Installing Nobi For Shopify Stores

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Understanding Nobi
Getting Started
Implementing Nobi
Knowledge Base
Merchandising
Reporting
Custom Actions
Query Overrides
Plans And Billing
Developers Guide
Beta Products
References

Installing Nobi For Shopify Stores


Nobi can work with any ecommerce store, and has additional native support for stores on Shopify. By default, Nobi will work on any Shopify store that has a public feed, and it relies on two Shopify features to work properly:
  1. Product catalog: By default, Nobi imports products from your store’s public product feed at /collections/all/products.json.
  2. Custom pixels for event tracking: Shopify has built in event tracking for key conversion events like add to cart, checkout, etc. Nobi can plug into these events as a custom pixel for the purpose of tracking Nobi’s performance.

Install Nobi's Shopify app with private access

Nobi supplies the Shopify theme app through custom distribution. It is not a public Shopify App Store installation. Nobi gives you access for your approved store; do not use another merchant's installation link or create a new developer app to install Nobi Search.
The app adds theme-editor blocks. Your Nobi account, connected catalog and website content are separate setup requirements. The optional large-catalog credentials section later in this guide serves a different purpose and is not the installation path for this theme app.

1. Set up your Nobi account and find your merchant ID

  1. Create a Nobi account, or sign in to your existing account.
  2. Select the correct store, connect your catalog and wait for the initial sync. Add the website pages you want shoppers to find.
  3. Open Website UX → Install. Copy the merchant ID shown for that store. Use this same ID in every Nobi block on its theme.
  4. Before going live, confirm that your Nobi trial or plan is active for the store. Installing the Shopify app does not activate a Nobi plan.
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Example Nobi installation panel. Copy your own selected store's merchant ID, not the Lucchese example shown here. A merchant ID identifies your Nobi store; it is not a Shopify client secret.

2. Open your store-specific installation link and approve the app

  1. Ask your Nobi team to enable Shopify theme-app access. Provide your store's myshopify.com domain so the installation is prepared for the correct store.
  2. Open the private installation link supplied by Nobi. Sign in to the intended Shopify store with an account allowed to install apps and edit its theme.
  3. Check the app name, store and access requested on Shopify's approval screen. If anything is unexpected or Shopify says the app is unavailable for that store, stop and contact Nobi.
  4. Click Install. When installation finishes, the Nobi app's theme blocks become available in the theme editor.
  5. If Nobi is already installed for this store, keep that installation and continue below. Do not uninstall it just to follow these steps.
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Genuine example of Shopify's approval screen for the privately distributed Nobi app. The app name and access details can vary by approved installation. Shopify's notice explains that this example app is exclusive to the store.
The install link is specific to the store or eligible organization that Nobi prepared. It is not a universal download link. For Shopify's description of custom-app installation, see Installing and setting up apps.

3. Open an unpublished copy of your theme

  1. In Shopify admin, go to Online Store → Themes.
  2. Duplicate your current theme. Open the unpublished copy using Customize or Edit theme, depending on the label in your Shopify admin.
  3. Confirm you are editing the unpublished copy before adding or hiding blocks. Keep your published theme unchanged until preview checks pass.
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Lucchese example in an unpublished theme. Confirm the Draft badge, then enter your own store's Nobi merchant ID in the Search bar settings.

Add a Search bar and choose where its results appear

A Search bar block adds the visible search field. The Search results block, described in the next section, adds the full-page results grid. They are separate blocks.

4. Add the Search bar block

  1. In the unpublished theme editor, select the template and section where you want the bar.
  2. Choose Add block → Apps in a section that accepts app blocks, or use Add section → Apps to place it in an Apps section.
  3. Select Nobi's Search bar block.
  4. Paste your Nobi merchant ID from Website UX → Install.
  5. Under Show search results in, choose one of the options below. You can also adjust the placeholder, button label and compact or regular size.
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Choose Apps to find Nobi's separate Search bar and Search results blocks. The example shows the Search template in an unpublished theme.
Modal results is the default. It opens the Nobi modal and does not require a Search results block. Choose this if you want to keep the modal experience.
Search results page sends searches to a full page on your store. Leave Custom results page path blank to use Shopify's localized Search URL, then add the Search results block to the Search template as described next. A custom path is an advanced option that requires a developer-installed Nobi results page at that destination.
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Choose where this bar's searches open. Modal results is the default for a new bar; this existing Lucchese example currently selects Search results page.
You can configure different bars independently. Existing bars keep their behavior unless you explicitly configure them. Choosing Modal results on this block keeps it modal even when the site also has page routing.
Header placement depends on your theme. Some theme headers do not accept app blocks. In that case, place the bar in a supported section or ask your developer about header integration. Adding an app does not automatically make every header draggable.

Set up full-page Search results

Skip this section if you chose Modal results and only want the modal.

5. Add the separate Search results block

  1. In the unpublished theme editor's template selector, choose Search.
  2. Choose Add section → Apps and select Nobi's Search results block.
  3. Enter the same Nobi merchant ID used by your Search bar.
  4. Adjust this block's font, colors, spacing, desktop and mobile columns, image shape and section headings. Unselected controls preserve the existing Nobi appearance; explicit overrides apply only to this block.
  5. Hide the theme's previous search-results section so shoppers see one results grid. Preserve unrelated theme sections.
The Search results app block supports Shopify Search templates only. Do not try to add it to an arbitrary page template. A custom results URL needs separately installed page rendering.
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Configure the Search results block on the Search template using your own merchant ID. This image shows appearance settings, not a populated results preview.
The app blocks load or reuse the Nobi SDK. Do not add a second script just for these blocks. Keep any existing Nobi installation that other components depend on.

6. Connect an existing header only if needed

The new Search bar block uses its own Modal results or Search results page setting. It does not need the Search page routing app embed.
For a legacy Nobi header bar that has no per-bar destination setting, open App embeds, enable Search page routing and enter the same merchant ID. This is an invisible routing setting supplied by Nobi using Shopify's app-embed mechanism. It does not add a search bar.
Native Shopify search forms should retain Shopify's localized Search URL. Do not enable the legacy routing embed just to use the new Search bar block.
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Optional legacy routing only. The new Search bar block uses its own destination setting and does not need this embed.

7. Preview, test and then publish

Save the unpublished theme and open its preview. Confirm that the selected store's Nobi trial or plan is active, then check desktop and mobile before deciding to publish:
  • Submit a search from the bar and confirm the chosen modal or page experience opens.
  • With page results, check a new query, manual filters, Filter with AI, selected filters, clear filters, Show More Products and product links.
  • Filter with AI takes a command and updates the grid without a chat reply.
  • Check mobile layout and the expanded filter drawer.
  • A fresh search visit or reload should not inherit filters from an earlier visit. Back and Forward can restore earlier results.
Available colors, sizes and other filter choices reflect your catalog. Publish only when the preview is correct.

Troubleshooting and rollback

  • No Nobi blocks in Apps: confirm the app is installed for the current store. Check a section that supports app blocks; the Search results block additionally requires the Search template.
  • App is unavailable for this store: contact Nobi for the correct private access. Do not try another merchant's install link.
  • Wrong or missing products: check the Nobi merchant ID and catalog-sync status for the selected store.
  • Search opens the wrong experience: check that individual bar's results setting. A legacy header may instead use the optional Search page routing app embed.
  • Keep the modal: choose Modal results on the new bar. If rolling back a full-page installation, restore the previous results section and disable the legacy routing embed if you enabled it.
  • Remove these additions: remove the new blocks from the unpublished theme or restore your prior theme configuration. Preserve unrelated sections and other Nobi components.
The Shopify setup page provides the same theme-editor steps. For a developer-managed website, see
Installing Nobi
.

Developer option: add Nobi’s script to your site’s theme

These manual steps are for developer-installed custom elements. The Search bar and Search results app blocks load or reuse the SDK themselves, so do not add a duplicate script solely for those blocks. Keep an existing script if other installed Nobi components depend on it.
  1. Log in to your Shopify account and navigate to your site’s theme
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  3. Click the overflow menu next to the “Customize” button, then click on “Edit Code”
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  5. When the next page loads, ensure that “theme.liquid” is selected in the sidebar
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  7. In your unpublished theme, paste the following code immediately before the closing </head> tag. Replace NOBI_PROVIDED_MERCHANT_ID with your merchant ID, save the unpublished theme and test its preview using step 7 above. Publish only when those checks pass.
  8. <script async src="https://assistant-script.nobi.ai/nobi.bundle.js" onload="window.Nobi.initialize({ accountId: 'NOBI_PROVIDED_MERCHANT_ID' });"></script>

Setting up Nobi’s custom pixel

In order for Nobi to be able to attribute how many add to carts, conversions, etc. are driven by Nobi, we need to be able to tie purchases to searches. We do this by tracking events from the same visitor. To let us track events that are not within Nobi’s UX elements, we can use Shopify’s custom pixels and built-in analytics.
All you’ll need to do is set up Nobi as a custom pixel using the following steps:
  1. Navigate to your site settings and then click on “Customer events”.
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  3. Click on “Add custom pixel”
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  5. Name the new custom pixel anything you’d like, we recommend “Nobi”
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  7. Add code to the custom pixel
  8. Under Customer privacy, configure Permission and Data sale for the data purposes and consent requirements of your store. For analytics that requires consent, choose Required and select the applicable purposes. Do not select Not required solely to make tracking work. See Shopify’s custom pixel privacy settings. Then enter the following code into the Code textbox:
    const accountId = 'NOBI_PROVIDED_MERCHANT_ID'; const script = document.createElement('script'); script.src = 'https://assistant-script.nobi.ai/nobi.bundle.js'; script.async = true; script.onload = () => { window.Nobi.subscribeToShopifyEvents(accountId, analytics); }; document.head.appendChild(script);
  9. Click Save, then Connect pixel. Review Shopify’s service requirements and connect only when your setup meets them. Confirm that the Nobi pixel is listed as Connected in Settings → Customer events.
  10. Use Shopify’s pixel testing tools to verify the expected events with the applicable consent choices, then confirm that events reach your Nobi account. A saved but disconnected pixel does not track events. See Shopify’s pixel connection instructions.
This script will send events to Nobi so we can help track incremental improvements in conversion rates, AOVs, etc. if you’d like us to help with your A/B testing. It’s additionally required for any customers who use Nobi’s smart product recommendations for their checkout cart.
⚠️ Make sure you replace the placeholder with your actual merchant ID before testing or going live

Separate optional catalog access: more than 25,000 products or advanced metadata

By default, Nobi pulls Shopify product catalogs from your store’s public product feed, however, that feed is limited to only 25,000 products. If you’re a Shopify store and you have more than that, you can follow the steps below to provide access to your product catalog to Nobi.
Step 1: Log in to your Shopify account and navigate to Apps, then click on Develop apps
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Step 2: Click on Build apps in Dev Dashboard
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Step 3: Click on Create App.
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Step 4: Type a new name into the panel labeled “Start from Dev Dashboard”. You can provide any name you like. We recommend using something descriptive like “Nobi Storefront API Access”. For “App developer”, you can select anyone on your team, this will not be used going forward (if you’d prefer, we can join as collaborators and you can select someone on our team instead).
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Step 5: Click on Select Scopes in the Access section
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Step 6: Select the following permissions:
  • read_products
  • read_inventory
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Step 7: Click Release
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Step 8: Click Release again
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Step 9: Close the resulting modal, then click on your new app’s name in the top left of the sidebar
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Step 10: Click on Install App in the top right
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Step 11: Select the store you need to install into
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Step 12: Click the Install button
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Step 13: Click on Settings
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Step 14: Click on Apps, then click on Develop Apps one more time
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Step 15: Click on Build apps in Dev Dashboard one more time
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Step 16: Click on the new app you just created
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Step 17: Click on Settings
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Step 18: Note the values for Client ID and Secret that you see on the screen
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Step 19: Open Website UX → Install in Nobi and select the correct merchant. In the Shopify catalog-access section, enter your Shopify Domain (your store’s myshopify.com domain), Client ID and Client Secret, then click Save. Use the credentials from the separate catalog-access app you created above, not your Nobi merchant ID. Keep the Client Secret private. The older screenshot below may show a previous dashboard layout.
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