Live Assistant - First Time Instructions

Live Assistant - First Time Instructions

First Time Instructions

A) Prep - The best practice is to start your Live and Live Assistant from your Business Page and share it manually into a Group if you wish to reach both audiences. When you do this, commenting and tracking with Live Assistant will manage your Page and your Groups member claims.

Live Assistant can run along with your Live on a PC or Mac. If you use Phones or Tablets, you will need to run your Live on one and Live Assistant on the other device. Live Assistant can run on any modern web-enabled device. We recommend using Chrome as the most compatible web browser we have tested on all platforms. As Live Assistant uses large fonts, it even works great on the small screen of a phone. This way, you can use a larger screen like a Tablet or Notebook to run your FB Live, so it's easier to read all the comments from your customers on the larger screen. 

We recommend you have your device powered (not on battery power) and have power management disabled on your LIve Assistant device so that it doesn't accidentally go to sleep and stop tracking. For an iPhone / iPad, it's Settings / Display & Brightness / Auto-Lock / Never. For PC / Mac it's Settings / Control Panel, Power and on the AC Power power management option, turn the screen and sleep off or to multiple hours.  

B) Quick Start 

Go to the Live Dashboard page by logging into loyalshops at with either a LoyalShops Pro or LoyalShops Live Assistant Subscription; go to the Live Assistant / Live Dashboard Menu.


1) When you first get there, there is a quick setup with Facebook.  This FB setup is for Live Assistant to receive permissions for Live Assistant to read and post to your business page.  This setup is only needed the first time and occasionally if you change your password or for other security checks by FB.  Normally, these steps won't be necessary and it's two clicks to start Live Assistant to be ready for your Live. 

You will see Live Assistant needing to Log into Facebook.  Make sure you are logging in with your account that has admin rights to your Business page (Picture 1).  Click on the Blue Continue with Facebook-Button.  Then, if you aren't already logged into Facebook on that device, you may be asked for your Facebook credentials.  Facebook needs this to tell Live Assistant what pages your an admin on.  

2). Next Facebook will ask you to Continue as your Facebook Profile.  If that name there isn't your profile that has admin access, choose the Log into another Account option and log into a Facebook account that has Admin access to the business page you need.  If it is the correct profile that has Business Page access, choose the Blue Continue "Profile Name" button.  

3) Facebook will now ask what pages LoyalShops Live Assistant can access.  We recommend selecting all of them.  We only access a page you choose inside our software, but if you leave off a page in this setting, then that page will not be accessible at all inside LIve Assistant.  So Selecting All is the most flexible and approves us to have access to your email address as well (but if your positive there is a business page you will never want to sell in, you can uncheck it here and Live Assistant won't be able to access it).  Choose the Blue Next Button after hitting Select All and making sure the business pages are selected.  Again, if you don't see your business page on this list, you are likely on the wrong Facebook Profile, log out of Facebook and start these instructions over, or you need to ask permission to become an Admin of the Business Page you want to go Live on.  

4) Next Facebook asks for Live Assistant to have permission to receive your email address, manage your page and publish it to your page.  These must all be YES for Live Assistant to function.  Verify all settings are switched to YES like in the picture below, then choose the blue DONE button. 

5) Congrats, FB Setup is completed, click the Blue "OK" button.


After following the Facebook approvals, It will take you to a page to choose your Streaming Location - Use the drop-down "Select Live Streaming Location" menu and choose the business page you wish to go Live on.  Once you pick Business Page, New options appear.  Leave the "Comment Claims To Stream" checked.  If you uncheck this, Live Assistant will track sales, but won't comment to your customers.  This can be useful if you want to run Live Assistant on a past live and want to look for sales, without Live Assistant commenting on them.  But normally, leave this on.  If you use our Shop Live Notifications to automatically text out your Live, you will see here that it is ready to do so.

7) Select Stream You Want To Connect To.  You will want to choose "A New Stream".   If you forgot to start Live Assistant before Starting your Live, the "A New Stream", will be replaced with "The Current Running Live", choose that and Live Assistant will jump into an existing Live and start helping.  

8) Once you pick "A New Stream", Live Assistant begins monitoring your Business Page for a Live to start.  When the Live Starts, Live Assistant will wake up and start managing your sales and comments back to customers.   

We recommend you always start Live Assistant first and choose "A New Live Stream".  If you forget to start Live Assistant before you start you live or if you have to restart Live Assistant, you will see instead of "A New Live Stream" in the Select Stream pull down the option for "The Current LIve Stream".  That will let you add Live Assistant to an already in progress Live, but realize that it may take Live Assistant some extra time to catch up as we start processing comments from the beginning of the live.  

That Gear Icon, lets you go back to the above settings and choose a different page or choose a different stream setting or turn to comment on or off.   The OBS button is for those that use the OBS Open Broadcasting Software and need to enter a license key.  If you aren't familiar with OBS, just ignore this feature.  

9) Running a LIVE with Live Assistant

Once your Live is Up and Running, and you have seen the initial Comment from Live Assistant, you are ready to go.  BTW, the initial comment post is fully configurable on the Live Assistant Settings Page.  Now, as your customers comment during your Live, Live Assistant will be looking for the three Keywords Sold, Mine & Claim, as well as Pass unless you have changed them in Live Assistant Settings along with a number you tell them.  For example "sold 123".  Please note "123 sold" and sold123" will not work.  If you see a customer reverse a claim or have no space, please correct them.  

The first customer to state Sold and an Item Number will claim the item and it will be listed at the top of the Live Dashboard as well as will be commented to the customers that the FB User has claimed the item.  If a second person tries to claim the item, it will also respond that they are on the waitlist in case it becomes available, the customer's name is now listed as runner up #2 Red Ribbon and is told in a comment they didn't get the claim, but could if #1 Passes.  

Finally, we track up to 2 waitlists per number in case the customer doesn't come through on the payment.  The new claims are always at the Top and significantly larger font.  This is done so you can easily read a new sale from a presentation distance.  As new claims come in, they will be streamed below the latest claim and you can scroll through that list.

 At the top of the page is a gear icon.  This will let you change Live Source (New Stream, Current Stream or previously recorded stream) or turn off bot commenting if there is a reason to do so.  

You would pick a new Stream when you wanted to set up for an upcoming Live Sale.  If you needed to start Live Assistant after the beginning of the sale or in case of a problem, you can choose "The Current Stream", turn off commenting, let Live Assistant catch up, then turn commenting back on. It will pick up any recent Sold & Pass Comments it may have missed.  Those new entries will then be added to the Sales Page for that session.  

When you are done with your Live, you can keep Live Assistant running and it will continue to watch for claims after your Live has ended via the Live Posted Video.    

You can also use Live Assistant for Speed Videos.  Record Your Video just like a Live with Claim Numbers and using your Keyword Number for claims.  Then post your Video and with Live Dashboard, choose the Business Page, but instead of picking "A New Stream", pick the Speed Video below.  Live Assistant will now monitor your Speed Video. 
This is useful to post a Live and allow customers to "Shop the Replay", then you can run the Live again on that Replay to see if you captured additional sales.  

Once  Live or Shop the Replay is over, then go to the Live History page and see claims are listed by Customer, then their Claims.

Live Assistant must start in a Business Page to track customers' sales.  Once a live is started, you can share with a FB newsfeed, other pages, and groups manually.   If you go Live on a Page and also wish to share to your Group, start your Live in your Business Page, then inside your Live, you may find a Share Button, choose it, then select Group as one of the options and pick your Group from the list (you must be an admin of the Group to share a link in this way). Your Live is now in your Business Page and Group simultaneously, customers can join you Live from either location, and Live Assistant will manage sales for all.  

If your using a computer, here is another method to share your live to a Group with a computer:

If you wish to add another business page, please follow this link for those instructions.  Adding another business page later:

How to capture customers' contact information for invoicing
Some retailers ask their customers to leave their emails as comments in the live.  While this works and you can manually pull those email addresses using our Live Commenting menu after the live, we don't recommend that as the best method.  Having customers drop their emails means you have the manual process of pulling those emails after the live and they aren't usefully stored for future use.  Also, your competitors can capture your customer's contact info and market to them as well!  So we recommend building a registration page with our Landing Page tool. You can create many of these pages and they are relatively easy to build.  You can then share these registration pages anywhere including in Live Assistant.   If you would like help, we are willing to build a registration page for you, for no additional charge.  Just email us your logo (if you have one) and the web address (URL or www.) address of your Facebook Business Page to  If you don't have a logo, let us know two colors you like for your business (use descriptive color names like hot pink or blue, versus pink and blue.  Also, if you have an Instagram link and even a website store, include those links as well.  

Drive More Shoppers To Your Lives with Better Notifications - LoyalShops Texting
Many of our customers that use Live Assistant also use our Texting service.  We have a texting feature called Shop Live Notifications.  Once you have customers signed up and turn on Shop Live Notifications, we can automatically send out a text to any customers on your texting list with your Live Description and the Link to the FB Live you just started and they will receive it within seconds of you starting the live.  This is a great way to drive your best customers to your sales as FB notifications are quite poor these days.  

Let us know if you have further questions at, live chat with us or 949-614-5650.

Cheers, LoyalShops Support