AI Concierge Chatbot Quick Start Guide

Get your intelligent AI agents up and running in under 5 minutes with this comprehensive quick start guide.

Overview

The AI Concierge Chatbot provides multi-agent intelligence for your eCommerce store with Sales Agents, Support Agents, and Search Agents working together to increase conversions and reduce support costs.

Prerequisites

- Any website (Shopify, WooCommerce, Wix, custom HTML, etc.) - Admin access to add JavaScript code - Optional: Product catalog for enhanced recommendations

Step 1: Create Your AI Concierge Account

1. Visit [AI Concierge Setup](/ai-chatbot/setup) 2. Enter your website URL and business information 3. Choose your AI agent personality and appearance 4. Configure basic settings (language, timezone, business hours)

Step 2: Install the Embed Code

For Shopify:

1. Go to Online Store > Themes > Actions > Edit Code 2. Open theme.liquid file 3. Add the embed code before the closing tag:

html
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For WooCommerce:

1. Go to Appearance > Theme Editor 2. Select your active theme 3. Edit footer.php or use a plugin like "Insert Headers and Footers" 4. Add the embed code before

For Wix:

1. Go to Settings > Custom Code 2. Add code to "Body - End" 3. Paste the embed code 4. Save and publish

For Custom Websites:

Simply add the embed code before the closing tag on all pages where you want the chatbot to appear.

Step 3: Configure AI Agent Behavior

Sales Agent Settings:

- Product Recommendations: Connect your product catalog for intelligent suggestions - Upselling Rules: Configure cross-sell and upsell triggers - Conversion Goals: Set targets for cart abandonment and purchase assistance

Support Agent Settings:

- Knowledge Base: Upload FAQs and support documents - Escalation Rules: Define when to transfer to human agents - Business Hours: Set availability and after-hours messaging

Search Agent Settings:

- Catalog Integration: Connect product database for intelligent search - Filter Preferences: Configure search filters and sorting options - Recommendation Engine: Set up personalized product suggestions

Step 4: Test Your Installation

1. Basic Functionality: Visit your website and click the chat widget 2. Agent Responses: Test different question types (product, support, search) 3. Mobile Experience: Verify mobile responsiveness and functionality 4. Integration: Test product recommendations and search capabilities

Test Scenarios:

- "I'm looking for a gift for my wife" - "What's your return policy?" - "Show me your best-selling products" - "I need help with my order"

Step 5: Optimization and Analytics

Monitor Performance:

- Conversation Analytics: Track engagement and conversion rates - Agent Performance: Monitor Sales, Support, and Search agent effectiveness - Customer Satisfaction: Review ratings and feedback

Optimization Tips:

- Response Customization: Tailor responses to your brand voice - Product Integration: Ensure all products are properly connected - Knowledge Updates: Regularly update FAQs and support information

Advanced Configuration

Custom Styling:

javascript
              📋 Copy
            

ai('config', {
  theme: {
    primaryColor: '#your-brand-color',
    fontFamily: 'your-font',
    borderRadius: '8px'
  }
});

Multi-Language Setup:

javascript
              📋 Copy
            

ai('config', {
  languages: ['en', 'es', 'fr', 'de'],
  defaultLanguage: 'en',
  autoDetect: true
});

Product Catalog Integration:

javascript
              📋 Copy
            

ai('products', {
  apiEndpoint: 'https://your-store.com/api/products',
  authentication: 'your-api-key'
});

Troubleshooting

Common Issues:

Chatbot not appearing: - Check console for JavaScript errors - Verify embed code placement - Ensure YOUR_STORE_ID is correct

Poor response quality: - Update product catalog information - Review and expand knowledge base - Check language and timezone settings

Mobile display issues: - Test responsive design settings - Adjust position and size parameters - Verify touch interactions work properly

Next Steps

- [API Reference](/docs/api-reference/ai-chatbot-api) - Advanced integration options - [Integration Guides](/docs/integrations/shopify-advanced) - Platform-specific configurations - [Best Practices](/docs/best-practices/ai-agent-optimization) - Optimization strategies

Support

Need help? Our support team is available 24/7: - Live Chat: Use the AI Concierge on this page - Email: support@triorama.ai - Documentation: Browse our complete guides - Video Tutorials: Watch step-by-step installations

AI Concierge Chatbot Quick Start Guide

AI Concierge Chatbot Quick Start Guide

Overview

Prerequisites

Step 1: Create Your AI Concierge Account

Step 2: Install the Embed Code

For Shopify:

For WooCommerce:

For Wix:

For Custom Websites:

Step 3: Configure AI Agent Behavior

Sales Agent Settings:

Support Agent Settings:

Search Agent Settings:

Step 4: Test Your Installation

Test Scenarios:

Step 5: Optimization and Analytics

Monitor Performance:

Optimization Tips:

Advanced Configuration

Custom Styling:

Multi-Language Setup:

Product Catalog Integration:

Troubleshooting

Common Issues:

Next Steps

Support

Guide Information

Quick Actions

Related Guides

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