Connect your systems
Go to Dashboard > Integrations
and connect your helpdesk (for example Gorgias
or Intercom), your store
(for example Shopify), and
your website content.See the Integrations overview
for everything you can connect.
Create an AI Agent
Go to Dashboard > Agents and click
Add agent. Set its channels, stores, language, tone of voice, and rules.See AI Agents for what each setting does.
Train it with protocols
In the Training Center, write
protocols so the agent follows your business processes — returns,
cancellations, order status, and more.You can write protocols by chatting with the AI Manager.
See Protocols to get started.
Test, then go live
Test your agent in the Playground:
start a session, select your agent, and chat as if you were a customer.When you’re happy, set the agent to active and configure your
automation settings to decide when
it replies automatically versus suggesting a reply.
Next steps
Integrations
Connect more systems and custom APIs.
Agentic Storefront
Add the AI assistant to your webstore.
Actions
Let agents take action in your systems.
AI Agents
Fine-tune tone of voice and rules.
Need help? Ask the AI Manager
in your dashboard — it can walk you through setup and troubleshoot most issues.