AI settings
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For managers and owners to write instructions for assistants.
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Open Dashboard → Settings → AI settings to write instructions specific to your store. This page requires the manager role or higher and asks you to re-authenticate when you open it.
Content you can configure
Use Assistant instructions to specify:
- How to address customers and which brand voice to use.
- Delivery, return or warranty rules to emphasize.
- Restrictions the assistant must follow.
- How to handle insufficient information.
- When to hand a customer over to staff.
AI models and advanced search settings are managed by the system administrator. Store users do not need to select a provider or model on this page.
How to write instructions that are easy to apply
Write short, clear, and non-contradictory sentences. For example:
Address customers as “you”.
Do not promise discounts or delivery times.
If you cannot find a relevant policy, offer to connect the customer with a staff member.
Do not provide medical or legal advice.
You do not need to paste the product catalog into this box. Products and policy pages are taken from synchronized data.
Information you should not add
Do not enter:
- Passwords.
- API Key, Module Secret or Widget Key.
- Payment card data.
- Personal information that is not required.
- Instructions contrary to the policy published on the website.
Save and test
- Reread the instructions and eliminate duplicate or contradictory sentences.
- Select Save instructions.
- Check message AI instructions saved..
- Open Widget and try some real questions.
- Adjust the instructions if the response uses the wrong tone or goes beyond the allowed scope.
If you see Could not load AI settings, reload the page and check the currently selected store and role.