Understanding SHOPLINE Omi (Early Access)

SHOPLINE Omi is an AI assistant built into your SHOPLINE admin that helps you run your whole business through natural conversation. Instead of navigating menus, you can ask Omi to list products, set up discounts, build customer segments, uncover data insights, and answer setup questions, so you spend less time managing your store and more time growing it. This guide explains how to open Omi, use its chat window, and complete everyday store tasks with it.

What SHOPLINE Omi Can Do for Your Store

SHOPLINE Omi brings four roles together in one assistant:

• Knowledge Expert: Answers feature and setup questions in real time using SHOPLINE’s official documentation, so you get accurate guidance the moment you need it, with no ticket and no search.
• Data Analyst: Looks up your store’s actual data, such as sales trends, product performance, and customer groups, so your decisions are backed by real numbers.
• Business Advisor: Reviews your store data alongside market trends to suggest specific next steps, such as adjusting the price of a product.
• Task Assistant: Turns admin tasks such as listing products, setting up discounts, and building customer segments into a single plain-language request, cutting the time from minutes to seconds.

Whether you’re designing your store, listing products, managing orders, or reviewing performance, you can start with a simple message to Omi. For example, before a major sale such as 11.11 or Black Friday, you can ask Omi to recommend marketing apps, create a discount for your best-selling product, and build a segment of repeat customers, all from the same chat.

Prerequisites for Using SHOPLINE Omi

Before you begin:

• Your store has access to SHOPLINE Omi. During early release, Omi is available only to merchants who have requested access.
• Your staff account has permission to view the store data and admin pages you want to work with. Omi can only access what your account can access.

Opening SHOPLINE Omi in Your SHOPLINE Admin

To open SHOPLINE Omi and start a conversation:

1. Log in to your SHOPLINE admin.
2. Click the Omi (octopus) icon on the right side of the top navigation bar.
   
3. In the Ask a question or describe a task box at the bottom of the chat window, type your question or the task you want to complete.
4. Click the send icon to submit your message.

Navigating the SHOPLINE Omi Chat Window

The SHOPLINE Omi chat window includes the following elements:

• Chat history: Click to view your past conversations, grouped by date, and continue any of them.
• New chat icon (+ in a circle): Click to start a new conversation.
• Close icon (X): Click to close the chat window.
• Suggested prompts: Click a suggested prompt, such as Where do I customize the store footer? or Help me add a new product, to send it as your first message.
• Ask a question or describe a task: Type your question or request here.
• Upload icon (+): Click to attach an image to your message.
  

Using SHOPLINE Omi for Everyday Store Tasks

You can ask SHOPLINE Omi to help with a wide range of store tasks. Each section below describes what Omi does, includes example requests, and explains what to do next.

Getting Setup Answers and Finding Admin Pages with SHOPLINE Omi

Omi answers feature and setup questions in real time, pulling directly from SHOPLINE’s official documentation. When a task is completed on a specific admin page, Omi includes a page card that takes you straight there, so you don’t need to hunt for the setting.

Example requests:

• “How do I set up a custom domain?”
• “Where do I customize the store footer?”

For example, when you ask how to set up a custom domain, Omi explains each stage, from configuring DNS records with your domain provider to connecting the domain in SHOPLINE, and shows a Domains card. Click the card to open the domain settings page.

Getting App Recommendations from SHOPLINE Omi

Describe what you’re trying to achieve, and Omi matches you with the SHOPLINE apps most likely to help, rather than a generic app list. Omi first points out suitable apps you’ve already installed, then recommends additional apps that fill the gap. You can open or install each app directly from the recommendation card.

Example request:

• “11.11 is coming up. Recommend some marketing apps for my store.”

Creating Products with SHOPLINE Omi

Describe the product you’re listing in plain language, and Omi generates the product details for you, including the title, description, price, and SEO title and description. Product copy is written with an SEO-friendly structure, cutting listing time from minutes to seconds.

To create a product with SHOPLINE Omi:

1. In the Omi chat window, describe the product, including details such as the product name, price, and target market.

• Example: “Create a white T-shirt priced at US$20 for the U.S. market.”

2. Review the product summary that Omi shows in the chat.
3. Review and edit the details on the pre-filled Create Product page that Omi opens.
4. Click Create to save the product.

Setting Up Discounts with SHOPLINE Omi

Describe the outcome you want, such as “Run a Black Friday spend-and-save deal,” and Omi converts your request into a configured discount. This shortens setup time and reduces configuration errors.

To set up a discount with SHOPLINE Omi:

1. In the Omi chat window, describe the discount, including the products, discount amount, and dates.

• Example: “Create a 20% discount on White T-shirt, effective on 11.11 only.”

2. If any details are missing, Omi asks a follow-up question in the chat, such as how customers should receive the discount. Select or type your answer.
3. Review the discount summary that Omi shows in the chat.
4. Review and edit the details on the pre-filled discount page that Omi opens.
5. Click Create to save the discount.

Building Customer Segments with SHOPLINE Omi

Request a customer segment in everyday language, such as “customers who bought shoes in the last 3 months and never returned them,” and Omi converts it into precise filter conditions. You can confirm how many customers match, save the segment, and then use it to launch campaigns straight to those customers.

To build a customer segment with SHOPLINE Omi:

1. In the Omi chat window, describe the customers you want to find.

• Example: “Find customers who have placed more than 2 orders and create a segment.”

2. Review the filter conditions on the customer segment page that Omi opens.
3. Enter a name for the segment.
4. Click Calculate to see how many customers match the conditions.
5. Click Create to save the segment.

Analyzing Store Performance with SHOPLINE Omi

Ask plain-language questions about your business, and Omi gives you an instant read on sales, margins, refunds, and traffic, along with why the numbers changed and what to do next. You don’t need to open dashboards or build reports.

Example requests:

• “Analyze my store sales for the last 7 days.”
• “What’s my conversion rate this week?”
• “Why did revenue drop yesterday?”

For example, when you ask Omi to analyze your sales for the last 7 days, it shows a summary of key metrics, such as sales, orders, average order value, and paying customers, along with a trend chart and a day-by-day breakdown.

Spot unusual changes automatically: Omi flags anomalies in your store data and gives a baseline explanation of what may have caused them. This removes the manual work of exporting reports and cross-checking numbers by hand.

Finding Products, Orders, and Customers with SHOPLINE Omi

Describe what you’re looking for in natural language, and Omi finds the exact product, order, or customer record and gives you a direct link to it, with no manual filtering or scrolling.

Example requests:

• “Find the White T-shirt product.”
• “Show me the orders placed yesterday that haven’t been shipped.”

How SHOPLINE Omi Protects Your Store Data

Omi works within your existing account permissions:

• Omi only looks up and analyzes data that your staff account has permission to view in the current store.
• Omi doesn’t bypass permissions, even if your question mentions another store or data you can’t access. In these cases, Omi can’t return results.
• Staff members with different permissions may get different results for the same question.
• Your store data is used only to answer your questions and complete tasks within your authorized access.

Your conversations are private to you:

• Each staff member’s conversations are kept separate. Other staff in the same store can’t see your chats.
• If you work across more than one store, your conversations in each store are kept separate.
• You can only view and continue the conversations you started in the current store.

Important Notes for SHOPLINE Omi

• Omi doesn’t save changes to your store on its own. For products, discounts, and customer segments, Omi pre-fills the page, and you review the details and click Create to save.
• Review AI-generated content, such as product descriptions and data insights, before you use it in your store.
• If Omi can’t find certain data, confirm with your store owner that your staff account has access to the relevant store and admin pages.

Q: Why can’t I see the SHOPLINE Omi icon in my admin?

SHOPLINE Omi is currently in early release and is available only to merchants who have requested access. Contact your SHOPLINE Merchant Success Manager to request access. Once access is enabled for your store, the Omi icon appears in the top navigation bar.

Q: Why can’t Omi show me certain store data?

Omi can only access the data your staff account has permission to view. If you need access to more data, ask your store owner to update your staff account permissions.

Q: Can other staff members see my conversations with Omi?

No. Each staff member’s conversations are private and kept separate, even within the same store.

Q: Will Omi make changes to my store without my confirmation?

No. When Omi helps you create a product, discount, or customer segment, it pre-fills the relevant page for you to review. Changes are only saved after you click Create.