Introduction

The AI Agent is the conversational assistant your visitors see when they open the chat on your site. Everything that defines its behavior, what it knows, how it answers, where it shows up, is configured in your merchant dashboard, in the AI Agent section.

This section of the documentation walks you through training and customizing your agent.

Three stages: Train, Test, Deploy

The AI Agent menu is split into three stages that mirror an agent's lifecycle:

1. Train

This is where you give the agent everything it needs to answer correctly. Four main areas:

• Knowledge: public articles, private snippets, synced web pages, PDF documents. The knowledge base the AI draws from to answer. See Knowledge.
• Instructions: the agent's personality (welcoming, neutral, factual, professional, funny), response length, optional language enforcement, and always-on rules. See Instructions.
• Product snippets: private Q&A entries attached to a specific product (sizing tips, care instructions, internal notes). See Product snippets.
• Shared snippets: a snippet you write once and attach to whole collections (or specific products), so it applies to many products at once. See Shared snippets.
• Catalog, Smart Tags, Promotions, Escalation: advanced settings covered in separate pages.

2. Test

Before pushing changes to real visitors, test them:

• Batch Testing: build a dataset of up to 50 questions, run the agent against it, rate each answer, and export a report. Ideal to catch regressions when you change a prompt or rework knowledge.
• Playground: an external page (thehumind.com/playground/?companyId=...) where you can chat with the agent in real conditions, without touching your live site.

3. Deploy

Once the agent is ready, publish it across your channels:

• Sales Channels: install the chat on your site (Shopify in one click, other platforms via the HTML snippet). More channels like WhatsApp and Instagram are coming.
• AI Widgets: the additional blocks you can drop on your pages: Collection quiz, Product questions, Gift finder, plus the chat entry point.

Live changes

No drafts, no versions

Every change made in the AI Agent section, knowledge added, instruction rules, personality, product snippets, is applied immediately to your live agent the moment you hit Save. There is no draft mode, no publish button, no version history. Use Batch Testing or the Playground to validate before editing anything critical.

Where to start

If you're starting from a blank agent, the recommended order is:

1. Knowledge, add at least a few articles or snippets so the AI has something to answer with. If you're on Shopify, your pages and blog articles are already synced automatically.
2. Instructions, pick a personality and response length, then add your non-negotiable rules (e.g. "never name competitors").
3. Test in the Playground and refine.
4. Deploy on your site.