Winback AI Shopify Setup Checklist
Prepare checkout data, recovery rules, FuseCodes, calling windows, test calls, handoff, and measurement before launch.
Published by Winback AI ·
Key takeaway: Test the complete shopper journey before enabling automatic recovery.
Prepare the store
Confirm Shopify checkout collects the contact details needed for the enabled recovery channels. Review product, shipping, returns, and support information that the assistant may use.
Configure recovery
Set the delay after abandonment, eligibility rules, timezone windows, retry caps, script tone, FuseCode parameters, and live-handoff numbers.
- Send a test call to the team
- Test an eligible and ineligible checkout
- Verify code application and expiry
- Verify opt-out suppression
- Verify handoff fallback
Launch with monitoring
Start with a controlled segment, review transcripts and outcomes, confirm completed orders stop further attempts, and expand only after the data and shopper experience look correct.