Shopify app assistant setup

Shopify Assistant Setup & Instructions

Here is the detailed documentation for the Assistant Setup & Instructions, focusing on how to configure the assistant logic and test it directly within your dashboard.

The Setup & Instructions tab under the Assistants menu is the core command center for dictating how your bot behaves, processes information, and speaks to your customers. By filling out these text fields, you create the logical framework the AI uses to generate responses.

Customer multiple conversations

This option allows customers to store conversation in the user session and consult or continue the conversation when coming back on your Shopify website.

Note Depending on your subscription, we keep 30, 90 or 365 days of conversation history

Core assistant directives

The primary settings establish the bot’s base personality and purpose

System prompt: This is the baseline instruction (e.g., “You are a specialized AI assistant for this Shopify store. Answer customer questions using store content, products, and pages. Be concise, friendly, and accurate.”).
Assistant Target and Objective: Define the assistant’s specific goal. Example: “Reply to customers of this Shopify store. Help them discover products, answer questions about pricing, shipping, and returns, and guide them toward checkout.”.
Custom data usage: Instruct the assistant on how to prioritize the training data you’ve uploaded. Example: “You will use the data from the custom data from the files we provide in priority for your replies.”.

Assistant advanced Instructions

To tightly control the user experience, you can fine-tune specific conversational parameters.

First Message: Set the default greeting for new threads, such as, “Hey, thanks for your question, I’m a specialized AI Assistant, let me help you the best I can.”.

Types of content: Specify what format the assistant should output, such as technical documentation or step-by-step guides.

Content Length and Tone: Enforce structural rules. Example: “You’ll try to be as exhaustive as possible in your replies, with a limit of 500 words per message. You will use a formal tone.”.

Example of reply: Provide formatting templates. If a user asks about a specific item, you can instruct the assistant to always include a specific text block or link structure in its reply.