a CSV of FAQs, paste them into the editor, or sync from an existing Shopify metaobject definition.
4. Auto-execution defaults — refund cap, cancel cap, and the confidence threshold below which the AI hands off to a human.

What to test before going live

Before you turn the widget on for real customer traffic, run these three checks against a real order in your dev store:

• Ask "where is my order?" without specifying an order number. You should get a response that names the most recent order, its status, and a tracking link if applicable.
• Ask "I want to return my order." You should see the AI either initiate the return (if your auto-rule allows it) or route to a human approval queue.
• Ask a general FAQ question that's in your knowledge base. The AI should answer in the customer's language without falling back to English.

If any of these fail, check the Settings → Diagnostics tab — it surfaces the OAuth scope mismatch, the knowledge-base index status, and the most recent webhook delivery for orders/updated.

When to enable the widget

The widget stays in "preview only" mode by default — visible to logged-in admins on your storefront but hidden from anonymous traffic. Turn on "live mode" from Settings → Widget once you've verified the three checks above.