01
Create your workspace
Set up the business workspace that owns your integrations, knowledge and conversations.
How it works
From connected store context to a useful customer reply.
Chatout connects the place customers ask questions with the business data needed to answer them accurately — then helps move the conversation toward merchant checkout.
One Chatout sales loop
Conversation → context → commerce → checkout
Customer conversation
Chatout
Understand intent + choose trusted tools
Shopify
Price · stock · variant
Merchant checkout
Customer continues on the store
Set up once
Connect the places Chatout needs to work.
Before automation goes live, the merchant connects the customer channel, commerce source and business knowledge Chatout can trust.
02
Connect Instagram
Connect the Instagram Professional account where customer conversations arrive.
03
Connect Shopify
Give Chatout an authoritative commerce source for products, variants, prices and availability.
04
Add business knowledge
Add shipping, returns, FAQs, size guidance and merchant instructions.
05
Test before going live
Use the Test Agent to review how Chatout understands questions and uses your connected data.
Going live is the final step. Merchants can test Chatout before automated customer replies are enabled.
When a customer messages
Follow one DM from question to checkout.
Each step adds context. Chatout understands the request first, verifies changing commerce facts second, and only then composes the customer response.
Example conversation
One question.
Five controlled steps.
The AI can understand and compose. Changing commerce facts still come from authoritative merchant data.
Customer asks
“Do you have the Core Gym Tee in black, size M?”
Step 01
A customer sends an Instagram DM
A buying question enters the merchant's Instagram conversation.
Do you have the Core Gym Tee in black, size M?
Step 02
Chatout understands the request
The conversation is interpreted into useful context such as intent, product, variant and conversation state.
Intent: availability · Product: Core Gym Tee · Variant: Black / M
Step 03
Trusted business data is checked
Changing commerce facts are retrieved from the connected commerce source instead of being guessed.
Shopify verified · ₹1,299 · Black / M · Available
Step 04
Chatout sends a grounded reply
The customer receives a natural response based on the verified context.
Yes — Black / M is available. It's ₹1,299.
Step 05
Checkout is offered when intent is clear
Chatout shares the merchant's own checkout handoff. Payment stays with the merchant.
Core Gym Tee · Black / M → Continue on merchant store
The conversation does not always end there
After checkout is offered, Chatout still follows the rules.
Silence, follow-up and human takeover are handled as explicit conversation states — not as unlimited automation.
If the buyer goes quiet
Wait before following up.
Chatout waits until the configured follow-up time instead of sending repeated messages immediately.
Before another message
Eligibility is checked again.
No customer reply
Messaging still allowed
No human takeover
No opt-out
Message still adds value
When AI should stop
The merchant can take over.
Chatout can recommend a handoff. Human takeover begins only when the merchant activates it.
How Chatout decides
Understand with AI.
Verify with trusted data.
Chatout is intentionally not a free-running chatbot. The AI can interpret intent, recommend products and compose replies, while the backend controls what actions and facts are allowed.
AI understands
Intent, product interest, context and what information may be needed next.
Trusted sources answer changing facts
Price, stock, variants and checkout come from authoritative commerce data when available.
The backend validates actions
Customer-visible messages are built from approved context instead of unsupported claims.
Ready to test the flow?
Connect the conversation.
Connect the business data.
Start with Instagram and Shopify, test Chatout, then go live when the sales loop is ready.