CartPilot
CartPilot is an AI sales agent for online stores running on WooCommerce, Shopify or a similar platform. It learns your store’s information and stands in for your team in chat, answering shopper questions on your behalf at any hour of the day.
Shoppers can ask it questions, search your catalog, get product suggestions, talk to it by voice and add items to their cart without ever leaving the conversation.
Use this guide to connect your store, configure and train the agent with your own content, style the chat widget, and see how customers use it once it is live.
Start Here
Section titled “Start Here”New to CartPilot? Work through these guides first.
Sign up for an account, link your store, then install the WordPress plugin and confirm that the store shows as connected in your CartPilot dashboard.
Name your agent, write its greeting, choose how it behaves and when the chat opens, add custom instructions, and decide whether shoppers can use text, voice or both.
Pick an avatar, launcher icon, colors and fonts that suit your brand, then check the live preview before you publish.
Connect Your Store Data
Section titled “Connect Your Store Data”The agent gives better answers when it knows your store well. These guides cover syncing your catalog and feeding the agent the right reference material.
Import your WooCommerce catalog so the agent can search it, show product details and prices, and point shoppers to the right items quickly.
Add store pages, policies, FAQs and other documents as training sources so that answers about your products, delivery, returns and support stay accurate.
Understand Customer Conversations
Section titled “Understand Customer Conversations”After launch, use the dashboard to see how shoppers use the agent and how well it is performing.
Follow conversations, unique shoppers, message totals, voice minutes, token use, product searches, add-to-cart actions and your search-to-cart rate.
Open any chat to read the full message history, check the session information and interaction metrics, and see exactly how it played out.
See How CartPilot Works on Your Storefront
Section titled “See How CartPilot Works on Your Storefront”On your site, CartPilot appears as a shopper-facing sales agent. Visitors can ask about products, chat by voice, browse suggestions, add items to the cart and head to checkout from the same conversation.
See Frontend Experience
Recommended Setup Flow
Section titled “Recommended Setup Flow”For the smoothest start, follow the setup in this order.
- Sign up for a CartPilot account
- Link your WooCommerce store
- Install and activate the CartPilot plugin
- Configure the agent’s name, greeting, voice and behavior
- Style the chat widget to match your brand
- Sync your product catalog
- Add policies, FAQs and documents as training data
- Try the agent on your storefront
- Review analytics and customer conversations
What You Can Do with CartPilot
Section titled “What You Can Do with CartPilot”CartPilot covers the whole shopping journey on your site.
For shoppers, it can:
- Answer product questions asked in everyday language
- Search the catalog without any filters
- Compare options and surface relevant products
- Show prices and product details
- Add items to the cart from the chat
- Talk with them by voice
- Explain policies, returns, shipping and order status
- Keep them shopping without waiting for a human
For store owners, it helps to:
- Cut down repeat support questions
- Steer shoppers to the right products
- Reveal what customers are looking for
- Track conversations and buying behavior
- Make products easier to discover
- Deliver a more helpful buying experience
Need Help?
Section titled “Need Help?”Stuck during setup, or something not working the way you expect? Contact the CartPilot support team and we will help you connect your store, train your agent and get CartPilot ready for your shoppers.
Get Support