Shopify Inbox Review: Boost Sales with Free Live Chat

March 1, 2022 4 min read
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In the world of e-commerce, real-time interaction can be the difference between an abandoned cart and a high-value sale. Today, we are reviewing Shopify Inbox, a native tool that allows you to chat directly with customers while they browse your store.

Why is this app essential? First, customers who reach out via chat generally possess high purchase intent. If you sell high-ticket items, having a human available to guide a customer through size selection or product specifics can significantly boost conversion rates. In fact, Shopify data suggests that 70% of Shopify Inbox conversations lead to a purchase decision.

Best of all, this tool is developed directly by Shopify and is completely free. Below, we will walk through the installation, configuration, and advanced features of Shopify Inbox.

Installation and Setup

Once you add Shopify Inbox to your store, you will notice a slight difference compared to standard third-party apps. It functions as a Sales Channel rather than a traditional app.

To access it after installation:

  1. Navigate to your Shopify Admin.
  2. Look under Sales Channels in the left-hand sidebar.
  3. Click on Inbox.

Customizing Appearance and Visibility

By default, the chat widget might be set to "Not Visible." To ensure your customers can see the chat bubble, follow these steps:

  1. Go to the Appearance settings within the Inbox channel.
  2. Click Customize.
  3. Visibility: Set the chat status to Visible.
  4. Style: Choose between a text bubble icon or a "Chat with us" text button.
  5. Position & Color: Select a location and color scheme that matches your brand without clashing with your theme.
  6. Welcome Text: Customize the initial greeting message displayed to visitors.

The Customer Experience

On the frontend, customers will see the chat bubble in the corner of their screen. When they initiate a chat, the system is designed to capture lead information automatically. Before the conversation begins, Shopify Inbox asks the customer for their first name, last name, and email address.

This data capture is crucial as it allows you to follow up via email if the chat gets disconnected or if the customer leaves your site.

Managing Conversations in the Backend

From the merchant's perspective, the overview dashboard is clean and intuitive. When a message arrives:

  • You receive a notification (desktop notifications are highly recommended).
  • The customer's name and email are clearly displayed.
  • You can reply instantly via the dashboard.

This interface helps you understand who is on your store and what they are looking for, providing valuable insights into your customer base.

Automating Support with FAQs

To reduce manual workload, Shopify Inbox allows you to set up Instant Answers (FAQs). You can configure up to seven questions based on the most common inquiries you receive (e.g., shipping times, order status).

When a customer opens the chat, these questions appear as clickable options. If they select one, the system automatically sends your pre-written response, simulating a real conversation without requiring your immediate input.

Scheduling and Automated Messages

You can configure automated responses based on your team's availability:

  • Follow-up Messages: Set an automatic greeting that sends immediately when a customer initiates a chat.
  • Away Messages: If a customer contacts you outside of business hours (which you can define by day and time), the system will send an "Away" message letting them know when to expect a response.

Power Features: Quick Replies and Discounts

To maximize efficiency and sales, Shopify Inbox includes several "power user" features:

1. Quick Replies

Stop typing the same responses repeatedly. You can create shortcuts for common phrases.

  • Example: Create a shortcut titled brb that expands to: "Let me check on that for you, I will be right back."
  • Personalization: You can leave placeholders in your quick replies (e.g., NAME) to remind yourself to insert the customer's name, making the interaction feel personal.

2. Sending Discounts

If a customer is on the fence, you can create and send a discount code directly within the chat window. This effectively removes friction and incentivizes the purchase immediately.

3. Product Links and Photos

You can seamlessly share product cards or upload photos directly in the chat to help the customer visualize what they are buying.

Final Verdict

Shopify Inbox is a surprisingly robust tool for a free offering. If you are selling high-ticket items or simply want to improve your conversion rate through better customer service, this tool is a must-have.

It bridges the gap between digital browsing and the in-store experience, giving you the functionality needed to close sales through conversation.

Will Misback

About Will Misback

I build the systems that turn traffic into profit. As a Shopify development consultant, I eliminate bottlenecks and engineer systems tied to your bottom line: reducing costs, raising LTV, and maximizing AOV. I combine full-stack development, conversion rate optimization, and strategic analytics to deliver results that pay for themselves.

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