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Introduction to AI Skills

Learn what AI Skills are, what each one does, and which ones need a connected Shopify store.

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Written by Ryan Haidinger

Overview

AI Skills are the things Cobalt's AI assistant is allowed to do when a subscriber texts you. The assistant only answers with the skills that are on, so each skill is a switch you control in Brand Center > Skills. Skills are part of the Pro plan.

What each skill does

  • Escalate to Human: Always on. Hands the conversation to your team when a subscriber asks to speak with someone, or when Cobalt detects a situation that needs a person.

  • Answer Common Questions: Answers policy and store questions from your Content Library, such as shipping times and returns. On by default.

  • Search Products: Answers product questions from your store catalog. On by default.

  • Check Inventory: Tells subscribers what is in stock, including sizes, colors and variants. On by default.

  • Product Custom Info: Answers from the notes you add in Brand Center > Product Catalog, such as whether an item is discontinued. On by default.

  • Track Order / Shipment: Gives subscribers live order and shipping status. On by default.

  • Upsell / Cross-Sell: Recommends related products based on what the subscriber is interested in. Off by default.

  • Cancel Order: Off by default. Cobalt emails a code to the address on the order to confirm who is asking, then passes the cancellation to your team. Cobalt does not cancel the order itself.

  • Initiate Return / Exchange: Off by default. For a verified order, Cobalt sends your returns portal link. Turning it on shows two fields: Return Portal URL and Return Window, in days. With no Return Portal URL, or after the Return Window has passed, the conversation goes to your team.


Helpful Information

  • The AI switch at the top of the page controls everything. When the AI switch is set to disabled, all conversations will need to be handled by your team.

  • Make sure you click "Save" on the top after changing AI Skill toggle so it saves correctly.

Shopify stores: The following skills can only be used within a Shopify Store:

  • Search Products

  • Check Inventory

  • Product Custom Info

  • Track Order / Shipment

  • Upsell / Cross-Sell

  • Cancel Order and Initiate Return / Exchange use data from your connected Shopify store. Without one they cannot look anything up, and the conversation goes to your team.

Escalate to Human and Answer Common Questions work without a store.


Get support

Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777

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