Install the app.
Install Codexta from the Shopify App Store. The Shopify account owner becomes the Owner in Codexta.
CODEXTA / SHOPIFY APP
Help for shoppers. A helper in your admin.
Codexta adds a chat assistant to your Shopify storefront. It answers shoppers from your own knowledge base, helps them find products and fill the cart, and hands checkout to Shopify. In the Shopify admin, a back-office assistant reads your orders, customers and products, and changes something only after you say yes.
Billed through Shopify · free trial on every plan · payment always in Shopify checkout
ON YOUR STOREFRONT
How can I help you today?
Try askingWhere is my order?Ask me anything…
IN YOUR SHOPIFY ADMIN
- Overview
- Assistant
- Conversations
- Shoppers
- Knowledge base
- Support console
- Events
- Settings
Codexta’s pages sit in the Shopify sidebar. Each person sees the pages their role allows.
Answers from your own notesCart and checkout stay in ShopifyApproval before every admin changeRoles for your team
WHAT IT DOES
One app, two assistants.
Shoppers talk to the assistant on your storefront. You and your team work with Codexta inside the Shopify admin.
01 / FOR SHOPPERS
Answers and help with buying.
- Answers from your knowledge base — shipping, returns, sizing and anything else you write down, in the language the shopper writes in.
- Product search with cards — shoppers can add an item to the basket, ask about it or compare it, right in the chat.
- Your own cart — the assistant uses the same cart as your theme, and checkout opens Shopify’s checkout page.
- Their own orders — signed-in customers can ask about their orders and request a return, which you decide on in Shopify.
- A person when they ask — if you switch live chat on, your team joins the same chat window.
02 / FOR YOU AND YOUR TEAM
A helper in the Shopify admin.
- Back-office assistant — ask about orders, customers and products. It can change a price, create a draft product from a photo or set up a discount code, and asks you before each change.
- Guided setup — press Set up my assistant and answer a few questions about its name, greeting, languages and what it should know.
- Knowledge base — write notes, import files, or add a web page or PDF. Questions it could not answer are listed so you can fill the gap.
- Teach it — tell it a rule for your shoppers, such as “ask for their budget before suggesting a gift”, and it applies it from the next chat. Shoppers and staff can also tell it how they like to be helped.
- Conversations and results — read every shopper chat, see who chatted and which paid orders the assistant helped with.
- Support console and roles — work handed-over chats and tickets in the admin, and give each colleague a role.
SET UP IN FOUR STEPS
From install to a working assistant.
The merchant guide walks through each step in detail.
Choose a plan.
Pick a plan on Shopify’s plan page. Plans, prices and the free trial are shown there and on the App Store listing.
Switch on the app embed.
In the theme editor, check that Codexta assistant is switched on under App embeds, then press Save.
Set up your assistant.
On the Overview, press Set up my assistant. Nothing is saved until you have seen the text and approved it.
PLANS
Monthly plans, billed through Shopify.
Prices, limits and the free trial are on the Shopify App Store listing and on Shopify’s plan page when you install. There is no free plan. What each plan adds:
| Feature | Lite | Start | Growth | Scale |
|---|---|---|---|---|
| Storefront assistant, admin assistant, knowledge base | Included | Included | Included | Included |
| Note enrichment (✦ Enrich) | — | Included | Included | Included |
| Instagram direct messages | — | — | Included | Included |
| Authoring | — | — | — | Included |
Limits. Each plan sets how many conversations a month, how many knowledge base notes and how long conversations are kept. Your own plan’s limits and this month’s use are in Codexta under Settings › Plan.
Billing. You pay through your Shopify bill and change plan on Shopify’s own plan page. For a larger plan priced on quote, write to codexta@codecta.com.
PRIVACY AND DATA
Your shop’s data stays with your shop.
Each shop’s notes, conversations and settings are kept apart from every other shop.
Kept as long as your plan says.
Conversations older than your plan’s retention period are deleted every night. Daily statistics keep counts only.
Erased 48 hours after uninstall.
Uninstalling cancels the subscription. 48 hours later, all of the shop’s data is deleted.
Payment only in Shopify checkout.
The assistant fills the cart and opens Shopify’s checkout. It never asks for card details and never takes payment.
When a customer asks Shopify to delete their data, their conversations are deleted. Whenever someone from Codexta works in your shop’s data, it is recorded for you under Settings › Team. Read the privacy policy.
QUESTIONS
Short answers.
More in the merchant guide.
Is there a free plan?
No. Codexta has four paid plans — Lite, Start, Growth and Scale — each with a free trial. Until a plan is approved, the assistant does not answer shoppers.
How does the trial work?
You choose a plan on Shopify’s plan page and approve it there. The trial days shown there are free; after that the plan is charged on your Shopify bill. You can switch plan from Settings › Plan in Codexta, which opens Shopify’s plan page.
Does Codexta change my theme code?
No. The storefront assistant is a theme app embed called “Codexta assistant”. You switch it on or off in the theme editor under App embeds and press Save.
Who on my team can change things?
The store owner gives each colleague a role under Settings › Team. Only the Owner and Admins can change settings or let the back-office assistant change products, prices, customers or discounts, and it asks them before each change. KB editors can change the knowledge base. Support agents, Support managers and Viewers read reports and conversations. See all roles.
Which languages does it speak?
The assistant replies in the language the shopper writes in. The chat window’s own buttons come in English, Croatian, Bosnian, German, French and Spanish. You can give the greeting and starter questions their own wording in other languages.
Can the assistant take payments?
No. It adds items to your shop’s cart and opens Shopify’s checkout. Shipping, taxes and payment all happen there.
What happens when I uninstall?
The subscription is cancelled and Codexta’s access to your shop is revoked. 48 hours after you uninstall, all of your shop’s data is deleted. If you reinstall, you choose a plan again.