Other than basic product details from the store, you can train your Shelly AI to have deeper customer insights and unique brand knowledge.

Therefore, your Shelly AI sales assistant gives smarter, more relevant answers that build trust and turn browsers into buyers faster. 

You can also shape how Shelly talks to match your brand and test everything before it goes live with real customers.

Learn How to Use the AI Training Feature

1. General – Data Sources

This section lets you add extra knowledge so Shelly can answer questions more accurately and helpfully, going beyond just your Shopify products.

You can add information from 3 main places:

URL

1. Add public website links to pull in content like special offers, blog posts, or guides.
2. Click the URL section → hit "Add URL" (top right) → paste your link (e.g., your "limited-time deals" page).

Shelly grabs the useful info automatically.

Files

1. Upload your own documents to share detailed insights.
2. Click the Files section → "Add Files" (top right).

1. Supported: .json, .txt, .pdf, .csv (max 2MB per file).
   
1. Example: Upload a PDF with your latest customer research or buying trend analysis—Shelly uses it to suggest products that actually fit what your shoppers want.
   

Metafields

Shelly can automatically read your Shopify metafields, but you need to help it understand them better. 

1. You can configure these types of metafields: Products, Customer, Order, Collection, Article (Blog)

For each metafield:

Click "Configure".

1. Enable for AI Assistant: Turn ON so Shelly uses this data in answers.
2. Display Name: Give it a clear name (e.g., for product metafield – "handle_type" instead of a code).
3. Description for AI: Explain simply what it means (e.g., "Type of handle used on our handbags—helps customers know if it's top handle, crossbody, etc.").
4. Sample Data (JSON): Paste an example like {"stores": [{"name": "Store A", "stock": 5}]} to show the format. Click Save → status changes to "Configured".

To stop Shelly using a metafield, just turn off "Active" next to it.

TIPS: New URLs and files become active right away. To remove anything, click the trash icon beside it.

2. Customize Shelly's Personality

Make Shelly sound like your brand so conversations feel natural and engaging—not robotic.

1. Tone of voice Pick from the dropdown (e.g., friendly, professional, casual, enthusiastic) to match how you want to talk to customers.

1. Length of responses Choose Short (quick answers), Medium (balanced), or Long (more detail) based on your typical customer questions.
   

1. Emoji usage Decide: No emojis, A few, or Lots—to keep things fun or clean depending on your vibe.
   

Behavior Settings

1. Upselling suggestions → Turn ON to let Shelly naturally recommend related items or bundles (great for boosting average order value without being pushy).
2. Ask clarifying questions → Turn ON so Shelly asks smart follow-ups (e.g., "Are you looking for everyday or special occasion use?") to understand needs better and give spot-on advice.

3. Test AI Assistant

Before customers see it, use the built-in demo chat window.

Type real questions your shoppers might ask – only ones based on the extra files or URLs you added. 

You can click “Reset test” to open a new demo chat window to test new active training data.

Now you know how to train your Shelly AI with external information to become your 24/7 top seller. If you have any questions on this, please contact us via support@tapita.io