> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zynfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# ZynfoAI for Shopify

> Install the ZynfoAI AI Support Agent from the Shopify App Store, switch on the storefront chat, and manage conversations inside your Shopify admin.

# ZynfoAI for Shopify

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.

<Frame caption="Illustration of the storefront chat: product suggestions with Add to cart, and a discount code the shopper can apply.">
  <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/product-recommendations-hero.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=1b475f804cb753a15f146c399aa0b823" alt="Shopify storefront with the ZynfoAI chat showing product cards with Added, Add to cart and Sold out, and an Apply code button" width="2380" height="1294" data-path="images/ui/product-recommendations-hero.png" />
</Frame>

## 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**.

> **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, go to **Home → Setup guide → Open theme editor**.
2. The **App embeds** panel opens with **ZynfoAI chat** switched on. Click **Save**.
3. Visit your store. The chat bubble appears in the bottom-right corner.

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

| Feature | Plan |
| - | - |
| Questions about products, and about shipping and returns from your store pages | Free and Pro |
| Replies in the shopper's language, and finds products when they ask in a different language from your store's | Free and Pro |
| Ask for a human (handoff to your inbox) | Free and Pro |
| Product suggestions with add to cart | Pro |
| Order status and tracking | Pro (signed-in customers, or order number plus checkout email) |
| Cancel an unfulfilled order, request a return | Pro (signed-in customers, own orders only) |
| Check the status of a refund (read only) | Pro (signed-in customers, own orders only) |
| Ask to be told when an item is back in stock | Pro |
| Discount code offer | Pro |

<Frame caption="Illustration of a return request and a refund status check in the storefront chat.">
  <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/returns-automation-hero.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=344f8eef4fcfbfcaf258344e4f6b74c6" alt="Storefront returns page next to the ZynfoAI chat, where the agent requests a return for an order and shows an order card marked Refunded" width="2380" height="1440" data-path="images/ui/returns-automation-hero.png" />
</Frame>

<Frame caption="Illustration of order tracking: a shopper who isn't signed in confirms the order number and checkout email before seeing the order.">
  <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/order-tracking-1.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=8b8df436f58e1e09416240e28e5c88c4" alt="Chat with the Track Your Order form asking for the order number and the email used at checkout" width="1008" height="848" data-path="images/ui/order-tracking-1.png" />
</Frame>

<Frame caption="Illustration of a cancellation: the agent shows the order and cancels it only after the shopper confirms.">
  <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/order-tracking-2.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=bc503ab4bbb928399f43a7add5874221" alt="Chat where a shopper asks to cancel an order, the agent asks for confirmation, and an Order Cancelled card appears" width="1008" height="590" data-path="images/ui/order-tracking-2.png" />
</Frame>

## Inbox, leads and tickets

* **Inbox**: every conversation, live. Take over from the AI, transfer to a teammate, resolve, and
  export as CSV.
* **Leads**: contact details shoppers share in chat, with status and notes. Export as CSV.
* **Tickets**: questions that need follow-up, with 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**; deactivate or delete it at any time. Your plan sets how many you can have.

### 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 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.
* **Settings** 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

Billing is handled by Shopify and appears on your Shopify invoice. See the plans in **Settings →
Plan & billing**, start the 7-day Pro trial, or cancel at any time. After cancelling, your store
returns to the Free plan.

## Permissions we ask for and why

| Permission | Why |
| - | - |
| Read products, inventory | Answer product and stock questions and suggest products |
| Read online store pages | Answer from your pages, such as FAQ, About, Shipping and Returns |
| Read and write orders | Show a customer their order status; cancel an order when the customer asks |
| Write returns | Create a return request when a customer asks |

## Your data

Order details are read when a signed-in customer asks 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](mailto:privacy@zynfo.ai). When you uninstall, we remove
access straight away and delete your store's data 48 hours later. See our
[privacy policy](https://zynfo.ai/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** for more replies.

**Need help?** Email [support@zynfo.ai](mailto:support@zynfo.ai).


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