E-commerce Sales Rep

Set up your agent as a commerce teammate across your store and helpdesk: it recommends products, checks stock, looks up orders and answers customers before and after a sale.

Your AI teammate is a commerce teammate across your store and your helpdesk. It reads your products, storefront pages, blog and policies, and looks up orders live. Before a sale it recommends products, checks stock and shows items as cards a shopper can add to their cart. After a sale it finds the order, checks tracking, starts returns, fixes shipping addresses, refunds and cancels.

You stay in control the whole way. Nothing runs until you create an automation. For each action you then choose: run on its own, ask you first, or stay off.

A customer asks for a product. Your teammate checks live stock and answers with the actual items, prices and condition.

Works with: Shopify, Magento, Chat Bubble, Gorgias, Zendesk.

Quick start

Open the chat in your dashboard and say what you want to set up. The steps below are what that conversation covers.

1

Connect your store

Ask your agent to connect Shopify. It lays out the two ways to connect and asks for your store name. The store name is the part before .myshopify.com.

The agent explains the two ways to connect and asks for your store name.

• Quick start. A read of your public storefront, with no sign-in. It searches products and shows product cards with Add to Cart. It cannot look up orders and it has no write actions.

• Full connection. Orders, customers, products, tracking and refunds, read from Shopify directly.

For a full connection your agent posts a link. A person approves this in the browser.

The agent posts a connect link for your store.

Start with either one. Moving from Quick start to a full connection later loses nothing you have already read in.

2

Add the chat bubble

Ask your agent for a chat bubble on your storefront. It reads your site, then sets the colour, the welcome message and the starter questions.

The agent reports the bubble it set up and the preview link.

The Chat Bubble settings page shows the same fields. Chat Bubble has the full settings and the embed steps.

The top of the settings page, with the Messages and content fields.

3

Brief it on how you sell and support

Tell it which products to steer toward, your returns window, what needs a person, and any discount codes it can use. Upload the procedure documents your team already works from. Correct it as you test and it saves the rules to its own instructions.

Say it in the chat and the agent writes it into its instructions.

The brief given in chat, saved to the agent's instructions.

The saved rules sit on the Instructions page, where you can read or edit them.

The Instructions page with the saved brief.

4

Tell it which actions it can take

Say in chat what it can do on its own and what needs your approval. Integrations > Shopify shows the same settings. Actions groups them as Read and Write, with Read on Auto and Write on Custom.

The Shopify integration page, with the Read and Write action groups.

Most stores let it look things up freely and keep refunds and cancellations on ask you first. An action set to ask you first waits for your answer in the dashboard: approve once, always allow, or deny.

5

Give it a way to escalate

Tell your agent what to do when a shopper needs a person. Here it is asked to create a Gorgias ticket, collect a name and email first, and tag the ticket.

Ask for the handover rule in plain words and the agent writes it out.

It saves the rule to its own instructions and links the page. It also checks the details it guessed, such as the inbox address it will send tickets to.

It confirms the inbox address it used and links your Instructions page.

Open that link to read or edit the saved rule.

The handover rule on your Instructions page, where you can edit it yourself.

Your agent can also hand a chat to another live chat widget, such as Zendesk Messenger or Freshchat. See Chat Bubble.

Test it in the bubble. A shopper asks for a person, and your agent asks for a name and email address.

The agent taking the escalation and asking for a name and email address.

It creates the ticket and confirms the number in the chat.

The agent confirming the ticket number to the visitor.

The ticket lands in your helpdesk with the tag you asked for.

The handover ticket in the helpdesk, tagged.

6

Put it where your customers are

Open the Chat Bubble settings page, scroll to the Install section and press Copy code.

The handover provider dropdown and the Install section.

Paste the snippet before the closing body tag in your theme. On Shopify that file is theme.liquid.

The snippet pasted into the Shopify theme layout file.

Connecting alone does not start your agent. It needs an automation first. Ask in chat to turn on the bubble automation, then a shopper gets product cards in the bubble.

The chat bubble answering a recommendation question from the live catalogue.

Chat Bubble has the steps for other platforms.

From Claude Code, Cursor or a terminal. The same setup works as commands: eesel login, then eesel init chat-bubble --site https://your-store.com to put the bubble on the store and start it reading the site, and eesel integrations connect shopify for the store itself. The approval is a human step: print the link for a person, wait for the connection status to change, and do not retry the link. Full command reference: The eesel CLI. Step-by-step: Set up from Claude Code or the terminal.

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What your agent can do

Sell

It can	What that looks like
Search your products	Finds products matching what the shopper described
Check real stock and variants	Size, colour, product code, price, and whether it is available
Read product details	Specs and custom fields, not only title and price
Show products as cards	Matching items shown as a carousel in chat, with Add to Cart
Show the cart	Displays the shopper's live cart as a card in the chat bubble

Support

It can	What that looks like
Look up an order	By identifier, or by searching a customer's history
Check fulfilment	Where the parcel is and which carrier has it
Find a customer	Profile and past orders from their email address
Start a return	Creates the return on the order
Update a shipping address	Changes the delivery address on an order
Refund an order	Full or partial, with approval if you want it gated
Cancel an order	For anything that has not shipped yet

Answer from your store's own content

Your storefront is also knowledge: products, pages, blog and policies. A returns window question is answered from your policy page. Add your help center and past tickets and the same agent handles policy, order and product questions in one conversation.

Keep the risky things gated. Refunds and cancellations can require approval, so your agent prepares the action and a person confirms it. Start there and loosen later. See Actions and Approvals.

Example use cases

• Pre-sales assistant on your storefront. Sizing, stock and comparisons while someone is still deciding.

• Order status. The most common ticket in e-commerce, answered from live data.

• Returns and refunds. The whole flow within your policy, with approval on anything that moves money.

• Peak season cover. Handles the routine volume spike so your team works the tickets that need judgement.

Related pages

• Shopify for full setup, sources and every available action

• Magento for the same job on a Magento store

• Chat Bubble for putting your agent on your storefront

• Gorgias for the ticket side of the job

• Actions and Approvals for setting each action to run on its own, ask you first, or stay off

• Integrations overview for how sources, triggers and actions fit together

• Set up from Claude Code or the terminal