Create an agent

Go to Assistant > Agents and select Create a new agent. The console creates an agent named AI assistant and opens its General tab. Change the Name and Welcome message, then select Save. A new agent starts Inactive: activate it from the Agents list when it is ready.

Before you start

Use this guide to add an agent, for example for a second storefront, a new brand or a test setup. Each agent has its own name, welcome message, prompt instructions, training folders and install tag.

The AI Shopping Assistant app from the Shopify App Store comes with one agent and has no Create a new agent button. Create more agents in the Webscale AI console.

Steps

Create an agent

1. Go to Assistant > Agents and select Create a new agent. The new agent opens on its General tab.
2. Under Name, replace AI assistant with the name shoppers should see.
3. Under Welcome message, write the greeting shoppers see when a chat starts.
4. Select Save.
5. Back in Assistant > Agents, the new agent shows Inactive. It doesn't answer anyone yet.
6. To turn it on, open its row menu and select Activate, or switch on the toggle in Status.

1. Go to Assistant > Agents and select Create a new agent. There is no form: the console creates an agent named AI assistant straight away and opens its General tab.
2. Under Name, replace AI assistant with the name shoppers should see.
3. Under Welcome message, write the greeting shoppers see when a chat starts.
4. Select Save.
5. When the agent is ready, go back to Assistant > Agents. Switch on the toggle in its Status column, or open its row menu and select Activate.

Check that it worked

In Assistant > Agents, the agent appears under its new name. Its Status shows Inactive until you activate it, then Active.

To see the agent answer, open it and select Playground. An inactive agent replies that the agent service is inactive.

Troubleshooting

Problem	Fix
Nothing happens after Create a new agent	Reload Assistant > Agents. If no new agent appears, select Create a new agent again
The list still shows AI assistant	Open the agent, change Name on the General tab and select Save
The agent replies “The agent service is currently inactive.”	Activate the agent in Assistant > Agents
There is no Create a new agent button	The Shopify App Store app has one agent only. Use the Webscale AI console. Creating agents needs the merchant admin role

Frequently asked questions

Why does my new agent say the agent service is inactive?

A new agent starts Inactive and replies "The agent service is currently inactive. Please contact your administrator to activate it." Activate it from the Agents list, then ask again.

Do shoppers see a new agent straight away?

No. A new agent starts Inactive. Shoppers reach an agent through its install tag on your storefront. An inactive agent doesn't answer them.

How do I remove an agent I no longer need?

Open its row menu in Assistant > Agents and select Archive. Archived agents leave the list. To bring one back, select the Archived filter, open its row menu and select Unarchive.