AI Shopping & Chat Assistant

AI Shopping & Chat Assistant by Maxify helps merchants automate customer support and streamline store operations. It answers questions, recommends products, guides navigation, and updates carts in real time. The assistant can manage orders, issue refunds, and collect leads when needed. With voice support, chat summaries, and flexible UI customization, it improves efficiency and enhances the customer experience.

AI Chat Assistant Setup Guide

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.

What the app does

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.

 

Step 1: Open the app in Shopify

From your Shopify admin:

  1. Go to Apps
  2. Click AI chat assistant

This opens the app dashboard.

 

Step 2: Review the Dashboard

The Dashboard gives you a quick overview of store activity and assistant performance.

Here you can monitor:

  • total conversations
  • percentage of analyzed conversations
  • conversations flagged for follow-up
  • remaining credit balance
  • product activity
  • customer sentiment
  • customer mood
  • daily activity over the last 30 days

This page is mainly for tracking performance after setup, but it is a good place to confirm the app is active.

 

Step 3: Go to Settings

In the app menu, click Settings.

This is where you configure how the assistant behaves on your storefront.

 

Step 4: Choose the AI assistant role

In the AI assistant role section, choose the personality and communication style you want customers to experience.

Available roles may include:

  • Standard Assistant
    Best for general e-commerce support, including products, orders, shipping, returns, and store policies.
  • Playful Shopping Buddy
    Best for brands that want a lighter, more fun shopping tone.
  • Professional Concierge
    Best for premium shopping experiences and high-value products.
  • Efficient Support Specialist
    Best for fast, direct support with minimal back-and-forth.

For most stores, Standard Assistant is the best place to start.

 

Step 5: Add your shop description

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.

Example

“We sell motorcycle seats, backrests, luggage racks, and accessories for Harley-Davidson and Indian motorcycles.”

Tip

Keep this description specific. The more clearly you define your catalog, the more relevant the assistant’s responses will be.

 

Step 6: Customize the chat widget

In the Chat widget section, configure how the assistant appears on your storefront.

Depending on your app settings, this may include options such as:

  • widget placement
  • colors or branding
  • greeting or welcome message
  • icon or launcher behavior
  • visibility options

Choose settings that fit your brand and make the assistant easy for customers to notice and use.

 

Step 7: Configure rate limits

In the Rate limiting section, set limits to control message volume and prevent abuse.

There are two types of limits:

Store-wide limit

This caps the total number of messages that can be sent across all visitors during a defined time period.

Per-visitor limit

This caps the number of messages a single visitor can send during a defined time period.

Example shown

  • Store-wide: 500 messages per 60 minutes
  • Per-visitor: 50 messages per 14 minutes

Recommendation

Start with the default values unless you expect unusually high traffic or want stricter controls.

 

 

Step 8: Set up email capture fallback

In the Email capture fallback section, choose whether the assistant should ask for a customer’s email when:

  • a product cannot be found
  • a product is out of stock
  • the assistant cannot answer a question

This is useful for recovering sales opportunities and collecting leads for follow-up.

 

Step 9: Enable cross-sell suggestions

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.

 

Step 10: Save your settings

Once your setup is complete, click Save settings in the top-right corner.

Your configuration will be applied to the storefront widget.

 

Step 11: Test the assistant on your storefront

After saving, open your store and test the assistant from a customer’s point of view.

Try a real shopping prompt such as:

  • “Show me Harley-Davidson motorcycle seats.”
  • “Do you have heated seats for a Road Glide?”
  • “What fits a 2023 Street Glide?”

Confirm that the assistant can:

  • return relevant products
  • show pricing
  • show stock availability
  • guide customers to products
  • support add-to-cart behavior when enabled

 

Step 12: Review Chat History

Go to Chat history to review customer conversations and AI-generated analysis.

You can filter conversations by:

  • sort order
  • sentiment
  • mood
  • date range

This helps you understand what customers are asking, where the assistant performs well, and where additional tuning may help.

 

Step 13: Use analytics to improve performance

Return to the Dashboard regularly to monitor usage and results.

Key areas to review include:

  • conversation count
  • cart adds
  • cross-sell performance
  • customer sentiment
  • customer mood trends
  • daily activity

These metrics help you evaluate how the assistant is supporting conversions and customer experience.

 

Best practices

To get the best results from AI Chat Assistant:

  • choose the assistant role that matches your brand voice
  • write a clear, specific shop description
  • test common customer questions on your storefront
  • enable email fallback for missed opportunities
  • review chat history often during the first few weeks
  • use analytics to refine the setup over time

Need help?

If you need help configuring the assistant for your store, contact support and include:

  • your store name
  • a short description of what you sell
  • the issue or question you are experiencing
  • screenshots, if available

 

This will help speed up setup and troubleshooting.