Setting up AI Agent
Learn how to set up the AI Agent
To get set up with AI, you need to train the AI model by syncing your store. You also need to add it to your theme and customize the way that the chat overlay appears on your store.
You can create product rules, adjust chat tone, and language to further customize the AI Agent.
In this section
Syncing your store and training the AI Agent
Initial store sync
You need to let AI Agent sync your store to learn about your products and pages so that it can make intelligent product recommendations to your customers.
Steps:
From the AI Agent dashboard, under Train AI, click Sync store.
Tip
Syncing might take a minute. You can continue seting up while syncing runs in the background.
Syncs happen automatically every 3 days.
Demo mode
By default, when you first access AI Agent, you're in demo mode. When you're in demo mode, AI Agent can only be added to a draft (unpublished) theme. Customers won’t see it until you launch.
Contact support at [email protected] when you’re ready to go live.
Customizing and styling AI agent
Part 1: Select a theme to apply AI Agent to
AI Agent functions as an app in your theme, so you need to choose a theme to add it to before you can start customizing and styling its appearance.
From the AI Agent dashboard, under Style customization,
In the Select Theme step, from the drop-down menu, choose one of your existing store themes to apply AI Agent to.
Part 2: Customize the slide-out chat
Next, you can customize the appearance of the chat drawer that slides out on your storefront.
Under Style chat widget, click Customize to launch your theme editor. From here you can:
Toggle the AI Agent or the floating button on or off
Disable the widget's icon while you customize
Adjust colors, pop out widget text and fonts
Choose between rounded, square, or pill-style chat
Upload a header logo
Change, show or hide the chat widget icon
Save your changes. This makes the chat agent live if you have it enabled.
Part 3: Customize the product page prompts
Next you can add the question marquee banner to your product pages. This banner scrolls on the product page and acts as suggested questions customers might ask.
Under Product page widget, click + Add block to launch your theme editor on a product page. From here you can:
Locate where the AI Agent Chat block is and move it up or down to place it anywhere in your theme template
Save your changes. These changes will be live if you have the widget enabled.
AI Agent behavior
Product rules
Under the Product rules section of the AI Agent dashboard, you can control which products AI Agent can recommend. In the Product rules section, click the drop-down arrow to expand the options in this section.
Maximum products
In the Maximum products section, you can set the maximum number of products that AI Agent can suggest in a single response.
Click and drag the slider to increase or decrease the maximum number of products.
Excluded products
In the Excluded Products section, you can select any products you don’t want included in recommendations.
Click in the Search products text box to search for and select which products you want to exclude.
You can also check Exclude out of stock products if you don't want AI Agent to recommend anything out of stock.
Chat tone
You can set the communication style of your AI Agent. In the Chat tone section, click the drop-down arrow to expand the options in this section.
For chat tone, you can select one of the following:
Friendly – Warm and approachable
Casual – Relaxed and conversational
Enthusiastic – Energetic and upbeat
Professional – Formal and businesslike
Language settings
You can change the language for the AI Agent chat interface.
Steps:
From the AI Agent dashboard, in the Language settings section, click the drop-down arrow to expand the options in this section.
From the drop-down menu, choose the language that you want to apply to the AI Agent.
Click Save.
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