Implementation
What is the onboarding process for new supplement store users?
Getting your supplement store's new customers from curious to confident starts before the first order. Chatref lets you set up an AI agent that guides each visitor through product selection, dosage questions, and account creation. The onboarding process is fully automated and always grounded in your real product data, so new user setup happens instantly without manual hold-ups.
Building Your Supplement Store Knowledge Base
Upload the raw material your new users need: product pages, ingredient guides, return policies, subscription details, and dosing FAQs. Chatref ingests PDFs, URLs, and plain text to create a retrieval-grounded knowledge base. This ensures every AI response pulls directly from your own content, not from a generic web search. When a first-time visitor asks about the difference between your enzyme blend and a standalone probiotic, the agent answers from the spec sheet you uploaded, not from guesswork.
Creating an AI Agent That Onboards Customers
From the Chatref dashboard, configure an AI agent specifically for new user setup. Give it a brand-aligned greeting and set its tone to match your store's voice. The agent automatically learns from your knowledge base and can resolve repeat questions about shipping, subscription management, or how to read a supplement label. You don't need to write a single conversation flow; the agent pulls answers directly from your documents and presents them in a friendly chat thread.
Testing the New User Setup
Every Chatref account includes a live playground where you can test the onboarding experience before publishing. Open the playground, prompt the agent as a first-time visitor would, and check that it correctly surfaces your return window, recommends a starter stack, and explains how auto-delivery works. If the answers feel off, simply refine the source documents — the agent updates immediately. This tight feedback loop lets you dial in the perfect new user setup without any coding.
Launching the Onboarding Widget on Your Store
Once the agent behaves exactly as you want, copy the embed snippet from your Chatref account and paste it into your Shopify, WooCommerce, or custom store theme. The widget appears on every page, ready to onboard visitors the moment they land. With an AI agent that knows your full catalog, new users can get step-by-step product guidance, troubleshooting tips, and account help inside the chat — no support tickets required. All features, including unlimited agents and custom branding, are available on every account, and you pay only for the responses used.
FAQ
How do I get started with your supplement store?
Start by browsing our product categories or asking me anything in this chat. I can help you pick supplements based on your goals, explain how to read a label, and walk you through placing your first order. If you already know what you want, just tell me the product name and I'll add it to your cart.
What is the tutorial for new users?
Our tutorial is a live, guided experience right inside this chat. When you first arrive, the chat will offer to show you around: how to search products, compare ingredients, manage subscriptions, and understand our dosing recommendations. You can ask for a tutorial anytime by typing "tutorial."
Can I get a walkthrough of the supplement store?
Absolutely. Just type "walkthrough" and I'll take you from the homepage to checkout, covering product filtering, reading supplement facts panels, setting up a subscription, and applying your first discount. The walkthrough adapts based on what you're looking for, so you'll get relevant steps, not a generic slideshow.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.