Sidekick — Category Guide & Support System

This document explains how the Checkout Boost Sidekick helps you make better use of the app and resolve issues quickly:

  • Understand features easily with clear, simple explanations (no technical complexity)
  • Get step-by-step guidance on how features work and when to use them
  • Troubleshoot problems faster with possible causes and solutions
  • Save time by avoiding multiple help articles or documentation
  • Get help quickly by contacting the support team directly

Sidekick acts as a guide and assistant, helping you learn, explore, and troubleshoot features within Checkout Boost.

It provides helpful explanations and suggestions based on your queries, but it does not directly make changes to your store or settings

Activation & Access

You can activate and use this extension directly from the Shopify Sidekick panel once the Checkout Boost app is installed and properly configured.

Steps to Access:

  1. Open your Shopify Admin
  2. Launch the Sidekick assistant
  3. Click on the “+” (Add) icon
  4. Under the Apps section, enable the Checkout Boost app
  5. Start interacting by typing your queries related to Checkout Boost

1. Category-Based Search & Guidance

Sidekick helps you find answers instantly without requiring technical knowledge.
You can ask questions naturally, and Sidekick will:

  • Explain features in simple language
  • Break down complex functionality into clear steps
  • Describe how features work together
  • Help identify why something may not be working
  • Suggest next steps or actions
  • Provide real-world use cases

This makes it easier to explore features, fix issues, and confidently manage your checkout experience.

UI Extension (blocks)

Sidekick explains block types, setup, targeting using Conditions, and performance insights like Impressions, Revenue, and Conversion.

Example queries:

  • “What types of blocks are available?”
  • “How do blocks work in checkout?”
  • “Why is my block not showing?”
  • “How many blocks can I add per zone?”
  • “Can I show a block only for customers in the US?”
  • “Which zones can I add blocks to?”
  • “How do I see which blocks are performing best?”

Discounts

Sidekick explains discount types, eligibility, setup flows like Buy X Get Y, and troubleshooting.

Example queries:

  • “How do discounts work?”
  • “What is Buy X Get Y?”
  • “Why is my discount not applying?”
  • “Can I combine a discount code with an automatic discount?”
  • “How do I set up a tiered discount?”
  • “Can I schedule a discount?”
  • “How do I set up an automatic discount for large carts?”

Post Purchase

Sidekick explains upsell/downsell flows, Smart Funnel logic, and troubleshooting issues.

Example queries:

  • “What is upsell?”
  • “How does post-purchase offer work?”
  • “Why is my upsell not showing?”
  • “Difference between Upsell block and Cart Line Upsell?”
  • “How does Smart Funnel work?”
  • “Can I set fallback products?”
  • “How do I set up Cart Line Upsell?”

Shipping & Payment

Sidekick helps manage shipping/payment visibility, ordering, and conditions.

Example queries:

  • “How do shipping options work?”
  • “Why is a payment method not visible?”
  • “Can I control payment methods?”
  • “How do I hide a payment method?”
  • “Can I rename shipping options?”
  • “How do I set up local pickup?”
  • “How do I reorder payment methods?”

Branding

Sidekick explains checkout design customization and troubleshooting branding issues.

Example queries:

  • “How does checkout branding work?”
  • “How do I update my checkout design?”
  • “Why are changes not visible?”
  • “How do I change fonts and colors?”
  • “How do I add my logo?”
  • “Can I preview changes?”
  • “Can I use different branding per market?”

Conditions

Sidekick explains condition logic, operators, and targeting rules.

Example queries:

  • “How do conditions work?”
  • “What operators are available?”
  • “Can I use OR logic?”
  • “Why is my condition not working?”
  • “Can I target guest checkouts?”
  • “What condition categories are available?”

Checkout Validations

Sidekick explains validation rules, restrictions, and error handling.

Example queries:

  • “How do I block checkout below a minimum value?”
  • “Can I restrict checkout by country?”
  • “Where does the error message appear?”
  • “Why is checkout blocked?”
  • “What are validation rules?”
  • “Can I limit product quantity per order?”

Support

Sidekick helps create and send support requests quickly with structured details.

Example queries:

  • “How do I contact support?”
  • “I am facing an issue”
  • “Report a bug”
  • “Why isn’t my block showing?”
  • “What plan do I need?”
  • “I need help”
  • “My discount isn’t applying, contact support”

2. Support Query Handling

Sidekick allows you to contact support directly without leaving the app.

Instead of writing emails manually, you can describe your issue naturally.
Sidekick will understand your request, structure it properly, and send it to the support team.

How It Works

  1. You describe your issue or question
    Simply type your problem or query in natural language—no need for technical wording or formatting.
  2. Sidekick detects support intent
    Based on your input, Sidekick recognizes that you need assistance and initiates the support flow automatically.
  3. Automatic title and description generation
    Sidekick converts your input into a well-structured support request with a clear title and detailed description.
  4. Review and edit before sending
    You can review the generated content, make changes if needed, and ensure everything is accurate and complete.
  5. Click “Send” to submit your request
    Once satisfied, you can submit the request directly from the interface.
  6. Your request is sent to the support team
    The support team receives your request and will respond or assist you accordingly.

When to Contact Support

  • When something is not working
  • When you need help understanding a feature
  • When you want to report an issue

Support Intent Recognition

Sidekick identifies support intent using phrases like:

  • “Contact support team”
  • “Send this to support”
  • “I need help”
  • “Something is not working”
  • “Report this issue”
  • “Create a support request”

Example Queries

  • “My discount is not applying, contact support”
  • “Upsell is not showing, send this to support”
  • “I am facing a problem with shipping”
  • “Help me fix this issue”

Conclusion

Sidekick acts as a smart assistant that:

  • Explains features clearly
  • Guides you through problems
  • Helps you contact support easily

It simplifies managing your checkout experience and improves overall efficiency.