How to create a Shopify bot that sells. Product advice, carts and cart recovery. No code, five minutes.

A Shopify sales bot recommends products, builds a cart and sends the shopper to checkout, then brings back people who left. With SimplyBoost you set this up in about 5 minutes without code: connect your store, give the agent the Shopping assistant role, switch on cart recovery, switch on the chat in your theme and walk through a shopper's journey yourself. Product search and carts come with the store connection, and cart recovery is off until you switch it on.

No code 5 minutes5 steps, 1 minute eachBeginner friendlyPart 4 of 5
The SimplyBoost character carrying a parcel to a customer

In short: 5 minutes, no code, 5 steps.

  1. 1.Connect your store
  2. 2.Give the agent the Shopping assistant role
  3. 3.Switch on cart recovery
  4. 4.Switch the chat on in your theme
  5. 5.Walk through a shopper's journey
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The five steps at a glance

Total: 5 minutes, from sign-in to live.

  1. 1 min

    Connect your store

    One button. If this is your first time, the Shopify chatbot guide shows the sign-up too.

    Channels › Shopify

  2. 1 min

    Give the agent the Shopping assistant role

    The role sets how it talks about products.

    Train › Optimize

  3. 1 min

    Switch on cart recovery

    One message to shoppers who left their cart, and it is off until you say so.

    Channels › Shopify

  4. 1 min

    Switch the chat on in your theme

    No code. Shopify has a switch for it.

  5. 1 min

    Walk through a shopper's journey

    Ask for a product, add it, go to checkout.

What you need

  • A Shopify store you can open as the owner or an admin
  • A SimplyBoost account. The Shopify chatbot guide shows the sign-up
  • The Growth plan or higher for the Shopify store assistant. See pricing
  • For cart recovery, shoppers who chatted with you on Instagram or WhatsApp
  • Five minutes

You will not write any code. Every step is a click or a typed word. What no code means here.

The 5-minute path, step by step

  1. 1

    Connect your store

    1 minuteNo code

    In the app:Channels › Shopify

    One button. If this is your first time, the Shopify chatbot guide shows the sign-up too.

    Do this

    1. 1Open Shopify in the left sidebar.
    2. 2Type your store address, for example yourshop.myshopify.com, and choose Connect with Shopify.
    3. 3Approve the app in Shopify. You return to SimplyBoost with product search, carts and order lookups switched on.

    You should see: The Shopify page shows your store as connected.

  2. 2

    Give the agent the Shopping assistant role

    1 minuteNo code

    In the app:Train › Optimize

    The role sets how it talks about products.

    Do this

    1. 1Open Train, then Optimize, then Personality.
    2. 2Choose the Role Shopping assistant.
    3. 3Under Handles, keep Commerce switched on. It needs Shopify connected to this agent.
    4. 4Pick a Tone such as Friendly.

    You should see: A Saved tag at the top.

  3. 3

    Switch on cart recovery

    1 minuteNo code

    In the app:Channels › Shopify

    One message to shoppers who left their cart, and it is off until you say so.

    Do this

    1. 1On the Shopify page, find Cart recovery DM.
    2. 2Switch on Send recovery DMs.
    3. 3Set Wait after abandon (hours). It runs from 1 to 168 and the default is 4.
    4. 4Set Discount (%). 0 sends no code. Codes are single-use and limited to that customer.
    5. 5Choose Save.

    You should see: Send recovery DMs switched on, and a saved confirmation.

    Good to know: It works for shoppers who chatted with you on Instagram or WhatsApp. They get one DM on that channel, inside Meta's 24-hour window, and people who sent STOP are skipped.

  4. 4

    Switch the chat on in your theme

    1 minuteNo code

    No code. Shopify has a switch for it.

    Do this

    1. 1On the Shopify page in SimplyBoost, choose Add widget.
    2. 2In the Shopify theme editor, open App embeds.
    3. 3Switch on SimplyBoost Chat and choose Save.

    You should see: The chat button on your live store.

  5. 5

    Walk through a shopper's journey

    1 minuteNo code

    Ask for a product, add it, go to checkout.

    Do this

    1. 1On your store, ask for a product, for example Do you have a waterproof jacket in M?
    2. 2Tap Add to cart on the product card, or Know more for the details.
    3. 3Open the cart and tap Go to checkout. The cart link opens checkout with the chosen items.

    You should see: A product card, a cart and a checkout with the right items.

    Good to know: Answers about a product come from its live description, variants and stock, so they stay right when you change the product.

That is it. You are live.

Here is what you have now.

  • Product search, product cards and a cart with a checkout link in the chat
  • A shopping assistant voice that fits your shop
  • One message to shoppers who abandon a cart, with an optional single-use discount
  • Refunds and discounts that wait for you, or small ones you let run
  • A performance page that shows the revenue the bot started

Want to check it properly? 25 questions to test your AI agent.

The SimplyBoost character relaxing in a deckchair while the agent answers customers

Make it yours, now that you are live

None of this is needed to go live. Do one a day, or when a customer shows you what is missing. About 16 minutes in total, and no code in any of it.

  1. 1

    Tell it how you sell

    3 minutesNo codeOptional

    In the app:Train › Optimize

    Rules in your own words.

    Do this

    1. 1In Optimize, open Behaviour.
    2. 2Describe your shop in a few sentences under What does your business do?
    3. 3Add rules, for example: Always offer the size guide for shoe questions.
    4. 4Add hard limits under What should it never do?, for example: Never promise delivery dates.

    You should see: Your rules saved.

  2. 2

    Add the knowledge that sells

    3 minutesNo codeOptional

    In the app:Train › Knowledge Base

    The things shoppers ask before they buy.

    Do this

    1. 1In Knowledge Base, drop your size guides, care instructions and bundle descriptions as PDFs or text.
    2. 2Switch on Source of truth on your shipping and returns policies.
    3. 3Use Q&A for exact answers, such as how long a made-to-order item takes.

    You should see: Each source listed as Ready.

  3. 3

    Write starters that begin a sale

    2 minutesNo codeOptional

    In the app:Train › Optimize

    A good starter is a question a buyer would ask.

    Do this

    1. 1In Optimize, Behaviour, find Conversation.
    2. 2Write up to 3 starters of 60 characters each, such as Help me find a gift under €50.
    3. 3Open Deploy, then Widget, then Content, and switch on Proactive messages to show the first two above the closed button.

    You should see: Your starters in the preview.

  4. 4

    Add Instagram and WhatsApp

    4 minutesNo codeOptional

    In the app:Dashboard

    Cart recovery needs a conversation on one of them.

    Do this

    1. 1Look at the Channels list in the sidebar. A dashed + adds a channel.
    2. 2Connect Instagram with the Instagram guide, or WhatsApp with the WhatsApp guide.
    3. 3The same agent and knowledge answer there. Shoppers who chat there and abandon a checkout become eligible for cart recovery.

    You should see: The new channel in your Channels list.

  5. 5

    Let small refunds and discounts run on their own

    2 minutesNo codeOptional

    In the app:Channels › Shopify

    Optional. Skip it if you want to approve every one yourself.

    Do this

    1. 1Open Shopify, then Settings, and find Auto-approve.
    2. 2Choose the largest refund and the largest percentage discount that may run without review.
    3. 3Optionally add an order age limit and a daily limit per customer.
    4. 4Know that cancelling an order and changing an address always need a person.

    You should see: Your limits saved. Everything above them still waits for you.

  6. 6

    Measure what the bot sells

    2 minutesNo codeOptional

    In the app:Channels › Shopify

    See the revenue that started in the chat.

    Do this

    1. 1Open the Shopify Performance page.
    2. 2Read revenue and orders from chat, average order value, the share resolved by AI and the cart recovery results.
    3. 3Know that an order counts when its email matches a lead who chatted in the 7 days before.

    You should see: Revenue and orders from chat for the last 30 days.

Questions people ask

It searches your catalogue live and shows product cards with Add to cart and Know more. Its answers come from each product's current description, variants and stock.

Yes. The shopper adds items to a cart in the chat and taps Go to checkout, and a cart link opens checkout with the chosen items.

When a shopper who chatted with you on Instagram or WhatsApp abandons a checkout, they get one message on that channel after the wait you choose, 4 hours by default, inside Meta's 24-hour window. It is off until you switch it on, and people who sent STOP are skipped.

Yes, up to 50 percent. The code is single-use and limited to that customer. Set the discount to 0 to send no code.

Not unless you set limits. Refunds, discounts and subscription changes are proposals that wait for you under Shopify actions. In Settings you can let small refunds and percentage discounts run on their own up to limits you choose.

The Shopify Performance page shows revenue and orders from chat. An order counts when its email matches a lead who chatted in the 7 days before.

The Shopify store assistant is part of the Growth plan, €89 a month or €71 on yearly billing, and of Pro. See pricing.

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The details

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