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AI Agent Setup

Configure your AI agent to handle customer conversations, answer FAQs, and process orders automatically.

Overview

EZCart's AI Agent can handle customer conversations 24/7. It understands customer intents like browsing products, placing orders, tracking shipments, and answering frequently asked questions.

Enable the AI Agent

  1. Navigate to Settings > AI Agent
  2. Toggle Enable AI Agent for your shop
  3. Choose the agent mode:
    • Assist Mode — Agent suggests replies for your team to approve
    • Auto Mode — Agent responds to customers automatically

Configure Agent Capabilities

Select which tasks the agent can handle:

CapabilityDescription
Product BrowsingHelp customers browse and search your catalog
Order CreationCreate orders from conversations
Order TrackingProvide order status updates
FAQ HandlingAnswer common questions automatically
Cart RecoveryFollow up on abandoned conversations

Set Up Knowledge Base

Train your agent with business-specific information:

  1. Go to AI Agent > Knowledge Base
  2. Add entries for:
    • Return and refund policies
    • Shipping information
    • Business hours
    • Product-specific FAQs
  3. The agent will reference this knowledge when responding

Human Handoff

When the agent encounters a complex issue or low-confidence scenario, it hands off to a human team member:

  • Conversations are flagged and assigned to available team members
  • The full conversation history is preserved
  • Your team can take over seamlessly

Best Practices

  • Start with Assist Mode to review agent responses before going fully automatic
  • Keep your knowledge base updated with current policies and information
  • Monitor the agent's performance in Analytics > AI Agent
  • Set up business hours so the agent knows when human support is available

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