The current product season is Summer '26. This label appears in the application header beside the klaxify logo and remains unchanged until klaxify announces the next product season.

Your first setup

klaxify brings customer conversations, ecommerce context, AI teammates, macros, knowledge, and governed Shopify actions into one workspace. Start with a manager or owner account so you can configure the organization.

  1. Open Workspace Tools → IQ Setup and complete the visual business interview.
  2. Connect Shopify, then import and confirm current products and policies.
  3. Let IQ Setup inspect the public website for FAQs, guides, and details Shopify may not include; approve only accurate pages.
  4. Choose the primary AI employee's voice, empathy, dynamic identity, and escalation behavior.
  5. Set Shopify action approvals and amount limits, then create the private accuracy baseline.
  6. Open Settings → Team & roles and invite the people who will work in support.
  7. Connect Gmail and open Inbox to test representative customer requests.

Before going live

  • Open Workspace Tools → IQ Setup to review the connected intelligence foundation, then use Launch Center for simulation, migration, and pilot readiness.
  • Run several representative customer requests in the safe simulator. It never sends or changes anything.
  • Send a Gmail test message and confirm it appears once in the inbox.
  • Open a Shopify-connected conversation and verify the correct customer and order appear.
  • Test a macro such as #tracking and inspect every inserted smart variable.
  • Keep refunds, cancellations, address changes, and fulfillment on manager approval until your rules are tested.
  • Confirm that each teammate has the least-permissive role needed for their work.
  • Start the measured pilot before representative use if you want a clean operating baseline.

Connections and data are scoped to the current organization. Connecting one tenant never shares credentials or customer information with another tenant.