Your first setup

klaxify brings customer conversations, ecommerce context, AI teammates, macros, knowledge, and governed Shopify actions into one workspace. Start with a manager or owner account so you can configure the organization.

  1. Open Settings → Team & roles and invite the people who will work in support.
  2. Open Connections and connect Shopify and Gmail for this organization.
  3. Open AI Agents, review the included specialists, and choose whether each agent drafts, requires approval, or may complete safe actions automatically.
  4. Add the policies and product facts agents may use under Knowledge Base.
  5. Open Inbox and install sample data if you want to explore before using live conversations.

Before going live

  • Send a Gmail test message and confirm it appears once in the inbox.
  • Open a Shopify-connected conversation and verify the correct customer and order appear.
  • Test a macro such as #tracking and inspect every inserted smart variable.
  • Keep refunds, cancellations, address changes, and fulfillment on manager approval until your rules are tested.
  • Confirm that each teammate has the least-permissive role needed for their work.

Connections and data are scoped to the current organization. Connecting one tenant never shares credentials or customer information with another tenant.