How to Use Yuma AI

Getting started with Yuma AI

In this guide, you'll learn how to set up Yuma AI for your Shopify store and automate your customer support tasks. By the end, you'll be able to handle routine inquiries efficiently, allowing your team to focus on more complex issues.

Step 1: Sign up and set up

1. Go to Yuma AI's website.
2. Click on the "Get Started" button on the homepage.
3. Fill in your details to create an account, including your Shopify store URL.
4. Verify your email address by clicking the link sent to your inbox.
5. Log in to your Yuma AI account.

Step 2: Your first automated response

1. After logging in, navigate to the "Automations" tab in the left sidebar.
2. Click on the "Create New Automation" button.
3. Select the type of inquiry you want to automate, such as "Order Status Update."
4. Enter a template response that Yuma AI will use for this inquiry, e.g., "Your order is on the way and should arrive in 3-5 business days."
5. Set triggers for when this automation should activate, such as when a customer asks about their order status.
6. Save your automation by clicking the "Save" button.

Step 3: Get better results

1. Regularly review the "Analytics" section to see which automations perform well and which need improvement.
2. Adjust the templates based on common customer feedback to make them more personalised.
3. Use the "Integrations" tab to connect Yuma AI with your existing customer support tools for a more streamlined experience.
4. Experiment with different types of inquiries to see which ones benefit most from automation.

Pro tip

Use the "Test Automation" feature after setting up a new automation. This allows you to simulate customer inquiries and see how Yuma AI responds before going live, ensuring everything works as intended.

Common mistake to avoid

Avoid creating overly complex automations with multiple triggers and conditions. Keep your automations straightforward to ensure they function correctly and don't confuse customers.