• SHOPIFY SIDEKICK • SETUP GUIDE

Getting Started with Shopify Sidekick for Rivio Forms

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Use Shopify Sidekick to find Rivio forms, draft changes, inspect submissions, and review performance through natural-language requests.

Before you begin

Open the intended Shopify store and identify the form or application you want help with. Include its exact name or reference in your request. Sidekick can draft, find, suggest, and link; you review and save changes in the app.

What Sidekick can help with

Sidekick can draft forms, find forms and applications, show details and analytics, suggest rules/settings/style, list integrations, provide export links, and open app pages. Name Rivio B2B Registration Forms and include the form or period you mean.

It does not save or approve changes by itself. A returned draft or link is a starting point: inspect the app record or settings and perform the final action there. Access and available data limit the response.

Additional reference

Example Prompts

  • Find my active wholesale registration forms.
  • Show pending applications for Wholesale application.
  • Open Rivio form settings for my retailer form.
  • Show available integrations for Rivio B2B Registration Forms.

Replace example form names, companies, and time ranges with values from your own store. These are task examples, not a guarantee that every wording produces the same response.

Set up this workflow

  1. Open Shopify admin and Sidekick using an account with access to the app.

  2. Name Rivio B2B Registration Forms so the intended app context is clear.

  3. Describe one task and include the form name, status, or date range when relevant.

  4. Review the returned information or draft.

  5. Open the linked app page for any proposed edit and review the settings.

  6. Save or approve in the app yourself, then verify the resulting form or application.

Example

Ask: In Rivio B2B Registration Forms, find Demo Wholesale Application and show its current status.

Expected result

Verify the returned form in the app; the chat response does not save changes.

Limits and important behavior

  • Sidekick does not independently save or approve changes; it provides drafts and links for review.
  • Responses depend on available app data and the account’s access.
  • AI-generated suggestions should be checked against the original fields, records, and your business criteria.

Troubleshooting and verification

If the suggestion concerns the wrong form, repeat the request with its exact name and review the linked app page. If nothing changed, check whether you reviewed and saved the proposed settings; a Sidekick response alone is not a saved change.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “Getting Started with Shopify Sidekick for Rivio Forms” after completing the setup. Show the controls used to open Shopify admin and Sidekick using an account with access to the app. Add a second screenshot showing the result of this check: Save or approve in the app yourself, then verify the resulting form or application. Use dummy applicant details and mask any secrets.

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