Skip to Content

AI Agents

AI Agents are virtual managers that communicate with your customers 24/7, automating support, sales, and product recommendations.

AI Agent Configuration


What is an AI Agent?

An AI Agent is a virtual assistant that autonomously processes incoming messages and responds according to its designated role. You can configure:

  • Sales assistant — helps customers find products
  • Support manager — answers FAQs
  • Logistics coordinator — handles delivery questions
  • Custom agents — any functionality you need

Why Use AI Agents?

  • Automate responses — Handle FAQs without human intervention
  • 24/7 availability — Instant replies anytime, including holidays
  • Increase sales — Automated upselling and cross-selling
  • Boost conversions — Faster responses lead to more purchases
  • Structured interactions — Each agent responds within its defined role

How It Looks to Customers

When customers message your bot, the AI agent responds naturally:

Customer Chat with AI Agent

AI Agent Conversation

Customers get instant, helpful responses about products, availability, pricing, and more.


How to Enable AI Agents

Step 1: Navigate to AI Assistant

Open your store settings and find the “AI Assistant for Business” section.

AI Business Assistant Setup

Step 2: Enable Direct Chat via Bot

Direct Chat Setup

This allows customers to communicate with you via the bot. A separate chat is created for each user.

Requirements:

  1. Switch your order chat to Topics mode
  2. Grant the bot full administrator rights

See Customer Support for detailed chat setup instructions.

Step 3: Add Tokens and Activate

AI Tokens and Enable

  1. Go to “AI Tokens” section
  2. Select a plan and top up your token balance
  3. Click “Enable AI”

💡 Premium stores get 20% discount on AI tokens!

Step 4: Configure Your Agents

  1. Go to CRM → AI Agents
  2. Fill out the agents table (instructions below)

CRM AI Agents Table


Understanding AI Agent Teams

AI Agents work like a virtual team within your store:

  1. Coordinator (Triage Agent) — Always first in the list

    • Receives all incoming customer messages
    • Decides which agent should handle each query
  2. Specialized Agents — Handle specific tasks

    • Product search
    • FAQ responses
    • Order status
    • Delivery questions
  3. Handoff — If an agent can’t answer, it passes the request back to the coordinator


Configuring the AI Agents Table

Table Structure

ColumnDescription
NameAgent’s name in CRM (e.g., “Coordinator”, “Product Search”)
Agent TaskBrief role description (e.g., “coordinates all inquiries”)
Agent’s InstructionsDetailed behavior: how to communicate, what to clarify
ToolsFunctions the agent can use

Example Configuration

🧭 Coordinator Agent

FieldValue
NameCoordinator
Agent TaskRecognizes message topics and routes to correct agent
InstructionsYou are the store coordinator. Understand what the customer is asking and pass the query to the appropriate agent. If no agent can help, provide a polite response and forward to support.
Tools— (coordinator doesn’t use functions directly)

🛍️ Product Search Agent

FieldValue
NameProduct Search
Agent TaskHelps customers find products by name or description
InstructionsYou help customers find products. Use Product Search function to get accurate info (name, price, availability). Don’t make up answers — always verify with the tool. If asked about non-product topics, pass back to coordinator.
ToolsProduct Search

Default Agents (No Configuration Required)

If you don’t fill out the table, 3 basic agents are available automatically:

AgentFunction
Product SearchChecks product availability, size, color, price
Current OrdersChecks order status
Delivery OptionsAnswers delivery questions

Improving AI Performance

Add Keywords to Products

To help AI agents find products better, add keywords in the CRM catalog:

Keywords in CRM

Example keywords for a coffee mug:

  • mug, cup, coffee, tea, ceramic, gift, logo, branded

Write Clear Instructions

  • Be specific about what the agent should do
  • Define boundaries (what NOT to answer)
  • Include example phrases
  • Specify when to hand off to human support

Example Workflow

Customer writes: “Do you have mugs with a logo?”

  1. Coordinator receives the message
  2. Coordinator identifies it as a product inquiry
  3. Coordinator passes to Product Search agent
  4. Product Search queries the catalog
  5. Product Search responds with matching products

Troubleshooting

Agent Doesn’t Reply

  1. Check that Direct Chat via Bot is enabled
  2. Verify bot has full administrator rights
  3. Check your AI token balance

Wrong Agent Replies

  • Ensure Coordinator is listed first in the CRM table
  • Review agent instructions for overlap
  • Clarify routing rules in Coordinator’s instructions

Inaccurate Responses

  • Add more keywords to products
  • Update agent instructions with better examples
  • Consider creating specialized agents for complex topics

Custom Functions

Need a custom setup? Our development team can help create specialized agents for your business.

📩 Contact: @ShopDevTeam 


Pricing

AI Agents use tokens for each interaction. Token costs depend on:

  • Message length
  • Response complexity
  • Number of tool calls

💡 Premium stores get 20% off all AI token purchases.


Next Steps


Need Help?

Contact our support team:

Last updated on