Shopify · Chatbot customization
Every setting customizable. All on the free tier.
20 customization fields across identity, voice, knowledge, behavior, languages, and handoff — every one available on the free plan. Most Shopify chatbots paywall this. Clearly Agent doesn’t.
Below: every field, what it does, and where to find it.
Identity
- Agent nameFree
- 20 chars. "Stella", "Buddy", "Otis" — picks the agent up in every system prompt + visible above the chat.
- Avatar imageFree
- Upload + in-browser crop. Circular or square. Renders bottom-right by default; can be repositioned.
- Accent colorFree
- 8 presets + hex picker. Used for the chat bubble, send button, and product card highlights.
- Avatar shapeFree
- Circular or square. Some brands want the soft pill, some want sharp corners.
Voice
- Tone presetFree
- Friendly, Professional, Casual, Witty. Sets the temperature of every reply.
- Brand voice instructionsFree
- Free-form text — "speak like a coastal surf brand from Santa Cruz", "use lowercase only", "never use exclamation marks".
- First-message greetingFree
- The opener customers see when they open the widget. Auto-generated default, or write your own.
- Always mentionFree
- Things the agent should always weave in — current promo, free shipping threshold, etc.
- Never mentionFree
- Things the agent must avoid — competitors, refund policy specifics, allergens (you set the rules).
Knowledge
- Custom knowledge baseFree
- Add FAQs, policies, sizing charts, ingredient details, shipping rules. Agent pulls from this before answering.
- Business hoursFree
- Sets when the agent says "a human can reply" vs "we'll be back tomorrow."
- Current promotionsFree
- Inject sale terms into agent context — "10% off this week with code FALL10".
Behavior
- Catalog awarenessFree
- Reads your real products, variants, inventory, prices. Inline product cards by default.
- Order trackingFree
- Looks up orders by email or order number. Returns status + tracking link inline.
- Cart actionsFree
- Adds items to cart when customer commits — "I'll take the medium in blue".
- Discount codesFree
- Applies discount codes when contextually appropriate. Disable globally if you don't want this.
Languages
- Auto-detect languageFree
- Detects 15+ languages from browser locale; replies in that language.
- Force single languageFree
- Override auto-detect; lock the agent to English only (or any one language).
Handoff
- Live takeoverFree
- Merchant joins the conversation live; customer sees typing indicator. AI ↔ human in one widget.
- Escalation triggersFree
- Set rules — "escalate after 3 unsuccessful replies", "escalate on keyword 'manager'".
How competitors compare
- Tidio: branding paywalled (Tidio badge required on free tier). Voice options limited to 3 fixed personalities.
- Gorgias: helpdesk-focused — limited storefront-widget customization compared to inbox-side features.
- Intercom: full customization, but only on paid plans starting at $39/mo.
- Shopify Inbox: none — Shopify branding required, no personality settings, no custom knowledge base.
- Re:amaze: $29/agent/mo to unlock branding. No tone/voice customization at the AI-reply layer.
FAQ
- Is customization paywalled in any way?
- No. Every customization field listed on this page is available on the free tier. The free tier limits conversation volume, not features.
- Can I match my brand colors exactly?
- Yes — use the hex picker rather than the 8 preset accent colors. The picker accepts any HSL/RGB/hex value; the widget regenerates on save.
- Can I use my own avatar artwork?
- Upload any image (PNG, JPG, WebP). The in-browser crop tool lets you center, zoom, and frame it. Circular or square. No size restrictions; gets compressed to a reasonable widget size.
- How granular is the "brand voice" instruction?
- Very. It's a free-form text field that gets prepended to every system prompt. Examples that work: "use lowercase letters only", "answer in 2 sentences max", "never apologize for sold-out items — instead recommend an alternative", "speak like a surf brand — relaxed, never corporate", "in Spanish, use vos instead of tú".
- Can I write custom instructions for specific products?
- Yes via the knowledge base — write per-product context, sizing charts, ingredient lists, care instructions, return rules. The agent pulls relevant entries when the customer asks about that product.
- How is this different from "AI personality" features on other tools?
- Most competitors expose "personality" as a dropdown with 3-5 fixed options. Clearly gives you both presets (Friendly/Professional/Casual/Witty) AND free-form brand voice instructions that fully customize behavior — change tense, sentence length, emoji usage, refund policy phrasing, anything.
- Can I A/B test different customizations?
- Not currently — that's on the roadmap. Today you can edit configuration any time and changes apply immediately to new conversations.
- Where do customizations live — Shopify Admin or somewhere else?
- Inside Shopify Admin → Apps → Clearly Agent → Settings. Embedded directly in your store admin. No second login, no separate dashboard.