Frequently Asked Questions
How can I get Conversagent free for 3 months? / What is the Conversagent 'Inner Circle'?
The Conversagent ‘Inner Circle’ is an exclusive group of Shopify store owners who receive 3 months free access to Conversagent in exchange for regular feedback on how the app is functioning for them, what they’d like to see in the app & on upcoming feature releases. To join the program, register your details here.
How does the Conversagent app work?
Conversagent uses cutting-edge AI such as OpenAI’s GPT4 to generate personalized friendly answers to customer queries. When you sync your store content, Conversagent will create a library of your store products and information that it will search through for information that answers the customer question at hand. Conversagent will only answer questions it can confidently answer with the content of your store, limiting the risk of ‘hallucinations’.
For more information, visit our website: conversagent.app.
Does Conversagent use ChatGPT or GPT4?
Conversagent uses GPT4, the latest technology from OpenAI, to provide the best possible customer experience.
Do you process personal data about my customers?
No, Conversagent does not process any personal data associated with your store visitors/customers.
What should I include on my store to ensure best performance of the app?
To ensure best performance of Conversagent, we recommend you have sufficient content across your store that answers any questions a customer might have about your store, it’s policies or it’s products. This might be in the form of FAQs, return/shipping policy documents, product descriptions and information, brand identity information in about us pages, blog posts, etc. This may be informed by common questions you may receive via live chat or support emails/calls.
We recommend you keep this information up to date by removing out of date posts/content and resyncing your Conversagent to your store content as soon as an update is made.
You may also like to add a meta store description to the backend of your store to help your Conversagent further understand your store. To do this select ‘Online Store’ in the left hand menu panel, then select ‘Preferences’ and enter your store ‘Title and meta description’ in the top text boxes.
Who built Conversagent & where can I get support?
Conversagent is run by Australian-based company, Clevertar, who have years of experience working with businesses to solve everyday problems using conversational artificial intelligence.
For support or information about our Inner Circle program, contact email@example.com.
Customizing your Conversagent
How can I change the display of my Conversagent from floating pop-up chat into an embedded in-the-page chat?
To embed your Conversagent chat on a page such as a product page instead of the default floating pop-up chat, you will first need to turn the toggle off the Conversagent app in the app-embeds menu (this is the location you first set up Conversagent).
Next you need to add the Conversagent ‘block’ on the desired pages you’d like the Conversagent chat to appear.
Use the drop-down menu at the top of the page to find the page type you’d like your Conversagent chat window to appear on. If the drop-down menu isn’t visible in your browser, select the magnifying glass at the top of the page to open the drop-down menu.
‘Add block’ from either the apps section on the left menu or under an existing section in the template and select ‘Conversagent – Embed’.
Now it’s time to adjust the position of the chat interface & customize it. Each time you add a Conversagent block you will need to customize your shopping assistant.
How do I move the app to a different location? / How do I specify where the app is displayed?
In the theme editor, you can use the drop-down menu at the top of the page to select the page type you’d like your Conversagent to appear on. Select ‘Add block’ in the menu panel on the left in the desired section of the page, for example product information or apps. From here you can change the position by clicking and holding the Conversagent block and dragging it to position.
Alternatively, you can hover over the Conversagent chat interface and click move to previous or next position. If you want to move the chat interface into another section you must select the Conversagent block in the menu panel on the left and then select “remove block”. Then you are able to add the Conversagent block in the new desired section.
If you are using the floating/pop-up chat interface, the chat will display on the bottom right hand corner unless you use CSS to specify elsewhere.
Can I display both a floating pop-up chat AND an embedded on-the-page chat?
You cannot display both a floating pop-up chat AND an embedded chat on the same page type.
HOWEVER, you can use the ‘Conversagent – Embed’ block on one page type such as the product page to display the embedded on-the-page chat interface, and then have the ‘Conversagent – Float’ block on another page type such as the homepage to display the floating po-up chat. You just can’t have them both on the same page.
I can't add a 'block' to my Shopify site. How do I get an embedded on-the-page chat interface?
If you cannot add a ‘block’ to your Shopify store page in the theme customizer, then there is a good chance you are still using a Shopify 1.0 theme. Only Shopify 2.0 themes have the ability to customize the chat interface from floating to embedded chat.
If your theme was created before June 2021, and you haven’t updated versions, you are likely using a Shopify 1.0 theme. Within your theme customizer, click Add Section (+), and note whether App section is available. If App sections are available to add, then you are leveraging Shopify 2.0.
If you are using Shopify 2.0 and are still having problems, please contact firstname.lastname@example.org.
My changes to the app aren't working - what do I do?
First, check you have not installed two Conversagent chat interfaces. Only one will show & you may be making changes to the version that is not visible.
If your changes are still not working, reset the app in the settings section of your admin dashboard.
If after resetting the app, changes are still not showing, please contact email@example.com
I’ve added the app but it’s not showing on all the pages - what do I do?
To add the Conversagent chat interface to multiple pages, you must repeat the steps in the Installation Guide for each page type in the drop down menu at the top of the page that you’d like the chat interface to appear on. Make sure you do this for all collections, product types, pages, blogs, etc. that you may have categorized.
Please note: Only one Conversagent chat interface can be added to each individual page. You cannot have two Conversagents on the same page whether that be two embedded chat interfaces or one embedded and one floating chat interface. If you add two Conversagent blocks to your page, one will not display.
If you are using ‘App Embeds’ to add your Conversagent, ensure you have enabled the app by selecting the toggle.
Admin Dashboard Features
How do I view usage statistics?
Usage statistics are located in the Conversagent dashboard. To access the dashboard, select apps in the menu bar to the left and select Conversagent from the dropdown list of your installed apps at the top of the page. This will take you to the Conversagent dashboard where you can see an overview of app statistics including total users, total questions asked and an average of questions asked per user.
How do I see conversations my users are having?
Conversation history is located in the Conversagent dashboard. To access the dashboard, select apps in the menu bar to the left and select Conversagent from the dropdown list of your installed apps at the top of the page. This will take you to the dashboard. From here navigate to Conversation Logs at the top of the Conversagent dashboard. Here you will see a list of conversations customers have had with your Conversagent in order from newest to oldest.
Details listed include the date and time the conversation took place as well as the first question asked in that conversation. You can filter the list by last 7 days or 30 days in the dropdown menu in the top right hand corner and view more conversations with the blue ‘load more conversations’ button at the bottom of the list. You can also view the entire conversation detail including the answers provided by your Conversagent by clicking on individual Conversation IDs highlighted in blue which will open the conversation in full.
What does the reset button do?
The reset button disables and reenables the app as well as resyncing it to your store. This is primarily used during troubleshooting. It will not affect your subscription, chat interface customization or customer conversation history.
How do I uninstall the Conversagent app?
We’re sorry you wish to uninstall Conversagent. If you wish to remove the chat interface from your store temporarily, we recommend disabling the app. This will remove the Conversagent chat interface from your store however your subscription, chat interface customization and user statistics will remain unaffected. We are always looking for ways to improve the Conversagent app experience for our merchants, so if you are looking to troubleshoot the app or wish to provide us with feedback, please contact our support team at firstname.lastname@example.org.
However if you are looking to completely uninstall the app, you can do so but selecting the three dots in the very top right hand corner above the green resync content button in the Conversagent dashboard and select uninstall from the dropdown menu. This will end your subscription and remove the app from your store and all your customer conversation data.
I’ve made changes to my store, do I need to refresh the chatbot / How do I update content in the chatbot?
If you have made changes to your store content such as but not limited to adding/removing products, changing product descriptions, adding new blogs, promotions, etc. you will need to resync the app with your store for your Conversagent to surface up to date information. To do this, open the Conversagent dashboard and select the green ‘Resync Content’ button in the top right-hand corner. This will train your Conversagent on store updates.
At this stage, Conversagent does not automatically sync store content & must be manually resynced to update it’s knowledge-base however auto-sync is coming soon.
What do 'conversations' mean in your pricing plan?
‘Conversations’ refers to every time a customer interacts with the chatbot on different pages. So if a customer asks 4 questions on the same product page then it still counts as one conversation. If a customer however asks a question on one product page and then navigates to another page & asks another question on a different page then that would be two conversations. This pricing strategy has the merchant’s interests at heart rather than basing prices on each message sent.
What happens to the chatbot if I use all of my 'conversations' up? When does it reset?
As per your specific plan, you will be given a quota allowing for certain amount of ‘conversations’ per month. You can view how much of your quota has been used & when your quota resets in the Conversagent dashboard on the right-hand side. This is highlighted in different colours according to how close you are to reaching your quota. Email communication will be sent out as you get closer to that quota number.
If you have reached your quota, the Conversagent chat interface will be automatically disabled and will no longer be visible to your customers. In the theme editor you will also see an error message saying your quota has been reached and the chat interface is disabled. Conversagent will be disabled until your quota resets for the month OR you upgrade your plan.
To upgrade your plan, either select ‘increase quota’ from the Conversagent dashboard located by your current quota allowance OR select ‘plans’ from the top menu of the dashboard and select your desired plan upgrade.
How do I upgrade my plan/ How do I view my current subscription?
You can view your current subscription in the top right hand corner of the Conversagent dashboard. This is highlighted in a blue bubble.
To change your subscription/plan, access the Conversagent dashboard and select ‘Plans’ from the top menu. Here you will see your current plan highlighted in blue as well as other plans available for purchase. ‘Select’ the plan you wish to change to here.
Current plans include our ‘Free’ plan which includes 50 conversations per month, our ‘Starter’ plan at $19USD per month for 500 conversations per month, our ‘Grow’ plan at $39USD per month for 1500 conversations per month and our ‘Pro’ plan at $99USD per month for 5000 conversations per month. All plans except for our free plan include a 30-day free trial. For larger requirements, contact with the Conversagent team.