Question 1

How do I install ConsultFlow on my Shopify store?

Accepted Answer

Install ConsultFlow from the Shopify App Store, then follow the in-app setup guide to connect your first Quote Flow to a product. No theme code edits are required for most storefronts.

Question 2

How do I connect Gmail or SMTP for sending responses?

Accepted Answer

Go to Settings → Email in your ConsultFlow admin. You can connect a Gmail account via OAuth, or configure a custom SMTP server if you send from a different provider.

Question 3

How do I set up a Quote Flow?

Accepted Answer

Create a new Quote Flow from the admin, add the questions your customers need to answer (dimensions, options, project context), then assign it to one or more products via the Smart CTA.

Question 4

How do response templates work?

Accepted Answer

Response templates are reusable emails with placeholders (like customer name or product) and optional attachments such as brochures or PDFs. Assign a template to a Quote Flow and set it to AUTO or MANUAL.

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