Customizing Your AI's Personality Create a Brand Authentic Shopping Experience

Customizing Your AI's Personality: Create a Brand-Authentic Shopping

Experience What is AI Personality? The AI Personality page allows you to define how your AI assistant communicates with customers. This crucial configuration ensures every AI-powered conversation reflects your brand's unique voice, values, and customer service approach. How to Configure Your AI Personality

Describe Your Brand's Tone of Voice This section defines how your AI assistant communicates with shoppers. This field is pre-populated based on your store data to give you a starting point

1. Edit the existing text to refine keywords or phrases that describe your preferred
2. conversational style

Example: "Professional but approachable, with an enthusiastic tone that conveys expertise

1. while remaining conversational"

Click the Generate for me button if you'd like AI to suggest appropriate tone descriptions

1. based on your website content (note: this will replace your current text)

Use the Polish button (sparkle icon) to optimize your existing tone description for clarity and

1. effectiveness without changing its core meaning

Note: The Polish button doesn't generate new content - it refines what you've already written to make it clearer and more effective for the AI to understand. Describe Your Brand This section helps your AI understand your brand's core identity. This field is pre-populated based on your store data

1. Review and edit the description to better reflect your brand essence, mission, or focus
2. Example: "A specialty tea company dedicated to sourcing premium loose-leaf teas from
3. around the world. We focus on quality, sustainability, and education about proper brewing

techniques to help customers experience the authentic flavors of each variety." Click the Generate for me button to have AI suggest a different brand description based on

1. your website (this will replace your current text)

Use the Polish button to refine your existing description for better clarity while preserving

1. your intent

Describe Your Customers This section helps your AI relate to your typical customer base. This field is pre-populated based on your store data

1. Review and edit the description to better reflect your target audience or customer personas
2. Example: "Our customers are tea enthusiasts ranging from beginners to connoisseurs. They
3. value quality, authenticity, and are often interested in the origins and stories behind each tea.

They appreciate detailed brewing instructions and care about sustainability." Click the Generate for me button to have AI suggest a different customer description based

1. on your website data (this will replace your current text)

Use the Polish button to optimize your existing customer description

1. How Detailed Will the Responses Be?

Choose your preferred response length from the dropdown menu: As short as possible: Brief, concise responses ideal for mobile users (recommended for most stores as 70% of shoppers use mobile devices). Best for straightforward questions and quick interactions. Balanced: Moderate level of detail that works well across all devices. A good middle ground

for most stores. Detailed: Comprehensive responses with more information. Better for complex products that require more explanation or for stores with technically sophisticated customers who expect in-depth information. Further AI Instructions This section allows you to provide general guidance that will always apply to your AI's

interactions with customers

Enter instructions that will govern how your AI responds in all situations

1. These instructions help your AI understand your business context and serve as a reference
2. for all customer interactions

Effective uses include:

1. Core brand messaging: "Always emphasize our commitment to sustainability and ethical

sourcing" General product information: "Our teas are packaged in compostable materials" Standard responses: "Begin each conversation with a warm greeting" Company values: "Express enthusiasm when discussing our direct trade relationships with farmers"

Real examples from successful merchants

1 PRODUCT KNOWLEDGE

2 - Explain that our matcha grades (ceremonial, premium, culinary) differ in color, flavor profile, and recommended uses 3 - When customers ask about caffeine, note that our teas contain less caffeine than coffee but provide more sustained energy 4 - For brewing questions, always recommend water temperatures specific to each tea type

5

6 CUSTOMER POLICIES

7 - We offer free samples with orders over $35 8 - International shipping takes 7-14 business days 9 - Tea subscriptions can be paused but not canceled mid-cycle 10 Important: Focus on the most important information that applies across all interactions. Keep instructions clear and straightforward for best results.

Testing Your AI's Personality

The right side of the screen features a live preview of your AI assistant

• Use the "Check your AI's personality" sandbox to see how your AI will respond

1. Test with example questions or try different conversation scenarios
2. Click the preset buttons or type your own messages to simulate customer interactions
3. See how your AI assistant responds using your configured personality settings
4. Tips for Effective AI Personality Settings

Match your website's voice: Ensure your AI's tone aligns with your existing website copy and marketing materials Consider your customer journey: Set response length based on where customers typically interact (mobile users prefer shorter responses) Be specific with instructions: Instead of "be friendly," specify "use casual language and

offer personalized recommendations" Test with real scenarios: Use the preview to test how your AI handles your most common customer questions Start with generated content, then refine: Use "Generate for me" as a starting point, then customize to better match your brand Update seasonally: Adjust instructions for holiday seasons, sales periods, or when

introducing new product lines Troubleshooting AI prioritizing different instructions: Your AI balances many inputs (personality settings, sales skills, website content, etc.). If certain instructions aren't showing through strongly enough, try making them more specific or emphasize their importance Instructions seem diluted: The more detailed and clear your instructions, the better your AI

can prioritize them among all the information it processes Competing information sources: If your AI seems confused, check if your website content contradicts your instructions or if different skill sections have conflicting guidance Fine-tuning is normal: Like training a new team member, your AI might need several rounds

of feedback and refinement to fully align with your brand voice Evolving understanding: As your AI interacts with more customers, you may discover new instruction needs; regular testing helps identify opportunities for improvement