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Getting started with LiveRecover
Getting started with LiveRecover

After installing LiveRecover, here's how to get started.

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Written by Support Team
Updated over 3 weeks ago

LiveRecover is connected to your e-commerce shop as an app. By collecting opt-in phone numbers by your customers who abandon checkout, we are able to have an SMS conversation with them, answer questions, offer them a discount and close the sale.


Getting started is easy for merchants with a Shopify store. Follow the steps below to get started on recovering abandoned checkouts!

  1. If you haven't already installed the LiveRecover app on your Shopify store, set it up by following the instructions in this article.

  2. Once installed, go to your LiveRecover Dashboard (you can find it in the Apps sections of your store admin).


Managing Your LiveRecover Settings in the New UI

  • Open Settings:

    • Click the icon next to your name in the bottom-left corner of your screen.

    • This will take you to the Settings area, where you’ll see multiple tabs (e.g., Company, Account, Billing, Integrations, Members).

  • Set up your Company/Account Settings:

    • Under the Company tab, verify that all your details are correct.

    • Update your Store Name as it should appear in messages.

    • Enter the URLs for your Privacy Policy and Terms of Service (these are required for compliance).

    • Provide a Support Email—this is the address agents use to redirect customer questions they cannot answer (e.g., post purchase questions). This email is also used as default Escalation Email unless you choose to provide a different email address.

    • Add a Support Phone number if available.

    • When finished, click Save to confirm any changes.

  • The Account tab is specific to your role (Admin or Member). Update your information as needed.

  • Billing: Review your subscription plan and invoice details

  • Integrations: View your Shopify integration with LiveRecover.

  • Invite Team Members

    • If you need additional users to access your LiveRecover dashboard, switch to the Members tab.

    • Click Invite Member and enter their email address, assigning the appropriate role (e.g., Admin).

    • New team members will receive an email to set up their account.

    • Click on the three dots in front of the member to suspend or manage the permissions.


    Set Up or Edit Your Flows

    • Return to the main menu and select Flows from the left-hand sidebar.

    • There’s a default flow in place that’s already fully functional. As long as each node in that default flow displays a green checkmark, you’re good to go—no extra steps needed unless you want to customize your triggers, messaging, or discounts. Simply toggle it live!

    • You can create new flows or edit existing ones. (For more detailed instructions, check out our article on Setting Up Flows.)


    Build Out Your Knowledge Base

    • Click on Knowledge Base in the left-hand menu.

    • You can manually add FAQs or use our Auto-Capture feature to gather important details not already on your website. This allows agents to quickly reference answers to common customer questions.

If you have additional questions, feel free to reach out to us at support@liverecover.com. We’re always here to help!


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