Shopify Agent

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What is a Shopify Agent?

It is an LLM-based agent that has access to your Shopify store’s products and website content. The agent can answer complex questions about your products, make context-aware personalized recommendations to your visitors, and more. You can embed the agent on your Shopify store’s website in one simple click of a button.

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Setting Up Your Shopify Agent

If you do not have your Shopify store connected to Droxy yet, you can do so by following the instructions below.

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1. Connect Your Shopify Store

To begin integrating your Shopify store with Droxy:

1. Navigate to Settings and select the Stores tab
2. Click on Add and select Shopify from the available options

You will be redirected to your Shopify Store account to install the Droxy Shopify app. Follow the instructions in Shopify to complete the installation. After installation, you’ll be redirected back to the Droxy dashboard for store configuration. You should see the following under the Stores tab in Settings. Click on the Configure button to continue.

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2. Configure Your Store

The configuration process involves two main steps with the goal of syncing your Shopify store’s products and website content into Droxy’s knowledge base.

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Products Import

You’ll see a list of all products that will be imported into Droxy. These products will serve as knowledge base for your agent.

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Website Content

Review and confirm the URLs that will be imported as part of your store’s knowledge base. This ensures your agent has comprehensive information about your website content. Once you’ve reviewed the imported products and website content, click on the Sync button to complete the configuration. The process may take a few minutes to complete depending on the size of your product catalog. Once the process is complete, you should see the following under the Stores tab in Settings.

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3. Select Shopify Agent

In the Droxy dashboard, go to the Agents section and click on +Add. Then select Shopify Agent.

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4. Select Connected Store

After syncing your store, you’ll need to select which store to use for your agent. In the agent creation interface, you’ll see your connected Shopify store listed: Select your store by clicking on it. The checkmark will indicate your selection.

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5. Add Additional Knowledge

Beyond your store’s product and website content, you can add extra knowledge to enhance your agent’s capabilities: Use the search bar to find specific knowledge items. Click Add new to upload additional resources such as:

• Company policies
• Return procedures
• Shipping information
• FAQs
• Other relevant documentation

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6. Configuration

Configure your agent’s behavior and capabilities: Key configuration options include:

• Behavior: Define the agent’s role, personality, and communication style. Be specific about how the agent should interact with customers. Use the built-in prompt generator to have optimized prompts automatically generated or modify them to match your needs.
• Model: Select the LLM powering your agent (e.g., GPT-4o mini). Each model consumes different amounts of tokens and has different capabilities.
• Knowledge Restrictions: Choose whether to restrict the agent’s responses to only your provided knowledge content. Make sure to specify to the agent what to answer if the knowledge base doesn’t contain an answer.
• Emoji Support: Enable or disable emoji usage in conversations

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7. Customization

Personalize your chat widget’s appearance to match your brand:

• Agent Name: Give your agent a name that reflects its role and your brand
• Welcome Message: Set an optional greeting message (up to 180 characters) that appears when customers start a conversation
• Theme Selection: Choose from pre-built color themes or create your own custom theme
• Appearance: Fully customize the look and feel of your chat widget including:
  • Agent’s message color
  • User’s message color
  • Accent color
  • Conversation background
  • Side bar background

All colors can be specified using hex codes for precise brand matching. The live preview window shows how your customization choices will appear to your customers.

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8. Tools

You can enable the following tools to enhance your chat widget’s functionality:

• Lead Form: Collect visitor contact information (email, phone, name) to capture and store leads for follow-up, seamlessly integrated into natural conversations.
• Calendly: Allow visitors to book meetings directly through the chat interface with automated scheduling. Perfect for sales teams, consultations, and support calls.
• Email Handoff: Transfer chat conversations to email when needed, especially useful for complex inquiries requiring detailed follow-up or when immediate chat resolution isn’t possible.

Each tool can be toggled on/off using the switches, allowing you to customize the feature set based on your business needs.

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Embed the Agent on Your Shopify Store

Once you’ve configured and tested your agent, embedding it on your Shopify store is a simple one-click process:

1. Click the Embed on store button in the top-right corner of your agent’s manage page
2. Wait a few minutes for the installation to complete

That’s it! Your agent will automatically appear on your Shopify store, ready to assist your visitors. There’s no need for manual code installation or theme modifications - everything is handled seamlessly through the Shopify app integration.