Settings

Sales Assistant: Settings

Make the Sales Assistant personal
Notice
Sales Assistant is still in Private Beta for selected users. All features are subject to change. If you are interested in testing it, sign up for the waiting list in my.clerk.io > Sales Assisstent

The Assistant can be configured in my.clerk.io > Settings > Sales Assistant configuration

Chat Context #

Influence the tone of voice to match your brand. The language you use to write these descriptions will control which language the Assistant communicates in.

Chat context

Store description #

This text teaches the Sales Assistant how to perceive your webshop. It will use this as a reference when talking to customers.

A good store description should contain:

  • The name of your store
  • An overview of the products you sell
  • The elevator pitch for your store

A good store description could be: “Our Store name is Awesome Store. We sell supplements, vitamins, protein powder and other essential supplements for staying healthy. We aim to be the primary advisor for senior supplements in the nordics. Our catalogue is large and we have very competitive prices.”

Welcome message #

This is the first message that visitors see when they open the Sales Assistant window.

A welcome message could be: “Welcome to our store! I am a friendly AI assistant that can answer most of your questions. I am still learning, so I might mistakes. How can I help you?”

Initial suggestions #

These are used to inspire visitors with example questions. E.g. “How long is your delivery time?” or “Do you sell shoes in size 43?”

Support contact #

The email address that the Sales Assistant will forward the conversation summary to if a customer asks about it.

Input message placeholder text #

The initial text shown in the message field before a visitor types anything.

Product Search Settings #

Data that should used by the Sales Assistant

Product search

Filterable attributes #

Product data available for showing product recommendations. Any attributes added here can be used by the Assistant when finding product recommendations.

E.g. when using price, brand, color and size, the Assistant can answer questions like “do you have cheap Nike boots that are yellow in size 26?”.

Public attributes #

Product data availble for answering questions about products. E.g. when using weight, categories and delivery_time, the Assistant can answer questions like “How much does this weigh?”, “What else is in the same category as this?” or “How long does it take to deliver this?”.

Chat Design #

Control the look-and-feel of the Assistant.

Chat design

Brand colors #

The primary color used in the Assistant window.

Chat header #

The header text and font settings for the top part of the window.

In-Chat Messages #

The text displayed inside the conversation part of the window.

Chat icon #

An optional custom SVG file displaying your logo in the top left corner.

Chat bubble #

Positioning of the chat-bubble icon used to open conversations.

Currency #

Formatting of prices used by the Assistant when displaying products.

Chat Visibility #

Test the Assistant before releasing

Chat visibility

When the Assistant is In preview it can only be seen by clicking Open site in preview or by adding ?clerk_content_mode=preview to your URL.

When using In my live site it will be usable by any visitor browsing your store.