Guides
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
- Navigate to Settings > AI Agent
- Toggle Enable AI Agent for your shop
- 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:
| Capability | Description |
|---|---|
| Product Browsing | Help customers browse and search your catalog |
| Order Creation | Create orders from conversations |
| Order Tracking | Provide order status updates |
| FAQ Handling | Answer common questions automatically |
| Cart Recovery | Follow up on abandoned conversations |
Set Up Knowledge Base
Train your agent with business-specific information:
- Go to AI Agent > Knowledge Base
- Add entries for:
- Return and refund policies
- Shipping information
- Business hours
- Product-specific FAQs
- 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