# Install checklists by platform

One checklist per platform, for installing SuperBot on a client's site. The steps match the in-dashboard setup guide. Detailed guides with troubleshooting are at https://superbotapp.ai/help.

## Before any install

- [ ] Decide whose account it is. We recommend the client creates the SuperBot account (their email, their plan, their billing) and invites you from **Dashboard → Team** as an **Admin**. If you're an affiliate, send them your referral link to sign up.
- [ ] Accept the invite while signed in with the exact email it was sent to.
- [ ] One SuperBot login works in one workspace at a time. If you look after several clients, use a separate login (email address) for each client workspace.
- [ ] Collect the URLs of the client's FAQ, shipping, returns and contact pages.

**Installing a store app when the client already has an account:** store platforms can't prove who owns an email address, so SuperBot never joins an existing account just because the email matches. In **Dashboard → Store connections**, generate a one-time pairing code for that platform and paste it into the SuperBot app when it asks. A store with no SuperBot account gets its own workspace automatically when the app is installed.

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## Shopify

- [ ] Install SuperBot from the Shopify App Store: https://apps.shopify.com/superbot-ai
- [ ] Approve the requested access and finish the connection flow.
- [ ] Existing SuperBot account? In Shopify admin open **Apps → SuperBot → Full dashboard** and paste the pairing code when asked.
- [ ] Open the theme editor and switch on the **SuperBot app embed**, then **Save**. (The setup guide in the dashboard has a button that opens the editor with the embed selected.)
- [ ] Load a storefront page in a private window and check the chat bubble appears.

## Wix

- [ ] Open SuperBot in the Wix App Market (https://www.wix.com/app-market/superbot), choose **Add to Site**, and pick the client's site.
- [ ] Existing SuperBot account? In the Wix dashboard open the SuperBot app → **Full dashboard** and paste the pairing code when asked.
- [ ] **Publish** the site so the chat bubble goes live. (Custom code and apps only show on the published site, never in the editor preview.)
- [ ] Check a live page and an interior page.

## WordPress and WooCommerce

- [ ] Install and activate the free **SuperBot** plugin from WordPress.org: https://wordpress.org/plugins/superbot/
- [ ] Copy the **Site ID** from the SuperBot dashboard setup guide and paste it on the plugin's settings page. No theme editing needed.
- [ ] WooCommerce: copy the plugin's read-only Store, Products and Orders feed URLs into SuperBot under **Settings → AI Connect** so order lookup works.
- [ ] Purge any caching plugin and host cache. If the bubble doesn't appear, exclude SuperBot from JavaScript optimisation.

## Squarespace

- [ ] From the SuperBot account, connect the Squarespace site and approve the SuperBot app for it. No code to paste.
- [ ] Existing SuperBot account? In the SuperBot app for Squarespace, under **Finish connecting SuperBot**, open **Link an existing SuperBot account** and paste the pairing code.
- [ ] Check the bubble on the published site (password-protected pages won't load it).

## Square Online

- [ ] Connect Square at https://square.superbotapp.ai/square and pick the site SuperBot should appear on.
- [ ] Existing SuperBot account? In the SuperBot app for Square, open **Link an existing SuperBot account** and paste the pairing code.
- [ ] Check the bubble on the live site.

## Any other website (Webflow, custom code, other builders)

- [ ] Copy the install snippet from **Dashboard → Setup guide** (the Site ID is already in it).
- [ ] Paste it once before the closing `</body>` tag on every page (for example Webflow **Project Settings → Custom Code → Footer Code**).
- [ ] Publish, then test on the live domain rather than a preview.

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## After install (every platform)

- [ ] **Ask your AI a test question** from the dashboard home.
- [ ] **Teach it the top questions** in Training, with exact answers.
- [ ] **Add policies and pages** in Knowledge (paste URLs or documents).
- [ ] **Connect tools** in Integrations so leads and handoffs reach Slack, a CRM or email.
- [ ] **Invite the client's team** so handoffs reach a person (Admin, Agent or Viewer roles).
- [ ] Review the first week of conversations with the client and fix any weak answers.