• SHOPIFY SIDEKICK • SETUP GUIDE

Understanding Shopify Sidekick Review and Confirmation

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

Sidekick drafts and links Rivio workflows; you review and save or approve the result in the app.

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.

The final action happens in the app

Treat Sidekick output as information, a suggestion, a draft, or a navigation link. Review a form draft before saving, a rule before activating, and an application's original evidence before deciding.

Confirmation is meaningful only when you inspect the final stored app state. The assistant does not independently approve an applicant, change your policy, or verify an uploaded business document.

Additional reference

Example Prompts

  • Draft the rule, but let me review it in the app before saving.
  • Find this applicant and show the original answers before I approve.
  • Explain what happens when a previously approved application is rejected.
  • Open the form settings so I can confirm the proposed changes.

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.

Example

Ask for an approval-rule suggestion, open the linked settings, and leave it unsaved while reviewing. Then save only after checking the field, operator, and priority.

Expected result

No consequential change is assumed from chat alone; the saved app state is the final check.

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 app screen or test result described in “Understanding Shopify Sidekick Review and Confirmation”. Include the relevant saved settings and the example outcome so readers can connect the explanation to the interface. Use dummy applicant details and mask any secrets.

Related guides