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Onboard and set up AI Agent

Set up and go live with AI Agent

This article covers how to set up AI Agent to start answering customer emails for your store. You can onboard AI Agent with a series of plug-and-play tasks to give it access to your Shopify order data, knowledge about your products and store policies

Onboard AI Agent with knowledge sources

Knowledge is essential for AI Agent to respond confidently to questions and fully resolve shoppers’ inquiries on your behalf. Like a new employee, you can onboard AI Agent with knowledge about your products, your brand voice, processes, FAQs and stor

Customize how AI Agent behaves

You can customize how AI Agent behaves so that it responds to shoppers in a way that's consistent and matches your brand’s way of working. Just a like how you would onboard a human agent, you can instruct AI Agent on:. Use tone of voice to instruct A

Create Guidance to give AI Agent custom instructions

Guidance are custom instructions that you write for AI Agent in natural language—like how’d you’d explain something to a new teammate. You can use Guidance to tell AI Agent how to behave and respond to specific shopper inquiries or scenarios. For exa

Set up and use AI Agent on Chat (beta)

When you set up AI Agent for your store, you can choose to connect it to your Chat channels. For stores with a high volume of Chat tickets, enabling AI Agent on Chat allows you to automate repetitive tickets for your team and gives shoppers relevant

Customize how AI Agent hands over Chats to live agents (beta)

When you enable AI Agent on Chat, you can customize how the AI communicates with shoppers during a handover to your live agents. You can create custom instructions both for when Chat is online and offline. In this article, you’ll learn how to customi

Change AI Agent's sales settings (beta)

When a shopper visits your website, AI Sales Agent observes their shopping activity and interest level in order to intelligently engage in pre-sales conversations. You can control how AI Agent shows up to these conversations by adjusting its persuasi

Best practices: prepare AI Agent for sales conversations (beta)

You can enable Sales skills for AI Agent to help drive revenue by engaging visitors to your online store. Like an in-store sales assistant, AI Agent assists shoppers with personalized sales interactions, recommending products, answering questions, an