Complete the guided setup

The guided setup, Set up your shop, takes you through seven steps that give the assistant what it needs, and Hapro opens it after your first payment. Everything saves as you go, so you can stop and come back whenever you like.

Finding the setup again

• Select Finish later to leave the setup at any point.
• To come back, open Settings → Setup, select Finish setup in the sidebar, or select Continue setup on the Finish setting up your shop card on your dashboard.

The top of the setup shows how many required steps are done. In the step list, each step is marked Done, To do, Optional or, for payments in test mode, Test mode.

The steps

1. Your shop (required)

Check your Business details (Business name, Currency and Time zone), then add the shop you sell from: Shop name, Address, Town or city, Postcode, Country and, if you like, Shop phone (optional).

Tick Customers can collect from here, We deliver from here, or both. Select Save and continue.

2. Products (required)

Add the products your assistant can sell, with a price and the stock you have. Choose one of three ways:

• Type them in to add up to 25 products at a time, with Product name, Price, In stock and SKU (optional). Prices include tax.
• Upload a spreadsheet in CSV or Excel format. See Import products from a spreadsheet.
• Connect your store. You can connect Shopify here, or WooCommerce, Square or Lightspeed from Integrations. See Which systems Hapro works with.

3. AI assistant (required)

Give your assistant a name in Assistant name and choose its Language. Leave Hand over to my team when a customer asks for a person ticked if you want customers to be able to reach your staff. Select Switch on my assistant.

4. Store policies (recommended)

Write down your Delivery, Returns and refunds and Opening hours information, plus Other things customers ask. The assistant uses these to answer questions. See Tell your assistant your opening hours and policies.

5. Payments (required)

Choose Use test payments to try the whole flow without real money, or Connect Stripe to take real card payments into your own Stripe account. See Connect Stripe.

6. Phone and WhatsApp (optional)

Choose a phone number for your shop. You can also do this later. See Get a phone number.

7. Try it and go live (required)

Check the list of steps, then talk to your assistant in the test console under Talk to your assistant. When you are happy, select Go to my dashboard.

Skipping a step

Select Skip for now to move on without finishing a step. A required step you skip stays marked To do, and the last step lists anything required that is still left.