Ada, the setup assistant in Process Wholesale
Ada is an AI setup assistant available inside the Process Wholesale app. On the Dashboard, the Ada card lets you describe how you want your wholesale program to work, or answer a few questions about discounts and storefront features, and then hands that request to the Ada chat widget. Ada has no plan requirement in Process Wholesale. When Ada is not available, the Dashboard shows a card to request setup help from the support team instead.
At a glance
- Plan: All plans
- Where: The Ada card on the Process Wholesale Dashboard, and the Ada chat widget on every page of the app
- What you enter: A description of your wholesale program, or answers to a short set of questions
- Where your request goes: The Ada chat widget
- Permission Ada may ask for: Write access to your theme, online store pages and navigation, requested when you approve a setup plan, not at install
Where Ada appears in Process Wholesale#
Ada appears in two places in the Process Wholesale app:
- The Ada card on the Dashboard. It takes the place of the Get your wholesale setup done for you card. It appears when the Ada widget has loaded, within about 15 seconds of opening the Dashboard.
- The Ada chat widget. It is available on every page of the app, on the left side. The support chat beacon is separate.
If the Ada widget does not load, the Dashboard shows the Get your wholesale setup done for you card, with Set it up for me to message the support team and Schedule call to book a call. See How to get help with Process Wholesale.
What you enter in the Ada card for a new setup#
When your store is not set up yet, the Ada card is titled Automatically setup your entire wholesale program and is marked AI. It has two tabs.
Describe it. Type your request in What do you want to set up?, for example "discount of 20% off for wholesale customers, 30% once they order 50+ units, bulk order form, minimum order amount of $100". Under Need ideas?, Example template fills in a sample request.
Answer a few questions. Fill in a short form:
| Field | Options and defaults |
|---|---|
| How many discounts do you need? | Default 1, up to 3. For more than 3, the card suggests Switch to Describe it. |
| Discount type (per discount) | Flat or Tier |
| Flat discount % | 1 to 99, default 20 |
| Tier type | Individual product quantity, Total cart quantity or Total cart value, with up to 3 tiers. Defaults: 5 units for 10% and 10 units for 20%. Add another tier and Remove change the rows. |
| Applies to | All products, specific collections or specific products, picked with Shopify's picker |
| Include the wholesale signup form | On by default |
| Show wholesale prices on my product pages | On by default |
| Include the wholesale bulk order form | Off by default |
| Set a minimum order | Off by default. Minimum type is Order amount or Order quantity, and Minimum defaults to 500. |
The form checks your answers before sending, with messages such as "Enter a whole number between 1 and 99.", "Each tier must start higher than the one before it." and "Pick at least one product."
Select Build my setup to send the request to Ada. Not sure where to start? opens Ada's guided setup in the Ada widget instead.
What you enter in the Ada card after setup#
Once your store is set up, the card is titled Make changes with Ada and has one field, Describe any changes you want to make to your current wholesale program. Select Review changes to send it to Ada. You can collapse the card with Hide; the collapsed row reads Make changes to your wholesale program with an Ask Ada button.
What Process Wholesale passes to Ada#
The Ada card turns your entries into a plain-English request and opens the Ada widget with it. For example, the default answers with one flat 20% discount on all products become: "I want to create a wholesale program with one discount. Discount 1 will be a flat 20% discount. Apply them to everything. Add a wholesale signup page so new customers can apply. Show wholesale prices on my product pages."
Process Wholesale also passes Ada:
- The language of your Shopify admin.
- The names and IDs of any products or collections you picked.
The Ada card itself does not change your store; it only passes your request to the Ada widget. When Process Wholesale is uninstalled, the app notifies Ada.
Permissions Ada may ask for#
Process Wholesale does not ask for theme or page write access at install. When you approve a setup plan from Ada, you may be asked to grant Process Wholesale permission to edit your theme, your online store pages and your online store navigation. Only merchants who run an Ada setup plan are asked. See Permissions Process Wholesale requests and why.
Rating your setup with Ada#
After a setup with Ada, Process Wholesale may ask once, the next time you open the app, "How was your setup experience with Ada?", with Dissatisfied and Satisfied. A positive answer offers Write a review for the Shopify App Store; another answer opens a box to tell the team what to improve.
Troubleshooting#
| Symptom | Likely cause | Fix |
|---|---|---|
| The Dashboard shows Get your wholesale setup done for you instead of the Ada card | The Ada widget did not load within about 15 seconds, or Ada is not available | Reload the app. To get setup help without Ada, select Set it up for me or Schedule call. |
| Build my setup does nothing | A field in Answer a few questions has an error | Fix the field that shows an error message, such as a percentage outside 1 to 99, and try again. |
| You are asked for permission to edit the theme, pages or navigation | You approved an Ada setup plan, and that permission is requested at approval time | Grant the permission if you want to go ahead with the plan, or set up the theme blocks yourself with the quick start. |
Frequently asked questions#
Which plan do I need to use Ada?#
None. Ada has no plan requirement in Process Wholesale. The features you set up still need their own plans; see Feature availability by plan.
Do I have to use Ada to set up Process Wholesale?#
No. You can set everything up yourself. When Ada is offered and your store is not set up yet, the Dashboard shows the manual checklist under Prefer to set things up yourself? with View manual setup.
Does the Ada card change my store when I select Build my setup?#
No. The card only sends your request to the Ada widget.
Does Ada know which language my Shopify admin uses?#
Yes. Process Wholesale passes the language of your Shopify admin to Ada when the widget loads.