The new Setup Guide: A faster, clearer way to get started
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We’ve redesigned onboarding to help new customers launch Clerk.io in minutes, not days.
The new Setup Guide walks you through three simple steps with real-time progress tracking and contextual help — making it easier than ever to go live.
What’s new
- Guided, 3-step setup with active step highlighting that links you straight to the exact page you need.
- Real-time progress bar in the navigation column so you always know what’s next.
- Contextual tips and nudges to ask our in-app chatbot when you need a hand.
The 3 steps
- Sync your data
Connect your platform and import products, categories, and orders. - Use services
Install Clerk.js and set up the services you want: Search, Recommendations, Email, and/or Chat. - Track results
Install order tracking. Setup is complete once a sale is tracked through Clerk.
Why it matters
⚡ Faster time to value — Fewer clicks and clearer guidance get you live sooner.
🧩 Less guesswork — Active step highlighting takes you directly where action is needed.
🧭 Always oriented — The progress bar shows exactly where you are and what remains.
💬 Help on demand — Guided prompts make it easy to get instant answers from the chatbot.
We’d love your feedback
Your feedback fuels our roadmap. Drop us a note via in-app chat or at support@clerk.io.
Drive the journey from the very first click!
— The Clerk.io Product Team
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