Jotform AI Agents
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[subtitle-meta] lang=en auto=False
What if you could automate your Shopify's customer support?
Well, let me show you how with Jotform's AI Agents.
Hey, Jotformers, welcome back.
I'm Kimberly.
And like I mentioned, if you want to automate some of
your customer support systems, you can absolutely do that with Jotform's AI Agents.
Now, not only
is this going to automate things for your customers, it's also going to automate some
things for you as the Shopify admin.
So first out of the gate, let's talk about some of the
automation that can happen for your customers.
So that way your AI agent is going to be answering
questions on your behalf.
So that way you can do other higher priority things.
So as you can see,
I am already in my Shopify store and we have Sophia, my AI agent, ready to go.
She's in the
bottom right hand corner.
I'm going to go ahead and click on Sophia.
And you can see there's
already some buttons ready to go to help support me as the customer.
We have explained products.
We have tracking orders.
So let's start off with some product related questions.
I'm going to ask
about this lemon drop mini right here.
Let's see what sizes is the lemon drop mini available in.
All right.
We can see extra small all the way through extra large.
And we can see here we can
easily add to cart.
So next let's do some product.
Jotform product recommendation.
So I'm going to say I'm looking for some white heels to go with it.
Let's see if it can recommend some white heels for us.
Perfect.
We have these whisper knot mules that we can easily add to cart.
Also offering some others as well as a clutch to match those shoes as well.
Now let's do some shipping questions.
Let's do.
Do you ship internationally?
Perfect.
All those places is where we ship, which is perfect.
So let's say what if it doesn't fit and I need to exchange.
Perfect.
You can exchange within 30 days for a different size or color as long as unworn, unwashed in an original condition.
Perfect.
Now, as of right now, this conversation looks like it is before we have ordered.
If your customers have already ordered, they can easily put in their order number and their email and I'll tell them where their product is within
the shipment timeline.
So let's do I'm going to scroll back up to the very top.
Let's do track order.
All right.
So we're going to do 2003 and Lacey at example dot com.
All right.
We can see the total number of items, what those items were, the total price and it was delivered.
As you can see, all of this is automation on the customer side.
I'm actually going to jump over into my admin.
On the left-hand side, I am in the AI agent settings.
If we jump over to train your chatbot,
we can click right here on Manage Knowledge,
and it's going to open up the AI agent builder in Jotform.
And so from here, you can add in whatever you need
in order for your AI agent to answer all the questions,
whether it's your privacy policy, your shipping policy.
It's going to automatically look at your store.
So if you already have those things in there, you shouldn't have to come over here.
But if you want to add in more information, this is where you are going to do that.
I'm going to come back over here.
So a couple of things that I want to showcase for you as the Shopify admin is the conversations.
So over on the left-hand side, we can come over here and we can view all of our conversations.
So this is going to be where you can view all of your past conversations
as well as conversations that are happening right now.
So that way, you never lose a conversation.
All right, perfect.
And on some of these, you can see that there is an AI summary.
But if we click on View Conversation, this is going to take us over into conversations within Jotform.
So that way, we can even take over.
So we can see that I'm actually still here.
That little green dot lets me know that this person is still here.
They're still part of the conversation.
So if I want, I can choose to take over and I can continue this conversation as a human instead of an AI.
Jotform AI Agents.
But from here, we can easily add tags or notes, so that way someone else who might be taking over for us, they can see all
the things that have happened or some additional items that are pertinent to this conversation.
Now, heading back over, if I choose my AI agent settings and we come back up to train your chatbot, if we come down, you can
allow to create support tickets.
So make sure this is turned on.
We can come to view tickets or in the bottom left-hand corner, you can click on it there.
But this is going to take us over into Jotform Boards.
So anytime there seems to be an issue or a concern that your customers have, it's going to drop these tickets in and you can easily
assign this to someone on your team.
We can easily move it through, so that way we know where something is at all times.
And it's as simple as that.
If you have any questions about how you can automate your customer service within Shopify with Jotform's AI agents, let us know down below in the
comments.
If you like this video and you got some value, hit that like button and don't forget to subscribe and turn on the bell so you
get notification every time we put out a new video.
I'll see you next time.
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WEBVTT Kind: captions Language: en 00:00:00.000 --> 00:00:03.280 What if you could automate your Shopify's customer support? 00:00:03.920 --> 00:00:06.960 Well, let me show you how with Jotform's AI Agents. 00:00:10.960 --> 00:00:12.296 Hey, Jotformers, welcome back. 00:00:12.296 --> 00:00:12.964 I'm Kimberly. 00:00:12.964 --> 00:00:16.639 And like I mentioned, if you want to automate some of 00:00:16.639 --> 00:00:21.255 your customer support systems, you can absolutely do that with Jotform's AI Agents. 00:00:21.255 --> 00:00:22.320 Now, not only 00:00:22.320 --> 00:00:27.360 is this going to automate things for your customers, it's also going to automate some 00:00:27.360 --> 00:00:29.187 things for you as the Shopify admin. 00:00:29.187 --> 00:00:32.320 So first out of the gate, let's talk about some of the 00:00:32.320 --> 00:00:34.809 automation that can happen for your customers. 00:00:34.809 --> 00:00:38.720 So that way your AI agent is going to be answering 00:00:38.720 --> 00:00:40.067 questions on your behalf. 00:00:40.067 --> 00:00:43.435 So that way you can do other higher priority things. 00:00:43.435 --> 00:00:45.119 So as you can see, 00:00:45.119 --> 00:00:50.696 I am already in my Shopify store and we have Sophia, my AI agent, ready to go. 00:00:50.696 --> 00:00:51.680 She's in the 00:00:51.680 --> 00:00:52.782 bottom right hand corner. 00:00:52.782 --> 00:00:55.262 I'm going to go ahead and click on Sophia. 00:00:55.262 --> 00:00:56.639 And you can see there's 00:00:56.639 --> 00:01:01.167 already some buttons ready to go to help support me as the customer. 00:01:01.167 --> 00:01:02.560 We have explained products. 00:01:02.560 --> 00:01:04.141 We have tracking orders. 00:01:04.141 --> 00:01:07.698 So let's start off with some product related questions. 00:01:07.698 --> 00:01:09.279 I'm going to ask 00:01:09.279 --> 00:01:13.635 about this lemon drop mini right here. 00:01:13.635 --> 00:01:20.480 Let's see what sizes is the lemon drop mini available in. 00:01:20.480 --> 00:01:20.976 All right. 00:01:20.976 --> 00:01:23.704 We can see extra small all the way through extra large. 00:01:23.704 --> 00:01:25.440 And we can see here we can 00:01:25.440 --> 00:01:27.264 easily add to cart. 00:01:27.264 --> 00:01:30.000 So next let's do some product. 00:01:30.000 --> 00:01:31.500 Jotform product recommendation. 00:01:31.500 --> 00:01:39.000 So I'm going to say I'm looking for some white heels to go with it. 00:01:39.000 --> 00:01:42.960 Let's see if it can recommend some white heels for us. 00:01:42.960 --> 00:01:43.320 Perfect. 00:01:43.320 --> 00:01:48.000 We have these whisper knot mules that we can easily add to cart. 00:01:48.000 --> 00:01:54.000 Also offering some others as well as a clutch to match those shoes as well. 00:01:54.000 --> 00:01:57.692 Now let's do some shipping questions. 00:01:57.692 --> 00:01:58.923 Let's do. 00:01:58.923 --> 00:02:01.385 Do you ship internationally? 00:02:01.385 --> 00:02:02.000 Perfect. 00:02:02.000 --> 00:02:07.652 All those places is where we ship, which is perfect. 00:02:07.652 --> 00:02:15.000 So let's say what if it doesn't fit and I need to exchange. 00:02:15.000 --> 00:02:15.364 Perfect. 00:02:15.364 --> 00:02:23.000 You can exchange within 30 days for a different size or color as long as unworn, unwashed in an original condition. 00:02:23.000 --> 00:02:23.313 Perfect. 00:02:23.313 --> 00:02:28.000 Now, as of right now, this conversation looks like it is before we have ordered. 00:02:28.000 --> 00:02:36.069 If your customers have already ordered, they can easily put in their order number and their email and I'll tell them where their product is within 00:02:36.069 --> 00:02:37.000 the shipment timeline. 00:02:37.000 --> 00:02:41.105 So let's do I'm going to scroll back up to the very top. 00:02:41.105 --> 00:02:42.368 Let's do track order. 00:02:42.368 --> 00:02:43.000 All right. 00:02:43.000 --> 00:02:53.000 So we're going to do 2003 and Lacey at example dot com. 00:02:53.000 --> 00:02:53.571 All right. 00:02:53.571 --> 00:02:59.000 We can see the total number of items, what those items were, the total price and it was delivered. 00:03:00.000 --> 00:03:04.000 As you can see, all of this is automation on the customer side. 00:03:04.000 --> 00:03:08.000 I'm actually going to jump over into my admin. 00:03:08.000 --> 00:03:11.000 On the left-hand side, I am in the AI agent settings. 00:03:11.000 --> 00:03:14.000 If we jump over to train your chatbot, 00:03:14.000 --> 00:03:17.000 we can click right here on Manage Knowledge, 00:03:17.000 --> 00:03:21.000 and it's going to open up the AI agent builder in Jotform. 00:03:21.000 --> 00:03:25.000 And so from here, you can add in whatever you need 00:03:25.000 --> 00:03:29.000 in order for your AI agent to answer all the questions, 00:03:29.000 --> 00:03:32.000 whether it's your privacy policy, your shipping policy. 00:03:32.000 --> 00:03:35.000 It's going to automatically look at your store. 00:03:35.000 --> 00:03:38.000 So if you already have those things in there, you shouldn't have to come over here. 00:03:38.000 --> 00:03:42.000 But if you want to add in more information, this is where you are going to do that. 00:03:42.000 --> 00:03:44.000 I'm going to come back over here. 00:03:44.000 --> 00:03:50.000 So a couple of things that I want to showcase for you as the Shopify admin is the conversations. 00:03:50.000 --> 00:03:55.000 So over on the left-hand side, we can come over here and we can view all of our conversations. 00:03:55.000 --> 00:03:58.000 So this is going to be where you can view all of your past conversations 00:03:58.000 --> 00:04:01.000 as well as conversations that are happening right now. 00:04:01.000 --> 00:04:04.000 So that way, you never lose a conversation. 00:04:04.000 --> 00:04:04.529 All right, perfect. 00:04:04.529 --> 00:04:07.000 And on some of these, you can see that there is an AI summary. 00:04:07.000 --> 00:04:14.000 But if we click on View Conversation, this is going to take us over into conversations within Jotform. 00:04:14.000 --> 00:04:17.000 So that way, we can even take over. 00:04:17.000 --> 00:04:19.000 So we can see that I'm actually still here. 00:04:19.000 --> 00:04:23.000 That little green dot lets me know that this person is still here. 00:04:23.000 --> 00:04:24.000 They're still part of the conversation. 00:04:24.000 --> 00:04:30.000 So if I want, I can choose to take over and I can continue this conversation as a human instead of an AI. 00:04:30.000 --> 00:04:31.091 Jotform AI Agents. 00:04:31.091 --> 00:04:40.545 But from here, we can easily add tags or notes, so that way someone else who might be taking over for us, they can see all 00:04:40.545 --> 00:04:46.000 the things that have happened or some additional items that are pertinent to this conversation. 00:04:46.000 --> 00:04:54.149 Now, heading back over, if I choose my AI agent settings and we come back up to train your chatbot, if we come down, you can 00:04:54.149 --> 00:04:55.716 allow to create support tickets. 00:04:55.716 --> 00:04:57.910 So make sure this is turned on. 00:04:57.910 --> 00:05:03.552 We can come to view tickets or in the bottom left-hand corner, you can click on it there. 00:05:03.552 --> 00:05:07.000 But this is going to take us over into Jotform Boards. 00:05:08.000 --> 00:05:16.145 So anytime there seems to be an issue or a concern that your customers have, it's going to drop these tickets in and you can easily 00:05:16.145 --> 00:05:18.337 assign this to someone on your team. 00:05:18.337 --> 00:05:23.663 We can easily move it through, so that way we know where something is at all times. 00:05:23.663 --> 00:05:25.542 And it's as simple as that. 00:05:25.542 --> 00:05:33.687 If you have any questions about how you can automate your customer service within Shopify with Jotform's AI agents, let us know down below in the 00:05:33.687 --> 00:05:34.000 comments. 00:05:34.000 --> 00:05:41.280 If you like this video and you got some value, hit that like button and don't forget to subscribe and turn on the bell so you 00:05:41.280 --> 00:05:44.080 get notification every time we put out a new video. 00:05:44.080 --> 00:05:45.480 I'll see you next time.