• SHOPIFY SIDEKICK • SETUP GUIDE

How to Get Approval-Rule Suggestions from Shopify Sidekick

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

Ask Sidekick to suggest Shopify application approval rules and review their conditions and priority before saving.

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.

Translate a policy into a reviewed rule

Tell Sidekick the form, the qualification criterion, and whether a match should approve, reject, or await review. Specify the desired All/Any relationship and whether an exception must come before a broader rule.

Review the actual field types, operators, comparison values, email behavior, and priority in Advanced settings. Sidekick's suggestion does not become an active rule until you save it in the app.

Additional reference

Example Prompts

  • Suggest a rule sending free-email-domain applicants to manual review.
  • Suggest an approval rule requiring a country match and a nonempty tax-ID answer.
  • Suggest a rejection rule for purchase volume below our minimum.
  • Suggest an order for exception rules before a broad approval rule.

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. Describe your qualification policy to Sidekick.

  2. Identify the form and the field values the policy should use.

  3. Ask for a rule suggestion with the intended approve, reject, or manual-review decision.

  4. Open the app link and review field types, operators, All/Any matching, and email behavior.

  5. Check priority against other active rules before saving.

  6. Test matching, nonmatching, and overlapping cases in the app.

Example

Ask: Suggest a manual-review rule for applications using a free email provider on Demo Wholesale Application. Review the proposed operator and priority in the app.

Expected result

The suggestion becomes an active policy only after your review and save; matching and nonmatching tests verify it.

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 “How to Get Approval-Rule Suggestions from Shopify Sidekick” after completing the setup. Show the controls used to describe your qualification policy to Sidekick. Add a second screenshot showing the result of this check: Test matching, nonmatching, and overlapping cases in the app. Use dummy applicant details and mask any secrets.

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