AI Configuration

Configure your AI assistant with company information, FAQs, policies, rules, and notifications

Overview

The AI Configuration feature allows you to customize the Ecomdrop AI assistant to provide personalized customer support. Configure your company details, payment methods, policies, frequently asked questions, behavioral rules, and automated notifications.

Accessing AI Configuration

Navigate to Configuration → AI Assistant in your Ecomdrop IA Connector dashboard to access the AI configuration interface.

Basic Information

1. Agent Name

   Set a friendly name for your AI assistant (e.g., “Andrés”, “Sofia”).

   This name will be used when the assistant interacts with customers, creating a more personalized experience.

2. Company Name

   Enter your business name (e.g., “ClickShop®”).

   The AI will reference this when discussing your company with customers.

3. Company Description

   Provide a detailed description of your business:

   • What products or services you offer
   • Your unique value proposition
   • Target audience and market
   • Business history or mission

   A comprehensive description helps the AI understand your business context and provide more relevant responses.

Payment Methods

Adding Payment Methods

Configure the payment options available to your customers:

1. Click 'Agregar' (Add)

   Add a new payment method to the list.

2. Enter Method Name

   Specify the payment method (e.g., “Credit Card”, “PayPal”, “Cash on Delivery”, “Bank Transfer”).

3. Set Status

   Toggle the “Activo” (Active) checkbox to enable or disable the payment method.

   Only active payment methods will be mentioned by the AI assistant.

4. Repeat for All Methods

   Add all payment methods you accept.

Managing Payment Methods

• Edit: Click on the method name to update it
• Enable/Disable: Use the checkbox to activate or deactivate
• Remove: Click the trash icon (🗑️) to delete a payment method

Company Policies

Define your business policies in the dedicated text area:

Shipping Policies

• Delivery timeframes
• Shipping costs and zones
• Tracking information
• International shipping policies

Return Policies

• Return window (e.g., 30 days)
• Conditions for returns
• Refund process and timeline
• Items that cannot be returned

Privacy & Data

• How customer data is used
• Privacy protection measures
• Cookie policies
• Contact information for privacy concerns

Terms of Service

• Purchasing conditions
• User responsibilities
• Limitation of liability
• Dispute resolution

The AI will reference these policies when customers ask about returns, shipping, privacy, or terms of service.

Frequently Asked Questions (FAQs)

Pre-Sale FAQs

Configure questions customers typically ask before making a purchase:

1. Add FAQ

   Click “Agregar” (Add) under the “Preguntas Frecuentes” section.

2. Enter Question

   Type the common question customers ask (e.g., “What sizes do you have?”, “Do you ship internationally?”).

3. Provide Answer

   Enter a clear, concise answer the AI should provide.

4. Add More

   Repeat for all common pre-sale questions.

Example Pre-Sale FAQs:

Product-Related

• What materials are your products made from?
• Do you offer customization?
• What sizes are available?
• Are products in stock?

Ordering

• How do I place an order?
• Can I modify my order after placing it?
• Do you offer gift wrapping?
• What payment methods do you accept?

Shipping

• How long does shipping take?
• Do you ship to my country?
• What are the shipping costs?
• Can I track my order?

Post-Sale FAQs

Configure questions customers ask after completing their purchase:

1. Add Post-Sale FAQ

   Click “Agregar” (Add) under the “Preguntas Frecuentes Post Venta” section.

2. Enter Question

   Type the common post-purchase question (e.g., “Where is my order?”, “How do I return an item?”).

3. Provide Answer

   Enter a helpful answer with specific instructions.

Example Post-Sale FAQs:

Order Tracking

• Where is my order?
• How do I track my shipment?
• When will my order arrive?
• My tracking hasn’t updated, what should I do?

Returns & Refunds

• How do I return an item?
• When will I receive my refund?
• What is your return policy?
• Can I exchange an item instead?

Issues

• I received a damaged item, what should I do?
• An item is missing from my order
• The product doesn’t match the description
• How do I contact customer support?

Rules and Guidelines

Define behavioral rules that guide how the AI assistant interacts with customers:

1. Add Rule

   Click “Agregar” (Add) under the “Reglas” section.

2. Define Rule

   Enter a specific guideline for the AI to follow.

3. Add Multiple Rules

   Create comprehensive rules for different scenarios.

Example Rules

Tone & Language

• “Always use a friendly and professional tone”
• “Address customers formally unless they initiate informal conversation”
• “Respond in the customer’s language (Spanish or English)”
• “Use clear, simple language avoiding jargon”

Behavior

• “Always confirm understanding before providing solutions”
• “Offer alternatives when a product is unavailable”
• “Escalate to human support for complex issues”
• “Never make promises about delivery dates”

Compliance

• “Do not share customer data with third parties”
• “Follow GDPR/privacy regulations”
• “Obtain consent before processing returns”
• “Never ask for payment information via chat”

Sales

• “Recommend related products when appropriate”
• “Inform about current promotions and discounts”
• “Suggest higher-value alternatives tactfully”
• “Always prioritize customer satisfaction over sales”

Notifications

Configure automated notifications the AI can send to customers:

1. Add Notification

   Click “Agregar” (Add) under the “Notificaciones” section.

2. Write Notification Text

   Enter the notification message template.

   Notifications can include dynamic variables that are filled in automatically (e.g., order number, customer name).

Notification Types

Order Confirmations

“Thank you for your order! Your order # has been confirmed and will be processed shortly.”

Shipping Updates

“Great news! Your order # has shipped. Track it here: ”

Delivery Confirmations

“Your order # has been delivered. We hope you love it! Please contact us if you have any concerns.”

Abandoned Carts

“You left items in your cart! Complete your purchase now and get free shipping on orders over $50.”

Promotions

“Special offer just for you! Get 20% off your next purchase with code THANKYOU20.”

Saving Configuration

After configuring all sections:

1. Review your settings for accuracy
2. Click the Guardar (Save) button at the bottom of the page
3. Wait for confirmation that settings were saved

All changes are saved together. Ensure all sections are complete before saving.

Data Storage

AI configuration is stored in the AIConfiguration database table with the following fields:

Field	Type	Description
agentName	Text	AI assistant name
companyName	Text	Your business name
companyDescription	Text	Business description
paymentMethods	JSON	Array of payment method objects
companyPolicies	Text	Company policies text
faq	JSON	Array of pre-sale FAQ objects
postSaleFaq	JSON	Array of post-sale FAQ objects
rules	JSON	Array of rule objects
notifications	JSON	Array of notification objects

Each shop has one AI configuration record, automatically created when first accessed.

Best Practices

Be Comprehensive

Provide detailed FAQs covering common customer questions to reduce support tickets.

Stay Updated

Regularly review and update policies, FAQs, and rules to reflect changes in your business.

Use Clear Language

Write in simple, customer-friendly language that the AI can easily reference.

Test Responses

Test the AI with common questions to ensure it provides accurate, helpful responses.

Monitor Performance

Track which FAQs are referenced most often and adjust based on customer needs.

Troubleshooting

Configuration not saving

• Check that all required fields are filled
• Ensure payment methods have names before saving
• Verify FAQ questions and answers are complete
• Try refreshing the page and re-entering data

AI not using configured information

• Verify configuration was saved successfully
• Check that the AI assistant is enabled for your shop
• Ensure there are no conflicting rules
• Contact Ecomdrop support for AI integration issues

Cannot add new items (FAQs, rules, etc.)

• Check browser console for JavaScript errors
• Try using a different browser
• Clear browser cache and cookies
• Ensure you have a stable internet connection

Related Features

• Configuration - Main app configuration settings
• Order Processing - How AI can assist with order inquiries