Shopping Assistant is a skill set that allows your AI Agent to autonomously help shoppers find and buy products from your Shopify store. When you enable AI Agent on Chat, Shopping Assistant proactively guides shoppers toward a purchase by answering p

<div class="note-callout">Early Access: Shopping Assistant skills for AI Agent are currently in an early access phase. You can <a href="https://www.gorgias.com/ai-sales-agent" target="_blank" rel="noopener noreferrer">sign up for early access</a> on our website. This document and the features it describes are subject to change</div> Shopping Assistant is a skill set that allows your AI Agent to autonomously help shoppers find and buy products from your Shopify store. When you <a href="https://docs.gorgias.com/en-US/set-up-and-go-live-with-ai-agent-500219#connect-your-channels-and-go-live-with-ai-agent" target="_blank" rel="noopener noreferrer">enable AI Agent on Chat</a>, Shopping Assistant proactively guides shoppers toward a purchase by answering product questions, making personalized recommendations, and offering discounts when needed.<h2 id="requirements">Requirements</h2><ul><li>You must have an active AI Agent subscription</li><li>You must have&#xA0;<a href="https://docs.gorgias.com/en-US/shopify-101-81814#steps" target="_blank" rel="noopener noreferrer">a Shopify store connected to Gorgias</a> <ul><li>AI Agent is not supported on BigCommerce, Magento or WooCommerce stores</li></ul></li><li>You must have&#xA0;<a href="https://docs.gorgias.com/en-US/set-up-and-go-live-with-ai-agent-500219#connect-your-channels-and-go-live-with-ai-agent" target="_blank" rel="noopener noreferrer">AI Agent enabled on Chat</a> <ul><li>You can install Chat on any page of your website, including the <a href="https://docs.gorgias.com/en-US/add-chat-to-your-shopify-checkout-page-1002812" target="_blank" rel="noopener noreferrer">Shopify checkout and thank you pages</a>.</li></ul></li></ul><h2 id="adaptive-conversations-with-shoppers">Adaptive conversations with shoppers</h2>Like a sales associate in a physical store, Shopping Assistant observes shoppers who visit your website to understand their needs and inform its approach to selling.When a shopper interacts with Chat on your website, Shopping Assistant intelligently adapts the conversation based on the shopper&#x2019;s buying stage, your selling style and discount settings, as well as <a href="https://docs.gorgias.com/en-US/intro-to-ai-agents-shopping-assistant-skills-(early-access)-1216108#brand-specific-knowledge-and-guidance">brand-specific knowledge</a>.Using these inputs, Shopping Assistant makes real-time decisions about when to ask shoppers clarifying questions, when to share product details and comparisons, and when to make tailored recommendations or offer discounts.<ul><li>The shopper&#x2019;s buying stage&#xA0;&#x2192; what is the shopper&#x2019;s intent on your store&#x2019;s website (discovery, interested, or ready to buy)? <ul><li>Shopping Assistant observes the shopper&#x2019;s browsing activity, cart status and purchase history to understand their preferences and journey, so long as the shopper remains on the same device and isn&#x2019;t using incognito mode on their browser.</li><li>Shopping Assistant uses these signals to identify the shopper&#x2019;s buying stage or level of interest (discovery, interested or ready to buy) &#x2014;&#xA0;&quot;Is the shopper just looking around, interested in a specific product, or about to make a purchase?&quot;</li><li>The AI uses the shopper&#x2019;s buying stage as a key factor to adapt conversations in real time, and make decisions about when to consult, when to make product recommendations, and when to offer discounts to complete a sale</li></ul></li><li>Selling style and discount settings&#xA0;&#x2192; you control how Shopping Assistant approaches conversations with shoppers and how it uses discount codes. Adjust these preferences in AI Agent&#x2019;s&#xA0;<a href="https://docs.gorgias.com/en-US/change-ai-agents-sales-settings-(beta)-1216116" target="_blank" rel="noopener noreferrer">selling style and discount settings</a>. <ul><li>In addition to the shopper&#x2019;s buying stage, Shopping Assistant uses selling style settings to take into account your brand&#x2019;s preferences when interacting with shoppers. Does your brand prefer to educate and offer assistance without pressure? Or do you prioritize urgency and strong calls-to-action to generate sales?</li><li>Similarly, discount settings affect how and when Shopping Assistant uses discount codes to encourage a sale. A Shopping Assistant with an Educational selling style and Conservative discount strategy won&#x2019;t use discounts for a shopper who&#x2019;s still in a Discovery buying stage.</li></ul></li></ul><img src="https://attachments.gorgias.help/0bgJ1Q6QZ2vXKOMk/hc/Aa90l7EVvjxJWorj/2025050816-04bebb4f-d365-4b19-87a8-424bec7b64ed-2024-08-23_15-16-61_v2%20(121).webp" style="width: 900px;" class="fr-fic fr-dib fr-rounded fr-bordered" alt="Chat interface where AI Agent responds to a skincare inquiry by recommending a calming serum based on prior purchases; includes a visual flow of evaluating user behavior like product views and purchase history to detect buying intent."><h2 id="brand-specific-knowledge-and-guidance">Brand-specific knowledge and guidance</h2>To successfully handle conversations with shoppers, your Shopping Assistant pulls from brand-specific knowledge including your Help Center articles, webpages, external documents, and custom Guidance that you provide.Shopping Assistant also has access to your Shopify product catalog, including titles, descriptions, tags and images.<ul><li>Your product catalog &#x2192;&#xA0;Shopping Assistant uses your product catalog to answer questions about your products and make intelligent recommendations </li><li>Your policies and FAQs &#x2192; you can give Shopping Assistant necessary content about your brand by <a href="https://docs.gorgias.com/en-US/onboard-ai-agent-with-knowledge-sources-1216498" target="_blank" rel="noopener noreferrer">onboarding it with knowledge</a> from your Help Center, website or external files. Think about pricing information, sizing guides, warranty info, and so on.</li><li>Your sales playbook &#x2192; just like a human sales associate,&#xA0;<a href="https://docs.gorgias.com/en-US/customize-how-ai-agent-behaves-567324#give-ai-agent-guidance" target="_blank" rel="noopener noreferrer">use Guidance</a> to teach Shopping Assistant about situational best practices, objection handling, and how to approach common sales topics. <ul><li>For example, you might use Guidance to instruct Shopping Assistant to &#x201C;always ask if the visitor is shopping for themselves or someone else before continuing discovery.&#x201D;</li></ul></li></ul><img src="https://attachments.gorgias.help/0bgJ1Q6QZ2vXKOMk/hc/Aa90l7EVvjxJWorj/2025050816-c4590b5d-32ca-4a5b-814c-654ecf43ca5c-2024-08-23_15-16-61_v2%20(118).webp" style="width: 900px;" class="fr-fic fr-dib fr-rounded fr-bordered" alt="Diagram showing the data sources used by the AI Agent, including Knowledge (Help Center articles, curated URLs, external documents), Custom Guidance (product recommendation and pricing rules), and the Shopify Product Catalog (descriptions, tags, images), all contributing to customer conversations."><h2 id="product-recommendations-and-discounts">Product recommendations and discounts</h2>Shopping Assistant can make product recommendations and dynamically offer discounts to shoppers directly in Chat. These actions are situational, based on <a href="https://docs.gorgias.com/en-US/intro-to-ai-agent-for-sales-(beta)-1216108#how-ai-agent-sells-to-shoppers" target="_blank" rel="noopener noreferrer">the shopper&#x2019;s buying stage&#xA0;</a>, as well as <a href="https://docs.gorgias.com/en-US/change-ai-agents-sales-settings-(beta)-1216116" target="_blank" rel="noopener noreferrer">your selling style and discount settings</a>.For example, if Shopping Assistant observes that a shopper is just browsing (Discovery stage), it will prioritize answering questions and sharing information over suggesting products, especially if your selling style is set to Educational.<ul><li>When Shopping Assistant does make a product recommendation, it shares a Shopify product card in the Chat conversation <ul><li>Shoppers can select the product card to go to the product page or add the item directly to cart.</li></ul></li><li>When Shopping Assistant offers a discount, it creates a new unique discount code in your Shopify admin, limited to a single use. The value of the discount is based on the fixed discount % in your settings.. Learn more about <a href="https://docs.gorgias.com/en-US/change-ai-agents-sales-settings-(beta)-1216116#set-a-discount-strategy-for-ai-agent" target="_blank" rel="noopener noreferrer">discount settings</a>.</li></ul><img src="https://attachments.gorgias.help/0bgJ1Q6QZ2vXKOMk/hc/Aa90l7EVvjxJWorj/2025050816-0105aca4-eb21-4233-8c27-e9cf62221c9c-2024-08-23_15-16-61_v2%20(120).webp" style="width: 900px;" class="fr-fic fr-dib fr-rounded fr-bordered" alt="Chat interface where the AI Agent offers an 8% discount on a product called &#x201C;Shimmer Layer,&#x201D; with a visible coupon code and a price of $52.00, alongside a settings panel to configure discount tone and maximum percentage."><h2 id="monitor-sales-conversations-in-one-place">Monitor sales conversations in one place</h2>Any conversations that Shopping Assistant has with customers appear as tickets in your helpdesk inbox &#x2014; just look for AI Agent&#x2019;s Sales and Discount ticket Views.AI Agent organizes tickets into these Views so that you can filter for conversations that were identified as a sales opportunity by Shopping Assistant or conversations where a discount code was shared.<ol><li>Select Tickets from the main menu</li><li>Scroll down to find the section of Views for &#x2728; AI Agent</li><li>Select Sales or Discount Views to see conversations with Shopping Assistant <ul><li>If needed, <a href="https://docs.gorgias.com/en-US/create-edit-or-delete-a-view-207768" target="_blank" rel="noopener noreferrer">create new Views</a> to organize your conversations</li></ul></li></ol><img src="https://attachments.gorgias.help/0bgJ1Q6QZ2vXKOMk/hc/Aa90l7EVvjxJWorj/2025050816-7759b30b-f8c9-4bb2-b14b-6b8d7df21a9c-2024-08-23_15-16-61_v2%20(122).webp" style="width: 900px;" class="fr-fic fr-dib fr-rounded fr-bordered" alt="The ticket inbox in your Gorgias helpdesk highlighting AI Agent&#x2019;s shared views, with a selected &#x201C;Discount&#x201D; folder showing customer inquiries and the number of open discount-related tickets."><h2 id="get-started-with-shopping-assistant">Get started with Shopping Assistant&#xA0;</h2>Complete the following steps to get started with AI Agent&#x2019;s Shopping Assistant skills:<ul><li><a href="https://docs.gorgias.com/en-US/set-up-chat-81789" target="_blank" rel="noopener noreferrer">Add Chat on your store&#x2019;s website</a></li><li><a href="https://docs.gorgias.com/en-US/onboard-ai-agent-with-knowledge-sources-1216498" target="_blank" rel="noopener noreferrer">Onboard AI Agent</a> with brand-specific knowledge</li><li>Enable <a href="https://docs.gorgias.com/en-US/set-up-and-go-live-with-ai-agent-500219#connect-your-channels-and-go-live-with-ai-agent" target="_blank" rel="noopener noreferrer">AI Agent on Chat</a></li><li>Review our <a href="https://docs.gorgias.com/en-US/best-practices-prepare-ai-agent-for-sales-conversations-1123832" target="_blank" rel="noopener noreferrer">best practices to optimize AI Agent for selling</a></li></ul>

Intro to AI Agent's Shopping Assistant skills (Early Access)

When a shopper visits your website, Shopping Assistant observes their browsing activity and level of interest (buying stage) in order to intelligently engage in pre-sales conversations. You can control how Shopping Assistant interacts with shoppers w

<div class="note-callout">Early Access: Shopping Assistant skills for AI Agent are currently in an early access phase. You can <a href="https://www.gorgias.com/ai-sales-agent" target="_blank" rel="noopener noreferrer">sign up for early access</a> on our website. This document and the features it describes are subject to change</div> When a shopper visits your website, <a href="https://docs.gorgias.com/en-US/intro-to-ai-agent-for-sales-(beta)-1216108" target="_blank" rel="noopener noreferrer">Shopping Assistant</a> observes their browsing activity and level of interest (buying stage) in order to intelligently engage in pre-sales conversations.You can control how Shopping Assistant interacts with shoppers when they come to your website by adjusting its selling style. Selling style lets you match Shopping Assistant to your brand&#x2019;s preferred approach to speaking with shoppers (Educational versus Promotional). You can also control how Shopping Assistant uses discount codes to encourage a purchase.In this article, you&#x2019;ll learn how to<ul><li><a href="https://docs.gorgias.com/en-US/customize-your-selling-and-discount-strategy-for-shopping-assistant-(early-access)-1216116#change-your-shopping-assistants-selling-style">Change Shopping Assistant&#x2019;s selling style</a></li><li><a href="https://docs.gorgias.com/en-US/customize-your-selling-and-discount-strategy-for-shopping-assistant-(early-access)-1216116#change-your-shopping-assistants-discount-strategy">Change Shopping Assistant&#x2019;s discount strategy</a></li></ul><h2 id="requirements">Requirements</h2><ul><li>You must have an active AI Agent subscription</li><li>You must have Team Lead or Admin permissions</li></ul><h2 id="change-your-shopping-assistants-selling-style">Change your Shopping Assistant&#x2019;s selling style</h2>By adjusting Shopping Assistant&#x2019;s selling style, you can control how how the AI guides your customers toward a purchaseFor example, an Educational approach means Shopping Assistant prioritizes asking questions and sharing product details. Whereas with a more Promotional&#xA0; approach, the AI focuses on urgency and direct recommendations to close sales.<ol><li>Go to AI Agent from the main menu, then select Shopping Assistant</li><li>Select the Strategy tab</li><li>Click and drag the slider to change your Shopping Assistant&#x2019;s persuasion level. Choose one of the following options: <ul><li>Educational: prioritize guidance and education, with minimal sales pressure &#x2014; &#x201C;we have a wide selection of nails. Do you prefer a matte or glossy finish?&#x201D;</li><li>Balanced: maintain a mix of education and persuasion, encouraging purchases while still being helpful &#x2014; &#x201C;we have some best-selling red nails! Do you like bold styles or something more subtle?&#x201D;</li><li>Promotional: focus on urgency and direct product recommendations to close sales quickly &#x2014; &#x201C;here&#x2019;s our top-selling red nail set&#x2014;perfect for any occasion! Want me to add it to your cart?&#x201D;</li></ul></li><li>Select Save Changes to finish</li></ol><img src="https://attachments.gorgias.help/0bgJ1Q6QZ2vXKOMk/hc/Aa90l7EVvjxJWorj/2025050818-9dc0587d-9d7f-4de1-83d7-04e43442d9f6-2024-08-23_15-16-61_v2%20(123).webp" style="width: 900px;" class="fr-fic fr-dib fr-rounded fr-bordered" alt="The settings panel for the AI Agent&#x2019;s Shopping Assistants skill, showing a slider to adjust selling style (educational to promotional); the &#x201C;Shopping Assistant&#x201D; tab is highlighted in the sidebar."><h3 id="how-selling-style-affects-shopping-assistants-conversations">How selling style affects Shopping Assistant&#x2019;s conversations</h3>Your selling style settings informs how Shopping Assistant interacts with shoppers at each stage of the buying journey. Shopping Assistant identifies <a href="https://docs.gorgias.com/en-US/intro-to-ai-agent-for-sales-(beta)-1216108#how-ai-agent-sells-to-shoppers" target="_blank" rel="noopener noreferrer">the shopper&#x2019;s buying stage</a> (level of interest) based on their browsing activity.The following table shows how Shopping Assistant adapts its conversations based on your preferred selling style and the shoppers&#x2019; buying stage.<table><tbody><tr><td rowspan="2"> </td><td colspan="3" style="vertical-align: middle;">&#xA0;Buying stage (level of interest)</td></tr><tr><td style="vertical-align: middle;">Discovery (casual)</td><td style="vertical-align: middle;">Interested (considering)</td><td style="vertical-align: middle;">Ready to buy (high intent)</td></tr><tr><td style="vertical-align: middle;">Educational</td><td style="vertical-align: middle;">AI asks open-ended questions and seeks to understand shopper needs</td><td style="vertical-align: middle;">AI provides detailed product information and comparisons to help shoppers decide</td><td style="vertical-align: middle;">AI offers support with checkout, but no urgency</td></tr><tr><td style="vertical-align: middle;">Moderate&#xA0;</td><td style="vertical-align: middle;">AI asks a mix of questions and makes light product recommendations</td><td style="vertical-align: middle;">AI suggests products and may highlight promotions or bestsellers</td><td style="vertical-align: middle;">AI encourages purchase completion with a friendly nudge, such as limited-time discounts</td></tr><tr><td style="vertical-align: middle;">Promotional&#xA0;</td><td style="vertical-align: middle;">AI quickly suggests products based on minimal input, focusing on conversion</td><td style="vertical-align: middle;">AI makes deliberate product recommendations and emphasizes urgency</td><td style="vertical-align: middle;">AI uses strong calls to action to create urgency and close the sale</td></tr></tbody></table><h2 id="change-your-shopping-assistants-discount-strategy">Change your Shopping Assistant&#x2019;s discount strategy</h2>Your discount strategy informs how often Shopping Assistant uses discount codes to nudge shoppers toward a purchase.Shopping Assistant dynamically offers discount codes based on the strategy you choose (No Discount, Conservative, Strategic&#xA0;or&#xA0;Generous) and the <a href="https://docs.gorgias.com/en-US/intro-to-ai-agent-for-sales-(beta)-1216108#how-ai-agent-sells-to-shoppers" target="_blank" rel="noopener noreferrer">shopper&#x2019;s buying stage</a>.&#xA0;For example, if a shopper is in the discovery phase and your discount strategy is set to Conversative, then Shopping Assistant may only offer discounts in rarer cases, like when a high-intent shopper hesitates at checkout.When Shopping Assistant offers a discount, it creates a new unique discount code in <a href="https://admin.shopify.com/discounts" target="_blank" rel="noopener noreferrer">your Shopify admin</a>, limited to a single use.<ol><li>Go to AI Agent from the main menu, then select Shopping Assistant</li><li>Select the&#xA0;Strategy&#xA0;tab</li><li>Click and drag the slider to change AI Agent&#x2019;s discount level <ul><li>Choose an option of the scale between No Discount and Generous&#xA0;</li></ul></li><li>Enter a Fixed discount %&#xA0;to set how much of a discount Shopping Assistant offers</li><li>Select Save Changes to finish</li></ol><img src="https://attachments.gorgias.help/0bgJ1Q6QZ2vXKOMk/hc/Aa90l7EVvjxJWorj/2025050818-26e8a8a2-f6bc-4f6b-a9e0-a1831707e51e-2024-08-23_15-16-61_v2%20(124).webp" style="width: 900px;" class="fr-fic fr-dib fr-rounded fr-bordered" alt="The settings panel for the AI Agent&#x2019;s Shopping Assistants skill, showing a slider to adjust discount strategy (none to generous), with a 10% fixed discount; the &#x201C;Shopping Assistant&#x201D; tab is highlighted in the sidebar.">

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