Kevin Stratvert
내용
[subtitle-meta] lang=en auto=False
Hi everyone, Kevin here. Today, I’ll show you
how to automate your Shopify customer service
using AI. No coding required. With just a
few steps, you can set up a chatbot that
answers customer questions, checks inventory,
and helps with orders, all automatically. The
best part? It's completely free to get started. I
partnered with Jotform to show you how this works
using their official integration with Shopify.
Let's dive in. Before we begin, you'll need to
have an existing Shopify store. If you don't have
one yet, I've linked a video in the description
down below that walks you through how to set up a
store step by step. Now, honestly, Shopify is one
of the easiest ways to sell products online.
Once you have a store up and running and you
have some existing products, visit the link right
here at the bottom of the screen. On this page,
let's click on Get the App. It's free. And right
down below, let's click on Install. Here you'll
need to give access to the app. This all
looks good. So down below, let's click on
Install again. Here we need to click on Connect.
Down below, let's click on Allow. Now that we've
installed the Shopify AI agent, let's get it
set up. If you have an existing Jotform agent,
you could connect it right here. But for this
video, I'm starting from scratch, so I'll make
sure to select this item. Down below, let's
click on Next. On this screen, you can choose
what skills your AI chatbot should have. Right up
on top, I'll make sure to check Product Discovery,
and right here, Customer Support. Now I find those
are the most useful for answering questions and
helping customers navigate the store. Now,
if you'd like, you can also check on Order
Management and also Engagement. That way you could
help track packages or recommend products and also
promotions. Now keep in mind, you can always come
in and you can add some of these different skills
later on. Once you make your selection, down at
the bottom, let's click on Next. Up above, you can
describe what you want the AI chatbot to do. Mine
says, help customers find the perfect cookies and
treats from the Kevin Cookie Company and also
provide helpful answers to common questions. I
think that sounds great. Keep in mind, you can go
through, and you can modify all the text that you
see right here. This sets the tone for how the
chatbot will respond to customers. Once you're
happy with your prompt, down below, click on
Create. Now that we've created the agent, let's
look at a few of the personalization options.
This is the fun part now. We can choose an avatar
that fits your store style. Let's go with this fox
with some cookies. I mean, that's really on brand.
Then we could give the agent a name. Let's
go with Kevin. And you could also write
a short role description. I'll go with
Kevin Cookie Company Online Assistant.
You can also set things like the chat response
length, the default language, tone of voice,
and even the greeting message. Or on the
right-hand side, we can see a preview of
our chatbot coming together, and there's that
greeting message. Let's go to the very top and
then click into the Agent Style tab. The Agent
Style tab lets you customize the look and feel
of your chatbot to match your brand. Right
here, you can choose a color scheme. I'm going
to go with this blue option. That's pretty
close to our official brand colors here at
the Kevin Cookie Company. Down below, you can
also set specific values for the background,
the chat background, the font, and even the
font color. You can customize the position,
whether the chat should open by default, and
even add a pulsing effect to the avatar for more
visibility. Just like we saw on the last screen,
you can preview your changes over on the right.
Once you're happy with the appearance, let's move
on to training. I'll click on this tab. Training
just means giving your chatbot the information
it needs to answer questions accurately.
Jotform does most of this automatically,
but you can also add custom answers if
needed. Right at the top, we can see that
the agent already has auto-trained knowledge
by using everything on your store, like all the
items, collections, campaigns, product details,
and more. You don't need to manually upload
any of this. It's already synced. Of course,
you can also add more knowledge to your agent.
To do this, let's click on the Manage Knowledge
button. Here, let's click on Add New Knowledge.
There are all sorts of different ways that you
could give more knowledge to your agent. Here's
an example. You could add text. You could add a
website link. You could upload files, Q&A
pairs. You could even add a YouTube video,
one of my favorites. And down below,
you can add help desk information.
Chances are, if you have knowledge that you
would like to give to your agent, you'll find
a way to provide it. Let's try adding some Q&A
pairs. I'll click on this option. On this page,
I'll type in a question that frequently comes up.
What's your most popular cookie? And down below,
I'll type in the answer. Of course, it's
the double chocolate chip. Down below,
I'll click on Save. Let's add one more. Up on
top, I'll click on Add Knowledge. And here,
let's type in another question. What's your return
policy? I get this question so many times. It'd
be really nice if the agent could just answer it.
Down below, let's type in the response. And then,
let's click on Save. I can now go in and continue
adding more knowledge, but I think for now,
this is fine. Let's now jump back to the Shopify
tab. Now that we've added some knowledge,
let's scroll down a little bit and we have
another category called Shopify Skills,
and you could toggle these on or off. For example,
do you want to show or recommend products directly
in the chat? Would you like to be able to add
and update a customer's cart? Or down below, you
even have the option to toggle on or off showing
order status to a customer. And if we scroll down
a little bit more, there's another category called
Agent Skills. Now, you can enable things like Take
Notes. This way, the chatbot can flag any key
customer issues that you specify. Down here,
you could also set it up to be able to escalate
to human. Maybe you want to pass a conversation
to a live agent. You have that option. Now, these
are just two examples of different agent skills.
Let's have a quick preview at some other skills
that you could add. Let's click here. Here, you
can see a preview of all the different available
tools. There are many different options. Now,
one of my favorites right up on top, you could
have your agents create a support ticket using
Zendesk all automatically. That's pretty
cool. Now that everything is all set up,
it's time to test it out. Over on the right-hand
side, we can now test out our chatbot. And let's
try asking a question. Let's say, what's your
return policy? Now, if you remember earlier,
I added this as knowledge to the chatbot.
Once you type in your question, click on Send.
And look at that. That's exactly the answer
I would have given and matches the knowledge
that we provided. That's perfect. Now, this is
a great way to confirm that your AI agent is
pulling the right data and responding in the tone
that you've configured. If something feels off,
you can always go back, and you could adjust the
training data or tweak the tone or chat style.
Once you're all happy with how it's responding,
we're ready to hit publish. Let's scroll to
the top of the page and here we have the publish
button. Let's click on that. And congratulations,
your new customer support agent is now live
on your website. Over on the left-hand side,
I can see that it's currently activated. And here
we could preview what it looks like directly on
the site. It's looking good. Now, as a next
step, try interacting with it just like your
customers would. Feel free to ask about product
availability, shipping or returns. This is a
great chance to see how it performs in context and
then make any final adjustments if needed. Now,
here's the beautiful part. This is running
on autopilot. Your customers now have instant
support 24/7. Let's now go back to the main
Shopify dashboard. You're probably interested
in knowing how your chatbot is performing and what
customers are even asking. To find that out, over
on the left-hand side within the apps category
and under Jotform, let's click into the option for
conversations. Here you'll see a list of all the
different chats that have taken place. In fact,
you could click on view conversation, and you
could see the entire back and forth between the
customer and the agent. Maybe after you look at
the conversation, you decide that you'd like to
add more knowledge to your AI agents. Well, you
could very easily do that. The way I think of it,
it's a very iterative process to build out your
AI agent. Now, if a live chat is in progress,
when you hover over, you'll also see this button
that says take over chat. This lets you jump into
the conversation and respond directly as a human.
Now, this is perfect for high priority or complex
issues. Let's take a moment to talk about pricing.
Jotform AI chatbot offers a free starter plan with
100 monthly conversations and 50 voice call
minutes. That's great if you're just getting
started or maybe you have a smaller store and
that might be all you need. As your store grows,
you can upgrade to paid tiers. Now, I recommend
start with the free plan and only upgrade when
volume requires it. It's super flexible. And
that's how easy it is to set up a fully automated
customer service chatbot for your Shopify
store using Jotform AI, and, we didn't have
to touch any code. Hopefully, that helps you
save time answering common customer questions.
If you found this video helpful, give it
a thumbs up and consider subscribing for
more tutorials like this one. Thanks for
watching and I'll see you in the next one.
원문 자막 펼치기
WEBVTT Kind: captions Language: en 00:00:00.000 --> 00:00:06.000 Hi everyone, Kevin here. Today, I’ll show you how to automate your Shopify customer service 00:00:06.000 --> 00:00:12.480 using AI. No coding required. With just a few steps, you can set up a chatbot that 00:00:12.480 --> 00:00:18.800 answers customer questions, checks inventory, and helps with orders, all automatically. The 00:00:18.800 --> 00:00:25.200 best part? It's completely free to get started. I partnered with Jotform to show you how this works 00:00:25.200 --> 00:00:31.360 using their official integration with Shopify. Let's dive in. Before we begin, you'll need to 00:00:31.360 --> 00:00:37.040 have an existing Shopify store. If you don't have one yet, I've linked a video in the description 00:00:37.040 --> 00:00:43.360 down below that walks you through how to set up a store step by step. Now, honestly, Shopify is one 00:00:43.360 --> 00:00:48.400 of the easiest ways to sell products online. Once you have a store up and running and you 00:00:48.400 --> 00:00:53.520 have some existing products, visit the link right here at the bottom of the screen. On this page, 00:00:53.520 --> 00:00:59.280 let's click on Get the App. It's free. And right down below, let's click on Install. Here you'll 00:00:59.280 --> 00:01:03.360 need to give access to the app. This all looks good. So down below, let's click on 00:01:03.360 --> 00:01:08.800 Install again. Here we need to click on Connect. Down below, let's click on Allow. Now that we've 00:01:08.800 --> 00:01:15.040 installed the Shopify AI agent, let's get it set up. If you have an existing Jotform agent, 00:01:15.040 --> 00:01:19.440 you could connect it right here. But for this video, I'm starting from scratch, so I'll make 00:01:19.440 --> 00:01:23.840 sure to select this item. Down below, let's click on Next. On this screen, you can choose 00:01:23.840 --> 00:01:29.840 what skills your AI chatbot should have. Right up on top, I'll make sure to check Product Discovery, 00:01:29.840 --> 00:01:34.800 and right here, Customer Support. Now I find those are the most useful for answering questions and 00:01:34.800 --> 00:01:39.520 helping customers navigate the store. Now, if you'd like, you can also check on Order 00:01:39.520 --> 00:01:45.280 Management and also Engagement. That way you could help track packages or recommend products and also 00:01:45.280 --> 00:01:49.680 promotions. Now keep in mind, you can always come in and you can add some of these different skills 00:01:49.680 --> 00:01:54.720 later on. Once you make your selection, down at the bottom, let's click on Next. Up above, you can 00:01:54.720 --> 00:02:00.080 describe what you want the AI chatbot to do. Mine says, help customers find the perfect cookies and 00:02:00.080 --> 00:02:05.040 treats from the Kevin Cookie Company and also provide helpful answers to common questions. I 00:02:05.040 --> 00:02:09.520 think that sounds great. Keep in mind, you can go through, and you can modify all the text that you 00:02:09.520 --> 00:02:15.440 see right here. This sets the tone for how the chatbot will respond to customers. Once you're 00:02:15.440 --> 00:02:20.720 happy with your prompt, down below, click on Create. Now that we've created the agent, let's 00:02:20.720 --> 00:02:25.920 look at a few of the personalization options. This is the fun part now. We can choose an avatar 00:02:25.920 --> 00:02:33.120 that fits your store style. Let's go with this fox with some cookies. I mean, that's really on brand. 00:02:33.120 --> 00:02:38.880 Then we could give the agent a name. Let's go with Kevin. And you could also write 00:02:38.880 --> 00:02:44.560 a short role description. I'll go with Kevin Cookie Company Online Assistant. 00:02:44.560 --> 00:02:49.360 You can also set things like the chat response length, the default language, tone of voice, 00:02:49.360 --> 00:02:54.240 and even the greeting message. Or on the right-hand side, we can see a preview of 00:02:54.240 --> 00:03:00.080 our chatbot coming together, and there's that greeting message. Let's go to the very top and 00:03:00.080 --> 00:03:05.920 then click into the Agent Style tab. The Agent Style tab lets you customize the look and feel 00:03:05.920 --> 00:03:11.440 of your chatbot to match your brand. Right here, you can choose a color scheme. I'm going 00:03:11.440 --> 00:03:15.280 to go with this blue option. That's pretty close to our official brand colors here at 00:03:15.280 --> 00:03:20.560 the Kevin Cookie Company. Down below, you can also set specific values for the background, 00:03:20.560 --> 00:03:26.560 the chat background, the font, and even the font color. You can customize the position, 00:03:26.560 --> 00:03:31.600 whether the chat should open by default, and even add a pulsing effect to the avatar for more 00:03:31.600 --> 00:03:37.440 visibility. Just like we saw on the last screen, you can preview your changes over on the right. 00:03:37.440 --> 00:03:42.240 Once you're happy with the appearance, let's move on to training. I'll click on this tab. Training 00:03:42.240 --> 00:03:47.520 just means giving your chatbot the information it needs to answer questions accurately. 00:03:47.520 --> 00:03:52.400 Jotform does most of this automatically, but you can also add custom answers if 00:03:52.400 --> 00:03:57.840 needed. Right at the top, we can see that the agent already has auto-trained knowledge 00:03:57.840 --> 00:04:03.920 by using everything on your store, like all the items, collections, campaigns, product details, 00:04:03.920 --> 00:04:10.160 and more. You don't need to manually upload any of this. It's already synced. Of course, 00:04:10.160 --> 00:04:15.680 you can also add more knowledge to your agent. To do this, let's click on the Manage Knowledge 00:04:15.680 --> 00:04:20.320 button. Here, let's click on Add New Knowledge. There are all sorts of different ways that you 00:04:20.320 --> 00:04:25.280 could give more knowledge to your agent. Here's an example. You could add text. You could add a 00:04:25.280 --> 00:04:30.240 website link. You could upload files, Q&A pairs. You could even add a YouTube video, 00:04:30.240 --> 00:04:34.960 one of my favorites. And down below, you can add help desk information. 00:04:34.960 --> 00:04:38.720 Chances are, if you have knowledge that you would like to give to your agent, you'll find 00:04:38.720 --> 00:04:44.480 a way to provide it. Let's try adding some Q&A pairs. I'll click on this option. On this page, 00:04:44.480 --> 00:04:49.040 I'll type in a question that frequently comes up. What's your most popular cookie? And down below, 00:04:49.040 --> 00:04:53.040 I'll type in the answer. Of course, it's the double chocolate chip. Down below, 00:04:53.040 --> 00:04:58.080 I'll click on Save. Let's add one more. Up on top, I'll click on Add Knowledge. And here, 00:04:58.080 --> 00:05:03.280 let's type in another question. What's your return policy? I get this question so many times. It'd 00:05:03.280 --> 00:05:07.840 be really nice if the agent could just answer it. Down below, let's type in the response. And then, 00:05:07.840 --> 00:05:12.560 let's click on Save. I can now go in and continue adding more knowledge, but I think for now, 00:05:12.560 --> 00:05:17.680 this is fine. Let's now jump back to the Shopify tab. Now that we've added some knowledge, 00:05:17.680 --> 00:05:22.080 let's scroll down a little bit and we have another category called Shopify Skills, 00:05:22.080 --> 00:05:28.240 and you could toggle these on or off. For example, do you want to show or recommend products directly 00:05:28.240 --> 00:05:33.040 in the chat? Would you like to be able to add and update a customer's cart? Or down below, you 00:05:33.040 --> 00:05:38.800 even have the option to toggle on or off showing order status to a customer. And if we scroll down 00:05:38.800 --> 00:05:44.240 a little bit more, there's another category called Agent Skills. Now, you can enable things like Take 00:05:44.240 --> 00:05:50.400 Notes. This way, the chatbot can flag any key customer issues that you specify. Down here, 00:05:50.400 --> 00:05:55.360 you could also set it up to be able to escalate to human. Maybe you want to pass a conversation 00:05:55.360 --> 00:06:01.360 to a live agent. You have that option. Now, these are just two examples of different agent skills. 00:06:01.360 --> 00:06:05.680 Let's have a quick preview at some other skills that you could add. Let's click here. Here, you 00:06:05.680 --> 00:06:11.520 can see a preview of all the different available tools. There are many different options. Now, 00:06:11.520 --> 00:06:16.080 one of my favorites right up on top, you could have your agents create a support ticket using 00:06:16.080 --> 00:06:21.440 Zendesk all automatically. That's pretty cool. Now that everything is all set up, 00:06:21.440 --> 00:06:27.440 it's time to test it out. Over on the right-hand side, we can now test out our chatbot. And let's 00:06:27.440 --> 00:06:32.480 try asking a question. Let's say, what's your return policy? Now, if you remember earlier, 00:06:32.480 --> 00:06:38.080 I added this as knowledge to the chatbot. Once you type in your question, click on Send. 00:06:38.080 --> 00:06:42.080 And look at that. That's exactly the answer I would have given and matches the knowledge 00:06:42.080 --> 00:06:47.840 that we provided. That's perfect. Now, this is a great way to confirm that your AI agent is 00:06:47.840 --> 00:06:53.440 pulling the right data and responding in the tone that you've configured. If something feels off, 00:06:53.440 --> 00:06:58.880 you can always go back, and you could adjust the training data or tweak the tone or chat style. 00:06:58.880 --> 00:07:03.440 Once you're all happy with how it's responding, we're ready to hit publish. Let's scroll to 00:07:03.440 --> 00:07:09.040 the top of the page and here we have the publish button. Let's click on that. And congratulations, 00:07:09.040 --> 00:07:14.240 your new customer support agent is now live on your website. Over on the left-hand side, 00:07:14.240 --> 00:07:19.040 I can see that it's currently activated. And here we could preview what it looks like directly on 00:07:19.040 --> 00:07:24.560 the site. It's looking good. Now, as a next step, try interacting with it just like your 00:07:24.560 --> 00:07:30.160 customers would. Feel free to ask about product availability, shipping or returns. This is a 00:07:30.160 --> 00:07:36.080 great chance to see how it performs in context and then make any final adjustments if needed. Now, 00:07:36.080 --> 00:07:40.960 here's the beautiful part. This is running on autopilot. Your customers now have instant 00:07:40.960 --> 00:07:47.200 support 24/7. Let's now go back to the main Shopify dashboard. You're probably interested 00:07:47.200 --> 00:07:53.120 in knowing how your chatbot is performing and what customers are even asking. To find that out, over 00:07:53.120 --> 00:07:59.120 on the left-hand side within the apps category and under Jotform, let's click into the option for 00:07:59.120 --> 00:08:04.080 conversations. Here you'll see a list of all the different chats that have taken place. In fact, 00:08:04.080 --> 00:08:08.880 you could click on view conversation, and you could see the entire back and forth between the 00:08:08.880 --> 00:08:13.440 customer and the agent. Maybe after you look at the conversation, you decide that you'd like to 00:08:13.440 --> 00:08:18.400 add more knowledge to your AI agents. Well, you could very easily do that. The way I think of it, 00:08:18.400 --> 00:08:24.880 it's a very iterative process to build out your AI agent. Now, if a live chat is in progress, 00:08:24.880 --> 00:08:30.240 when you hover over, you'll also see this button that says take over chat. This lets you jump into 00:08:30.240 --> 00:08:36.480 the conversation and respond directly as a human. Now, this is perfect for high priority or complex 00:08:36.480 --> 00:08:43.120 issues. Let's take a moment to talk about pricing. Jotform AI chatbot offers a free starter plan with 00:08:43.120 --> 00:08:48.160 100 monthly conversations and 50 voice call minutes. That's great if you're just getting 00:08:48.160 --> 00:08:54.080 started or maybe you have a smaller store and that might be all you need. As your store grows, 00:08:54.080 --> 00:09:00.000 you can upgrade to paid tiers. Now, I recommend start with the free plan and only upgrade when 00:09:00.000 --> 00:09:06.720 volume requires it. It's super flexible. And that's how easy it is to set up a fully automated 00:09:06.720 --> 00:09:12.320 customer service chatbot for your Shopify store using Jotform AI, and, we didn't have 00:09:12.320 --> 00:09:18.080 to touch any code. Hopefully, that helps you save time answering common customer questions. 00:09:18.080 --> 00:09:22.400 If you found this video helpful, give it a thumbs up and consider subscribing for 00:09:22.400 --> 00:09:27.509 more tutorials like this one. Thanks for watching and I'll see you in the next one.