Getting started

Get your AI shopping assistant live on your store in under 5 minutes.

Your dashboard is the command center for your AI assistant. Here's what each section does:

The AI assistant searches your product catalog to answer shopper questions. To populate it, you provide a product API endpoint that returns JSON.

Setting up your endpoint

In Products, paste the full URL of your product feed. This can be:

• A REST API endpoint (e.g. https://mystore.com/api/products)
• A static JSON file hosted anywhere
• A Shopify/WooCommerce product export URL

Expected product schema

Your endpoint should return a JSON array. Each product object should include:

[
  {
    "externalId": "SKU-001",       // unique ID from your system
    "name": "AquaRun Trail",       // product name (required)
    "description": "Waterproof hiking sneaker with Vibram outsole",
    "price": 69.99,                // numeric price (required)
    "currency": "USD",             // ISO currency code
    "category": "Shoes",           // category name
    "imageUrl": "https://...",     // product image
    "productUrl": "https://...",   // link to product page
    "tags": ["waterproof", "hiking", "new"],
    "inStock": true
  }
]

Automatic sync

Products sync automatically every 4 hours. You can also trigger a manual sync from the Products page by clicking Sync now. The sync status (pending, success, failed) is shown on the page.

Configure how the AI assistant behaves and what it knows about your store.

Bot personality

Store information

Add details the AI can reference when shoppers ask about your store:

• About text — what your store does, story, values
• Business hours — when you're open
• Address & contact — physical location, phone, email
• Shipping policy — delivery times, costs, methods
• Return policy — return window, conditions, process
• FAQs — add question/answer pairs the AI can quote directly

Custom system prompt

For advanced users: add a custom system prompt override that appends to the default instructions. Use this to add store-specific rules like "always recommend our loyalty program" or "never compare our prices to competitors."

Embed the chat widget on any website with a single script tag.

Basic installation

Go to Embed in the dashboard, customize the widget, then copy the generated code. Paste it before </body> on every page:

<script>
  window.SellMateConfig = {
    apiKey: "your-api-key-here",
    position: "bottom-right",
    primaryColor: "#E54B33",
    welcomeMessage: "Hi! Ask me anything about our products",
  };
</script>
<script src="https://yourdomain.com/widget.min.js" async></script>

Platform-specific guides

All configuration is set via the window.SellMateConfig object before loading the widget script.

Full example

<script>
  window.SellMateConfig = {
    apiKey: "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
    position: "bottom-right",
    primaryColor: "#1F6F62",
    welcomeMessage: "Welcome to our store! How can I help?",
    suggestedQuestions: [
      "What's new this week?",
      "Do you have running shoes?",
      "What's your return policy?"
    ],
    proactiveDelay: 10,
    proactiveOnExitIntent: true,
    theme: "light"
  };
</script>
<script src="https://yourdomain.com/widget.min.js" async></script>

When a shopper decides to buy through the chat, the AI collects their details (name, email, address) and creates an order. All orders appear in the Orders section.

Order lifecycle

You can transition orders between statuses from the order detail view. The AI can also look up order status for shoppers when they provide their order number.

Order lookup endpoint (optional)

If you have your own order system, configure an Order lookup endpoint in Settings. When a shopper asks about their order, the AI will call your endpoint to fetch real-time status instead of using the built-in order database.

Export

Export orders as CSV from the Orders page. Filter by status and date range before exporting.

Every chat session is logged and viewable in Conversations. Use this to:

• Review what shoppers are asking about
• See which AI tools were called (product search, price filter, etc.)
• Check shopper feedback (thumbs up/down on each bot reply)
• Identify common questions to add to your FAQs
• Spot issues where the AI gave incorrect or incomplete answers

The Overview and Insights pages give you visibility into how your AI assistant is performing.

Overview metrics

Conversion funnel

The funnel in Insights tracks four stages:

Zero-result searches

When a shopper asks for something and the AI finds no matching products, it's logged. These are your biggest opportunities — they tell you exactly what shoppers want but you don't carry. The AI also offers to capture the shopper's email so you can notify them when the product becomes available.

Lead capture

Emails collected from zero-result prompts appear in the Insights page. Each lead includes what the shopper was searching for and when they left their email.

Upgrade from the Billing page. Payments are handled securely through Stripe. You can manage your subscription, update payment methods, and download invoices from the Stripe billing portal.