Setup and Display AI Virtual Assistant (AVA) - New UI

Learn how to set up your AVA and build their knowledge around your products!

Build your AVA and Upload Products

Note: You are viewing instructions for the New UI of the AI Virtual Assistant (AVA). If you are still on the older version, please see: Setup and Display AI Virtual Assistant (AVA) .

Follow these steps to create and set up your AI Video Assistant (AVA), connect it with your products, and upload resources to build a powerful knowledge base.

Step 1: Create Your AI Video Assistant (AVA)

Step 2: Add Products

Step 3: Upload Product Resources

Step 4: Embed AVA

Step 5: Manage Conversations

Step 6: Configure Settings

Step 7: Add Business Info Resources

Step 8: Preview and Publish

Step 1: Create Your AI Video Assistant (AVA)

      1. Select AI Video Assistant from the toolbar in the Business Portal.
      2. Click on Create New Assistant and select the assistant profile for your product and click Add Expertise. ava
      3. Proceed to personalize your assistant by entering a distinctive name and providing a detailed description.Ava1
      4. Select your store and specify the products you want AVA to support. All products and updates will automatically sync with your assistant.
      5. Choose the default way shoppers will initiate their conversations with AVA. You can set the starting preference to either text (chat mode) or audio (talk mode). Shoppers are free to switch between these input options at any point in the dialogue.
        ava2
      6. You also have the option to upload a custom image, replacing the default avatar and giving your assistant a uniquely personalized appearance. Click "Create" to confirm your selection.

        Step 2: Add Products


        1. Open the Product tab (next to Assistant).

        2. Select the Store you want to add products from.

        3. Click Add Product.

        4. Choose the products and click Add.

        5. To add more products, click + Add Products.

        6. To delete products, click Manage, select the items, and click Delete.

        ava-products

         

         

        Step 3: Upload Product Resources


        1. Select a product.

        2. Click + Add Resources.

        3. Upload files by dragging and dropping or selecting them from your device.

        4. Manage uploaded resources in the Product Resources page.

        Resource Types You Can Add

      7.      You can upload resources directly to each product and easily duplicate those               resources across multiple products as needed.   
product resources

          Product Manual - Provide detailed setup instructions, usage guides, and troubleshooting steps.

      • Formats: PDF, TXT

      • Upload a file or enter text directly.

        FAQ - Include answers to common questions and solutions for frequently encountered issues.

      • Formats: PDF, TXT

User Review Video - Add customer testimonial videos to build buyer confidence.

      • Formats: MP4 (up to 300MB), MOV, WMV, FLV, AVI, PNG, JPG, JPEG

      • Options:

        • Upload new content or select from your library

        • Import short videos from your channel (previous interactions will not transfer)

        • Customize the video title

        • Choose to keep original audio or let AVA narrate

      • Action: Click Add Video to save

Product Demo Video - Showcase how your product works with a clear visual demonstration.

      • Format: MP4

Unboxing Video - Highlight what’s inside the box and provide first-use instructions.

      • Format: MP4

Webpage - Add direct links to informative product pages on your website.

      • Format: URL

General Text -Share product notes, tips, and best practices.

      • Format: TXT

UGC (User-Generated Content) Video - Incorporate authentic customer videos to provide credibility and context.

      • Format: MP4

Other Video -Upload any additional video resources that don’t fit into the categories above.

      • Format: MP4

Other Document - Attach technical specifications or other supporting files.

      • Format: PDF

Resource Management

  • To search for a specific resource, use the search function. Select "Publish Pending Resources" to activate and publish any resources that are ready but not yet live.ava3
  • Filter your resources by status using the filter icon—choose between pending, active, or disabled—to easily manage your resource visibility and workflow.
  • To preview any knowledge base entry, simply click on the resource to open its preview page. From here, you can also update the resource status and click "Save" to confirm your changes.preiew-resources
  • Seamlessly test Ava directly on each product page as you update resources—no need to close or switch pages—making the workflow significantly more efficient.
You can update which store AVA uses to learn and train—along with all its associated resources—at any time. Simply select a different store from the dropdown menu on the right, with no need to re-upload resources.

Step 4: Embed AVA

 

You can integrate your AVA into your website from this section, which will enhance user engagement and improve customer support. Learn how to Embed Ava onto your website - link

Step 5: Manage Conversations

You will be able to access and review all the conversation history to gain valuable insights and enhance the quality of user interactions. You also have an option to export the conversations.

For more detailed information, please refer to the guide on conversation history. - link

Step 6: Configure Settings

 

Appearance
  • Personalize your assistant’s appearance and voice to align with your brand’s identity. Update the assistant’s name and description to reflect its role and character.
  • Choose a solid background colour for the assistant.
  • You can set the default interaction mode for shoppers, choosing whether they begin with text or audio input. Shoppers can easily switch between modes during their conversation.
  • You can also update your assistant's profile to reflect new roles, expertise, or branding as needed.
  • Upload a Custom Image: This image will serve as a replacement for the default digital human avatar in the user interface, allowing you to personalize the appearance of your assistant.
  • Click on Save once done. 
     
    Customization
    Customize your assistant’s greetings, including a welcome message and a returning visitor message. Choose a personality profile—such as Friendly & Helpful, Minimalist & Direct, Inquisitive & Curious, Professional & Formal, or Empathetic & Supportive—to match your brand’s tone. Click Save when finished.

    Step 7: Add Business Info Resources

    To add Business Info resources, go to the Business Info tab and click + Add Resources. You can include brand-wide details such as return policies (TXT, URL), shipping info (TXT, PDF), checkout and payments (TXT, URL), store FAQs (TXT, URL), contact support (TXT, URL), terms and conditions (TXT, URL), custom uploads (PDF), and webpages (URL).

Step 8: Preview and Publish

Preview your AVA by clicking the Preview option on the right side of the page. When you're ready to launch, click Publish to make your AVA live for users. Access the options menu (three dots) to change the avatar or delete your assistant as needed.