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
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 requests or scenarios. For exam
Set up and use AI Agent on Chat
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
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
Best practices for writing Guidance
AI Agent uses the instructions you provide in Guidance to understand how it should respond to specific scenarios with shoppers. Since AI Agent considers Guidance before any other knowledge source or action, it plays a big role in shaping the experien
How AI Agent uses Vision to understand images
Vision is a built-in capability that AI Agent uses to read and understand images sent by customers in email conversations. Vision helps AI Agent to:. Vision is automatically enabled when you use AI Agent. There are no extra steps required. AI Agent’s
Best practices: prepare Shopping Assistant for sales conversations
You can use AI Agent's shopping assistant skills to engage visitors to your online store and drive more revenue. Like an in-store sales assistant, AI Agent assists shoppers with personalized sales interactions, recommending products, answering questi
Coach AI Agent and give feedback to improve its responses
You can coach AI Agent by giving feedback on the tickets it answers. Your feedback helps AI Agent select the right knowledge sources to answer customer inquiries, and improves its ability to respond to similar questions in the future. Giving feedback
