Treat installation as the start of setup. A careful preview makes the first live conversations easier to trust.
Prepare the information shoppers actually need
Check your catalog and policy pages before connecting an assistant. Fix missing product descriptions, inconsistent shipping promises, and outdated return conditions. The assistant can only work with the information it has access to.
Choose a small set of important questions to test. Include your common requests, an unusual edge case, and a question that should go to a person.
Make the assistant feel at home
Choose a welcome message that says what the assistant can help with. Keep the tone close to the rest of your storefront. A calm, specific greeting often gives shoppers a clearer starting point than a long list of capabilities.
Preview the widget on product pages and on mobile. Check that it does not cover add-to-cart buttons, cookie controls, or other important actions.
Test both the happy path and the exceptions
Ask about a product, a delivery location, a return, and an order. Follow up with a second question to see whether the context stays clear. Try an unavailable item and a request for a human.
Check links, sources, and the handover destination. A well-written answer is only useful if the action it suggests also works.
- Current catalog and policies
- A clear welcome message
- Mobile placement checked
- Product and order scenarios tested
- Human handover confirmed
Launch with a review routine
Review the first real conversations and correct gaps in the source material. Assign someone to own those improvements. A manageable review routine is more valuable than an ambitious launch that nobody maintains.
Try the idea in your own store.
Explore the assistant and see how a useful conversation feels.
Experience Convi