✓ Maintained with every klaxify release
TENANT KNOWLEDGE CENTER
Answers your team
can trust.
Search setup, policies, Shopify workflows, automation guidance, and everyday helpdesk operations from one maintained source of truth.
GUIDED PRODUCT WALKTHROUGHS
Open the walkthroughs →Play with the demo →
See the screen. Follow the pointer. Finish the task.
Use annotated product renders and the controlled demo to learn the inbox, klax IQ, Shopify context, approvals, and everyday workspace controls.
Everything your team needs.
Every guide is maintained with the product release, so the instructions match the workspace your team uses today.
Getting started
7 guides
Get started with klaxifySet up your workspace, add teammates, connect your store, and prepare your first AI-assisted conversation.
›Prepare your workspace in Launch CenterFinish setup, simulate customer requests, monitor delivery, move from Gorgias, and measure a 90-day pilot from one guided workspace.
›Guided walkthroughs for everyday ecommerce supportFollow annotated product renders for the inbox, klax IQ recommendations, Shopify context, replies, and workspace controls.
›Set up Workspace IQ with the guided interviewImport Shopify and website knowledge, confirm store facts, choose voice and empathy, set action guardrails, and create a private accuracy baseline.
›Learn with klaxify AcademyBuild practical ecommerce customer-operations skills through guided lessons, Commerce Labs, and verifiable klaxify certifications.
›Move conversations from GorgiasPreview a Gorgias JSON export, confirm record counts, import tenant-scoped history, and safely roll back import-created conversations.
›Troubleshoot common workspace issuesDiagnose missing messages, stale AI drafts, Shopify action blocks, connection problems, and display or scrolling issues.
›Conversations and inbox
2 guides
Work in the helpdesk inboxUnderstand the queue, conversation timeline, reply composer, AI draft, and ecommerce context panels.
›Use macros and smart variablesBuild reusable #phrases that insert verified customer, order, tracking, subscription, product, and brand information.
›Daily support work
2 guides
Use the Operations Center and verified customer memoryPrioritize approvals and exceptions, inspect AI employee activity, and manage sourced customer facts safely.
›Organize inbox work with views, collaboration, and service targetsBuild reusable queues, coordinate with teammates, update tickets in bulk, and monitor tenant-configured response targets.
›Connections
2 guides
Connect Gmail and manage email conversationsAuthorize a tenant mailbox, import threads, receive new messages, and reply in the original Gmail conversation.
›Connect Shopify and verify commerce contextInstall klaxify for one tenant, sync commerce context, and review Shopify knowledge before klax IQ can use it.
›Email and channels
1 guide
Connect email without GmailUnderstand the verified sender and forwarding steps for klaxify-managed email delivery.
›Connections and apps
2 guides
Connect apps from the Integrations directoryFind tenant-scoped connections, understand plan availability, and manage credentials and event access.
›Build with the klaxify Developer PlatformCreate an app, use isolated sandbox data, manage API keys, verify webhooks, and request production review.
›Shopify operations
3 guides
Work with customers, orders, products, and subscriptionsFind synced commerce records, open order details without leaving the workspace, and use verified context in support.
›Connect Loop, Recharge, or Appstle subscriptionsConnect a subscription provider, synchronize live contracts, and control governed customer actions.
›Safely refund, cancel, edit, note, and fulfill Shopify ordersLearn how preflight validation, approval policies, duplicate protection, execution, and audit history protect order changes.
›AI teammates
2 guides
Create and customize AI agentsGive each AI teammate a name, specialty, brand voice, knowledge scope, photo, model, and permission policy.
›How klax IQ learns from approved workReuse safe merchant patterns, understand local decisions, and control what approved replies teach your workspace.
›AI and automation
3 guides
How contextual AI resolutions workFollow the five-step process klaxify uses to understand, ground, govern, complete, and learn from customer requests.
›Test and activate AI procedures safelyVersion a plain-English workflow, replay it against tenant conversations, inspect every guarded step, and activate only a tested procedure.
›Review reply quality and coach agentsUse AI Supervisor to inspect factuality, policy, tone, completeness, and promise safety across human and AI replies.
›Integrations
1 guide
Facebook and Instagram messages and commentsConnect Meta so Page messages, Instagram messages, and comments arrive in the klaxify inbox.
›Automation and AI
1 guide
Build automations in plain EnglishTurn an operating instruction into a reviewable workflow with tenant policies, approvals, and a visible run history.
›Account and billing
1 guide
Use the klaxify Partner PortalApply as an agency, creator, or referral partner and manage tracked links, creative, earnings, and payouts.
›Content and marketing
1 guide
Create and publish automatic Shopify blogsConfigure Content Studio to generate, review, schedule, and publish complete SEO-ready Shopify blog posts.
›Knowledge and self-service
2 guides
Build the tenant knowledge basePublish product and policy facts for agents, AI replies, and the customer-facing live chat help experience.
›Design and install the live chat widgetConfigure the widget home, messages, help content, styling, branding, steps, and website installation snippet.
›Using klaxify
8 guides
Ask Operator About Your WorkspaceAsk klax IQ about your workspace Ask klax IQ is a local-first conversation bar for tenant managers. It answers ecommerce and helpdesk questions from the active workspace, prioritiz
›Conversation Intelligence And CsatConversation intelligence and customer satisfaction klaxify adds a reviewable intelligence layer to every customer conversation. It helps your team understand the request, organize
›Detect And Coordinate Support IncidentsDetect and coordinate support incidents Incident Center groups recent conversations by recurring support issue so managers can see a spike before it becomes a larger operational pr
›Import Store KnowledgeImport store knowledge Store policies and product guidance can be added to your workspace without copying every page by hand. Imported content is saved as a private draft first, so
›Manage Verified Product IntelligenceManage verified product intelligence Product Intelligence is the tenant-controlled source of truth for product guidance. It combines the Shopify catalog with approved claims, evide
›Performance Revenue And Customer TrendsPerformance, support outcomes, and customer trends klaxify combines day-to-day service metrics with ecommerce signals so teams can act before a customer issue becomes a fulfillment
›Review Visual Claims And EvidenceReview visual claims and evidence Claims & Evidence gives tenant managers a secure verification queue for damaged-item, wrong-item, missing-item, and delivery-condition evidence. I
›Run Safe Commerce ExperimentsRun safe commerce experiments Experiment Lab lets tenant managers test guidance before making it a standard part of support. Supported tests include reply guidance, recommendations
›Workspace management
3 guides
Review analytics, AI activity, and the audit logUnderstand support performance and inspect the validation, approval, and outcome of sensitive actions.
›Manage your klaxify plan and billingReview your plan, current usage, projections, autonomous resolutions, overages, alerts, and optional spending controls.
›Request a workspace export or deletion reviewRecord an audited request for a portable workspace export or a deliberately reviewed workspace deletion.
›Workspace administration
2 guides
Manage tenant teammates, roles, and approvalsInvite subscribers’ teammates and give each person the minimum access needed for inbox, configuration, billing, and approvals.
›Customize the tenant workspaceChoose the name, branding, menus, channels, connected apps, theme, and helpdesk features shown to your team.
›Troubleshooting
1 guide
Contact klaxify supportOpen a technical support case with enough workspace context for a quick, tenant-safe investigation.
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