Adding the App Blocks to Your Theme

Saal: Sales Agent works inside your existing storefront rather than in a separate portal. That means the two pieces of interface your agents use are theme blocks, and they have to be added to your theme once before anyone can start a session. This takes a few minutes and needs no theme code.

The session bar sits at the top of the page. It shows the agent which customer they are currently ordering for, and gives them a way to end the session. While no session is active, it shows the entry point for starting one. The customer selector is where an agent searches for and chooses the customer they want to act for, and where consent is recorded. On Shopify Plus it also handles company and location selection. Both are required. Without them, an agent who signs in sees an ordinary storefront and has no way to begin.

Open the app and go to the Setup Guide. Each entry there is a deeplink that opens your theme editor with the correct block already selected, so you do not have to find it in the block list yourself. For each entry: click the link, confirm the block placement, and save the theme. Repeat until every entry in the Setup Guide is done. The guide tracks which steps are complete. If you maintain more than one theme, or you are working on a copy before publishing, add the blocks to each theme you intend to publish. Blocks live in the theme, not in the app, so a newly published theme without them will silently stop the feature working.

After saving, your storefront looks exactly as it did before. That is intended. Both blocks are guarded: they render only for a signed-in customer who is designated as an active sales agent. Ordinary customers and visitors never see them, which is the point — your storefront should look completely normal to everyone else. To confirm the setup worked, sign in as a customer you have designated as a sales agent. The session bar appears at the top of the page. If it does not, see the troubleshooting section below.

The session bar belongs above your header, so it stays visible while the agent moves through the catalog and checkout. Placing it lower, or inside a section that only appears on some templates, means agents lose sight of which account they are ordering in — which is exactly the mistake the bar exists to prevent. The customer selector can sit anywhere that is reachable from the session bar. Most shops place it on the account page or as a block on the home page.

Check in this order. First, confirm the customer you signed in as is actually designated as a sales agent in the app, and that their designation is active. Second, confirm you saved the theme after adding the blocks, and that you added them to the theme that is currently published. Third, hard-refresh the page: session state is held in your browser, and a cached page can show a stale view. If the bar appears but the customer selector does not open, one of the two blocks is likely missing. Return to the Setup Guide, which shows which steps are still incomplete.

Theme blocks do not carry over automatically when you switch themes, duplicate a theme, or install a theme update that replaces your settings. After any of those, open the Setup Guide again and confirm both blocks are still in place. It is worth checking this as part of your normal theme release routine. The failure is quiet: agents simply cannot start sessions, and orders go back to being typed into the admin by hand.