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CartPilot

CartPilot

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CartPilot is an AI Sales Agent that works on any eCommerce platform like WooCommerce or Shopify, and will know and distribute all the information from the store. It will act as a representative of your store and answer any questions to your customers.Β 

It can answer customer questions, search your product catalog, recommend relevant products, support voice conversations, and help shoppers add items to their cart directly from chat.

This documentation will help you connect your store, configure your agent, train it with your store data, customize the widget, and understand how your customers interact with it.

Start Here

New to CartPilot? Follow these guides first.

Getting Started with CartPilot

Create your CartPilot account, connect your store, install the WordPress plugin, and make sure your store is properly linked with the CartPilot platform.

Set Up Your AI Sales Agent

Customize how your agent introduces itself, how it behaves, when it opens, what instructions it follows, and how customers can interact with it through text or voice.

Customize the Chat Widget

Match the CartPilot widget with your store’s brand. Choose your avatar, icon, colors, typography, and preview the changes before publishing.

Connect Your Store Data

CartPilot works best when it understands your store. These guides show you how to sync your products and train your agent with the right information.

Sync Your Products

Sync your WooCommerce products so CartPilot can search your catalog, show product details, display prices, and help customers find the right items faster.

Train Your Agent

Train CartPilot with your store content, policies, FAQs, and other useful documents. This helps your agent give more accurate answers about your products, shipping, returns, and customer support topics.

Understand Customer Conversations

Once CartPilot is live, you can track how customers use it and how your AI agent performs.

View Analytics

Track conversations, unique customers, total messages, voice duration, token usage, product searches, cart actions, and search-to-cart performance.

Review Conversation Details

Open customer conversations, review messages, check session details, view interaction metrics, and understand what happened during each chat.

See How CartPilot Works on Your Storefront

CartPilot appears on your store as a customer-facing AI sales agent. Shoppers can ask product questions, use voice chat, discover products, add items to cart, and move toward checkout inside the conversation.

Recommended Setup Flow

For the best experience, complete the setup in this order.

  1. Create your CartPilot account
  2. Connect your WooCommerce store
  3. Install and activate the CartPilot plugin
  4. Set up your agent name, greeting, voice, and behavior
  5. Customize the widget appearance
  6. Sync your products
  7. Train the agent with store policies, FAQs, and documents
  8. Test the frontend experience
  9. Monitor analytics and customer conversations

What You Can Do with CartPilot

CartPilot is built to support the full shopping journey inside your store.

It can help customers:

  • Ask product questions in natural language
  • Search your catalog without using filters
  • Compare and discover relevant products
  • See prices and product details
  • Add items to cart from chat
  • Use voice interaction
  • Get answers about policies, returns, shipping, and orders
  • Continue shopping without waiting for manual support

It helps store owners:

  • Reduce repetitive customer questions
  • Guide shoppers toward the right products
  • Understand what customers are asking for
  • Track conversations and shopping behavior
  • Improve product discovery
  • Create a more helpful buying experience

Need Help?

If you are stuck during setup or something does not work as expected, reach out to the CartPilot support team. We are here to help you connect your store, train your agent, and get CartPilot ready for your customers.

Still stuck? How can we help? Get Help

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