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When you open your project in Anagram, the home page shows a Launch checklist with four steps. This guide walks through each one. It picks up right after the onboarding wizard; if you connected Shopify there, you’re ahead already. You don’t need a developer for any of it, though pasting the final code snippet is easier if you have someone who edits your theme.
1

Add knowledge

Your agent is only as good as what it knows. Go to Brain and connect your knowledge sources:
  • Catalog. Click Connect Shopify and enter your myshopify.com domain. Anagram syncs your products daily, so the agent can recommend items and answer questions about them. See Shopify for details.
  • Web search. Leave this on and the agent can pull answers from your website, like shipping and returns pages.
  • Added knowledge. Add facts the agent can’t find anywhere else, like “Our candles are made from soy wax” or your holiday shipping cutoff.
You can also add Rules and Skills now, but they aren’t required to launch. Most brands launch with just knowledge and tighten behavior later.
2

Test your agent

Use the preview chat on your home page and ask the questions your customers actually ask. “Do you ship to Canada?” “What’s your best moisturizer for dry skin?” “Can I return sale items?”If an answer misses, go back to Brain and add the missing fact as a knowledge entry, or add a rule to correct the behavior. When you’re happy, click Mark as ready.
3

Configure a placement

A placement is where and how the agent appears on your site. Go to Launch, click Add placement, give it a name, and pick a form factor:
  • Center bar sits in the middle of the page like a search bar and opens into a chat drawer. This is the default and a strong starting point.
  • Floating button is the familiar chat bubble in the corner.
  • Custom trigger lets a button already on your site open an Anagram panel.
  • Embedded panel and Embedded inline render inside a specific page, like a dedicated “Ask us anything” section.
Then set the conversation starter: the greeting and suggested questions shoppers see before they type. Auto mode is the default and generates suggestions from whatever page the shopper is on.
4

Launch

Click Launch. If you’re not on a plan yet, this is where Anagram asks you to start one; every plan begins with a 7-day free trial, and everything up to this point has been free. See Plans and billing.Then copy the code snippet. It looks like this:
Paste it into your site. For Center bar, Floating button, and Custom trigger, anywhere before the closing </body> tag works because the panel floats above the page. Custom trigger does not render its own launcher—dispatch anagram:open from your button to open it. For embedded placements, paste it exactly where you want the widget to appear. See Add to your site for Shopify-specific instructions.
That’s it. Once a shopper sends their first message, you’ll see it in Analytics.
Changes you save in Anagram go live right away. There is no separate publish step for your agent’s brain or placements. The preview chat is where you test edits before saving them.