The first time you connect StoreAgent to your WooCommerce store, an onboarding wizard runs to get the basics set up in one pass. You choose which AI Tasks to turn on, how the AI Chat Bot learns from your content, and whether to let AI assistants such as Claude and ChatGPT connect to your store. This guide walks you through each step so you know what every option does before you click.
The wizard has five steps: Welcome, Choose Tools, Setup Chat, MCP, and Complete. You can skip it and configure StoreAgent manually instead, but running through it once is the fastest way to a working setup.
Prerequisites
- StoreAgent installed and activated on your WordPress site.
- Your store connected to a StoreAgent account. If you haven’t done that yet, see Getting started with StoreAgent.
- WooCommerce active with at least one published product (the wizard’s chat-setup step references your product catalog).
Step 1: Welcome to StoreAgent
The Welcome screen starts the guided setup, which takes about a minute.
- Click Start Your Setup to begin the guided configuration.
- If you’d rather configure StoreAgent yourself, click Skip Wizard. We recommend running through the wizard once, because you can change every setting later from StoreAgent → Settings.
Step 2: Choose your AI Tasks
This step lets you turn on the AI Tasks that automate copywriting, tagging, and other content work across your store. The screen is titled Choose Your Content Tools in the wizard. You can change your choices later, so nothing here is permanent.
The wizard lists every available AI Task:
- Product Upsells AI: scans your catalog on a schedule and suggests upsell and cross-sell pairings for products that don’t have any set.
- Coupon Description AI: writes concise marketing copy for your existing WooCommerce coupons based on their configuration.
- Review Moderation AI: flags incoming product reviews that look like spam, fake content, or inappropriate material.
- Image Alt Tags AI: automatically generates accessible, SEO-friendly alt text for product images.
- Category Description AI: writes descriptions for your product category pages.
- Product Tags Generator AI: suggests and applies relevant tags so shoppers can find products more easily.
- Product Summaries AI: writes short, scroll-stopping product summaries for cards and listings.
- Product Description AI: generates full, SEO-friendly product descriptions from your existing product data.
- Review Summaries AI: summarises a product’s reviews so shoppers see what people like most, plus a sentiment gauge.
Some AI Tasks work with another plugin. They appear in the same list:
- Advanced Coupons: AI Coupon Generator: appears when the Advanced Coupons plugin is active. Generates ready-to-use coupon templates from a plain-English prompt.
- WC Vendors: Product Moderator AI: appears when the WC Vendors plugin is active. Reviews vendor-submitted products against your store policies.
Every AI Task is pre-selected when the screen opens, so the fastest path is to leave them all on and click Next Step. The exception is a task that needs a plugin that is not active on your store, such as Advanced Coupons or WC Vendors. Those tasks start unticked. When you tick one, the wizard asks to install and activate the plugin first.
To complete this step:
- Review the pre-selected AI Tasks and untick any you do not want.
- Tick the checkbox under the Enable column for any other AI Task you want to use.
- To change many at once, use the links above the list: Check Recommended goes back to the default selection, and Deselect All clears every box.
- Click Next Step. This saves your choices and moves you to the next step.
Step 3: Set up the AI Chat Bot
The AI Chat Bot is a 24/7 storefront assistant that answers shopper questions using your store data. This step turns it on and tells it which content to learn from.
The AI Chat Bot learns from your store content. The wizard pre-ticks the three sources below and marks each one Recommended:
- Products: lets the bot answer stock, price, and feature questions.
- Posts: lets the bot answer questions based on your blog content.
- Pages: lets the bot reference your FAQ, shipping, returns, and policy pages.
To complete this step:
- Leave the Yes, I’d like to use StoreAgent Chat toggle on to enable the AI Chat Bot. It is on by default.
- Under What content would you like to feed the AI chatbot?, untick any source you do not want the bot to learn from.
- Click Complete Setup. This saves your chat settings, starts syncing your content into AI Memory, and moves you to the MCP step.
Step 4: Connect an AI assistant with MCP
The fourth step is titled Connect an AI assistant to your store. MCP lets assistants such as Claude and ChatGPT look up your store data and, if you allow it, take action on your behalf. This step is optional. You can click Continue without turning anything on, and you can set up MCP later under StoreAgent → Settings → MCP. For the full setup, see How to connect ChatGPT or Claude to your store with MCP.
To complete this step:
- Switch on Turn on MCP. The label changes to MCP is on, and StoreAgent saves the change right away.
- Read the Only connect assistants you trust notice.
- Click Copy to copy Your store’s MCP endpoint.
- Follow the Claude or ChatGPT guide shown on the screen.
- Click Continue to go to the last step. Use Back to return to Step 3.
Content an assistant reads from your store, such as product descriptions and reviews, can contain instructions the assistant should not follow. Review what an assistant does before you approve any action it proposes.
When the assistant connects, your store opens its own approval page in wp-admin. Sign in as an administrator or shop manager, choose Read-only or Read and write, and approve.
If your store is not connected to a StoreAgent account yet, this step shows Connect your StoreAgent account first instead of the switch. Connect your account, then turn MCP on later under StoreAgent → Settings → MCP.
Step 5: Review your setup
The last screen is headed Congrats! Your Store Is Getting Smarter With AI. It shows two things: how your AI Chat Bot content is syncing, and what your plan includes.
AI Chat Bot syncing
If you turned the AI Chat Bot on, a card at the top shows progress while StoreAgent indexes your store content. It reads Indexing your store with a percentage and the number of items done. The chat widget stays hidden from shoppers until indexing finishes, so they never see an empty assistant. You can leave the page while it runs. When it finishes, the card changes to Your AI Chat is ready. The card does not show when there is nothing to index.
Your plan
The Current Plan card shows your plan name and what it includes. The numbers come from your plan. For the allowance on each plan, see the pricing page.
- AI Actions: your allowance for AI Tasks, such as descriptions, tags, and summaries.
- Vector Items: how many items of store data the AI Chat Bot can index in AI Memory.
- Chat Messages: your AI Chat Bot reply allowance.
If StoreAgent cannot load your plan, the card shows We could not load your plan limits with a See StoreAgent plans link.
Finish the wizard or choose a plan
- Choose Your Plan opens the StoreAgent plans page in a new tab. Use it if your catalog is large and you need higher limits. The wizard stays open.
- Back to Dashboard marks the wizard as finished and takes you to your StoreAgent dashboard.
Click Back to Dashboard to finish. If you close the page instead, StoreAgent opens the wizard again the next time you visit the dashboard.
Troubleshooting
I clicked Skip Wizard and want to run it again
Open https://yourstore.com/wp-admin/admin.php?page=storeagent-onboarding, replacing yourstore.com with your own domain. You can also click Start setup on the StoreAgent dashboard when it shows. Each step opens with the default choices, not your saved ones. Check every step before you click Next Step or Complete Setup, because those buttons replace your earlier AI Task and chat source choices.
An AI Task I expected is missing or unticked in Step 2
Tasks that need another plugin start unticked until that plugin is active. The AI Coupon Generator needs Advanced Coupons, and the WC Vendors Product Moderator needs WC Vendors. Tick the task and confirm the prompt to install and activate the plugin, or activate it from the Plugins page and reload the wizard. If the checkbox is greyed out, your account cannot install plugins, so activate the plugin on the Plugins page instead.
The MCP step asks me to connect my account first
MCP needs a connected StoreAgent account before you can switch it on. Go to StoreAgent → Settings → Connection to confirm your store is connected. You can turn MCP on later under StoreAgent → Settings → MCP.
The wizard keeps opening when I visit the dashboard
StoreAgent marks the wizard as finished only when you click Back to Dashboard on the last step or Skip Wizard on the first. Open the wizard again and finish it with one of those buttons.
What’s next
- Getting started with StoreAgent AI Tasks: the full guide to enabling, running, and refining each AI Task in your store.
- Getting started with the AI Chat Bot: customise the chat widget, train it on extra knowledge, and review chat history.
- How to bulk run StoreAgent AI Tasks in WooCommerce: run any AI Task across your full catalog in one operation.
Need help?
If you have a question or run into any issues, we’re here to help.
- Premium users: Open a support ticket
- Free users: Visit our community forum
