This AI sales agent setup guide takes you from a new account to a live hosted chat on your own domain in nine steps. It is written as a manual checklist for merchants who want to launch an AI shopping assistant on AgenticCart without waiting for the in-product onboarding flow, and it works the same way whether your catalog lives in WooCommerce or in a product feed.
Prerequisites
Before you start: what you need
AI sales agent setup is mostly configuration, not engineering. You do not need developers, but you do need access to three things: an ecommerce catalog AgenticCart can read, DNS control for the domain that will host your chat, and a few focused product ideas for the first collection. Most merchants complete a first launch in under an hour if the catalog is already clean; see product data quality for how titles and descriptions affect recommendation quality.
If you are connecting WooCommerce, install the AgenticCart plugin on the WordPress site before you start. If you are launching from a product feed, have a public feed URL ready. The connect your store or product feed page covers both paths in detail.
AI sales agent setup checklist
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1
Create your account
Sign up, verify your email, and open the AgenticCart dashboard. -
2
Choose a plan
Pick the plan that fits your catalog size, expected shopper volume, and number of agents. -
3
Connect your catalog
Use the WooCommerce connection or a supported product feed so AgenticCart can read your products. -
4
Refresh product data
Run the first catalog refresh and confirm products appear in the dashboard. -
5
Create a collection
Choose the products your first agent should recommend. Start focused: bestsellers, a category, or a campaign set. -
6
Create your AI sales agent
Assign the collection, set the agent voice, add store guidance, and choose the shopping journey it should support. -
7
Connect the hosted chat domain
Add the custom domain you want shoppers to visit, such aschat.yourbrand.com. Create the DNS record shown in the dashboard. -
8
Wait for SSL
After DNS resolves, AgenticCart provisions SSL for the hosted chat domain. The dashboard shows when the domain is ready. -
9
Test and launch
Open the hosted chat URL and ask real shopper questions. When the answers and recommendations look right, link to it from your store, ads, emails, QR codes, or campaign pages.
Each of these steps has a dedicated reference page. The WooCommerce and feed flows are covered on connect your store or product feed, building the product set lives on create a product collection for your AI agent, and tone, avatar, and persona are on customize your AI sales agent.
What a strong first launch looks like
A good first AgenticCart agent has one clear job. Rather than dropping your entire catalog into a single generic assistant, pick a buying journey that is already common on your store and give it a tight product pool. These patterns consistently lead to the best early results:
- A gift finder for one seasonal collection — birthdays, holidays, or a specific recipient type.
- A category advisor for a high-intent product category where shoppers typically need guidance to pick between options.
- A product comparison assistant for a complex buying decision, such as a multi-model electronics line or a sizing-sensitive apparel range.
- A campaign chat page for paid traffic or email traffic, scoped to the products featured in that campaign.
Scope the first collection to one buying journey rather than the whole storefront. AgenticCart handles catalogs of any size, from boutiques to stores with thousands of SKUs — the goal is that each agent owns one conversation well, so add every product that genuinely belongs to that journey.
After you launch: where to link your hosted chat
Once the hosted AI shopping assistant is live on your custom domain, it needs traffic. Most AgenticCart merchants route shoppers to it from existing surfaces they already own:
- A "Shop with AI" or "Chat to find it" link in the storefront header or footer.
- Call-to-action buttons on category pages and campaign landing pages.
- Email and SMS links to a guided buying conversation instead of a static product list.
- QR codes on packaging, in-store signage, or print campaigns.
- Paid ad destination URLs for high-intent campaigns.
Before you send real traffic, confirm your domain is verified on the domain verification page and that the hosted chat URL resolves cleanly over HTTPS.