immerss.ai1-1 Virtual Co-Shopping · Shopify setup
Shopify · Self-install

Set up 1-1 Virtual Co-Shopping on Shopify

Install the widget, enable your sellers, put the seller app on their iPhone or desktop, and take a real customer call over chat, audio, or video — no code.

Want a 24/7 AI agent or shoppable live shows instead of 1-1 selling? See all setup guides →

Before you start ~25 min · no developer

  • Admin access to your Shopify store
  • Your brand logo and colors handy
  • An iPhone or a desktop computer for each seller
  • You'll end with sellers live on chat, audio, and video
1

Find the Shopify app

In the Shopify App Store, search for Immersive Shopping & Videos.

Find the Shopify app
  1. 1
    Search the exact name

    Type “Immersive Shopping & Videos” in the App Store search bar.

  2. 2
    Open the listing

    Choose Immersive Shopping and Videos from the results.

2

Start installation

Click Install and log in with the store account.

Start installation
  1. 1
    Click Install

    The installation starts from the app listing.

  2. 2
    Log in if needed

    Use the Shopify account that controls the store.

3

Approve permissions

Review the access scopes and authorize the app.

Approve permissions
  1. 1
    Review access

    Shopify lists the data the app can access.

  2. 2
    Install app

    Click Install to finish authorization.

4

Connect your Immerss account

Sign in on the left, or register a new Immerss account on the right.

Connect your Immerss account
  1. 1
    Existing account

    Enter Immerss credentials and click Submit.

  2. 2
    New account

    Complete the registration form on the right.

5

Activate scripts

In the Shopify app Activation, click Activate for each required storefront script.

Activate scripts
  1. 1
    Open Activation

    Use the Shopify app menu and go to Activation.

  2. 2
    Activate all scripts

    Turn on Widget, Recently Viewed Items, and PDP Player — red dots mean inactive.

6

Enable app embeds

Shopify opens the theme editor for the embedded blocks.

Enable app embeds
  1. 1
    Check the toggle

    Turn on the required Immerss app embed.

  2. 2
    Save the theme

    Click Save after activating the embeds.

7

Open Pricing Plans

In the Shopify app, open Pricing Plans and click Select Plan.

Open Pricing Plans
  1. 1
    Pricing Plans tab

    Open Pricing Plans inside the Shopify app.

  2. 2
    Select Plan

    Click Select Plan to continue to Immerss.

8

Choose 1-1 Virtual Co-Shopping

Set the store traffic tier, then select the 1-1 Virtual Co-Shopping plan in Immerss.

Choose 1-1 Virtual Co-Shopping
  1. 1
    Select store traffic

    Use the slider to select the store’s monthly traffic tier.

  2. 2
    Pick this plan

    Select 1-1 Virtual Co-Shopping for seller-led chat, audio, and video.

  3. 3
    Proceed

    If payment is required, you’ll be redirected to Shopify Admin for charge approval.

9

Open Immerss Settings

After approving a paid plan in Shopify Admin, open Immerss Settings and click Configure Immerss.

Open Immerss Settings
  1. 1
    Immerss Settings tab

    Return to the Shopify app and open Immerss Settings.

  2. 2
    Configure Immerss

    Click Configure Immerss to open the Immerss back office.

10

Branding

Open Settings > Branding to upload the brand logo and set the brand colors.

Branding
  1. 1
    Open Branding

    Open Branding from the Settings menu.

  2. 2
    Brand color and logo

    Upload the logo and choose visuals that match the store.

11

Widget style

Tune the widget icon, placement, and desktop / mobile behavior.

Widget style
  1. 1
    Choose an icon

    Select one of the presets, or click Upload File to use your own icon.

  2. 2
    Widget position

    Set desktop / mobile position and spacing here.

12

Widget visibility & schedule

Set the availability schedule, then turn the widget on.

Widget visibility & schedule
  1. 1
    Set schedule

    Check Show 24/7 for continuous availability, or set operating days and hours.

  2. 2
    Enable widget

    Check Enabled to activate the widget on your site.

13

Enable seller access

In User Management, configure SMS, Clienteling, and the seller’s calling options.

Enable seller access
  1. 1
    Open the seller profile

    Open User Management and edit the seller who will receive customer requests.

  2. 2
    Generate a private number

    For SMS messaging, click Generate to create the seller’s private number.

  3. 3
    Enable Clienteling

    Clienteling must be enabled for every seller who will accept requests.

  4. 4
    Optional call settings

    Enable Audio/Video calls when used. Enable camera for video, then click Save.

14

Configure Calls & Chat

Open Settings > Calls & Chat to review channels, redirect options, and distribution.

Configure Calls and Chat
  1. 1
    Chat or audio/video

    Turn on audio/video calls when needed. Leave it off to offer chat only.

  2. 2
    Redirect options

    Optional: choose URL for a support page, or Live chat list for an integrated support chat.

  3. 3
    Distribution management

    Keep the current values or adjust group size, ring duration, and timeout for the team.

15

Create a canned-message tag

Open Settings > Programmable messages > Canned messages, then create a tag before adding reusable replies.

Create a canned-message tag
  1. 1
    Add a tag

    Click Add Tag and enter a useful category name, such as Help, Shipping, or Returns.

  2. 2
    Save the tag

    Click the checkmark to save the new tag.

16

Add a canned message

Write a reusable seller reply, assign its tag, and save it.

Add a canned message
  1. 1
    Write the reply

    Enter the message the seller should be able to send during a conversation.

  2. 2
    Assign a tag

    Select one or more relevant tags, then click Save.

17

Confirm canned messages

Check that the saved message appears under the intended tag.

Confirm canned messages
  1. 1
    Review tags

    Use tags to organize replies for quick seller access.

  2. 2
    Review messages

    Confirm the message text and its assigned tag are correct.

18

Plan Programmable Messages

Use different blocks before the seller accepts and after the seller joins the conversation.

Plan Programmable Messages
  1. 1
    Chat initialization

    Configure blocks the customer sees before a seller accepts the request.

  2. 2
    Chat in progress

    Configure blocks that appear after the seller joins the conversation.

19

Add programmable blocks

Choose the blocks that fit the customer journey, then save the stage.

Add programmable blocks
  1. 1
    Open the Add menu

    Click Add inside the stage and routing section you want to configure.

  2. 2
    Choose a block

    Available blocks can include Delay, Text, Video, Picture, Obtain Name, and Tutorial.

20

Option A: Install the iPhone app

The seller can use either the iPhone app or the installed Web App — this step starts Option A. On the seller’s iPhone, find Immerss in the App Store and install the app.

Install the Immerss iPhone app
  1. 1
    Find Immerss

    Open the App Store, search for Immerss, and select the app published by Immerss.

  2. 2
    Install the app

    Use Get or the download control. When installation finishes, open the app.

21

Option A: Sign in on iPhone

Use the seller account configured in Immerss User Management.

Sign in to the Immerss iPhone app
  1. 1
    Enter seller credentials

    Use the email and password for the seller account configured to receive calls.

  2. 2
    Sign in

    Submit the credentials to open the sales associate app.

22

Option A: Set iPhone status to Online

The iPhone app must be online before it can receive the test call.

Set the iPhone app status to Online
  1. 1
    Go online

    Turn on the Online switch and keep the seller available while testing.

23

Option B: Install the Web App

Prefer the desktop instead? Open webapp.immerss.live/auth/sign-in in Chrome and install the app.

Install the Immerss Web App from Chrome
  1. 1
    Open the sign-in page

    In Chrome, go to webapp.immerss.live/auth/sign-in.

  2. 2
    Click Install

    Install the Web App before using it so calls and messages can work correctly.

24

Option B: Confirm installation

Click Install in the browser dialog to open Immerss as an installed Web App.

Confirm the Web App installation
  1. 1
    Confirm installation

    Click Install in the browser confirmation dialog.

25

Option B: Sign in to the Web App

Use the seller credentials configured in Immerss User Management.

Sign in to the Immerss Web App
  1. 1
    Enter seller credentials

    Use the email and password for the seller account configured to receive calls.

  2. 2
    Sign in

    Submit the credentials to open the installed Web App.

26

Option B: Go online and allow notifications

The Web App must be Online, with notifications allowed in Windows or macOS.

Set the Web App online and allow notifications
  1. 1
    Go online

    Turn on the Online switch so the seller can receive incoming requests.

  2. 2
    Enable system notifications

    If notifications are disabled, allow them in Windows or macOS settings.

27

Test the call from start to finish

Run one complete shopper-to-seller call using either the iPhone app or the installed Web App.

Test the call from start to finish
  1. 1
    Start from the storefront

    Open the widget in the browser and initiate a call.

  2. 2
    Answer in the seller app

    Take the incoming call in the selected seller app and confirm audio or video works both ways.

  3. 3
    Use the seller tools

    Send a canned message and share a product during the conversation, then end the call.

  4. 4
    Confirm the setup

    Check that programmable messages appear at the intended stage and canned messages are available to the seller.

Launch checklist

Use this after setup to confirm the store is ready to go live.

  1. 1 Shopify app installed for the correct store
  2. 2 Immerss account connected or created
  3. 3 Storefront scripts and app embeds activated
  4. 4 1-1 Virtual Co-Shopping plan selected and Shopify charge approved if required
  5. 5 Immerss Settings opened and Configure Immerss selected
  6. 6 Widget branding, style, and visibility configured
  7. 7 Private number generated for SMS when used; Clienteling enabled for each seller
  8. 8 Calls & Chat channels and distribution settings reviewed
  9. 9 Canned-message tags and reusable seller replies created
  10. 10 Programmable Messages configured for the intended stages
  11. 11 Immerss seller app installed on iPhone or as the desktop Web App
  12. 12 Seller signed in with the account configured in User Management
  13. 13 Seller Online; Windows/macOS notifications enabled for the Web App
  14. 14 Complete browser-to-seller-app call tested from start to finish