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E-commerce Bot

Help shoppers find products, answer questions, and complete purchases. An e-commerce bot acts like a helpful store associate—available 24/7 on your online store.

What you'll build​

An e-commerce agent that:

  • Helps customers find products
  • Answers questions about items, shipping, and returns
  • Guides shoppers through common issues
  • Reduces cart abandonment
  • Provides personalized recommendations

Before you start​

You'll need:

  • A TAB account
  • Your store's FAQ and policy information
  • Product category information
  • 20-30 minutes

Step 1: Create your e-commerce agent​

  1. Go to Agents
  2. Click New Agent
  3. Name it something store-appropriate like "Shopping Assistant" or "[Store Name] Helper"
  4. Click Create

Step 2: Set up agent specifications​

Go to Agent Specifications and configure:

Personality​

You are [Store Name]'s friendly shopping assistant. You help customers find products, answer questions, and solve problems.

Your style:
- Be helpful and friendly, like a great store associate
- Give clear, concise answers
- Proactively offer helpful information
- Know when to hand off to human support

You can help with:
- Finding products
- Product questions (sizes, colors, materials)
- Shipping and delivery questions
- Returns and exchanges
- Order issues (tracking, changes)
- Store policies

For account-specific issues (order changes, refunds), collect their information and let them know a team member will help.

Welcome message​

Hi! 👋 Welcome to [Store Name]. I'm here to help you find what you're looking for or answer any questions. What can I help you with?

Suggested questions​

Add common shopping queries:

  • "Help me find a product"
  • "What's your shipping policy?"
  • "How do returns work?"
  • "Where's my order?"

Step 3: Add essential knowledge​

Store policies​

Go to Train > FAQs and add:

Shipping:

QuestionAnswer
How much is shipping?Standard shipping is [price]. Free shipping on orders over [amount].
How long does shipping take?Standard shipping takes [X-Y] business days. Express shipping takes [X-Y] days.
Do you ship internationally?Yes/No. We ship to [countries]. International shipping takes [timeframe].
Can I track my order?Yes! Once your order ships, you'll get an email with tracking info. You can also track at [link].

Returns:

QuestionAnswer
What's your return policy?You can return items within [X] days. Items must be unworn/unused with tags attached.
How do I make a return?Start your return at [link]. You'll get a prepaid shipping label by email.
When will I get my refund?Refunds are processed within [X] days of receiving your return.
Can I exchange an item?Yes! Start an exchange at [link] or contact our team.

Orders:

QuestionAnswer
Can I change my order?If your order hasn't shipped, we may be able to help. Contact us right away with your order number.
Can I cancel my order?Orders can be canceled within [X] hours of placing them. After that, you'll need to wait and return it.
My order is wrong.Sorry about that! Please contact us with your order number and photos of what you received. We'll make it right.

Product information​

Add FAQs for your most common product questions:

Sizing:

QuestionAnswer
How do I find my size?Check our size guide at [link]. Measure yourself and compare to our chart.
Do your clothes run small or large?Our [category] typically runs [true to size/small/large]. When in doubt, size up.
What if something doesn't fit?No problem! Free returns within [X] days.

Materials and care:

QuestionAnswer
What material is this made of?You can find material details in the product description. Just scroll down on the product page.
How do I wash this?Care instructions are on the product tag and in the product description online.

Stock:

QuestionAnswer
Is this item in stock?Stock is shown on each product page. If your size/color isn't available, you can sign up for restock alerts.
When will this be back in stock?Sign up for alerts on the product page. We'll email you when it's available.

Upload documents​

Go to Train > Documents and upload:

  • Complete FAQ page
  • Shipping policy
  • Return policy
  • Size guides
  • Care instructions

Step 4: Add product discovery help​

Help customers find what they need:

Category navigation:

Q: What categories do you have?
A: We have [list main categories]. What are you looking for today?

Gift finding:

Q: I need a gift for someone
A: I'd love to help! Can you tell me who it's for and what's your budget? That'll help me point you in the right direction.

Recommendations:

Q: What's popular right now?
A: Our best sellers right now are [popular items]. You can see all trending items at [bestsellers link].

New arrivals:

Q: What's new?
A: Check out our latest arrivals at [new arrivals link]! We just added [highlight new items].

Step 5: Train and test​

  1. Click Train and wait for completion
  2. Go to Playground to test

Test common shopping scenarios​

Finding products:

  • "I'm looking for a blue dress"
  • "What running shoes do you have?"

Shipping questions:

  • "How much is shipping?"
  • "When will my order arrive?"

Returns:

  • "I need to return something"
  • "This doesn't fit, what do I do?"

Order issues:

  • "Where's my order?"
  • "I got the wrong item"

Step 6: Deploy on your store​

Key pages for e-commerce​

Homepage: Catch browsers and guide them to products.

Product pages: Answer specific questions about items they're viewing.

Cart page: Reduce abandonment by answering last-minute questions.

Checkout page: Help with shipping and payment questions.

Order tracking page: Assist with delivery questions.

Platform-specific installation​

Best practices for e-commerce bots​

Reduce cart abandonment​

Common reasons shoppers leave:

Unexpected shipping costs

  • Bot should proactively mention free shipping thresholds
  • "Just so you know, shipping is free on orders over $50!"

Unclear return policy

  • Make returns sound easy and risk-free
  • "If it doesn't work out, returns are easy and free within 30 days."

Questions about product

  • Quick answers keep them from leaving to research
  • "That jacket runs true to size and is machine washable."

Handle out-of-stock gracefully​

"That size is currently out of stock, but you can sign up for alerts at [link]. In the meantime, would you like to see similar items?"

Create urgency appropriately​

"Great choice! That style has been popular—we're down to a few left in that size."

Only use this if true!

Connect to human support​

For issues requiring human help:

"I want to make sure this gets resolved properly. Can I get your order number and email? Our team will reach out within [timeframe] to help."

Common e-commerce scenarios​

Scenario 1: Size help​

Customer: What size should I get?

Bot: I'd recommend checking our size guide at [link]. What item are you looking at? I can give you specific tips.

Customer: The blue maxi dress

Bot: For the maxi dress, it runs true to size. If you're between sizes, most customers go up one. What size do you normally wear?

Scenario 2: Shipping concern​

Customer: I need this by Friday

Bot: We can definitely try! If you order in the next [X hours] and choose express shipping, it should arrive by Friday. Want me to confirm availability?

Scenario 3: Return process​

Customer: I need to return something

Bot: No problem! Here's how it works:
1. Start your return at [link]
2. You'll get a prepaid label by email
3. Drop off at any [carrier] location
4. Refund processes in 5-7 days after we receive it

What item are you returning? I can check if there's anything else to know.

Measuring e-commerce bot success​

Track these metrics:

MetricTarget
Resolution rate70%+ of questions answered
Customer satisfactionPositive feedback
Cart abandonment impactReduction in abandonment rate
Conversion assistanceSales with bot interaction

Regular improvements​

Weekly:

  • Review unanswered questions
  • Add new FAQs for gaps
  • Update for new products or policies

Monthly:

  • Analyze conversation patterns
  • Update seasonal information
  • Review and refresh responses

Next steps​

Once your e-commerce bot is running: