Everything You Need to Set Up & Grow with ShopPilot AI
Step-by-step guidance for configuring your AI sales assistant, customizing branding to match your store, enabling order tracking, and boosting storefront conversions.
1. Overview & Key Benefits
ShopPilot AI is an intelligent, conversational sales and customer support assistant built specifically for Shopify merchants. Unlike traditional static chatbots that rely on rigid decision trees, ShopPilot AI understands natural customer inquiries, automatically indexes your product catalog, and actively guides shoppers toward completing purchases.
Assisted Sales & Recommendations
Recommends matching items based on customer budget, style, and intent with direct Add to Cart buttons.
Automated Order Tracking
Instantly answers "Where is my order?" inquiries using safe, authenticated Shopify customer lookups.
Dynamic Knowledge Base
Syncs your store's blog posts, shipping policies, return guidelines, and FAQs to answer questions 24/7.
Zero-Code Setup
1-click theme app embed integration. No manual theme code editing or Liquid template modifications.
2. 3-Minute Quick Setup Guide
Getting ShopPilot AI active on your Shopify store takes less than three minutes:
1
Install ShopPilot AI from the Shopify App Store
Click Install on the Shopify App Store listing and approve the necessary read scopes (products, content, orders). Your catalog immediately starts synchronizing in the background.
2
Enable the Theme App Extension (One-Click)
In your Shopify Admin, navigate to Online Store → Themes → Customize. Open App embeds on the left sidebar, switch on ConverseCart AI Chatbot, and click Save.
3
Personalize Colors & Welcome Message
Open the ShopPilot AI app dashboard inside your Shopify Admin. Adjust your brand primary color, give your bot a name (e.g., "Aura Concierge" or "Store Assistant"), and review the live preview. Click Save Changes.
That's it! The AI chatbot is now active on your store, ready to assist your visitors, suggest products, and answer questions.
3. Enabling Theme App Embed
ShopPilot AI utilizes Shopify's modern Theme App Extension architecture. This provides isolated CSS styling inside a native Web Component Shadow DOM, guaranteeing that the chat widget will never conflict with your theme fonts, buttons, or JavaScript.
Step-by-Step Instructions:
From your Shopify Admin, click Online Store in the left sidebar menu.
Under Themes, locate your current active live theme and click Customize.
In the left vertical sidebar of the Theme Editor, click the third icon from the top: App embeds ().
Look for ConverseCart AI Chatbot (or ShopPilot AI) in the list.
Toggle the switch next to it to ON (blue/active).
Click the green Save button in the top right corner of the Shopify Theme Editor.
Tip for Testing: If you want to test the widget before making it visible to public shoppers, you can enable the App embed on an unpublished duplicate theme draft first.
4. Storefront Widget Features & Customer Experience
The storefront chat widget is engineered to maximize customer engagement without distracting from the primary browsing experience:
Welcome Screen & Prompts
Greets customers with your custom bot name, store tagline, and up to four interactive Quick Action Starter Buttons (e.g. "Show trending items", "What's your return policy?", "Help me pick a gift").
Direct "Add to Cart"
Product recommendation cards feature product thumbnail, price, availability, and an instant Add to Cart button that adds the item directly to the customer's Shopify cart without leaving the chat.
Full Mobile Responsiveness
Seamlessly adjusts to any screen size. On mobile smartphones, expands smoothly with ergonomic touch targets and easy-to-tap close buttons.
Options Menu & Clear History
Customers can access the top-right menu anytime to view store helpline details or start a fresh conversation session with a single click.
5. Branding & Color Styling
Tailor every element of the chat widget to match your store's brand guidelines directly from the Control Panel:
Setting Name
Description
Default Value
Bot Display Name
The name displayed on the header bar and chat messages.
ShopPilot AI Assistant
Primary Brand Color
Used for the launcher bubble, send button, header gradient, and active pills.
#4F46E5 (Indigo)
Secondary Accent Color
Used for secondary action buttons, card borders, and hover states.
#4338CA
Widget Screen Position
Placement on the storefront: Bottom-Right, Bottom-Left, or Center.
Bottom-Right
Show Powered By
Option to hide the footer watermark badge (Starter and Pro plans).
Enabled
Starter Prompts (1–4)
Configurable quick-action suggestion chips on the welcome screen.
Customizable text
6. AI Engine & Personality Customization
ShopPilot AI allows you to shape how the AI interacts with your customers. You can customize tone, sales priorities, and even bring your own AI engine keys.
Customizing the System Prompt (Tone & Rules)
In the AI Settings card, the System Prompt field gives you complete control over your bot's personality. Here are sample prompts you can copy and paste:
# Example: Luxury Boutique Stylist
You are Sophie, a luxury fashion stylist for our boutique. Greet shoppers warmly, suggest matching accessories whenever a dress is viewed, and mention our complimentary gift packaging on orders over $100. Always keep answers concise and elegant.
Bring Your Own Key (BYOK) — Pro Plan
Merchants on the Pro Plan can connect their own OpenAI (GPT-4o, GPT-4o-mini) or Google Gemini (Gemini 1.5 Pro, Flash) API keys. All keys are encrypted at rest with AES-256-GCM and never exposed in browser code.
7. Knowledge Base & Catalog Sync
ShopPilot AI automatically learns about your products and policies so it can provide accurate answers to customer questions.
Automatic Shopify Catalog & Blog Sync
Upon installation, ShopPilot AI indexes your active products, variants, descriptions, prices, inventory availability, and published blog articles. Whenever you update or add new products, you can click Sync Catalog in the dashboard to immediately refresh the index.
Custom Knowledge Items & Policies
Under the Knowledge Base section, you can add custom Q&As, sizing guides, return policies, warranty terms, or frequently asked questions. The AI references these entries to answer specific inquiries accurately.
8. Order Tracking & Customer Authentication
Enable your shoppers to check order fulfillment status, delivery carriers, and tracking numbers in seconds:
Logged-In Customers: If a customer is logged into their Shopify store account, ShopPilot AI automatically identifies them and displays their recent orders with one tap.
Guest Customers: Guests can easily look up orders by providing their order number (e.g. #1024) and the email address used during checkout.
Privacy & Security: Order lookups use Shopify's official customer session tokens and read-only endpoints, keeping sensitive customer billing details completely private.
9. Store Helpline & Shipping Policies
Provide instant transparency on shipping rates, delivery timelines, and support channels:
Helpline Contact Details
Support Email Address (e.g., support@yourstore.com)
Phone Helpline / WhatsApp number
Customer Service Operating Hours
Physical Store / Warehouse Address
Shipping & Delivery Rules
Free Shipping Threshold (e.g., $50.00)
Standard Domestic Shipping Rate
Estimated Delivery Window (e.g., 2–4 business days)
Link to full store Shipping Policy page
10. Real-Time Admin Live Preview
Test and verify your customizations right in the Shopify Admin before publishing:
Interactive Mode Switcher: Switch between the Welcome Screen view (header, subtitle, quick starter buttons) and the Active Chat view (messages, product cards, Add to Cart flow).
Instant Color Updates: Changes to your primary color, bot name, or welcome greetings immediately reflect in the preview window without needing a page refresh.
11. Plans & Billing Guide
All subscriptions are handled securely through Shopify's official Billing API. Subscription charges appear directly on your regular Shopify monthly invoice:
Free Plan
$0 / mo
100 conversations per month
Automatic catalog sync
Standard AI responses
Community email support
POPULARStarter Plan
$29 / mo
1,000 conversations per month
Remove "Powered by" branding
Faster AI response speeds
Priority email support
Pro Plan
$79 / mo
Unlimited / high-volume chat
BYOK (OpenAI & Google Gemini)
Custom AI models (GPT-4o)
Dedicated account assistance
12. Troubleshooting & Merchant FAQs
Q: Why is the chat widget not visible on my live storefront?
Check 1: Confirm that the ConverseCart AI Chatbot app embed is toggled ON under Online Store → Themes → Customize → App embeds, and that you clicked Save. Check 2: Ensure that the Enable Chatbot toggle in your app control panel is turned ON. Check 3: Clear your browser cache or open your store in an incognito window.
Q: I just added new products to Shopify. When will the chatbot know about them?
Product updates are synced automatically via Shopify webhooks. To sync changes immediately, click Sync Catalog from your ShopPilot AI dashboard.
Q: Will the chat widget slow down my website load time?
No. The widget script is loaded asynchronously with defer, meaning it never blocks your page rendering or Core Web Vitals (LCP/FID). The widget assets are cached and served via high-speed global CDN.
13. Merchant Support & Contact
Our dedicated engineering and merchant success team is here to assist with setup, customization, or inquiries: