• SHOPIFY SIDEKICK • SETUP GUIDE

How to Review Form and Shop Settings with 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

Use Sidekick to suggest registration form style, submission settings, and approval settings, then confirm changes 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.

Describe a concrete outcome

Ask for a clearer success message, a simpler layout, an approval-setting explanation, or a shop-setting suggestion. Naming the form avoids changing the wrong application workflow when you open the returned app link.

Review the scope of the suggested setting: form style can affect all placements of that form, while shop settings can affect multiple forms. Save deliberately and test the behavior rather than treating the chat answer as a stored change.

Additional reference

Example Prompts

  • Suggest a success message that confirms receipt without promising approval.
  • Suggest a clearer multi-step layout for my wholesale form.
  • Show the approval settings for the distributor form.
  • Suggest a readable button color and label styling for my registration form.

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. Name the form and describe the setting you want to review.

  2. Explain the expected result, such as a clearer success message or simpler layout.

  3. Ask Sidekick for a suggestion rather than assuming it has saved a change.

  4. Open the proposed app page.

  5. Review exact values and dependent settings, then save the approved changes.

  6. Test the storefront or submission workflow affected by the setting.

Example

Ask: Suggest a clearer success message for Demo Wholesale Application explaining that receipt is not approval.

Expected result

You review and save the proposed wording in the app, then verify the actual storefront message.

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 Review Form and Shop Settings with Shopify Sidekick” after completing the setup. Show the controls used to name the form and describe the setting you want to review. Add a second screenshot showing the result of this check: Test the storefront or submission workflow affected by the setting. Use dummy applicant details and mask any secrets.

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