Set up Taskra on your Shopify store
Step-by-step articles for connecting Shopify, training the AI on your catalogue, enabling live chat, forwarding support email, and recovering abandoned checkouts. Written for store owners — no developer required.
Getting Started
Set up Taskra in 10 minutes. No technical knowledge needed.
Setting up Taskra for the first time
A complete walkthrough from install to your first AI reply — covering Shopify connection, email setup and going live.
Connecting your Shopify store
How to connect your store, what data Taskra imports, and how to reconnect if something goes wrong.
Choosing the right plan
Compare Lite, Standard, Plus and Pro plans to find what fits your store's message volume and team size.
Email Setup
Connect your support email so Taskra can read and reply on your behalf.
Setting up email with Gmail
Connect a Gmail or Google Workspace account to Taskra in under 5 minutes using email forwarding.
Setting up email with a custom domain
Use your own branded support email (e.g. support@yourstore.com) with full SPF and DKIM authentication.
Setting up email with Outlook / Microsoft 365
Forward your Outlook or M365 inbox to Taskra using email rules.
What email address do customers see?
Understand how Taskra sends replies and how to make sure customers see your store email, not a Taskra address.
Live Chat Widget
Add an AI-powered chat bubble to your Shopify store in minutes.
Installing the widget automatically
Add the Taskra chat bubble to your store with one click no code, no theme editing required.
Installing the widget manually (code)
For developers or custom themes paste a single line of code into your theme.liquid file.
Customising the chat widget
Change the widget colour, position, greeting message, and when it auto-opens.
How the live chat AI works
What happens when a customer sends a message — from question to AI reply in under 2 seconds.
AI Training & Brand Voice
Teach Taskra to sound exactly like you and know your store inside out.
Setting your brand voice
Tell Taskra how to sound your tone, sign-off, and specific phrases you always (or never) use.
Managing training sources
What Taskra reads from your store and how to add extra knowledge like custom FAQs.
Setting guardrails what the AI must never say
Block competitor names, unauthorised promises, off-topic subjects and specific phrases.
Inbox & Replies
Manage messages, review AI drafts, and handle escalations.
Autopilot vs Review mode
Choose whether Taskra sends replies automatically or holds them for your approval first.
Understanding escalations
When and why Taskra flags a message for human review and how to handle them.
Adding team members to your inbox
Invite agents to view and manage the Taskra inbox on your behalf.
Cart Recovery
Automatically recover abandoned checkouts with personalised AI messages.
Leads & Analytics
Capture leads from chats and understand your support performance.
Billing & Account
Manage your plan, usage, payment method and account settings.
Changing or cancelling your plan
Upgrade to unlock more replies and features, or cancel any time with no penalty.
Understanding your reply usage
What counts as an AI reply, how to track your usage, and what happens if you hit your limit.
Account security & login
Keep your Taskra account secure with strong passwords and two-factor authentication.