Workflow Demo
The Workflow
7 steps · click a step number to mark it done
Open Chatbase and have it ready before you start
Sign up for Chatbase and create a new AI agent for your store
Connect your Shopify store (or other ecommerce platform) via the one‑click integration using your store URL and API credentials
Customize the chat widget’s appearance and embed the generated script into your website pages
Add default actions such as “Add to Cart” and “Get Order Status” by selecting the Shopify actions and mapping required fields
Connect external channels like Instagram, Facebook Messenger, and WhatsApp by authorizing each platform in the Integrations tab
Train the agent by syncing your product catalog, then review suggested intents and adjust the tone settings
Test the chatbot by sending sample queries (e.g., “Where is my order #12345?”) and verify it returns accurate order information and can add items to the cart