DESIGN PROTOTYPE · Illustrative website content and concierge interactions · Not connected to live Shopify data
The branded AI concierge for Shopify
Give every shopper a concierge that feels like your brand. Connect product knowledge, customer context, and approved workflows to turn conversations into better experiences.
Your brand · Your concierge · Every customer journey connected
Concierge Studio / Demo Preview
Ask Your Brand
Can you help me find the right product?
Illustrative demo conversation
Absolutely. Tell me what matters most to you, and I’ll help narrow down the options using your store’s approved product information.
Ask me anything…
Why HappyCx
Customers don’t think in tickets. Why should your AI?
Great service isn’t just a fast reply. It’s knowing what happened, what matters now, and what should happen next.
Questions without context
Customers repeat their story across shopping, orders, shipping and support.
Answers without action
Typical assistants suggest next steps but can’t execute approved workflows.
Disconnected tools
Commerce, communication and policies live in separate systems.
YOUR BRAND, BUILT IN
One intelligent concierge.
Unmistakably yours.
Give your concierge a recognizable identity—from its name and personality to its product expertise and governed responses. Personalization isn’t decoration. It’s how every answer feels like it belongs to your brand.
Custom voice upload and advanced voice identity are roadmap features; voice use requires appropriate authorization and safeguards.
Customize your concierge
Display name
Ask Your Brand
Brand tone
Friendly + knowledgeable
Look & feel
Use your brand colors
Knowledge
Approved products & FAQs
Rules of engagement
Merchant policies
Channels
Storefront · More planned
What customers experience
“Welcome back. How can I help you today?” A helpful, consistent experience shaped by your business—not a generic assistant.
THE CONCIERGE STUDIO
Make the experience uniquely yours.
Try the brand settings below. Your concierge should feel like an extension of your business—not a generic chatbot.
Brand your concierge
- Approved knowledge base snippets
- Policy-safe response templates
- Human escalation paths
Custom voice upload — roadmap
Local simulation only — no store access, transactions, or customer data.
The customer experience
One conversation. The right next step.
Explore five illustrative journeys your brand-aligned concierge can support through connected knowledge, context and permissions.
Guided discovery
Help shoppers find the right fit.
Use product facts and customer needs to guide discovery without guesswork.
“Which product is best for me?”
Illustrative concierge response
“I can help compare the options. What are your top priorities? I’ll use approved product information to narrow down your choices.”
Example only · Real execution depends on connected data, approved workflows, and implementation stage.
From knowing to doing
Beyond answers. Into action.
HappyCx is designed to understand the customer and guide the next safe step—not merely generate a reply.
Customer context
Knowledge + policy
Next best action
Workflow or person
Outcome + learning
State before action
Know the customer, relevant product and present journey state.
Policy before permission
Operate within your rules and defer exceptions or sensitive decisions.
Learn after resolution
Surface gaps in products, policies and experiences that drive repeat questions.
Shopify-native thinking
Built around Shopify. Not bolted around it.
Use the capabilities already inside Shopify, then add the intelligence, context and orchestration that connect them into a coherent experience.
Shopify feature availability depends on merchant plan, API permissions and actual product implementation.
Commerce data
Shopify integration
Event-driven action
Shopify Flow
Intake & context
Forms + HappyForms
Self-service
Customer Accounts
Storefront experience
Theme extensions
Lifecycle communication
Approved channels
The journey
From first question to lifelong customer.
Every touchpoint should benefit from the knowledge of what came before—and what should happen next.
Discover
Shop
Buy
Fulfill
Use
Support
Replenish
Advocate
A responsible AI experience
AI when it helps. People when they matter.
The right combination of automation and human judgment, governed by what the merchant allows.
AI can handle the routine
Classify needs, retrieve approved answers, identify missing facts and suggest or execute authorized work.
People keep decision authority
Escalate exceptions, complex negotiations, medical or safety issues and sensitive policy decisions.
Meet HappyBx
Better experiences shouldn’t stop at checkout.
HappyBx extends the same connected intelligence to wholesale accounts, resellers and business partners—from first inquiry to quote, onboarding and reorder.
HappyBx
01
Qualify a lead
02
Capture missing account data
03
Route quote & approval
04
Support reorder & growth
Business conversations that deliver.
Continuous improvement
Your customers show you what to improve.
Recurring questions are signals. HappyCx is designed to turn those signals into recommendations your team can review and apply.
Find repeat questions
Understand why customers contact your business.
Spot experience gaps
Surface missing instructions, unclear policies and unnecessary friction.
Improve and measure
Approve better content and workflows, then track changed outcomes.
See the vision
Let’s make every conversation feel more like your brand.
See how a branded concierge and connected customer journey could work for your Shopify store.
Tell us about your Shopify store.
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