Getting started with Talkom AI is simple. Follow these steps to set up your AI Shopping Assistant and make it a natural part of your store’s shopping experience.
1. Configure AI Knowledge
This is the “brain” of your AI Assistant. From here, you can make sure Talkom AI has everything it needs to answer customer questions correctly.
✅ Conversation Starters: Create pre-defined prompts (like “Where’s my order?” or “I’m looking for a product”). These appear as clickable buttons on the AI Shopping interface, helping customers start conversations instantly.
✅ Shop Knowledge: The AI automatically learns from your store’s policies (shipping, refunds, privacy, contact info and more) and product catalog. On paid plans (not included in the Free plan), you can also upload PDFs or other documents (e.g., warranty info, sizing guides) for the AI to learn from.
✅ FAQs: Teach the AI how to respond to specific, commonly asked questions. This ensures that customers always get accurate and consistent answers.
✅ Product Catalog: Talkom AI automatically learns from all active products in your store. When you update any product data such as the name, description, price, metadata etc. the AI is retrained immediately to reflect the latest information.
2. Give Personality to Talkom
Your AI Assistant should sound like a natural extension of your brand. In the AI Personality settings, you can define exactly how Talkom AI talks, behaves, and responds.
✅ Tone & Style
Choose whether the AI should speak in a friendly, informal tone (using pronouns like “you” and “we”) or a professional, precise style.
Decide how it greets users (e.g., a warm “Hi there!” vs. a direct “Hello, how can I help you today?”).
Control the use of emojis, casual phrases, or more formal language.
✅ Conversation Behavior
Instruct the AI on how to handle greetings, repeat interactions, and overall flow.
Example: Use “Hi!” only in the very first message, then keep it casual without repeating the same greeting.
✅ Custom Prompts
Extend or edit the default prompt to fit your brand’s identity.
For example, a playful fashion brand could instruct: “Use fun expressions and emojis to match a casual, trendy vibe.”
A luxury brand might say: “Keep tone elegant, polite, and avoid casual slang.”
✅ Fallback Messages
You can also set what the AI says if your store reaches its monthly conversation limit (e.g., “I’d love to help you, but the store has reached its limit for this month. Please try again later or contact us directly for support.”).
By customizing personality, you ensure every interaction feels authentic, trustworthy, and aligned with your store’s brand voice.
3. Let Talkom AI Handle Customer Requests
Beyond answering questions, Talkom AI can perform smart actions to make shopping smoother for your customers while reducing repetitive tasks for your team. In the AI Actions settings, you can configure two main areas:
🛒 Order Actions
Give Talkom AI access to your store’s orders so it can track, modify, or cancel orders on behalf of customers.
Access Scope → Before enabling order actions, you must grant Talkom AI permission to access store orders (including order status, customer info, and product details). This step is required for the AI to fetch and process live order data.
Order Tracking → Customers can ask about delivery progress or order details, and the AI will fetch this information for them. Available in the Growth package.
Cancel Order → Allow customers to cancel orders directly through the AI in the Advanced package.
Enable Restock → Automatically restock items when an order is cancelled (based on your fulfillment setup). This feature is available in the Advanced package.
Enable Refund → The AI can instantly trigger refunds for cancelled orders, following your payment settings. This feature is available in the Advanced package.
This setup ensures customers get instant support while you avoid repetitive manual tasks.
👩💻 AI to Human Escalation
Not every request can or should be handled by AI — that’s where escalation comes in. With AI to Human, you can:
Let the AI automatically forward requests it can’t resolve.
Send a summary email of the conversation to your support team so they can quickly pick up where the AI left off.
Ensure customers always have a smooth handoff to human support when needed.
By enabling these actions, Talkom AI becomes more than a chat assistant - it turns into a real support partner, helping you deliver fast, reliable, and human-backed service.
4. Pick a Plan & Track Analytics
In the Account Details settings, you can choose the Talkom AI plan that best fits your store’s needs and upgrade as your business grows.
Alongside plan management, you’ll also have access to Analytics, which give you valuable insights into how customers interact with your AI Shopping Assistant:
📊 Daily Conversation Count → See how many conversations your AI is handling.
💬 Daily Message Count → Track the number of messages exchanged with customers.
🛒 Product Cart Count → Measure how many products were added to cart via the AI.
👆 Product Click Count → Understand how often customers clicked on products suggested by the AI.
These insights help you optimize customer experience and see how Talkom AI contributes to conversions and engagement.
5. Activate Talkom AI Entry Points
The final step is to decide where and how customers can access your AI Assistant during their shopping journey. You can configure these options under the Embed settings in your Talkom AI Home page.
Here are the available entry points you can activate:
💬 Activate AI Shopping (Chat Bubble)
The chat bubble is the most common entry point, appearing in the bottom-right corner of your store. When clicked, it opens the AI Shopping window. From the Embed Settings, you can customize:
AI Agent Name → Define how your assistant is introduced (e.g., “Talkom AI” or “Your Personal Shopping Assistant”).
Welcome Text → Add a short tagline below the AI’s name to invite engagement (e.g., “Ask me anything, I’m here to help!”).
Message input field → Control what placeholder text appears inside the chat input field.
Branding & Colors → Customize the logo, primary color, border color, hover effect, and text color so the chat interface blends seamlessly with your store design.
This ensures that Talkom AI feels like a native part of your storefront, aligned with your brand identity and customer journey.
Once you’ve configured everything and saved your settings, Talkom AI goes live - ready to recommend products, answer questions, handle requests, and guide customers through checkout.
🔍 Ask About Product
The Ask AI about this product feature adds a button directly on your product detail pages, allowing customers to ask specific questions about the item they are viewing.
From the Embed Settings, you can:
Enable the button on product pages so it appears alongside product details.
Customize the button text (e.g., “Ask AI about this product” or “Have a question? Ask our AI”).
Provide product context automatically → When clicked, the AI Shopping window opens with the product already included in the conversation, so customers can ask questions like:
“Does this jacket come in another color?”
“What’s the material and care instructions?”
“Is this available in medium size?”
This feature ensures that shoppers get immediate, product-specific answers, helping them make confident purchase decisions without leaving the product page.
📌 Open from Header Banner
The Header Banner adds a prominent strip below your store’s header, inviting customers to interact with Talkom AI. It’s one of the most visible entry points and works great for encouraging engagement across your site.
From the Embed Settings, you can:
Customize the banner text → e.g., “Tap here for AI Shopping” or “Got questions? Just ask our AI”.
Enable Text Animation → Make the banner text more dynamic and eye-catching.
Rotate Multiple Messages → Add additional text lines, such as “Your personal shopping assistant is here!”, to highlight key value points.
Match Store Branding → Adjust colors and style so the banner feels seamless with your store design.
When clicked, the banner instantly opens the AI Shopping window, giving customers quick access to product help, recommendations, or store policy information without having to search through menus.
This entry point is especially effective for increasing visibility and ensuring all customers know AI support is available at any time.
🏷 AI Banner on Collection Pages
A customizable banner that highlights Talkom AI on collection/category pages. Use it to encourage engagement while customers are browsing groups of products.
🔎 AI Banner on Search Pages
A banner on search results pages that draws attention to the AI Shopping Assistant, helping customers refine their search or ask questions directly.