Grow on-site conversations

Many visitors do not ask their question out loud. They leave instead. In a good retail store, a staff member notices hesitation and offers help. Agenized does the same on your website: an AI helper that uses your rules and your content, can run allowed store lookups, and appears as chat on the pages where people decide to buy.

The shift

• You stop caring only about page views and start counting real chats with shoppers.
• Fewer people leave because nobody answered a simple question (size, stock, delivery).
• When someone hesitates on a product or cart page, you can offer one short, helpful ping instead of total silence (you control how often).

This is not meant to replace your staff. It is meant to catch easy questions 24/7 and to hand off when a human should take over.

What you will set up

Do these steps one after the other. Each step opens a longer section on this same page so you know what to click in the product. Use the linked docs when you want every field explained.

When chat on your site works, you can add email or Messenger so the same assistant style helps people in their inbox or on social. If your account still asks for payment, finish Pick your plan and read subscription and billing for invoices and plan changes.

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1. Create your colleague

Open Agents in the main menu. Click Create (or pick a template such as Sales or Support) to start a new agent. This screen is where you decide who the shopper is talking to: formal or casual, short or detailed, what topics are in or out of bounds.

You are done when: in Settings the name, system instructions (the main rule block), and model choice feel like something you would be happy for a new employee to read on day one: your tone, your rules, not a default chatbot voice.

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2. Teach it your brand and catalog

Open Knowledge and fill the sections the UI shows (for example Company, Services, Personality). Write the same facts you would tell a new support hire: who you are, what you sell, how returns and shipping work, and how to talk about sensitive topics.

Open Sources and upload PDFs or add website URLs your plan allows, so the assistant can quote or summarize your material instead of guessing.

You are done when: in Playground you ask three to five questions a real customer would ask (stock, size, delivery, warranty) and the answers only use information you actually entered or that appears in your uploaded sources. If it adds a detail you never wrote, go back and fix Knowledge or Sources until it stops.

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3. Give it hands and a safety net

Actions on the agent are where you turn on things like order lookup, product search, or other buttons your store integration offers. If the app asks you to connect Shopify, WooCommerce, or similar first, do that under Settings → Actions (shared credentials), then return to the agent and enable only the actions you trust.

Hand-off is the escape hatch: rules or buttons that move the chat to email, another inbox, or a human when the shopper is upset, asks for money back, or hits a topic you never want automated.

You are done when: in a test chat you can complete one real task you care about (for example “Where is order #1234?”) when your store is connected, and you can explain in one sentence when the AI stops and a person steps in.

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4. Put the widget where shoppers are

In Channels, create or open a Chat Widget channel. Set routing so visitor messages go to the agent you just trained (or to the routing rules your plan uses).

Open Install and copy the embed code into your site (theme, tag manager, or platform-specific embed, depending on how you host the store). Use Appearance plus Chat view and Home page so the bubble, header, and first screen match your brand.

You are done when: you open a real page on your site (staging is fine), see the chat launcher, send yourself a message, and get a reply from the correct agent without errors in the browser console.

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5. Nudge like a great salesperson

Proactive means the assistant can say hello first when the visitor’s behavior matches a rule (for example they stayed on a product page or opened the cart). In Agents → Proactive you write the message text and limits (how many nudges per visit, what tone to use). In Channels and the widget settings for that channel you control whether proactive is on and which signals count.

You are done when: you have written short, polite opener lines, set a low cap per session, and tested on your site so a visitor can ignore the nudge without the chat taking over the screen.

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Expand: email, Messenger, and more

When your website chat is stable, you can add email (Gmail, Outlook, or custom email) and Messenger. Each channel is a separate connection (login, inbox, routing) but you can point them at the same agent so tone and rules stay consistent. Open Channels overview and add one channel at a time.

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Subscription and billing

If the app still shows upgrade or subscribe banners, follow Pick your plan first, then return to this guide. For receipts, invoices, payment method, and plan changes after you are live, use Account Settings → Billing.

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Measure what changed

After launch, open Dashboard to see how many chats you are getting and basic trends. Open Conversations to read real shopper threads and see where the agent struggled. When you change instructions or Knowledge, test in Playground first, then watch a few live conversations the next day.

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Other goals

Not building around on-site ecommerce first? Jump to what matches you:

• Email-first support: start with Gmail, Outlook, or Custom Email.
• Social messaging: Messenger.
• Workspace defaults: Settings overview for fields, safety, and shared templates.

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That is the idea: fewer people leaving with unanswered questions, more real chats on your site, and help that is available even when your team is offline (with hand-off when a human is required).