Teach the agent your shop
Prepare your products for the agent, give it your shop’s policies, and test it in the practice room.
In this lesson
- Prepare your products for the agent
- Teach it your delivery, returns and payment policies
- Test it in the practice room before switching on
On this page — 3 sections
Prepare your products
The agent only knows products that have been prepared for it. If you see a notice that products need preparing, press See products, then Prepare products in the Products section.
- Preparing takes a few minutes and works even while the agent is off.
- If some fail, press Retry the failed ones.
- Use each product’s switch, or show all and hide all, to decide which products the agent talks about.
- Preparing products is also paid from your wallet.
Shop knowledge
In Shop knowledge, first turn on Notebook and shop policies, then press Add information for anything customers ask often.
- Type
- FAQ, shipping policy, return policy, payment information, store information, contact information, category information or custom.
- Title and content
- Short and precise, the way you’d want a customer to hear it.
- Status
- Only Published entries are used; the agent never sees drafts.
- Priority
- 0 to 100. If two entries disagree, the higher one wins.
The practice room
In the Practice room, chat with the agent as if you were a customer. Start from a ready-made question or ask your own. A side panel shows what the agent understood, how confident it was and whether it wanted to hand over. Start a fresh chat to reset.
Finished this lesson?
Mark it done to tick it off in the list and keep track of how far you’ve come.
Didn’t find your answer?
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