How can Chatref help with onboarding new Shopify customers?

Upload your Shopify store’s help articles, setup guides, and FAQ PDFs to Chatref. The AI agent then answers every new customer’s onboarding questions directly from that content - no hallucinations, no generic web search. Whether they ask how to create their first product, connect a payment gateway, or set shipping rules, the agent responds instantly in your brand voice. This deflects repeat inquiries before they reach your team, turning what was a slow, manual process into instant self-help.

Chatref’s custom actions let you build a guided setup flow right inside the support chat. Collect key details like store name, product category, or business type, then trigger your backend tools to activate trials, pre-fill forms, or move users to the next onboarding step. Instead of sending new users to a static checklist, the agent walks them through the process conversationally, completing tasks that would otherwise require manual intervention. The result is a faster, higher-completion onboarding experience that runs around the clock.

The onboarding capability is more than just a reactive help button. You can configure the agent to proactively greet new customers when they first log in, offer setup assistance, and route complex questions to a human agent in the shared inbox with full conversation context. This deploy-assist activation loop means every new store owner feels supported from moment one, without you adding headcount. Because Chatref is pay-as-you-go, you only pay for actual support interactions, scaling onboarding in lockstep with your growth.

Onboarding new customers with chatbot
Chatref’s AI agents, trained on your own store documentation, become an always-available onboarding assistant. New customers type their setup questions and get accurate, grounded answers instantly. You can also set up proactive welcome messages that gently guide users through account activation and first steps, dramatically shortening the time it takes to reach their first store milestone.

Guiding users through setup
Custom actions turn the chat into an interactive setup wizard. The agent can collect user inputs - such as store details, product preferences, or business info - and then push that data to your platform’s APIs, completing setup steps automatically. This conversational approach replaces static how-to articles and reduces the number of drop-offs during the onboarding journey.

Supporting new user onboarding
Chatref’s onboarding feature combines proactive engagement, document-grounded answers, and custom actions into one workflow. New users receive guided, step-by-step help without waiting for a human. When a question does need a human touch, the shared inbox lets your team jump in with full chat history, so support never starts from zero. You scale onboarding effortlessly while keeping the experience personal.