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AI agent

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Enable AI agent without blowing up your support inbox

The AI agent should be enabled gradually and with careful monitoring. What we recommend is to start with a 1-3 well-tested intents, and expand only once you’ve verified that everything works as expected. Avoid letting the AI handle everything in your inbox from the start. 1. Restrict responses to enabled intents only Use the "Restrict to enabled intents" setting to control which requests the AI agent can respond to: - When checked: The agent will only respond to requests that match the enabled intents - When unchecked: The agent may attempt to answer any incoming message, even if no instructions exist. This can lead to unexpected or incorrect replies. Check that you've this checkbox selected and max. 1-3 well-tested intents enabled when starting out, and only add more once you those work as expected. You can enable and disable intents from the Intent rules section: 2. Only enable intents that have been tested in the Playground Before enabling the AI agent and any intents, test it thoroughly in the Playground using real customer conversations. Use the Replay feature to see how the AI responds to specific tickets. This allows you to confirm that it behaves as expected before going live. The AI model cannot guess what you want it to say—it will only follow the instructions you provide. Start small with simple intents. Monitor performance for a few days before expanding to more complex use cases. 3. Use a clear AI agent name and signature We recommend configuring the agent’s name and signature to make it obvious that responses are coming from an AI, not a human. This helps set expectations for your customers and reduces confusion if the AI responds incorrectly. It also encourages customers to ask for human help when needed. 4. Disable business hours and auto-reply automations Before enabling the AI agent, make sure to turn off any business hours settings and “Send message” automations (such as auto-replies). These features can trigger unnecessary messages and confuse customers when used alongside the AI agent. Good to know - Complex multi-step instructions are not yet fully supported. Improvements are coming soon. - Shopify actions, such as changing customer addresses or cancelling an order, don't work reliably yet. Improvements coming in the same update!

Last updated on Jul 25, 2025

Introduction to the AI agent

What is the AI Agent? The AI Agent is an autonomous support bot that handles customer tickets without human intervention. Built specifically for Shopify stores, it manages common support tasks that plague e-commerce stores. You can customize its tone, leverage your store data, and provide specific instructions for handling tickets. When enabled, the AI Agent is automatically assigned to new tickets and responds immediately unless configured otherwise. Human agents can remove the AI Agent from any conversation as needed. Key Features Playground Test the AI Agent safely by simulating conversations using your actual Shopify customer data. Shopify Actions The agent performs essential e-commerce tasks: - Order tracking and shipping updates - Address modifications - Order cancellations - Item replacements (size, color changes) - Order tagging - Standard helpdesk functions (ticket assignment, private notes) Knowledge & Guidance Train the agent using your store's products, store pages, help articles, canned responses, saved training responses and custom guidances for specific support scenarios. Multi-Platform Support Deploy across email, live chat, direct messages, and social media comments. Common Questions How do I prevent hallucinations? The agent is programmed to handover tickets when uncertain about available knowledge or guidance. The most effective prevention method is rigorous testing in the Playground using your historical tickets. Users who thoroughly test against old tickets see the best results. Can I limit which tickets the agent handles? Yes. Configure the AI Agent to respond only to tickets with specific guidance in the settings. This approach helps you gradually adopt the technology while maintaining control over ticket handling. What model powers the agent? We use multiple providers with proprietary technology for testing, evaluation, and tool execution. Our agent reliably follows complex, multi-step processes without the $1-per-ticket costs charged by other platforms. How do I add custom documents to the knowledge base? Copy your documentation into help center articles and leave them in draft status. Control which articles the AI Agent accesses through Knowledge settings. Alternatively, use AI training responses in Knowledge settings to add question-and-answer pairs directly. PDF and spreadsheet uploads are not currently supported. Does the agent work with multiple stores? The AI Agent functions across all stores connected to your account, but shares knowledge between them. For separate brands, use distinct Commslayer accounts (easily switchable via the top-left dropdown menu). Can the agent process customer images? Image processing is not currently available but is planned for future release.

Last updated on Aug 06, 2025

Training your AI agent

Your AI agent learns from different types of data to effectively answer customer queries. You can see all the data AI has access to by navigating to AI agent -> Knowledge sources (requires admin rights). The AI agent uses these sources to dynamically understand and respond to customer questions. AI training responses Responses you can save from good human-agent interactions. These provide the AI agent with examples of how to handle various customer questions, improving its ability to respond effectively. How to add an AI training response You can find an "Add AI training response" button by hovering over any message sent by a human agent. It opens a popup where you can edit the response (it is automatically polished by AI) and save it to your knowledge library. In Playground, you will see a "Revise answer" button when you hover over any message sent by the AI agent. You can give AI the expected correct response and save it to the training responses: Other knowledge types AI has access to: - Canned responses: your saved pre-written response templates your support team regularly uses. - Help articles: Information directly from your help center. - Shopify data: Information from your Shopify store’s pages and products. Guidance Guidance gives your AI agent specific, pre-defined responses and actions when it recognizes certain customer requests or scenarios: - For example, if a customer asks about a refund, your AI agent can automatically provide your pre-written refund instructions. - You can also define specific actions like assigning conversations to particular agents, adding labels, or automatically resolving issues. - Regularly updating Guidance helps your AI agent handle common requests efficiently, saving your team valuable time. How to edit Guidance: You can also add actions to intent rules, similarly to automations, and instruct AI when certain actions should be executed: Debugging AI responses Hover over any AI-generated response and click </> View prompt & knowledge used to see all the information and context the AI agent considered. Managing your AI training data You can manually enable or disable specific data sources. Disable outdated or irrelevant content to ensure your AI agent provides accurate responses. Best practices: - Regularly audit canned responses, help articles, and response examples. - Spend time on Playground testing how the agent responds to different queries - Add AI training responses to give additional context and improve your AI agent's replies. Following these guidelines ensures your AI agent delivers accurate, helpful, and consistent customer support.

Last updated on Jul 25, 2025

How to setup the AI agent

Enable Shopify permissions If you installed Commslayer before August 2025, you must reauthorize your Shopify connection to grant order editing permissions. 1. Navigate to Settings → Shops 2. Click "Reauth" if displayed 3. Complete Shopify authentication and confirm updated permissions Customize agent settings Configure the AI agent's identity and behavior through basic customization options. Agent name Most brands include "AI agent" in the name (e.g., "Awesome Brand's AI agent"). Some merchants, particularly dropshippers, use human names without AI disclosure. Your choice. General rules (optional) Define behavioral guidelines for the AI agent. Only add rules after thorough playground testing and guidance configuration. Tone of voice (optional) Specify communication style per channel (friendly, formal, brief, Gen Z, emoji-free). The agent defaults to channel-appropriate helpful tones. Change only if dissatisfied with default behavior. Signature Set email and direct message signatures. Useful for AI disclosure to customers. Handover settings Configure whether the AI agent transfers uncertain conversations to unassigned queue or specific human agents. Set the fallback message sent during handovers. Enable the AI agent Access AI agent settings from the left menu to select active inboxes. Restrict to enabled intents Critical setting that appears after inbox selection: - Disabled: AI agent handles all inbox tickets using available knowledge and guidance - Enabled: AI agent only responds to tickets with matching guidance, regardless of other available knowledge This restriction helps gradual adoption by limiting responses to specific scenarios like order tracking or cancellation requests. Operational details - Response delays: The AI agent includes randomized response delays for email and social media comments to appear natural and prevent customer frustration with instant replies. - Assignment behavior: The AI agent is automatically assigned to new tickets. Removing it stops responses to that conversation. If initially disabled for a conversation, the agent won't respond to existing messages until new customer messages arrive.

Last updated on Aug 07, 2025