Getting started

Welcome! This page mirrors the Get Started guide you'll see on your dashboard the first time you sign in. Almost every step tracks itself automatically: it completes the moment the underlying thing is actually done. The one exception is adding the plan picker to your product page — WallaB.AI can't see your theme, so you tell it once that's saved.

#Take the tour first (about 2 minutes)

The fastest way to get oriented is the guided tour — the card at the top of the Get Started guide. Click Take the tour and WallaB.AI drives itself through the whole product: the dashboard, the AI concierge, and the shopper portal, demonstrated on our sample store (your own data is never touched). You can relaunch it anytime, from any page, via the ? Help panel in the top bar.

#The setup steps

1. Claim your account (about 1 minute). If your account was created automatically when you installed from Shopify, request a sign-in setup link. WallaB.AI emails it to your Shopify store-owner email; open it to set a password, and you can then also sign in at wallab.ai directly using that owner email. This step only appears if it applies to you.
2. Connect your Shopify store (about 2 minutes). Link WallaB.AI™ to your store. The step completes when the store connection is live.
3. Sync your products (about 1 minute). Pull your catalog into WallaB.AI — plans, swaps, and the shopper portal are all built on it.
4. Create a selling plan (about 3 minutes). Subscriptions are always sold on a plan, so create one before adding subscribers. Build your first Subscribe & Save plan in the plan wizard, with a live storefront preview. See Plans & pricing.
5. Add the plan picker to your product page (about 2 minutes). Shoppers subscribe from the plan picker, a block in your Shopify theme. On a connected store, Add it in your theme editor opens Shopify's theme editor in a new tab with the picker already added to your product template: check where it sits, press Save, then come back and press I've added it. See The storefront plan picker.
6. Meet WallaB — tune your AI concierge (about 3 minutes). Answer six quick questions and WallaB drafts save offers and guardrails for your review. See WallaB concierge & guardrails.
7. Add your subscribers (about 5 minutes). This step needs a plan, so create one first. Migrating from another platform? Upload an export and review every row before anything is committed. Just testing your install? On a store connected to Shopify, your first subscriber comes from a real checkout: open a product with a WallaB plan on your storefront, choose a subscription in the plan picker, and check out with your own email. On a development store, turn on Shopify's Bogus Gateway (Settings → Payments) and pay with card number 1. A subscription can't be created by hand for a customer until they have a card saved from a checkout like that. In sandbox mode, add one subscription with your own email instead. Either way, that email is your login for the next step. See Importing subscribers.
8. Preview your shopper portal (about 1 minute). Sign in to the self-serve portal with the email from your test subscription or checkout and see exactly what your customers will see. The portal signs in only your store's subscribers, and for privacy it never reveals whether an email matched — so signing in with an email that has no subscription shows "code sent" but no email arrives. That's the anti-enumeration safeguard working as designed, not a broken mailbox.

#Where things live

• Dashboard — retention metrics, activity, and the Get Started guide.
• Settings — concierge guardrails; customer-portal branding (display name, logo, accent color, and browser-tab favicon); dunning ladder; email domains; SMS; integrations; API keys; and billing plan.
• Plans — the selling-plan wizard (pricing tiers, volume pricing, bundles, prepaid).
• Subscribers — every subscription, with bulk actions and the importer.