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1Getting Started
2Connect Your Store
3Add the Agent to Your Site
4Train Your Agent
  • Overview: everything your assistant knows
  • Set your store facts
  • Edit your Instructions
  • Use the AI Instructions Builder
  • Add knowledge sources
  • Learn from your CRM history (CRM Audit)
  • Topics & quick answers
  • Review agent quality (QA Review)
5Order Status & Tracking
6Product Answers
7Promotions & Discounts
8Handoffs, Tickets & Records
9Conversations, Inbox & Quality
10Ecommerce Tracking
11Custom Integrations
12Plans, Limits & Billing
13Security & Privacy
14Troubleshooting & FAQ
15What's New
Help CenterTrain Your Agent
4

Train Your Agent

Teach it your facts, policies, topics, and the way your team answers.

4.1Overview: everything your assistant knowsYou want to understand where the agent's answers come from before you start training it.4.2Set your store factsFirst-time setup, or your hours, shipping, returns, or payment details changed.4.3Edit your InstructionsYou want to shape how the agent behaves and what it tells customers, beyond the basic facts.4.4Use the AI Instructions BuilderYou want well-written, store-specific Instructions without writing them from scratch.4.5Add knowledge sourcesYou want the agent to answer from your existing policy, FAQ, or reference pages.4.6Learn from your CRM history (CRM Audit)Growth & ProYou have past support tickets and want the agent trained on what your customers actually ask.4.7Topics & quick answersYou want to give shoppers browsable subjects and instant answers to your most common questions.4.8Review agent quality (QA Review)You want to find weak answers and act on improvement suggestions.
Other categories
Getting StartedConnect Your StoreAdd the Agent to Your SiteOrder Status & TrackingProduct AnswersPromotions & DiscountsHandoffs, Tickets & RecordsConversations, Inbox & QualityEcommerce TrackingCustom IntegrationsPlans, Limits & BillingSecurity & PrivacyTroubleshooting & FAQWhat's New
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