VYG Conversations texts shoppers who leave your checkout without buying. Our agents answer their questions, can offer a discount, and send them back to their cart to finish the order. After you sign up, a short setup in the app gets your account ready. This guide walks through it.
Step 1: Install VYG Conversations and sign in
If you haven't installed VYG Conversations yet, follow Setting Up VYG Conversations and complete the sign-up steps.
To come back later, go to vyg.ai and click Log in. In your Shopify admin, the app is listed under Settings > Apps as vyg.ai | Unified Commerce.
⚠️ VYG Conversations can only text shoppers who enter a phone number at checkout. If you skipped the checkout setup during sign-up, follow Setting up your Checkout for Compliance before you turn on cart recovery.
Step 2: Open Finish setup
The first time you open your Dashboard, the Finish setup window opens on its own. To open it again later, click Finish setup at the bottom of the left menu, or click Continue setup on your Dashboard. Both show how many steps you've done.
The window lists six steps and about how long each one takes.
Connect your store
Your store details
Set up texting
Help our agents answer your customers
Choose your plan
Turn on cart recovery
Your store is connected during sign-up, so that step already shows Done. If you picked a plan during sign-up, Choose your plan is done too. Click Continue setup to go to the next step, or click any step to start there. Your answers save as you go, so you can click Finish later and pick up where you left off.
Step 3: Add your store details
Check your Store name and Website and click Looks good. This is how your store appears to shoppers in texts. Then add a Support email and Support phone. Our agents share these when a shopper asks to talk to your team.
Next, choose how our agents should reach your team when they can't help a shopper: by Email or in Slack. Last, add links to your Privacy policy and Terms of service. Phone carriers check these pages before they approve your texts. Click Save.
You can change these later. Click your name in the bottom-left corner, click Settings, and open Shop Settings.
Step 4: Set up texting
You can start texting right away from a temporary number. Texts from a temporary number send more slowly, and some may not be delivered. Your own number gives you better delivery and full sending speed.
To get your own number, click Get my own number and answer a few questions about your business and who carriers should contact. Check your answers and click Submit for approval. Approval usually takes 1 to 2 weeks, and the step shows In review until then. To keep the temporary number for now, click Skip for now.
Step 5: Help our agents answer your customers
Our agents use your answers when shoppers ask about things like shipping, returns, or sizing. Enter the link to your FAQ page and click Read my FAQ page. We read it along with your store policies and show you what we found. Remove anything you don't want, then click Keep all and continue. On Anything we missed?, add other answers and click Save answers.
If you don't have an FAQ page, click I'll add answers myself.
You can add or edit answers any time. In the left menu, under Conversations, click Knowledge Base. For more, see How do agents answer my customers' questions?
Step 6: Choose your plan
If you didn't pick a plan during sign-up, choose Growth or Pro. For high volume, choose Custom and click Talk to us. Check the email under Send invoices to, then click Continue to payment and finish paying in the window that opens. Campaigns only start sending once you have a plan. For plan details, see How does billing work?
You can also choose or change your plan later. Go to Settings and click Billing.
Step 7: Turn on cart recovery
We've already set up a campaign for you called Abandoned Cart. It texts shoppers 30 minutes after they leave checkout. When they reply, the agent sends them a 10% off discount code and a link back to their cart.
First, you'll see the first text shoppers get. Click Continue.
Then switch Cart recovery to On. When the step shows Cart recovery is on, click Finish.
⚠️ Once cart recovery is on, VYG Conversations starts texting real shoppers who abandon checkout. Review your store details and the first text before you switch it on.
To change the messages, the timing, or the discount, go to Campaigns in the left menu and click Abandoned Cart. For more, see Creating a Campaign.
Step 8: Invite your team
To give a teammate access, go to Settings and click Members. Click Invite Member and enter their email address. To invite more than one person, separate the emails with commas.
Under Invite As, choose a role.
Admin: full access.
Member: read-only access.
Click Send Invite. They'll get an email to set up their account. To suspend someone later, click the three dots on their row and choose Suspend Member.
Questions? Reach out to support@liverecover.com.
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