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These are the other four tabs of the AI agent page: Knowledge, Test, Credits and Activity.

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Store knowledge

The AI answers store questions only from the text in the Knowledge tab. Orders, products and carts are read live from Shopify, so you do not need to add them here.
Knowledge tab with the Import store policies button and a text box with headings for About us, Shipping, Cash on delivery, Returns and Contact
  • Import store policies brings in your store’s policies as a starting point.
  • The text box starts with headings for About us, Shipping (delivery time, charges, courier), Cash on delivery (COD charges, limits), Returns, exchanges and refunds and Contact and working hours. Write your answer under each one.
The bottom of the Knowledge text box with the 156 of 8000 character counter and a tip about short factual lines
You can write up to 8,000 characters. The counter at the bottom right shows how much is used. Short, factual lines work best.
Write what a customer would actually ask: delivery days for each region, the COD fee, the return window and who to contact. If the answer is not here, the AI should pass the chat to your team instead of guessing.

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Test the AI for free

The Test tab lets you chat with the AI as if you were a customer.
Test tab titled Try it here with an Act as customer field, a Reset button and an empty chat box with example questions
  • It uses your current settings, even ones you have not saved.
  • Nothing is sent to a real customer and no order is changed.
  • Testing is free, up to 50 tests a day.
  • Act as customer (optional). Enter a phone number to test as that customer. Without a number, the AI sees no orders. Use a number that has orders, or that received an abandoned cart message.
  • Reset clears the test chat.
Try questions like “Where is my order?”, “Is this available in M?” and “haan confirm kar do”.
1

Add your store knowledge

Fill in the Knowledge tab first, so the AI has real answers.
2

Test the common questions

Ask about an order, a product, shipping and COD charges. Check each answer is right.
3

Test a handover

Ask for a refund or to speak to a person. The AI should pass it to your team.
4

Go live

Switch the header to Live when you are happy with the answers.

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Credits

The AI agent runs on credits. 1 credit is 1 message the AI writes, which can be a reply, a handover message or a draft. Testing is free and credits never expire.
Credits tab showing a balance of 71 and three credit packs with Buy buttons
The test store showed these packs. Prices can change, so check your own Credits tab. Click Buy on a pack. You approve a one-time charge in Shopify. It is added to your next Shopify bill and the credits appear in the tab right away.
Credits tab showing credits used in the last 30 days, the Auto-recharge tick box and the purchase history
  • Used in the last 30 days shows how many credits the AI spent.
  • Auto-recharge. Tick Buy a pack automatically when credits drop below 50 so the agent never stops mid-day. It is charged as usage on your COD King plan.
  • History lists every purchase with its date, type, credits, amount and status.
When credits run out, the AI cannot reply. Turn on auto-recharge, or check the balance before a big campaign, because a campaign usually brings a wave of replies.

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Activity

The Activity tab shows what the AI did in the last 7 days.
Activity tab with seven counters and a list of recent AI messages with Replied tags and Open chat links, with customer names hidden
Below the counters is a list of the latest AI messages. Each shows the customer, a Replied tag, the date and an Open chat link that jumps to the conversation in the inbox. Customer names are hidden in the screenshot.
Check Activity every few days at first. Open a few chats and read what the AI said. If it gets something wrong, fix your Knowledge text or switch that item off in Setup.

AI agent setup

Choose what the AI answers and when it hands over.

WhatsApp inbox

Read the chats the AI is part of.