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Welcome to AI Chat Assistant. This guide will walk you through the basic setup so you can launch the assistant on your Shopify store and start helping customers discover products, ask questions, and add items to cart.
AI Chat Assistant helps shoppers find products, get answers, navigate your store, and take action in real time. Depending on your settings, the assistant can also support lead capture, cross-sell suggestions, and order-related workflows.
From your Shopify admin:
This opens the app dashboard.
The Dashboard gives you a quick overview of store activity and assistant performance.
Here you can monitor:
This page is mainly for tracking performance after setup, but it is a good place to confirm the app is active.
In the app menu, click Settings.
This is where you configure how the assistant behaves on your storefront.
In the AI assistant role section, choose the personality and communication style you want customers to experience.
Available roles may include:
For most stores, Standard Assistant is the best place to start.
In the Shop description section, enter a short summary of what your store sells.
This helps the assistant stay on-topic and generate more accurate product recommendations and answers.
“We sell motorcycle seats, backrests, luggage racks, and accessories for Harley-Davidson and Indian motorcycles.”
Keep this description specific. The more clearly you define your catalog, the more relevant the assistant’s responses will be.
In the Chat widget section, configure how the assistant appears on your storefront.
Depending on your app settings, this may include options such as:
Choose settings that fit your brand and make the assistant easy for customers to notice and use.
In the Rate limiting section, set limits to control message volume and prevent abuse.
There are two types of limits:
This caps the total number of messages that can be sent across all visitors during a defined time period.
This caps the number of messages a single visitor can send during a defined time period.
Start with the default values unless you expect unusually high traffic or want stricter controls.
In the Email capture fallback section, choose whether the assistant should ask for a customer’s email when:
This is useful for recovering sales opportunities and collecting leads for follow-up.
In the Cross-sell suggestions section, choose whether the assistant should display related product recommendations in chat after a customer adds an item to their cart.
This feature can help increase average order value by surfacing complementary items at the right moment.
Once your setup is complete, click Save settings in the top-right corner.
Your configuration will be applied to the storefront widget.
After saving, open your store and test the assistant from a customer’s point of view.
Try a real shopping prompt such as:
Go to Chat history to review customer conversations and AI-generated analysis.
You can filter conversations by:
This helps you understand what customers are asking, where the assistant performs well, and where additional tuning may help.
Return to the Dashboard regularly to monitor usage and results.
Key areas to review include:
These metrics help you evaluate how the assistant is supporting conversions and customer experience.
To get the best results from AI Chat Assistant:
If you need help configuring the assistant for your store, contact support and include:
This will help speed up setup and troubleshooting.