1hero AI Email Chatbot: How To Get Started
Intro: Best way to get started
Getting started with 1hero AI is easy. Though you can set up on your own, a 15-minute call with our account manager can guide you through the process faster.
15-minutes onboarding call isn’t a sales chat, but a way to help you make the most of your trial.
With our help, you’ll be up in 15 minutes, instead of the usual hour. Nice, isn’t it? After your account is set and running, you’ll get 20 to 100 trial emails to see 1hero in action.
Keep in mind that 1hero’s AI Email Chatbot is the most advanced generative AI chatbot for retail and e-commerce businesses, which can be integrated with any e-commerce platform and any email account, providing you with autonomous, 24/7 customer support in any language.
Now let’s dive in how to start with 1hero AI Email Chatbot and read on for the simple steps to customize 1hero for your business.
Schedule 15-minutes onboarding call here
Step 1: Populate your email chatbot knowledge base
Starting with 1hero AI is a breeze. Begin by filling your chatbot’s knowledge base, organized into data sources each tailored for specific retail and e-commerce topics. Use our examples to craft your base swiftly. Don’t fret; our account manager can set this up for you quickly, optimizing 1hero’s responses to customer emails. Unlike basic FAQ bots, 1hero can perform actions, access info from your e-commerce platform, and even manage orders autonomously. We’ll delve deeper into these features later.
Product Catalog sync button, which trains 1hero with your product catalog data, irrespective of its size. This ensures accurate responses about product details, availability, and more.
Step 2: Integrate customer support email account — Gmail, Zoho, Outlook, Yahoo, any other provider
The next step is integrating 1hero with your customer support email inbox. This one-button process is quick and straightforward.
Dive into more advanced email settings to personalize your experience, like overlooking certain sender addresses or configuring replies to forwarded emails and choosing ‘send as’ options.
While Gmail integrations are prominently displayed, any other email providers are also supported. Just schedule an onboarding call here, and our account manager will guide you through connecting with your preferred provider.
Step 3: Integrate with your e-commerce platform — Shopify, Woocommerce, Magento, Bigcommerce, custom online shops
Next, integrate your e-commerce store by adding API keys.
For Shopify users, you’ll require the Admin API access token, API Key, and your Shopify URL, which can be found in your store’s backend. If you’re unfamiliar with this process or accessing the keys for the first time, it might seem a bit daunting. Don’t worry, simply schedule a 15-minute onboarding call here, and our account manager will assist you with the e-commerce platform setup.
Step 4: Create “Actions” in 1hero — Find customer by email, find order by order number, create customer record in CRM, modify order details and more
Craft custom actions tailored to your business processes. 1hero can perform a range of tasks based on the guidelines set in the knowledge base.
Whether it’s generating RMA labels for returns, fetching order updates from your e-commerce backend, tagging CRM records, or even creating and updating orders and addresses — 1hero has you covered. Though the interface is user-friendly and code-free, we recommend allowing our account managers to handle the action setup to ensure seamless operation.
Step 5: Finally set reply mode — Autopilot or draft mode
Select 1hero AI email chatbot’s response mode: draft or autopilot.
Draft mode: instead of sending responses immediately, emails are saved as drafts for your review and approval. After verifying its precision, switch to autopilot, letting 1hero autonomously and efficiently handle customer queries.
If you’ve yet to arrange an onboarding call, use the provided link to set one up.
