Enable and Create an AI Agent
Introduction
AI Agents enable you to provide instant, AI-powered support to your customers by answering their questions based on your store's knowledge base. In this article, you'll learn how to enable the AI Agents module, create a new AI Agent, and publish it to your store.
Here are the steps to enable and create an AI Agent:
Step 1: Go to Ai Agent >> Dashboard
Step 2: Click on the Enable Now button to enable the module and click on Create Agent.
Step 3: You will be able to see the create agent page. Fill the details according to your needs.
1. Bot Identity: Configure the basic details of your AI Agent.
- Bot Name (Required) – Enter the name of your AI Agent. This name is displayed in the chat widget header for customers.
- Description (Optional) – Add a brief description explaining what the AI Agent helps customers with.
2. Appearance: Customize the look and feel of your AI Agent.
- Primary Color – Select the primary color used for buttons, customer messages, and accent elements in the chat widget.
- Secondary Color – Choose the color for the bot icon and chat header background.
3. Usage Limit: Control the number of conversations each visitor can have with the AI Agent.
- Daily Conversation Per Visitor Limit – Set the maximum number of messages (customer + AI responses) a visitor can exchange within a 24-hour period.
- Enter 0 to allow unlimited conversations.
- Once the limit is reached, visitors will be prompted to contact support or return later.
4. Storefront Integration: Integrate the AI Agent with your storefront functionality.
- Add to Cart Callback Function (Optional) – Enter the name of a global JavaScript function that should run after a customer adds a product to the cart from the AI chat.
- This can be used to automatically open the cart drawer or redirect customers to the cart page.
- Leave this field blank if no action is required.
5. Persona & Conversation: Define how your AI Agent communicates with customers.
- Bot Behavior (Required) – Provide instructions for the AI Agent's personality, tone, and response style. For example, you can specify whether it should be friendly, professional, concise, or product-focused.
- Welcome Message – The first message customers see when they open the chat widget.
- Fallback Message – The message displayed when the AI Agent is unable to confidently answer a customer's question.
6. Suggested Questions: Enable this option to display predefined quick-reply questions when customers open the chat. These suggested questions help visitors start conversations more quickly.
7. Pre-Chat Form: Enable the Pre-Chat Form to collect customer information, such as name or email address, before the chat session begins.
8. Publish Settings: Choose who can access the AI Agent and where it appears on your storefront.
Bot Visibility
- All Visitors – Makes the AI Agent available to every visitor on your store.
- Logged-in Customers Only – Restricts access to authenticated customers.
Widget Position: Choose where the chat widget appears on your storefront:
- Bottom Left
- Bottom Right (Default and recommended)
You can also preview how the bot will appear on the right side as you make changes.
Step 4: Click on Continue to Data Source
Step 5: In the Choose Data Sources step, you can select the information your AI Agent uses to answer customer queries. The more relevant data sources you provide, the more accurate and helpful the AI Agent's responses will be. AiTrillion allows you to train your AI Agent using three different data sources:
1. Documents & Custom Links: Use this option to train your AI Agent with your own knowledge base, documentation, or website content.
Upload Documents: Upload documents containing information you want the AI Agent to learn from. Supported file formats:
- DOCX
- TXT
Maximum file size: 25 MB per file.
These documents can include:
- User guides
- FAQs
- Product manuals
- Help documentation
- Store policies
- Internal documentation
Add Custom URL: You can also train the AI Agent using web pages. Simply enter the URL of your website, and the AI Agent will crawl the linked page(s) to learn from the content.
This is useful for adding a URL which includes some details like:
- Help Center articles
- FAQ pages
- Return & Refund policies
- Shipping policies
- Product documentation
- Blog articles
Note: Keep your uploaded documents and URLs up to date so your AI Agent always provides accurate information.
Note: If you add the data to train the bot or to crawl the data to the bot, the credit's won't get charged.2. Shopify Store Data: Enable Shopify Store Data to allow the AI Agent to answer questions using live information from your Shopify store. You can choose which store capabilities the AI Agent can access by selecting or deselecting individual options.
Available Capabilities
- Search Catalog – Search products available in your Shopify store.
- Update Cart – Add, remove, or update products in a customer's cart, including shipping details, discount codes, and gift cards.
- Get Product Details – Retrieve detailed information about a specific product.
- Get Order by Number – Look up an order using the Shopify order number.
- Get Order Tracking – Provide shipment tracking information, including tracking number, carrier, tracking URL, fulfillment status, and estimated delivery details.
- Get Cart – Retrieve the contents of a customer's shopping cart, including items, shipping options, discounts, and checkout URL.
- Search Shop Policies & FAQs – Answer questions related to your store's policies, FAQs, products, and services.
- Get Collections – Retrieve information about your store's collections, including titles and available products.
- Get Order by ID – Retrieve complete order information using the Shopify Order ID.
You can enable all capabilities by clicking Select All or choose only the ones relevant to your store.
3. AiTrillion Features: Enable this option to allow the AI Agent to access customer information and AiTrillion-powered features.
Available Features
- Customer – Access customer profile information, including name, email address, phone number, addresses, marketing preferences, and other available customer details.
- Loyalty – Answer questions related to loyalty points, rewards, discounts, VIP tiers, and Refer a Friend.
- Reviews – Generate product review submission links for customers based on their orders.
- Membership – Provide membership-related information, including active plans, status, and billing details.
- Product Recommendations – Recommend products based on AiTrillion's recommendation engine.
Use Select All to enable every available feature or individually select only the features you want your AI Agent to use.
Step 6: The Review & Publish step is the final stage before making your AI Agent available on your storefront. It provides a read-only summary of all the settings you configured in the previous steps, allowing you to verify everything before publishing.
Note: If the bot is in Training status, it is still crawling and processing the selected data sources. Once the training is complete, its status will automatically change to Active.
Now, the bot will be automatically in Training mode and will be automatically made to live
Note: If you want to learn how to show the AI Agent to the front store, Click here.
Important Notes
- Ensure you have connected at least one data source (Shopify Store Data, AiTrillion Features, uploaded documents, or custom URLs) before publishing your AI Agent. Without a data source, the AI Agent cannot answer customer queries accurately.
- The quality of your AI Agent's responses depends on the data you provide. Keep your documents, URLs, and stored information updated to ensure accurate answers.
- Configure the Bot Behavior carefully, as it defines the AI Agent's personality, tone, and response style.
- Review the Welcome Message and Fallback Message to provide a better customer experience when visitors start a conversation or when the AI Agent cannot answer a question.
- If you enable Suggested Questions or the Pre-Chat Form, verify the configured questions and fields before publishing.
- Before making the AI Agent live, review all settings in the Review & Publish step to ensure your configuration is correct.
- After publishing, you can edit your AI Agent's settings, connected data sources, or behavior at any time. Save and republish the changes to apply them to the live AI Agent.
- If your AI Agent uses Shopify Store Data or AiTrillion Features, ensure the required permissions and integrations remain active for those capabilities to function properly.
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