PistioAI Help & Knowledge Hub
Comprehensive step-by-step setup guides, button callouts, and documentation for your e-commerce AI store.
Getting Started & Dashboard Basics
Master dashboard navigation, user role permissions, top bar presence status, and sidebar controls.
Dashboard Overview & Main Navigation
Complete visual guide to the PistioAI store dashboard, navigation sidebar, quick launchers, and analytics overview.
Managing Agent Duty Status (Online, Break, Offline)
Learn how to switch your presence status to control live customer chat assignments.
Understanding Store Owner vs Staff Permissions
Learn about access controls between Store Owners and Support Staff accounts.
Live Support & Team Inbox Management
Filter conversations, claim unassigned chats, request AI reply suggestions, and write internal notes.
Navigating Live Chat Tabs & Conversation Filters
Filter chats across New, Escalated, Soft Close, Ongoing, and Resolved views.
Claiming Unassigned Chats & Managing Conversation Status
Take full manual control of customer conversations when human help is required.
Sending Replies, AI Reply Assistance & Internal Notes
Write manual responses, request AI reply suggestions, and post private team notes.
Analytics, CSAT & Deflection Metrics
Monitor AI deflection rates, CSAT scores, unmet catalog demands, and export reports.
Understanding Key Support Performance Cards
Learn how Conversations Handled, AI Deflection, True Resolution, and CSAT are calculated.
Custom Calendar Filtering & Unmet Catalog Demand Reports
Filter analytics by custom dates and discover products shoppers are searching for.
Real-Time Order Lookup & Fulfillment Tracking
Search orders using Email, Phone, or Order ID, and check live shipping carrier tracking.
Searching Customer Orders by Email, Phone, or Order ID
Step-by-step visual guide to searching store orders by Customer Email, Phone, or Order ID, selecting orders from history, and inspecting full item breakdowns.
Inspecting Customer Info, Line Items & Live Courier Tracking
Review customer shipping addresses, purchased products, and live AWB tracking timelines.
Support Ticket Management
Create tickets, set priority levels, filter views, and track resolution progress.
Creating Support Tickets & Managing Tickets Manager
Comprehensive visual guide to Tickets Manager: search filters, categories, creating Order vs General tickets, and managing ticket drawers with internal notes.
Ticket Details Drawer & Activity Log Timeline
Inspect slide-over ticket details, one-click WhatsApp & call actions, order breakdowns, and internal agent notes.
Customer Callback Requests
Schedule callback requests, filter pending logs, and trigger outbound browser phone calls.
Scheduling Callbacks & Filtering Pending Requests
Step-by-step visual guide to navigating the Callbacks Queue, searching and filtering pending phone requests, scheduling new callbacks with customer details, and updating request statuses.
Initiating Direct Outbound Calls from Callback Table
Step-by-step visual guide to reviewing pending callback records, launching one-click browser phone calls, and updating resolution statuses.
Omnichannel Messaging & Channel Connections
Connect Email IMAP/SMTP, WhatsApp Business, Instagram DM, Facebook Messenger, and automation triggers.
Email Support, Draft Safety Mode & Sync Frequencies
Configure Email auto-reply toggles, safety modes, and IMAP pulling sync intervals.
WhatsApp Business, Social DM Connections & Automation Triggers
Connect Meta accounts and enable automated WhatsApp COD confirmation and abandoned cart triggers.
WhatsApp Marketing, Campaigns & Delivery Analytics
Launch WhatsApp broadcasts, inspect phone message previews, and analyze delivery report metrics.
WhatsApp Business Hub, Broadcast Campaigns & Meta Automation Rules
Comprehensive step-by-step visual guide to navigating the WhatsApp Business Hub, launching marketing broadcasts with live smartphone preview, setting up transactional e-commerce trigger rules, and generating Meta templates using AI.
Inspecting Campaign Delivery Analytics & Recipient Logs
Review Total Sent, Delivered, Seen, Clicked, Donut Chart breakdowns, and export reports.
Oversight Logs & Team Activity Audits
Audit team activities, inspect voice call recordings, and review encrypted oversight logs.
Store Owner Oversight Log Auditing & Filters
Audit team activities, monitor conversation summaries, inspect shopper-to-agent interactions, and analyze workload volumetrics.
Auditing Chat Transcripts & Voice Call Audio Record Playback
Open conversation traces to read encrypted transcripts or listen to recorded call audio.
Proactive Storefront Engagement
Set up visitor tracking triggers, cart abandonment nudges, and exit-intent discount popups.
Proactive Trigger Setup & GDPR Compliance Notice
Understand privacy compliance rules and create storefront trigger rules.
Pre-made Templates, Discount Coupons & Cooldown Controls
Load pre-made engagement templates and attach discount codes like WELCOME10.
Product Reviews, Social Proof & Custom Webhook Actions
Manage product reviews, configure social proof counters, and build custom API webhook actions.
Managing Product Reviews & 20-Review Per-Product Limit
Add manual seed reviews and monitor catalog review progress bars up to the 20-review limit.
Configuring Live Watching Counters & Trust Badges
Enable Currently Watching counters, Past Month Purchase counters, and product trust badges.
Creating Custom Webhook Actions & Live Connection Testing
Connect custom merchant database APIs to the AI Agent and test live webhook responses.