Shopify

Introduction

The Shopify channel allows you to deploy your AI Shopping Assistant directly on your Shopify storefront using the Exei Shopify App.

By installing the app from the Shopify App Store, your Exei account, AI agent, product catalog, and order data are automatically connected. No manual setup, embed codes, or technical configuration is required.

What the Shopify Channel Supports

Using the Shopify channel, you can:

• Deploy an AI Shopping Assistant on your Shopify store

• Automatically sync products and orders

• Enable product recommendations and shopping assistance

• Customize the agent’s look and feel from Exei

• Track all conversations in Exei’s unified Conversations inbox

• Use voice (if enabled), feedback, Instant Retrain, and Human Takeover

The Shopify channel is optimized for ecommerce use cases.

Prerequisites

Before deploying on Shopify:

• You must have an active Shopify store

• You must have permission to install apps on the store

• No prior Exei account is required (it is created automatically)

Installing the Exei Shopify App

To install the app:

1. Open the Shopify App Store

2. Search for Exei

3. Click Install

4. Approve the required permissions

Once installed, the setup is handled automatically.

Automatic Account & Agent Creation

After installing the Exei Shopify App:

• An Exei account is automatically created

• A Shopping Assistant agent is created for your store

• The agent is named after your Shopify store

• Your product catalog is synced automatically

• Order and shipment data are fetched

• The agent is trained using the synced data

No manual agent creation or training is required at this stage.

Accessing Your Agent in Exei

To access your agent:

1. Open app.exei.ai

2. Log in using the same email address as your Shopify store

3. Set or reset your password if prompted

After logging in, you will be redirected to the My Agents page, where your Shopping Assistant is already available.

Customizing the Agent for Shopify

You can customize how the AI agent appears on your Shopify store.

To customize the agent:

1. Open your agent in Exei

2. Go to Channels → Website

3. Open the Customize section

From here, you can configure:

• Widget colors and theme

• Agent name and greeting message

• Chat button appearance

• Branding and visual elements

All changes are reflected automatically on your Shopify storefront.

Adding the Agent to Your Shopify Storefront

The Exei app uses Shopify App Embed for deployment.

To enable the agent on your storefront:

1. Go to Shopify Admin

2. Open Online Store → Themes

3. Click Customize

4. Open App Embeds

5. Enable the Exei App Embed

6. Save the changes

Once enabled, the AI agent becomes live on your store.

Product & Order Data Sync

The Shopify channel automatically syncs:

• Product catalog

• Variants and pricing

• Product tags

• Order history

• Shipment and order status

This data is used by the Shopping Assistant for:

• Product recommendations

• Order status queries

• Shopping-related conversations

Importance of Product Tags

Product recommendations work best when products have meaningful tags.

For best results:

• Add clear and relevant tags to products

• Use consistent naming for categories and use cases

• Avoid vague or duplicate tags

Well-tagged products lead to better recommendations.

Voice Support on Shopify

If voice is enabled for your agent:

• Voice interactions are supported on the storefront

• Language and accent are configured under Channels → Voice

• Voice conversations are logged with full transcripts

Voice behavior is consistent with other channels.

Conversations & Tracking

All Shopify conversations:

• Appear in the Conversations section

• Include full conversation history

• Support feedback and Instant Retrain

• Can be handled using Human Takeover

• Are included in Insights (based on plan availability)

There is no difference in tracking between Shopify and other channels.

Best Practices for Shopify Deployment

• Test the agent in the Playground after installation

• Ensure products have proper tags

• Customize the agent to match your brand

• Monitor conversations during the first few days

• Use Instant Retrain to improve responses quickly

Common Mistakes to Avoid

• Disabling the App Embed after installation

• Expecting recommendations without proper product tags

• Customizing the widget directly in Shopify instead of Exei

• Not testing the agent after setup

All configuration should be managed from Exei.

Troubleshooting Tips

If the agent does not appear:

• Confirm the Exei app is installed

• Ensure the App Embed is enabled in the theme

• Verify you are logged into Exei with the correct email

• Clear browser and Shopify cache

• Check that the Website channel is enabled in Exei

What’s Next?

Once your agent is live on Shopify, the next step is optimization.

Recommended next guides:

• Product Recommendation

• Conversations & Human Takeover

• Instant Retrain & Feedback