Building AI Agents

Creating an AI Agent is simple and intuitive. From setting up your first chatbot to customizing its look, connecting it to your storefront, and monitoring performance — the process ensures your bot is ready to engage customers effectively. Follow the steps below to get started.

1. Log in to your dashboard
   • Once logged in, you’ll land on the dashboard (as shown in the screenshot).
2. Click “Create Your First Chatbot”
   • Press the + Create Your First Chatbot button in the Chatbots section.
3. Configure Your Chatbot Agent
   • Give your chatbot a name.
   • Select the type of agent or template e.g., support bot, storefront bot, etc.
   • Add tools, training sources, or FAQs that the chatbot can use.
   • Adjust appearance settings like icon, border radius, width, theme, greetings etc.
4. Assign to a Storefront or Channel
   • If you’re on Shopify, you’ll need to connect the bot to your store’s Store Configuration.
   • This ensures the chatbot can interact with your store’s products, orders, and customer data.
5. Test Your Chatbot
   • Use the Playground (from the left menu) to simulate and test chatbot conversations before going live.
6. Deploy the Chatbot
   • Once satisfied, embed the chatbot script into your storefront (usually through the Shopify Theme Editor or custom script injection).
   • Activate it so it becomes available for your site visitors.
7. Monitor Performance
   • View analytics such as AI responses, number of active chatbots, customer satisfaction rate, and overall engagement metrics.