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A few habits make the difference between an assistant that’s “good enough” and one that consistently converts shoppers and deflects tickets. Use these practices as you set up and maintain homie.

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Keep your knowledge fresh and focused

Your assistant is only as good as the knowledge behind it. Connect the sources that matter — product data, FAQs, shipping and returns pages — and remove anything outdated or off-topic.
Less, but accurate, beats more but noisy. A focused knowledge store gives sharper answers than a giant dump of every page on your site.
Review your knowledge sources on a regular schedule, especially after catalog or policy changes.

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Write clear tone and fine-tuning instructions

Tell the assistant how to behave: its tone, what to emphasize, and what to avoid. Clear, specific instructions produce on-brand answers.
Be concrete. “Friendly, concise, always suggest a matching product” works better than “be helpful.” See Fine-tuning.

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Use page configuration and activation messages thoughtfully

Show the assistant where it adds value and stay out of the way where it doesn’t. Use page configuration to control where the widget appears, and keep activation messages relevant to the page the shopper is on.
Overusing activation messages feels pushy. Trigger them where they genuinely help — for example on a product page where shoppers often have questions.

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Set up AI product questions on product pages

Add AI product questions to your product detail pages so shoppers can ask about a specific item right where they decide to buy.

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Review analytics and topics regularly

Your conversations reveal exactly where shoppers get stuck. Check Analytics and topics regularly to spot gaps in your knowledge and recurring blockers.
When a topic shows up often without a good answer, that’s your next knowledge update.

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Tag chats to spot recurring issues

Use chat tags to label conversations — for example “missing size info” or “shipping question” — so patterns become obvious over time.

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Next steps

Review analytics

Find the questions that block sales and act on them.

Fine-tune your assistant

Shape tone and behavior for on-brand answers.