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AI agent

Speed up your support with AI
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Preview: AI agent and Playground explained

THIS ARTICLE IS IN PREVIEW FOR OUR UPCOMING AI AGENT FEATURES. The AI agent is your automated support assistant, designed to handle customer inquiries by pulling information from various knowledge sources and responding accordingly. The Playground is where you test and refine your AI’s performance in a controlled environment. AI Agent: What It Does - Responds to customer queries based on knowledge sources like AI training responses, canned responses, help articles and Shopify pages & products. - Uses intent rules to ensure specific instructions are followed when detecting key customer intents. - Can take actions like assigning agents, tagging conversations, and resolving tickets based on predefined rules. - Continuously improves by learning from AI training responses and updated knowledge sources. Learn more about training your AI agent Customizing Your AI Agent You can personalize your AI agent on the AI agent settings page by - Defining the Agent persona to set tone and communication style. - Naming your AI agent to match your brand voice. - Adding a profile picture for a more personalized touch. - Creating a signature that appears in every AI message. - Setting up a fallback message for when the AI doesn’t recognize an intent, ensuring seamless escalation to a human agent. Playground: A Safe Testing Environment The Playground allows you to test and debug your AI agent before deploying it in real customer interactions. You can: - Chat with your AI to see how it responds in different situations. - Replay past conversations to check how your AI would handle real customer messages. - Edit intent rules and training responses in real time to fine-tune performance. - Debug AI replies using the sources modal (</>), which shows what data the AI used to generate a response. Learn how to use the Playground Debugging and Optimization If the AI response isn’t ideal, you can: Open the Sources modal (</>) to see what knowledge the AI used. Adjust intent rules or AI training responses to guide future replies. Exclude outdated or misleading information from the Knowledge page. By understanding how the AI agent and Playground work together, you can ensure your AI delivers accurate, helpful, and consistent customer support.

Last updated on Mar 19, 2025

Preview: Training your AI agent

THIS ARTICLE IS IN PREVIEW FOR OUR UPCOMING AI AGENT FEATURES. 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. Intent rules Intent rules give 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 these intent rules helps your AI agent handle common requests efficiently, saving your team valuable time. How to edit intent rules: 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 - Clearly define intent rules for frequent customer inquiries. - 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 Mar 19, 2025

Quick replies with AI response drafts

For every conversation in your inbox, the AI suggests a response draft based on the customer’s intent. It pulls from your Shopify order history, products, pages, past conversations, and canned responses (your saved replies) to create personalized suggestions. You can tweak these responses by adding instructions for each intent or adjusting the intent library in your AI settings. How it works: 1. Detecting intents: The AI figures out what the customer is asking—whether it’s a return request, shipping inquiry, product question, or order issue. That way, the draft fits the customer’s needs. 2. Using your data: The AI pulls info from your order history, products, and saved replies to draft a response that’s specific and helpful. 3. Quick options: You can: - Apply the draft as-is if it looks good. - Rewrite to get a new version. - Add instructions to fine-tune it. Customizing AI with intent instructions: Want the AI to respond in a specific way for different types of questions? You can add instructions for each intent. For example, you can tell the AI to ask for order IDs in return requests or automatically include tracking info in shipping inquiries. Managing your intent library: You can easily manage the AI’s intents in your AI settings: 1. Edit existing intents: Fine-tune how the AI handles certain requests. 2. Add new intents: If new questions come up, create custom intents with instructions. How to use: 1. Every conversation in your inbox now comes with a draft based on the detected intent. 2. You can apply, rewrite, or edit the draft. 3. To improve future responses, add instructions and adjust the intent library in your settings. You'll slowly build a library of instructions for different cases.

Last updated on Mar 19, 2025