Partner onboarding

Implementation agencies use the partner portal to add clients, build and test their assistants, and take them live.

Open the partner portal and enter your agency email address. ShopAssist emails a sign-in link. There is no password.

The ShopAssist sign-in page, headed Welcome back, with an email address field and a Continue with email button, noting that a magic link is emailed for password-free sign in.

The link opens your Clients page.

The partner portal Clients page with summary tiles and one card per client. Each card shows the setup steps Connect, Assistant, Widget and Live, one button for the next step, and a More actions menu.

Each client card shows where the client is in the setup, and one button for the next step. The other actions are in the More actions menu (⋯).

Use the address your agency was set up under. An agency address is never also a merchant login, so use a separate address for any merchant account you hold.

Invite your team

Add colleagues from the Team page. Enter an email address and choose the role. Invitation links expire after 48 hours.

The portal Team page, with a field to invite a colleague by email, a role selector, and one existing owner listed.

Everyone in the agency can do the client work: add clients, generate assistants, edit what they know, publish prompts and take shops live.

Owners can additionally invite and remove people. That is the only difference.

One person belongs to one agency.

Add a client

Open Clients and select Add client.
Enter the shop domain, and optionally a name.
Select the platform, then Add client.

The Add client form in the partner portal, with fields for shop domain, an optional name, and a platform selector set to WooCommerce.

The card appears immediately with the status created. The shop serves no shoppers until it is taken live.

The form covers WooCommerce, Shopify, PrestaShop and nopCommerce. For Magento or a custom storefront, contact support to have the shop created and assigned to your agency. The Magento guide lists what to send.

Connect the store

This step differs by platform.

Build and ship the assistant

Once the client card reads Connected, the remaining work is the same on every platform.

Build and ship the assistant

Four tasks inside that flow have their own guides:

Getting help

Email support@getshopassist.com with the client's shop domain, the step reached, and what appeared instead.

Contact support for the actions agencies cannot take: creating an agency, moving a shop held by another agency, unpublishing a prompt, and restoring an earlier prompt version.