The new Setup Guide: A faster, clearer way to get started

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.

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The 3 steps

1. Sync your data
   Connect your platform and import products, categories, and orders.
2. Use services
   Install Clerk.js and set up the services you want: Search, Recommendations, Email, and/or Chat.
3. Track results
   Install order tracking. Setup is complete once a sale is tracked through Clerk.

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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.

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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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