Setting up the Home screen
By default, the widget opens straight into chat. Go to Apps → Caro → Widget design → Home screen to turn on a welcome screen instead — useful if you want customers to see quick options (track an order, browse products) before typing a question.
Turning it on
Check Show a home screen. The cards below it (Promotion banner, Quick actions, Show products) only take effect once this is on.
Basics
- Greeting — a short line (e.g. "Hi there 👋").
- Headline — the main message (e.g. "How can we help you today?").
- Background style — currently Brand color (uses your widget's brand color, set on the Appearance tab).
- Hero shape — Curved (recommended) is the default header shape.
Promotion banner — Pro plan
An announcement banner for a live sale or promotion, shown as the first thing on the home screen. You write the wording and control the timing yourself — it doesn't pull anything from Shopify automatically. This card requires the Pro plan; on lower plans it's shown locked with an Upgrade button.
Quick actions and Show products
Quick actions are tappable cards on the home screen:
| Action | Plan required |
|---|---|
| Track my order | Available on all plans — uses the Order lookup tool |
| Return or exchange | Requires the Growth plan to save (you can check it to preview first) |
| Discount codes | Requires the Pro plan to save (you can check it to preview first) |
Turning on a quick action here also enables the matching tool on the Actions page — see Sales & Support Actions. Nothing saves until you click Save in the top bar.
Contact us page (optional) — paste your store's contact page URL to add a "Contact us" quick action, and to give Caro a link to hand off to when it can't resolve a question. This works immediately with no extra setup.
Show products adds a row of shoppable products to the home screen — hand-picked, from a collection, or your newest items.
Previewing your changes
The Live preview panel updates instantly as you type — switch it to the Home view (next to Launcher/Track/Help/Chat open) to see exactly what customers will see before you save.