Overview

The Shopping Assistant helps you create a conversational shopping experience on your website or app. It allows you to:

Greet users with a custom welcome message.
Suggest starting questions to guide conversations.
Control the assistant’s tone and response length.
Train the assistant using your own business documents

The goal is to help shoppers discover products faster, get relevant answers instantly, and move confidently towards purchase.

Common Use Cases

Refer to the table below to explore common use cases and see how the Shopping Assistant can solve your business challenges.

Use Case	Problem	How Shopping Assistant Helps	Expected Outcome
Reducing Cart Abandonment	Shoppers leave without purchasing because they can't find size information quickly.	Configure cold start questions like "Need help with sizing?" and upload a sizing guide PDF to the Knowledge Base. The assistant proactively offers sizing help.	Fewer abandoned carts, higher conversion rates.
Improving Product Discovery	Customers struggle to navigate a large catalog and miss relevant products.	Use cold start questions like "What are you shopping for today?" and set response length to Medium so the assistant can ask clarifying questions and recommend products.	Increased average order value, better customer satisfaction.
Handling Common Questions	Your support team spends hours answering the same questions about shipping and returns.	Upload your FAQ document to the Knowledge Base and add cold start questions like "What's your return policy?" The assistant handles these queries instantly.	Reduced support workload, faster customer service.

Configure Shopping Assistant

Follow the steps given below to set up and customise the shopping assistant.

Log in to your Unbxd dashboard.
Navigate to Manage in the top menu.
Select Shopping assistant from the dropdown.

The two tabs present here are:

Manage Configuration (setup and customisation)
Knowledge Base (upload reference materials)

Manage Configuration

This section controls how your Shopping Assistant behaves and speaks to users.

Configure Chat Experience

The chat experience determines what shoppers see when they first interact with your Shopping Assistant.

In the Configure Chat experience section, locate the Welcome message field.
Enter a friendly greeting that introduces the assistant (maximum 100 characters). Example: "Hey there! How may I help you find the perfect product today?"
Add Cold Start Questions (Up to 5). Cold-start questions are predefined queries that appear when the assistant loads, providing shoppers with easy conversation starters.
Click the + icon to add a new question.
Enter a typical question your shoppers might ask. Repeat for up to 5 questions.
To remove a question, click the delete icon next to it.

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Examples of Good Cold Start Questions

"Show me bestsellers"

"What's new this season?"

"Help me find a gift under $50"

"Do you have sustainable products?"

"What's your return policy?"

Configure Assistant Settings

These settings control how the assistant communicates with your shoppers.

Select Conversation Tone

Locate the Conversation Tone dropdown
Select the tone from the dropdown that matches your brand personality:
- Friendly
- Professional
- Casual
Set Response Length from the dropdown
Select how detailed you want the assistant's answers to be:
- High: Detailed, comprehensive responses with explanations.
- Medium: Balanced responses.
- Low: Brief, to-the-point answers

Add Company Context

This section allows you to provide brand-specific information that guides how the assistant responds. Enter up to 1,000 characters of brand guidelines, tone instructions, or key information

Once you've completed all fields, click the Save Changes button (top-right corner). Your Shopping Assistant is now configured and ready to use

Knowledge Base

The Knowledge Base allows you to upload reference materials (PDFs) that the assistant uses to answer customer questions more accurately.

Follow the steps given below to upload the knowledge base file:

Click the Upload File button (top-right).
A modal window will appear titled "Upload knowledge based file".
Option 1: Drag and drop your PDF file into the upload area.
Option 2: Click the Upload File link to browse and select a file from your computer.

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File Requirements

Format: PDF only

Once you upload a PDF file to the Knowledge Base, view it on the listing page. Refer to the given table to know the fields available here:

Field	Description
Filename	The name of the uploaded PDF file.
Uploaded	The date and time when the file was uploaded to the system.
Uploaded By	The email address of the user who uploaded the file.
Size	The file size of the uploaded PDF.
Status	The current processing status of the uploaded file.

Shopping Assistant: AI Mode Experience

To support conversation-first shopping, the Shopping Assistant now includes an AI Mode experience. This update introduces a dedicated, immersive interface designed specifically for discovery-led conversations, rather than treating the assistant as a secondary widget.

AI Mode elevates the Shopping Assistant from a supporting feature to a primary interaction surface.