User guide
Set up your store.
The main steps, in the order you’ll do them.
Create your account and connect your store
Sign up, choose your platform and approve the connection. Your products, discounts and recent checkouts sync automatically.
Add the notice to your phone field
In Shopify’s checkout language settings, add the notice from your Keypost messaging settings to the phone field, and link your terms and privacy policy.
Register your texting program
US carriers require each business to register before texting. We’ll ask for your legal business details and a screenshot of your checkout.
Review templates and behavior
Under Messaging, read the templates and set the first-touch delay, follow-up timing, maximum discount and quiet hours.
Fill in your knowledge base
Add shipping times, returns, sizing and anything shoppers often ask. Agents use it to answer accurately.
Choose your discounts
Under Discounts, decide which codes agents can see, or request a new recovery code.
Read your results
Reporting shows the funnel and recovered revenue. Checkout Insights shows why shoppers left. Orders & Revenue lists each matched order.