Help Center The Setup Flow Explained

The Setup Flow Explained

Baby Steps Updated Mar 1, 2026

Wizard Steps

The setup wizard guides you through five steps:

  1. Domain: Enter your website URL
  2. Import Method: Choose how to import products (feed, Shopify, WooCommerce, scraper, or CSV)
  3. Product Import: Relio fetches your products
  4. AI Analysis: Relio scans your homepage and extracts brand identity
  5. Chat Settings: Review and customize the auto-generated chatbot settings

What the AI Does

During the "AI Analysis" step, Relio:

  • Scans your homepage and key pages to understand your brand
  • Extracts: site name, short description, tone (formal/casual), contact details, business hours
  • Auto-generates: chatbot name, greeting message, and personality settings
  • Detects language: Sets the widget language based on your site's primary language
  • Prepares your products for intelligent, context-aware search

All of this happens automatically. You can review and modify everything after.

After Setup

Once setup is complete:

  • Owner Bias prompt: If you have products from multiple brands, you will be asked if you want to prioritize certain manufacturers
  • Dashboard: You will land on your analytics dashboard
  • Products page: Review all imported products, deactivate any you do not want recommended
  • Publish: Get your embed code and go live!