The Agent
Give AI assistants and your website a shopping agent that answers from your live store and sends shoppers to your own checkout.
The Agent is a shopping agent that Opttab hosts for your store. When a shopper asks an AI assistant — or the assistant on your own website — about your products, your agent answers from your live store, can build a cart, and hands the shopper to your store's own checkout to pay.
Available on plans that include the Agent module. Every member can view the Agent pages; only Owners and Admins can change them.
How it works
- You connect your store. Today that's Shopify. You can also connect other tools, such as your messaging or CRM tool.
- You choose what the agent may do. Turn on actions such as Search products, Check availability, Add to cart or Order status, and test each one.
- You publish the agent to AI assistants (Claude, ChatGPT and Grok, as a custom connector) and as a chat assistant on your own website.
- Shoppers ask, the agent answers from your live catalog, stock and orders.
- Checkout is always a handoff. The agent never takes payment. The shopper pays on your store's own checkout page.
- Opttab measures the result. Every call is logged, and paid orders that came through the agent show up in Agent Insights.
Rules the agent always follows
| Rule | What it means for you |
|---|---|
| Only enabled, tested actions are served | An action reaches shoppers only when it's turned on and its current version passed its test. |
| Big changes never go to shoppers | Every action is labeled Read, Reversible write or Consequential write. Consequential writes are never served to shoppers. |
| Checkout is a handoff | The agent gives the shopper a checkout link. Payment always happens on your store. |
| Orders stay private | Order status answers only when the order number and the email both match. |
Where to find it
Select the Agent tab in the sidebar. You'll find:
- Orchestration — a map of your connections, actions, agent and channels.
- Agent Insights — conversations, orders and revenue.
- Actions — what the agent is allowed to do.
- Connections — your store and other tools.
- Distribution — where shoppers can reach your agent.
- Agent Settings — data, access rules and audit log.
Each workspace has one agent. Opttab creates it the first time you open an Agent page.
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