Access & Eligibility

You decide exactly who can use the shopping assistant. Choose the mode that fits your store, from open-to-everyone to invite-only.

Who can chat

Everyone

All visitors, including guests who aren't logged in, can open the chat and start shopping. This is the default and works for most stores.

Tagged customers only

Restrict the assistant to logged-in customers who have specific tags — for example VIP or wholesale. Perfect for members-only or B2B experiences.

Allow list

Limit the chat to a specific set of customers you add by hand. Everyone else won't see the widget.

Blocking abusive visitors

You can block specific customers or visitors so they can no longer use the chat. The assistant also protects itself automatically — visitors who repeatedly misuse the chat are blocked for you.

⚠️Blocking is reversible

If you block someone by mistake, you can remove them from the block list at any time and their access is restored immediately.

Choosing the right mode

  • Selling to the public? Leave it open to everyone for the most reach.
  • Running a members club or wholesale store? Use tagged customers so only eligible buyers get the assistant.
  • Piloting with a small group? Start with an allow list, then widen access once you're happy.