When you customize an AI shopping assistant in AgenticCart, you shape the surface shoppers actually see on the hosted chat page: the header, greeting, tone of voice, product cards, and buying guidance. The customizer helps your AI sales agent feel like part of your brand rather than a generic chat tool.
INFO
What you customize for an AI shopping assistant
The customizer covers five layers: identity, branding, persona and tone of voice, objective, and the product-card rendering shoppers interact with. Higher plans unlock two more layers — store knowledge and promotions. Below, each layer in order, with the tradeoffs to keep in mind before you ship.
Identity: name, avatar, greeting
Identity is the short answer to "who is this agent?" — the handful of fields a shopper sees within the first second of landing on the hosted chat page. Keep them intentional: the name sets the relationship, the avatar sets the vibe, and the greeting sets the expectation.
- Name. The display name shown in the chat header and above messages. "Ava", "Shopping Assistant", "Luna from Acme" — whatever matches your brand voice. 1–100 characters.
- Avatar. A square image (PNG, JPG, or SVG) uploaded through the customizer. Shown in the header and next to every agent message. If you leave it blank, the chat falls back to a generated initial tile derived from the agent's name.
- Greeting. The first message the agent sends when a shopper opens the hosted chat page. Think of it as the subject line of a cold email: short, specific, on-brand. "Hi, I'm Ava — shop with me!" is fine. A two-paragraph life story is not.
The greeting is one of the few places where language matters up front. Write it in the language that matches your default audience. Once the conversation starts, the assistant can follow the shopper's language naturally.
Branding: colours, fonts, logo
Branding is the visual layer of AI chat branding: colours, fonts, logo. It's what makes the hosted chat page feel like it belongs to your brand instead of looking like a generic third-party tool.
- Primary colour. The main accent colour — used for the shopper's own message bubbles, primary CTA buttons, and focus rings. Hex format, any value you like.
- Accent colour. A secondary accent used for highlights, badges, and hover states. Pick something that contrasts enough with the primary to be visible but still feels part of the same palette.
- Font family. Choose from the curated system-font stack or bring your own Google Font. The agent uses it across the header, messages, and product cards so the hosted chat page inherits your brand typography.
- Logo. Optional — displayed in the chat header next to the agent name. Keep it horizontal and monochrome-friendly; the chat auto-inverts it in dark mode.
Light and dark mode are handled automatically: the hosted chat page adapts background, text, and surface colours to match the shopper's system preference. You don't configure a "dark theme" — one set of brand colours works for both modes.
Persona and tone of voice
Persona is how the AI sales agent sounds. In AgenticCart you choose practical behaviour settings instead of writing prompts, which keeps the persona easier to manage and more consistent over time.
Preset tones
Five built-in chat assistant tone of voice presets cover most brand needs:
- Friendly. Warm, proactive, light on emoji. Good default for most stores.
- Professional. Polite, precise, no emoji. Fits B2B catalogues and mature brands.
- Playful. High-energy, emoji-positive, a bit cheeky. Fits fashion, lifestyle, Gen-Z DTC.
- Luxury. Restrained, formal, concierge-style language. Fits high-end boutiques and premium goods.
- Technical. Step-by-step, spec-aware, no embellishment. Fits electronics, tools, software.
The same question, across three tones
A shopper asks "what's the difference between these two running shoes?"
- Friendly: "Great question! The Pulse 3 has more cushioning for long runs, while the Pulse Lite is lighter for speed work. What do you mostly use them for?"
- Luxury: "Both are excellent. The Pulse 3 offers superior cushioning for extended distance, while the Pulse Lite is engineered for a lighter, more responsive feel."
- Technical: "Pulse 3: 10 mm stack, 280 g, EVA midsole. Pulse Lite: 6 mm stack, 210 g, PEBA midsole. Pulse 3 for distance, Pulse Lite for tempo."
Custom persona (Pro and Business)
On Pro and Business plans you can also define a custom AI sales agent persona: a short self-image statement ("I am Ava, the in-house stylist for Everly") plus fine-grained controls for initiative (how proactively the agent suggests follow-ups), response style (concise / detailed / step-by-step), emoji usage, and signature phrases. The custom persona layers on top of a preset tone — you don't have to rebuild from scratch.
Objective: helpfulness, conversion, discovery, support
The objective tells the assistant what kind of buying experience to prioritize. Four presets:
- Helpfulness. Just answer. No upsell, no nudge, no "have you considered?" — the agent acts like an informed sales associate focused purely on getting the shopper a good answer.
- Conversion. Gentle upsell. The agent surfaces bestsellers, mentions bundles when relevant, and asks follow-up questions that move the conversation toward a purchase decision.
- Discovery. Show variety. The agent leans into breadth over depth, offers comparisons, and surfaces adjacent categories. Good for browsing-heavy stores and catalogues the shopper doesn't know yet.
- Support. Clarify before recommending. The agent asks the shopper to narrow down ("is this for indoor or outdoor use?") before showing products, and is more comfortable saying "I don't know" than guessing.
You set one primary objective per agent. It's a gentle lean, not a hard switch — a support-focused agent will still recommend products, and a conversion-focused agent will still admit when it doesn't know something. Think of it as the centre of gravity, not a guardrail.
Store knowledge (Pro+)
Store knowledge is a free-form text area where you paste the kinds of things a new hire on your support team would need to memorize: shipping times, return windows, warranty terms, sizing conventions, the story behind your brand, anything a shopper might ask that isn't on a product page.
When a shopper asks a relevant question, the agent pulls the matching entries from your knowledge base and cites them in its answer. "We ship free within the EU in 2–3 business days" comes straight from what you wrote, not from a guess. If you haven't written anything about a topic, the agent will say it doesn't know rather than invent a policy — which is exactly what you want when the alternative is hallucinated shipping times.
Store knowledge is configured per assistant, so different assistants can carry different policies or context. Changes are live immediately for new conversations.
Policies, not products
Promotions (Pro+)
Promotions let you tell the agent about active sales and campaigns it should mention when relevant. A shopper asking about winter coats gets a nudge about the ongoing 20% sale on outerwear, without you having to rewrite every product description. A shopper asking about unrelated products doesn't get spammed — the agent only surfaces a promotion when it genuinely fits the conversation.
Each promotion entry is a short, plain-language statement with an optional start and end date: "Winter sale: 20% off all outerwear until Feb 14." You can run multiple concurrent promotions; the agent picks whichever one best matches the current thread. Expired promotions drop out automatically on their end date so you don't have to clean up after a campaign.
Promotions also power banner mode: a lightweight strip shown at the top of the chat window when there's an active, shopper-visible campaign. Toggle the banner on or off per promotion.
Product cards and comparison tables
When the agent recommends products, it renders a card for each one. The card layout controls which fields appear on those cards. The defaults are sensible for most catalogues — image, title, price, a CTA — but every catalogue is a little different, and you can adjust. The underlying product data comes from your assigned collection, so keep that in mind when picking which fields to surface.
- Price. On by default. Shows the current price, with the original price struck through if a sale is active.
- Stock. Off by default. Turn on for low-stock urgency ("Only 2 left") or for stores where availability varies a lot across the catalogue.
- Brand. Off by default. Turn on for multi-brand retailers where the brand is a primary shopping dimension.
- Shipping estimate. Off by default. Shows a small "Ships in 2–3 days" line if your catalogue has shipping-time fields populated.
- Rating. Shown automatically if your catalogue has a rating field; hidden otherwise.
Pick the fields that actually help a shopper decide. A fashion card with brand, price, and a thumbnail is usually all you need. A hardware card might want stock and shipping estimates front-and-centre. Avoid turning on every field at once — a cluttered card is a card shoppers skim past.
When a shopper explicitly asks "which is better, X or Y?" or "compare these two", the agent can render a side-by-side comparison table instead of a regular product card list. Toggle comparison tables on or off per agent, and pick which product attributes show up as rows — price, key specs, materials, warranty length, whatever your shoppers care about. If you leave the row list empty the agent picks a sensible default based on the products being compared.
Preview, test, and plan gating
The customizer has a built-in preview pane that runs a live chat against your current draft configuration. Change the tone, change the greeting, change the card layout — every edit re-renders the preview in real time. Use it to feel out the voice before you ship: type the three questions your shoppers actually ask and see whether the answers match your brand. Iterate there, then save.
The preview uses your real catalog, assigned collection, and store knowledge, so it is the best place to test common shopper questions before launch. When you are ready to go live, set up a hosted chat domain and link to it from your storefront navigation, emails, ads, and campaign pages.
TIP
Most of the AgenticCart customizer is available on every plan, but a few features are gated:
- Plus. Identity, branding, preset tones, objective, card layout, comparison tables.
- Pro. Everything in Plus, plus custom persona, store knowledge, and promotions.
- Business. Everything in Pro, plus custom domain for the hosted chat page, all agent templates, and the full analytics dashboard.
Gated fields are visible in the customizer on lower plans but disabled, with an upgrade link next to each one so you can see what's available without guessing. See plans and billing and plan limits for the full comparison.