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Setup

Set up your CartPilot agent and prepare it to work on your store.

After connecting your store, you can configure how your AI sales agent looks, talks, behaves, searches products, and helps customers during their shopping journey.

What You Can Set Up

Section titled “What You Can Set Up”

From the setup section, you can:

  • Add your agent name, subtitle, and greeting message
  • Choose the agent voice and personality
  • Configure agent behavior and instructions
  • Enable text chat and voice interaction
  • Customize the widget design
  • Sync your WooCommerce products
  • Train CartPilot with store policies, FAQs, and documents
  • Track customer interactions and agent performance
Section titled “Recommended Setup Flow”

Follow these steps to complete your setup:

  1. Set up your AI sales agent
  2. Customize the chat widget appearance
  3. Sync your WooCommerce products
  4. Train your agent with store information
  5. Review analytics after customers start interacting

Once setup is complete, CartPilot will be ready to answer questions, suggest products, and help shoppers take action from the chat.

Next Step

Section titled “Next Step”

Start by setting up your AI sales agent.