Creating a Shopping Assistant for Shopify

Introduction

This guide explains how to create and set up a Shopping Assistant specifically for a Shopify store using Exei.

If your business runs on Shopify, the setup flow is highly automated. Installing the Exei app from the Shopify App Store automatically creates your Exei account, your Shopping Assistant agent, and syncs your store data without manual configuration.

Prerequisites

Before you start, make sure you have:

• You have an active Shopify store.

• You have admin access to the Shopify store.

• Your store email is active and accessible.

How does Exei works with Shopify

The Shopify flow is different from creating an agent directly inside Exei.

For Shopify stores:

• The process starts in the Shopify App Store.

• Account creation, agent creation, and catalog sync happen automatically.

• Minimal manual setup is required.

Once the app is installed, your Shopping Assistant is ready to test and deploy.

Step 1: Install the Exei App from Shopify App Store

1. Log in to your Shopify Admin.

2. Open the Shopify App Store.

3. Search for Exei.

4. Click Install and approve the app permissions.

At this point, no Exei account needs to be created manually.

Step 2: Automatic Account and Agent Creation

Once the app is installed:

• An Exei account is automatically created.

• The account uses the email associated with your Shopify store.

• A Shopping Assistant agent is created automatically.

• The agent is named using your store name.

• Your product catalog and order data are fetched automatically.

• The agent is trained on this data as part of the setup.

No manual agent creation or catalog upload is required.

Step 3: Set Your Exei Password

After installation:

• You receive an email from Exei.

• The email allows you to set or reset your password.

• Use this password for logging into Exei going forward.

This step completes your Exei account activation.

Step 4: Log in to Exei

1. Go to app.exei.ai

2. Log in using:

   • The email linked to your Shopify store.

   • The password you set in the previous step.

After logging in, you are redirected to the My Agents page.

Step 5: Access Your Shopping Assistant Agent

On the My Agents page:

• You will see your Shopping Assistant agent already created.

• The agent name matches your Shopify store name.

• No additional setup is required to view or access the agent.

Opening the agent shows:

• Your synced product catalog.

• Order-related data.

Step 6: Verify Product Catalog and Data

Your Shopify data is automatically synced, including:

• Products and variants.

• Pricing and availability.

• Order status and order history.

This allows the agent to:

• Recommend products.

• Answer product-related questions.

• Respond to order and shipment queries.

Important Note on Product Tag

For best product recommendation performance:

• Ensure your Shopify products have relevant tags.

• Well-tagged products help the agent understand categories and intent.

• Tags significantly improve recommendation accuracy.

This step is optional but strongly recommended.

Step 7: Test Your Shopping Assistant

Before deploying the agent live:

1. Open the Test AI Agent section.

2. Ask product-related questions.

3. Test recommendations and order queries.

4. Verify responses against your actual catalog.

Testing helps ensure the agent behaves as expected before customers interact with it.

Step 8: Train Additional Store Content (Optional)

By default, the agent is trained on:

• Product data

• Order-related information

You can further improve responses by training

• Terms and conditions

• Shipping and return policies

• FAQs and support pages

This can be done using:

• Website URL training

• Document uploads

Step 9: Customize Your AI Agent for Your Brand (Website Channel)

Before adding the agent to your storefront, you can customize how it looks and feels so it matches your brand.

To customize your Shopping Assistant:

1. Open your Shopping Assistant agent in Exei

2. Go to Channels

3. Select Website

4. Open the Customize section

From here, you can adjust:

• Widget colors to match your brand

• Agent name and greeting message

• Chat button appearance

• Font style and visual elements

• Overall look and feel of the chat widget

These settings apply to how the AI agent appears on your website and storefront.

Customizing the agent ensures a consistent brand experience for your customers.

Step 10: Add the AI Agent to Your Shopify Storefront

Once customization is complete, you can embed the AI agent into your Shopify store.

To add the agent to your storefront:

1. In Exei, go to Channels > Website

2. Open the Embed / App Embed section

3. Click Open Theme Editor

You will be redirected to the Shopify Theme Editor.

Inside the Shopify Theme Editor:

• Enable the Exei App Embed

• Choose where the widget should appear

• Save your changes

Once saved, the Shopping Assistant becomes live on your Shopify storefront and is ready to interact with customers.

Billing for Shopify Stores

For Shopify-based accounts:

• Plan selection happens inside Exei.

• After selecting a plan, you are redirected to Shopify checkout.

• Shopify manages billing and recurring payments.

• Charges appear on your Shopify billing statement.

All payments are handled entirely by Shopify.

What’s Next?

Once your Shopping Assistant is live, you can:

• Fine-tune product recommendations

• Configure additional AI Actions

• Monitor conversations and performance

Next User Guide: Product Recommendation