¶ Installation & Setup Guide – Pulse Agent
¶ I. Configure the Pulse Agent in the Pulse Dashboard
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Open the Pulse Dashboard.
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Navigate to the Agent Settings tab.
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Fill in the Required Fields:
3.1. Company Name
3.2. Company Description
This acts as the system prompt for your AI Agent.
Include details such as your store information, products, categories, target audience, and any specific instructions you want the AI to follow to generate accurate and relevant responses.
Example Company Description:- Store Name: Blue Tokai Coffee Roasters
- What Store Sells: Specialty Indian coffee sourced directly from estates
- Products: Roasted coffee beans, single-origin coffees, blends, cold brews, brewing gear, coffee accessories, merchandise
- Categories: Single-origin, blends, cold brew, equipment, accessories
- About the Store: Transparent sourcing, award-winning farms, expert roasting, continuous learning culture, precision brewing practices, quality-focused team, redefining Indian coffee culture
3.3. Agent Persona
(e.g., customer support assistant)
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Click Save Settings after completing all mandatory fields.
¶ Note:
Without completing the Agent Settings, the AI chatbot will not function.
Please ensure you register and configure your agent before using the chatbot.
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¶ II. Enable the Chatbot in Shopify
- Open your Shopify Admin panel.
- Go to Online Store → Themes.
- Click Customize on your active theme.
- In the left sidebar, open App Embeds.
- Enable the Pulse Agent toggle.
- Verify that the chatbot icon appears in the theme preview.
- Click Save to apply the changes.
¶ III. Test the Chatbot on Your Store
- Visit your store.
- Click the chatbot icon.
- Start a conversation and verify that the AI Agent responds correctly based on the configured settings.
¶ IV. View Conversation History
- Return to the Pulse Dashboard.
- Go to the Conversations tab (located below Agent Settings).
- View and manage all customer conversation histories in one place.
¶ V. Agent Takeover (Manual Reply)
- Open the Conversations tab.
- Select the conversation you want to manage from the list.
- The conversation screen will display Chat History and User Profile sections.
- Click "Takeover to Reply".
- A confirmation modal titled "Takeover Conversation" will appear.
- (Optional) Enter a reason for taking over the conversation.
- Click "Takeover" to confirm.
- The button will switch to "End Takeover", indicating manual mode is active.
- A text input box will appear for sending your manual response.
- Type your message and click Send.
- Your message will appear in Chat History, and the customer will see it in the store chatbot.
- To return control to the AI Agent, click "End Takeover".