Best practices for widget design

Match your brand color exactly, not approximately

Use your exact hex code for Brand color on the Appearance tab (not a close guess) — small color mismatches between your storefront and the widget are more noticeable than they seem, especially in the header and launcher.

Keep the greeting short and the suggested questions specific

A one-line greeting ("Hi there! 👋 How can I help you today?") outperforms a long one — customers skim, they don't read. For Suggested questions, use the exact phrasing your customers actually type, not generic examples — pull from real past conversations once you have them (see Conversations).

Don't turn on every Home screen card at once

A home screen with a promotion banner, five quick actions, and a product row all at once feels cluttered. Start with one or two — usually Track my order plus a Contact us link — and add more only if you have a clear reason to.

Use the teaser bubble sparingly

The default smart teaser ("Ask about [Product] →") is contextual and low-friction. A custom message that appears on every single page can start to feel like a pop-up ad if it's too promotional — keep it helpful, not salesy.

Turn on "Remember the conversation across visits" for most stores

Unless you have a specific reason for every visit to start fresh, enabling this (on the Behavior tab) avoids the frustrating experience of a returning customer having to re-explain their question after a page reload.

Always check the Help and Track tabs before enabling them

An enabled but empty Help tab is auto-hidden, but a Track tab with no orders to test against can be easy to forget about — actually place or check a real order to confirm the lookup works end-to-end before pointing customers at it.

Re-check the Live preview after every plan change

If you upgrade or downgrade plans, some options (full-screen mode, extra color controls, Growth-gated quick actions) become available or locked — revisit Widget design afterward rather than assuming nothing changed.