Merchant documentation
Put Recommend on the storefront with confidence.
Task-based guidance for installation, catalog synchronization, merchandising controls, optimization, campaigns, reporting, billing, theme placement, and troubleshooting.

Merchant operating guides
Follow the merchant workflow.
01
Getting started
Authorize the app, synchronize the catalog, place the theme block, and verify the storefront.
Expected outcomeA connected store with a verified recommendation placement.
02Configure Recommend
Choose the ranking strategy, eligible catalog, presentation, and inventory safeguards.
Expected outcomeA recommendation configuration that reflects the merchant’s merchandising rules.
03Optimize with control
Choose a business objective, set the control level, and run evidence-gated ranking experiments.
Expected outcomeAn optimization policy that improves Recommend without bypassing merchant safeguards.
04Schedule merchandising campaigns
Promote selected products for a defined period without overriding catalog safeguards.
Expected outcomeA scheduled promotion that begins and ends automatically inside existing merchant rules.
05Measure value and coverage
Understand direct attribution, placement performance, catalog gaps, and the weekly outcome report.
Expected outcomeA conservative view of what Recommend influenced and the next operational action.
06Plans, trials, and cancellation
Understand Shopify-managed plan approval, catalog capacity, trials, and paid-through access.
Expected outcomeA clear subscription decision with no separate website checkout.
07Add Recommend to the storefront
Understand placement, request validation, recommendation events, and verification.
Expected outcomeA storefront block that returns recommendations and records product-discovery activity.
Product guides