Add the Chat Bot Plugin

1. Go to Ecommerce
2. Open the Plugins Area
3. Find the AI Chat Bot
4. Click the + Button to add it. 
5. In the next screen, check and add any basic information under the Create Your Chat Bot section.
6. Save Changes.

The bot will now be installed on your site.

At this stage, it exists. But it does not yet have tools or instructions. Think of it as a friendly staff member who has arrived for work but hasn’t been given keys or training.

How Tools and Chat Bots Work

Tools allow the bot to perform actions.

Without tools, the bot can only answer questions.
With tools, the bot can:

• Add products to cart
• Check stock
• Look up orders
• Send password reminders
• Escalate to support
• Navigate users around the website

However, tools must be activated properly.

To make a tool live and usable, you must do two things:

1) Add the Tool to the Chat Bot Configuration

This makes the tool technically available.

If a tool is not added to the bot configuration, the bot cannot use it.

Simply go into the bot settings and enable the required tools.

2) Tell the Bot It Has Access to the Tool

At the bottom of your Primary Bot Instructions, you must explicitly tell the bot it can use specific tools.

If you do not do this, the bot may not recognise that it is allowed to use them.

Example instruction you might add:

You have access to the following tools when needed:

• ManageShoppingCart for adding and updating cart items
• WebHookCheckProductInfo for checking stock, sizes and pricing
• CheckOrder for order tracking
• SendTicket for escalation to support

This instruction activates the bot’s awareness of the tools.

Recommended Tool Setup for Most Ecommerce Sites

For a typical online store, the most effective setup usually includes:

• WebHookCheckProductInfo
• ManageShoppingCart
• RefreshShoppingWidgets
• CheckOrder
• WebHookPasswordReminder
• SendTicket
• NavigateToURL
• Search

This allows the bot to:

• Act like a sales assistant
• Act like a checkout helper
• Act like a support rep
• Act like a receptionist

At the bottom of your primary instructions, include something similar to:

You have access to the following tools and should use them when appropriate:

• Use WebHookCheckProductInfo to check stock, pricing, options and availability
• Use ManageShoppingCart to add or modify cart items
• Use RefreshShoppingWidgets after cart changes
• Use CheckOrder when an order number is supplied
• Use WebHookPasswordReminder if a user cannot log in
• Use SendTicket when escalation is required
• Use NavigateToURL when directing users to pages
• Use Search when content cannot be found in the knowledge base