This guide is for merchants who have already successfully set up EcomBot and want to unlock 100% of its potential.
The goal of this tutorial is to show you how to turn every conversation into a sales opportunity, following a strategic priority order.
1. Bulletproof the Knowledge Base (The Foundation)
A chatbot that doesn't know your business rules will frustrate the customer, or worse, promise impossible things.
- Persona Limits: This is where you strictly forbid the AI from inventing discounts or recommending competitors' products.
- Useful link: Knowledge Base Configuration.
2. Use Sales Instructions (The Secret Weapon)
Don't let the AI guess why your products are great. Guide it.
For your high-margin products or those that are hard to sell, add private Sales Instructions.
- Tell the AI: "If the customer hesitates for this product, mention that shipping is free and it comes with a 5-year warranty."
- Useful link: AI Sales Closing.
3. Configure Associated Recommendations (Cross-sell)
To increase the average order value (AOV), the AI needs to know which products to pitch together.
- In the EcomBot interface, associate complementary products. If a customer puts a laptop in their cart, the AI will proactively suggest a carrying case.
- Useful link: Intelligent Recommendations.
4. Activate and Adjust Proactivity
A passive visitor does not ask questions. It's up to EcomBot to approach them.
- Ensure that Proactive Assistance (inactivity or exit-intent) is enabled.
- Adjust the trigger delay according to your audience (e.g., 30 to 45 seconds of inactivity).
- Useful link: Proactive Assistance.
5. The Continuous Improvement Loop
Don't leave your chatbot running blind. Regularly review the conversation history.
- Identify failures (Zero-Hits): which questions could the chatbot not resolve?
- Add these missing elements to the Knowledge Base. This is how you go from a good chatbot to an excellent one.
- Useful link: Conversations History.