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Onboarding checklist
A step-by-step launch checklist for setting up Enscale on a Shopify store.
Use this checklist to take a merchant from a fresh Enscale install to a working support and automation setup.
Phase 1: Shopify setup
- Install Enscale on the Shopify store.
- Complete Shopify OAuth.
- Confirm the tenant is created for the shop domain.
- Confirm the merchant can load the Enscale dashboard.
- Confirm required Shopify webhooks are registered.
- Confirm plan and billing state are visible.
Phase 2: Channel setup
- Connect WhatsApp if the merchant will use WhatsApp automation or broadcasts.
- Connect Instagram if the merchant will use Instagram DM or comment automation.
- Connect Facebook Messenger if needed.
- Enable webchat if the merchant wants storefront chat.
- Send one test inbound message per connected channel.
- Confirm each test message appears in the inbox.
Phase 3: Consent and compliance
- Configure WhatsApp opt-in collection.
- Confirm imported contacts include consent where required.
- Confirm unsubscribe handling is enabled for broadcasts.
- Confirm review moderation rules do not suppress negative reviews deceptively.
- Confirm GDPR data deletion/export handling is understood.
Phase 4: Inbox launch
- Invite staff or agents.
- Open the dedicated inbox web app.
- Confirm conversation list loads.
- Reply manually to a test conversation.
- Confirm contact sidebar data appears correctly.
- Confirm realtime updates work without page refresh.
Phase 5: First workflow
Start with a simple workflow before launching complex automations.
Recommended first workflow:
- Trigger: order delivered.
- Delay: 2 days.
- Action: WhatsApp review request.
- Safety: check WhatsApp opt-in.
- Goal: collect first product review.
Phase 6: Broadcast readiness
Before the first broadcast:
- Confirm merchant is on a paid plan.
- Sync approved WhatsApp templates.
- Confirm template category.
- Build a small opted-in test audience.
- Check skipped contacts before sending.
- Review estimated Meta charges if available.
Phase 7: AI agent readiness
Before enabling AI agents:
- Confirm merchant is on a paid plan.
- Configure agent persona and scope.
- Configure handover rules.
- Test with simple support questions.
- Confirm human handover appears in the inbox.
- Confirm AI resolution tracking is accurate.
Launch success criteria
A merchant is ready when:
- At least one channel is connected.
- Manual inbox replies work.
- Consent checks are configured.
- One workflow is published safely.
- Billing and usage limits are visible.
- Support staff know where to handle conversations.
Next steps
- Read Shopify installation.
- Read WhatsApp setup.
- Read Dedicated inbox web.