• SIDEKICK • SETUP GUIDE

Getting Started with Sidekick in Rivio Checkout Customizer

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow the feature-specific setup and testing instructions below. Check the supported pages and plan requirements before activating the feature.

EXPECTED SETUP TIME Varies by feature
COMPATIBILITY See requirements in this guide
TECHNICAL DIFFICULTY Zero Code Required

Rivio’s Sidekick integration lets you ask about setup, active rules, blocks, offers, plan information, validations, and analytics. For supported creation requests, Sidekick returns a link to a pre-filled Rivio form. Review the fields and save in Rivio to apply a change.

How this feature works

Sidekick can inspect Rivio setup and prepare supported configurations. Creation requests return a link to a prefilled Rivio form; they do not save the configuration. Review and save in Rivio, activate when intended, and add editor placement where the feature requires it. A read-only answer does not replace an end-to-end checkout test.

Before you begin

Open Rivio in the correct Shopify admin and use its available Sidekick entry point. Review prepared changes before saving. Shopify Plus is still required for Plus-only target features.

Worked example: Confirm Sidekick works before preparing a change

Example setup: Correct Shopify store with Rivio and its available Sidekick entry point.

Step-by-step instructions

  1. Open Rivio Checkout Customizer in the intended store, then open Sidekick from the available app entry point.

  2. Ask Is Rivio set up? What should I do next? and review which saved rules/blocks it references.

  3. Ask Which payment rules are active? and compare the answer with Rivio’s rule list.

  4. For a creation test, ask Hide PayPal for customers tagged wholesale and open the returned Rivio form.

  5. Check the method, customer condition, and status. The prompt should not itself save the rule.

  6. Review and save in Rivio only when you intend to create it, then test a matching and non-matching checkout.

Verify the result

Test case Expected result or verification
Read-only setup request Returns information without creating a configuration.
Creation request Returns a pre-filled form link with nothing saved.
Saved rule Verify the actual customer behavior; a Sidekick answer alone does not prove it runs.

Important: Start from the Sidekick entry point available in your installed Rivio app.

If the result is different

Check What it means / what to do
Prefilled form is wrong Specify exact products/variants, payment or rate names, amount/currency, conditions, and target page.
No customer-facing change after prompt Review and save the prepared form in Rivio; add required editor placement separately.
Duplicate or unexpected response Check existing records before saving and report the exact prompt/response to support.

Need help?

Email support@rivioapps.com with your store domain, feature name, target page, the relevant settings, and a screenshot of the actual result. Include the test cart, customer, or order details needed to reproduce the issue.

Screenshot reference

Screenshot to add: The saved settings described in this guide, with its selected conditions or scope visible.

Screenshot to add: The worked example’s actual customer result or saved Shopify record, including the relevant test inputs.