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Quick guide to activating & training Chative AI Agent for Shopify

Overview​

Boost your Shopify sales with Chative’s AI Agent, a 24/7 virtual assistant that answers customer queries, suggests products, and automates support. This guide provides clear steps to activate and train your AI Agent, helping you save time, retain customers, and increase revenue.

Why Use It?

  • Answers instantly to drive sales.
  • Automates support to free your team.
  • Syncs with Shopify for real-time updates.
  • Personalizes customer interactions.

Step 1: Connect Shopify​

Link your Shopify store to Chative to enable data access. Follow the steps in the Shopify Integration Guide.

Step 2: Activate AI Agent​

  1. Log into Chative, go to Add-ons > AI Agent.
  2. Click Install (first-time users only).
  3. Select Create AI Agent:
    • Name it (e.g., “Sales Assistant”) for a friendly touch.
    • Add a brand-aligned avatar (optional).
  4. Proceed to training.

Step 3: Train AI Agent​

Train your AI with store data to handle customer queries effectively.

3.1. Shopify Data (Automatic)​

Chative pulls:

  • Products: Name, description, price, inventory, variants.
  • Orders (if permitted): ID, status, date.
  • Customers: Basic interaction data.

Steps:

  • Go to Add Training Data > Shopify.
  • Select your store and data (e.g., products, orders).
  • Click Save; AI processes data in minutes.

What It Enables:

  • Answers like “Is Product A in stock?” or “What’s the price of Headphone X?”
  • Order tracking: “Where’s my order?”

3.2. Custom Data (Essential for Complex Queries)​

Add data to handle policies, promotions, or personalized recommendations:

  • Files: PDF, DOCX, CSV, Excel (e.g., FAQs, return policies). Max 5MB.
  • URLs: Shopify FAQ, blog, or About pages.
  • Text: Paste guides, sample responses, or articles.

Steps:

  • Select Add Training Data > Choose source (Document, URL, Text).
  • Upload files, paste links, or input text; click Save.
  • Add multiple sources for richer AI knowledge.

What It Enables:

  • Policy answers: “Do you offer returns?”
  • Recommendations: “Which headphones for running?”

Training:

  • After adding data, click Train.
  • Wait 2-5 minutes; AI becomes Ready.
tip

Use a clear FAQ file (Excel or DOCX) for faster, accurate responses.

Step 4: Add AI Agent to Website​

Deploy the AI Agent on your Shopify site for instant support. See the AI Agent website setup guide.

Key Benefits​

  • 24/7 query handling to capture every sale.
  • Higher conversions with tailored suggestions.
  • Reduced support workload via automation.
  • Continuous learning from new data.

Optimization Tips​

  • Create detailed FAQs covering products, policies, and shipping.
  • Update data for new products or policies.
  • Test AI with common customer questions.
  • Use multiple AI Agents for different product categories or languages
info

Data limits (products, files, URLs) vary by subscription plan. Check details at Chative.IO. Contact Chative support if AI responses need fine-tuning.

Chative’s AI Agent turns your Shopify store into a sales machine, delivering instant support and personalized experiences. Activate and train it today to see more sales and happier customers!