# ShopPilot AI (ConverseCart) — Merchant Documentation > **Official Merchant Guide & Frontend Documentation** > **App Name:** ShopPilot AI (ConverseCart) > **Public Documentation URL:** `https://portal.webiletechnologies.com/docs` > **Support Email:** `ashvin@digihorizon.in` > **Developer:** Digi Horizon Technologies (`https://www.digihorizon.in`) --- ## 1. Overview & Key Benefits **ShopPilot AI** is an intelligent AI sales assistant and customer support chatbot for Shopify stores. It engages storefront visitors in natural language conversations, recommends relevant products with 1-click **Add to Cart**, answers store policy inquiries (shipping, returns, sizing), and assists customers with real-time order tracking. ### Key Merchant Benefits - **Boosts Conversions & AOV:** Proactively assists shoppers, recommends relevant items, and lets them add products directly into their cart. - **24/7 Automated Support:** Instant answers to common questions (shipping timelines, refund policies, FAQs), reducing support tickets. - **Order Tracking:** Automated lookup for customer fulfillment status and delivery tracking. - **Zero-Code Integration:** Fast 1-click Theme App Embed setup — no manual theme code editing or Liquid hacking required. - **Completely Customizable:** Match colors, greetings, starter suggestions, bot name, and AI personality to your store's brand identity. --- ## 2. 3-Minute Quick Setup Guide Setting up ShopPilot AI on your Shopify store requires just 3 simple steps: ### Step 1: Install the App Install **ShopPilot AI** from the Shopify App Store. Upon approval, your product catalog and blog articles automatically begin synchronizing. ### Step 2: Enable Theme App Embed (Required) 1. In your **Shopify Admin**, go to **Online Store** → **Themes**. 2. Next to your active theme, click **Customize**. 3. In the left-hand sidebar, click the **App embeds** icon (the 3rd icon down). 4. Locate **ConverseCart AI Chatbot** (or **ShopPilot AI**). 5. Toggle the switch to **ON** (active). 6. Click **Save** in the top-right corner. ### Step 3: Brand & Customize 1. Open the **ShopPilot AI** app from your Shopify Admin. 2. In the **Chatbot Branding & Storefront Widget Settings** card: - Choose your **Bot Display Name** (e.g., *"Aura Assistant"* or *"Store Stylist"*). - Set your **Primary Brand Color** to match your store palette. - Customize your **Welcome Message** and **Starter Prompts**. 3. Click **Save Changes**. The widget is now live and working on your storefront! --- ## 3. Storefront Widget Features (What Customers Experience) - **Floating Launcher Bubble:** Subtle, brand-matched chat bubble positioned in the bottom-right or bottom-left corner. - **Welcome Screen:** Displays your bot name, tagline, and up to four quick-start suggestion chips (e.g., *"Find bestsellers"*, *"Track my order"*, *"Shipping info"*). - **Interactive Product Cards:** Shows product photo, title, price, stock status, and an instant **Add to Cart** button. - **Customer Account & Order Lookup:** Customers can check their recent orders, fulfillment status, and delivery tracking numbers. - **Store Helpline & Support:** Quick access to your store's contact phone number, support email, and operating hours. --- ## 4. Customizing Branding & Design In your ShopPilot AI Control Panel: | Setting | Description | Recommended Setting | | :--- | :--- | :--- | | **Bot Display Name** | Title displayed in the chat header | Your brand name + Assistant | | **Primary Color** | Launcher bubble, buttons, user speech bubbles | Your primary brand color hex code | | **Secondary Color** | Card accents and highlight borders | A complementary accent tone | | **Widget Position** | Bottom-Right or Bottom-Left | Bottom-Right | | **Starter Prompts (1–4)** | Quick-click suggestion buttons for visitors | 1) Top Sellers 2) Track Order 3) Return Policy 4) Sizing | | **Show Powered By** | Toggle branding badge | Hidden on Starter and Pro plans | --- ## 5. AI Personality & Instructions You can steer how the AI communicates with shoppers by updating the **System Prompt** in **AI Settings**: ### Example System Prompt ```text You are Sophie, a knowledgeable customer concierge for [Your Store Name]. - Speak in a friendly, helpful, and concise tone. - Recommend products that match the customer's budget and style preferences. - Mention our free shipping offer on orders over $50. - If unsure about a policy, provide our support email: support@yourstore.com. ``` --- ## 6. Knowledge Base & Catalog Synchronization - **Automatic Product Sync:** All published active products, prices, images, and inventory are indexed automatically. - **Shopify Blog Sync:** Store articles and blog posts are indexed for answering customer guides and advice questions. - **Custom FAQs:** Add custom questions and answers (e.g., return policies, warranty terms, sizing charts) under **Knowledge Base → Add Item**. - **Manual Re-Sync:** Whenever you add a batch of new products or update prices in Shopify, click **Sync Catalog** in the app dashboard to update the AI immediately. --- ## 7. Order Tracking & Customer Authentication - **Logged-in Customers:** If a customer is signed in to your Shopify store, the AI recognizes their session and can list their order history with one click. - **Guest Shoppers:** Guests can look up orders by providing their order number (e.g., `#1001`) and order email address. - **Privacy & Security:** All order queries are read-only and verified securely through Shopify tokens. --- ## 8. Store Helpline & Shipping Policies Under **Helpline & Shipping Settings**, specify: - **Support Contact:** Customer support email, phone helpline, business hours, and store address. - **Shipping Rules:** Free shipping threshold, standard delivery fee, estimated delivery days (e.g., *2–4 business days*), and link to your shipping policy. --- ## 9. Real-Time Admin Live Preview The app dashboard includes an interactive **Live Preview**: - Test color changes and greetings in real time before saving. - Toggle between the **Welcome Screen** view and **Active Chat** view to experience what your customers will see. --- ## 10. Plans & Billing Subscriptions are billed safely and transparently through Shopify's official Billing API: - **Free Plan ($0/mo):** 100 conversations/month, automated catalog sync, standard AI engine. - **Starter Plan ($29/mo):** 1,000 conversations/month, remove "Powered by" branding, priority AI speed. - **Pro Plan ($79/mo):** High-volume conversations, custom AI models (OpenAI GPT-4o, Google Gemini), BYOK (Bring Your Own Key) support, 24/7 dedicated assistance. --- ## 11. Frequently Asked Questions (FAQ) #### Q: The chat widget is not showing up on my store. How do I fix this? 1. Check that the **ConverseCart AI Chatbot** app embed is turned **ON** in your Shopify Theme Editor (*Online Store → Themes → Customize → App embeds*) and that you clicked **Save**. 2. Verify that **Enable Chatbot** is toggled ON in your ShopPilot AI dashboard. 3. Refresh your storefront or open it in a private/incognito window. #### Q: Will this slow down my store's loading speed? No. The widget script loads asynchronously (`defer`) as a lightweight Web Component. It does not block page rendering, ensuring your store maintains fast Core Web Vitals (LCP/FID). #### Q: Can I bring my own OpenAI or Google Gemini API key? Yes. Pro plan merchants can enter their own API key under **AI Settings → Bring Your Own Key**. Usage is then billed directly by OpenAI or Google. --- ## 12. Support & Contact If you have questions, require custom integration assistance, or need help setting up: - **Email:** `ashvin@digihorizon.in` - **Developer Website:** `https://www.digihorizon.in` - **Help Center:** `https://portal.webiletechnologies.com/help` - **Response Time:** Monday to Friday, 9:00 AM – 6:00 PM IST (within 24 business hours).