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ZynfoAI adds an AI support and shopping agent to your Shopify store. It answers from your products and online store pages, helps customers with their orders, and hands conversations to your team when needed. Everything is managed inside your Shopify admin.

Install

  1. Open ZynfoAI – AI Support Agent on the Shopify App Store and click Install.
  2. Approve the permissions. You land on the ZynfoAI welcome screen inside your admin.
  3. Check the store and agent name, then click Create my agent. You don’t need a separate account.

Already use ZynfoAI?

If you already have a ZynfoAI workspace (for example, for your website), link the store to it instead of creating a new agent:
  1. On the welcome screen, under Already use ZynfoAI?, click Link my ZynfoAI account.
  2. Click Open ZynfoAI, sign in, and click Connect store.
  3. Back in Shopify, click I’ve connected it, check the workspace name and click Confirm link.
The store then uses that workspace’s agent, knowledge and plan. Under AI agent → Answer from you choose whether the storefront chat uses only this store’s products and pages (recommended) or all the knowledge in your workspace.

What’s synced

ZynfoAI syncs your products and online store pages straight away. You can see them under Knowledge base. Finishing onboarding also starts your 7-day trial with everything on (see Plans and billing).
Tip: ZynfoAI reads your online store pages. The policies under Settings → Policies aren’t read yet, so publish your shipping and returns information as a page (Online Store → Pages) if you want the agent to answer those questions.

Turn on the chat on your storefront

  1. In ZynfoAI, open Home. Until the chat has loaded on your store, the chat card says Not on your store yet. Click Turn on ZynfoAI chat.
  2. The theme editor opens on App embeds with ZynfoAI chat switched on. Click Save.
  3. Visit your store. The chat bubble appears in the bottom-right corner.
Once the chat has loaded on your storefront, Home shows it as Live. If nobody has opened your store for 7 days, Home asks you to check the embed again. To turn the chat off, go to Online Store → Themes → Customize → App embeds and switch off ZynfoAI chat.

Customise your agent

Under AI agent you can set:
  • The agent’s name, brand colour, corner radius and light or dark look.
  • Instructions: the tone and rules the agent follows.
  • A proactive message on all pages, product pages or the cart.
  • A discount offer: one of your Shopify discount codes the agent can offer and apply.
The preview updates as you type.

What shoppers can do

Order tracking, cancellations, returns and live handoff are automations: turn on Order Tracker, Order Cancel, AI Return Request Flow and Live Handoff under Automations. Product suggestions are built in on the trial and Pro. When a shopper asks for a person and nobody on your team is online, the chat shows one note and opens a ticket with what the shopper asked about. If ZynfoAI doesn’t have the shopper’s email or phone yet, it asks for one first.

Inbox, leads and tickets

  • Inbox: every conversation, live. Take over from the AI, transfer to a teammate, resolve, and export as CSV.
  • Leads: shoppers who shared an email or phone in chat, with their name, email and phone, status and notes. A lead is saved only with a real email or phone. Export as CSV.
  • Tickets: questions that need follow-up, with the shopper’s issue, priority and status.

Automations

Automations are ready-made workflows the AI agent uses in chat (Order Tracker, Product Finder, Ticket Resolver, Live Handoff and more). Open Automations, pick a template and click Use template; it then shows Active. Deactivate or delete it at any time. Pro and the trial include up to 20; automations don’t run on Free.

Emails outside the chat

Cart Recovery (a reminder about an abandoned cart, an hour later) and Reviews & CSAT (a feedback request 24 hours after an order ships) email shoppers after they leave the chat. They’re part of Pro and the trial. They are off until you turn them on in Automations → Emails outside the chat:
  • Emails go only to shoppers who accepted marketing at checkout, and every email has an unsubscribe link.
  • The card’s Settings button sets the daily limit for the store, the limit per shopper (default one a day), quiet hours (default 21:00–08:00 in your store’s time zone) and the reply-to address.
  • To send these emails we keep the checkout or order (value, items, the buyer’s email and phone, marketing consent) while an automation uses it, for 30 days (checkouts) or 90 days (orders). Turning emails off deletes the stored email and phone.

Plans and billing

Your 7-day trial with everything on starts automatically when you finish onboarding. There’s no Shopify charge to approve, and the trial includes product search. After the trial, the store is on Free unless you upgrade: the AI keeps answering from your knowledge base (100 AI replies a month, 15 knowledge sources; your store pages count as one, and your 14 most recently updated products are indexed), with no product search or automations, and the app is read-only. Any change shows Your trial has ended — upgrade your plan. See Free plan and read-only mode. Pro is $99 every 30 days, billed by Shopify on your Shopify invoice. Upgrade or cancel in Settings → Plan & billing. If you upgrade during the trial, you keep the days you have left and billing starts when the trial ends; there’s no second trial. If you cancel, Shopify ends the charge straight away and credits the unused part of the period; the store then moves to Free straight away. Your data is kept. The Starter plan ($39 a month) is sold on zynfo.ai only for now; it isn’t in the Shopify app yet. A store linked to a workspace on Starter uses Starter’s limits and features: 1,000 AI replies a month, 50 knowledge sources, product search and every workflow, but not live handoff to a person (the request becomes a ticket) and not the emails outside the chat. If your store is linked to a ZynfoAI workspace:
  • The workspace already pays on zynfo.ai: there’s nothing to pay in Shopify. The app shows that your plan is already paid there.
  • The workspace is on Free: you can upgrade in Shopify. Billing then moves to Shopify and the zynfo.ai subscription, if any, is cancelled, so you never pay twice.
See Upgrade and manage your plan.

Permissions we ask for and why

Your data

Order details are read when a customer asks about their own order and aren’t kept. For orders placed after a chat, we keep only the order number, total and currency, to show your sales from chat. Your store’s data and your customers’ data are never used to train AI models. You can export conversations and leads at any time; to have them deleted, email privacy@zynfo.ai. When you uninstall, we remove access straight away. If the app created your workspace, we delete your store’s data 48 hours later. If you linked the store to an existing ZynfoAI workspace, the store is only unlinked: the workspace and its data stay. See our privacy policy.

FAQ

The chat doesn’t show on my store. Check that ZynfoAI chat is switched on under App embeds and that you clicked Save. If your store is password-protected, log in with the storefront password first. The agent gave a wrong answer. Update the product or page in Shopify. ZynfoAI re-syncs it automatically. Add rules under AI agent → Instructions. I reached my AI reply limit. On Free, the agent stops replying until the monthly reset. Upgrade to Pro in Settings → Plan & billing for more replies. I see “Your trial has ended — upgrade your plan”. Your trial is over and the store is on Free, so the app is read-only. Click Upgrade to choose Pro. Need help? Email support@zynfo.ai.