Install and onboarding checklist

CopilotPost installs as a Shopify app and opens inside Admin. Use this checklist after install.

Checklist

  1. Install CopilotPost on your Shopify store (request access from copilotpost.ai if the App Store listing is not public yet).
  2. Allow the requested scopes—CopilotPost never asks for customers or orders.
  3. Wait for catalogue indexing and brand profile (“Learning your voice…”).
  4. Review Discover results and the auto-built 7-day week plan.
  5. Optionally map Shopify blog categories in onboarding.
  6. Open Opportunities and accept one item with Write a brief.

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