AI Consultant (Chat)

What the AI Consultant is for

The AI Consultant (menu item AI Chat, marked beta) is a conversational assistant that answers questions about your site, proposes automations and campaigns, and generates tables, charts and presentations. It appears on the menu only for sites where chat is enabled, and it is hidden on demo/tester Shopify accounts.

Everything the AI Consultant does on external platforms (your shop, your CMS...) is only ever proposed as an automation for you to approve. It never writes or changes anything directly during the conversation.

What you can do

• Ask questions about your site's performance, catalog, or setup.
• Get suggestions for campaigns and automations, which you review and approve separately.
• Generate tables, charts and simple presentations from your data.
• Attach images, PDFs or CSV files to give the assistant more context.
• Choose between a Rapido/Fast or Approfondito/In depth way of thinking before you ask.
• Ask the assistant to connect a missing tool (connector) when it needs one.

Reasoning modes

When the assistant needs to actually build a workflow or automation for you, it always uses its most capable reasoning, regardless of which mode you picked, so the automation respects every rule of the platforms involved.

What the assistant can always see

Even before any extra connector is linked, the AI Consultant can read (never write):

• An overview of your site.
• The list of connectors you have linked, and what each one can do.
• Documentation on the platforms it can act on.
• Your remaining AI credits.
• Your store settings.
• Your existing automations.

If a connector for a platform (for example Shopify) is linked to your site, the assistant automatically unlocks extra, more specific actions related to that platform.

Interactive elements in the conversation

While answering, the assistant may show you interactive elements instead of plain text:

• A multiple-choice question to clarify what you want.
• A request to connect a missing connector.
• A proposed campaign you can review before approving.
• A product picker when the conversation is about specific products.

Attachments

You can attach images, PDFs or CSV files to a message to give the assistant more context (for example a brand guideline PDF or a product list). There is a maximum number of attachments per message; the composer shows this limit, and the exact number can vary, so check the hint shown next to the attach button.

Step-by-step: having a conversation

1. Click Chat AI / AI Chat in the side menu, or click the Nuova chat card on the Dashboard.
2. If you have no previous conversations, type your first message on the empty screen ("Come posso aiutarti?" / "How can I help you?"); a new conversation starts automatically.
3. If you already have conversations, you'll be taken straight to the most recent one.
4. Pick Rapido/Fast or Approfondito/In depth from the composer before sending, if you want to control depth.
5. Read the streaming response; it may include text, charts, tables, a proposed campaign, or a request to connect something.
6. If a connector is requested, follow the prompt to go and connect it (see Connectors overview).
7. To remove a conversation, click the trash icon and confirm when asked "Eliminare questa conversazione?" / "Delete this conversation?".

Credits and plan

• Sending a message to the AI Consultant costs 1 AI credit per message.
• Before your message is processed, the system checks that you have enough credits; if that check itself fails, your message is still allowed through so you're not blocked unnecessarily.
• Demo/tester Shopify accounts are not charged and have unlimited virtual usage.
• Exactly which subscription plans include chat access is not fully documented; access currently depends on whether chat is enabled for your specific site.

Connectors

No connector is required to use the basic chat. Linking connectors such as Shopify, WooCommerce or Google Workspace simply unlocks more specific actions the assistant can suggest. If it needs a connector you haven't linked, it will ask you to connect it through the interactive widget.

Tips

• Be specific about what you want (a report, a campaign idea, a product change) to get more useful automations proposed.
• Use Approfondito/In depth for complex or multi-step requests, and Rapido/Fast for quick lookups.
• Review every proposed automation carefully before approving it; nothing is applied automatically.

Common problems

• "Errore dell'AI Consultant" / assistant error: click Riprova/Retry; the system may also attempt an automatic recovery.
• Empty or timed-out response: this can happen with very complex requests; try again or switch to Approfondito/In depth.
• "Conversazione non trovata" / conversation not found: the thread may have been deleted or belongs to another site or user; you'll be returned to the chat list.
• Plan unavailable message: the AI Consultant may not be enabled for this site or plan; contact support if you believe this is a mistake.

Related pages

• Knowledge / Data sources
• Connectors overview
• How AI credits work
• AI Automations (campaigns)