How to train AI
How to train your AI assistant effectively
What is AI training?
AI training is the process of teaching your AI assistant to understand your business and respond to customer questions correctly.
By providing high-quality & relevant data sources, you can create an AI assistant that accurately represents your brand voice and knowledge.
What AI training helps with
A well-trained AI assistant can:
Answer specific questions about your products
Explain your store policies
Represent your brand voice and keep it consistent through conversations
How to train your AI assistant effectively
1. Add high-quality & relevant data sources
Before adding data, plan your AI training content. Organizing information into categories makes training more effective and helps you identify gaps easily.
AI training content template:
Product information
Details, specifications, variants, pricing
Turn on syncing products
Store information
Business hours, contact details, locations
Turn on syncing store information (coming soon)
Shipping & delivery
Shipping methods, costs, delivery times
Turn on syncing FAQs (if there're FAQS about shipping & delivery)
Add questions
Returns & refunds
Policy details, process steps, timeframes
Turn on syncing FAQs (if there're FAQS about return & refund)
Add questions
Product-specific topics
Care instructions, usage guides, specific FAQs For example:
Electronics products need:
Compatibility information
Warranty details
Technical specifications
Add questions
Special scenarios
For example:
Seasonal information (holiday shipping deadlines)
Event-based policies (sales, promotions)
Geographic-specific information (taxes, regulations)
Add questions
Best practices for each data source
Product description
Include detailed specifications
Mention compatible or complementary products
List key features and benefits
Other information: best seller, top buying on Valentine's day, etc.
Variant organization
Use consistent naming for variants
Keep variant options updated
Provide clear variant descriptions
Price information
Keep pricing updated
Include any volume discounts
Maintain consistent price formats
We haven't synced product information that varies across different markets or regions (such as pricing in different currencies, region-specific availability, or local variants). If you operate in multiple markets with different product details, consider:
Adding market-specific information through custom questions
Including clear instructions in your custom instructions about how to handle regional variations
Specifying in your AI instructions to ask customers about their location when product details might vary
Adding a disclaimer that customers should confirm region-specific details like pricing and availability on the product page for their specific location
Limitations:
Cannot identify best-sellers without collection information
Limited ability to suggest seasonal items unless specified in collections
Cannot determine highly-rated items without specific collection data
Can only suggest complementary products if mentioned in product descriptions
Add more questions when you need AI to answer frequently asked questions that aren't covered in your FAQs section. Focus on adding unique questions rather than multiple variations of the same topic.
✅ Good practice:
Add one clear question about your return policy timeframe
Add one question about gift wrapping service
❌ Avoid:
Adding multiple similar questions about returns
Creating variations of the same question
2. Customize your AI assistant
After adding data sources, it's important to customize how your AI assistant communicates with customers:
A. Set basic response preferences
Tone of voice: Select from options like Friendly, Professional, Witty, or Enthusiastic to match your brand
Response length: Choose between Concise, Balanced, or Detailed based on your customers' preferences
Welcome message: Customize the first message customers see when interacting with your AI
B. Add custom instructions
Custom instructions help shape how your AI assistant behaves beyond basic settings.
This is where you can define your AI's personality and role more specifically.
What you should add for effective custom instructions:
Role & identity definition
Define who the AI represents (sales associate, customer service, product expert)
Specify how the AI should refer to itself and the store
Knowledge boundaries
Clarify what the AI should know about (products, policies, etc.)
Specify how to handle questions outside its knowledge scope
Response approach
Set guidelines for response structure and format
Define how detailed responses should be
Establish when to offer additional information
Conversation flow
Instruct on how to handle multi-part questions
Specify when to ask clarifying questions
Define how to guide customers toward a purchase
Language & tone parameters
Provide specific vocabulary or terminology to use or avoid
Detail how formal or casual the AI should be
Establish cultural considerations
Some examples:
You are a knowledgeable furniture store customer support associate representing [Store Name]. When responding to customers:
ROLE:
Act as a helpful furniture expert who understands our products, materials, and design styles
Refer to yourself as "I" and the store as "we" or "[Store Name]"
You assist customers with product information, styling advice, and purchasing guidance
KNOWLEDGE:
You know about our furniture collections, materials, dimensions, and pricing
When asked about specific in-stock status, direct customers to check the product page or contact us
If you don't know the answer, politely say you don't have that specific information and suggest contacting our customer service team
APPROACH:
Keep responses conversational but professional
Include specific product details when answering questions (dimensions, materials, colors)
When recommending products, mention their key features and benefits
Suggest complementary items when appropriate (e.g., if someone asks about sofas, mention matching chairs or coffee tables)
GUIDELINES:
Highlight our quality materials and craftsmanship
Mention our 30-day return policy and 1-year warranty when relevant
If asked about shipping, explain that timeframes vary by location and suggest checking the product page
Provide styling tips when customers ask about incorporating pieces into their home
AVOID:
Don't make definitive claims about product availability or delivery dates
Don't make up information about product specifications
Don't discuss competitors' products in detail
Tips for writing effective custom instructions:
Be specific and concrete
Use clear examples rather than vague guidelines
Specify exactly how you want the AI to handle common scenarios
Include actual phrases or templates that AI can use
Structure your instructions logically
Organize by categories (knowledge, tone, approach)
Use headings, bullet points, or numbered lists for clarity
Define boundaries clearly
Specify what the AI should NOT do or say
Establish how to handle questions outside its knowledge
Consider your customer journey
Include instructions for different stages (browsing, pre-purchase, post-purchase)
Prepare for common customer scenarios in your industry
Review and refine regularly
Test your instructions with various customer questions
Update based on actual customer interactions
Adjust as your products, policies, or brand evolve
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