Assistant action configuration
The Action tab located within the assistant’s settings menu allows you to set up automated workflows that trigger based on customer engagement or inactivity. These features help bridge the gap between AI automation and human customer support by alerting your team and capturing leads.
Shopify admin notifications
You can configure the system to proactively alert you when a conversation extends beyond a certain length, which often indicates a customer requires human assistance.
Set the “Notify after X messages” threshold (e.g., 10 messages). Once the chat reaches this count, an email alert is triggered.
Enter the email addresses of the administrators who should receive these alerts into the “Admin Email(s)” field, separating multiple addresses with commas.
Chat end transcript and lead capture
This feature automatically offers the customer a full transcript of their conversation via email. Crucially, the email address the customer provides is automatically stored in the app’s contact list, making this an effective lead capture tool for Shopify admins.
Transcript activation
You must toggle on both “Prompt enabled” (to display the offer to the customer) and “Send email” (to actually authorize the transmission of the transcript).
Inactivity threshold: Define the “Prompt inactivity threshold” (e.g., 10 minutes). If a user is inactive for this duration, the assistant will automatically prompt them.
Message customization: You can fully customize the wording the customer sees. Adjust the “Message title” (e.g., “Get the chat transcript?”), the instructional “Message content,” and the “Input field placeholder” (e.g., “Input your email address”).
Validation and error handling: Customize the button labels (like “Submit” or “Cancel”) and define the specific “Transcript success message” and “Transcript error message” to align with your brand’s voice.
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