Setup steps
- 1Install from the Shopify App Store
Winback AI requests access to checkouts, customers, orders, products, discounts, and pixels to run recovery. The data needed for calls and follow-up is processed by the providers listed in our privacy policy.
- 2Review your FuseCode settings
A 10% discount with a 48-hour expiry is preset for new stores. Review and enable the offer before using it; you can edit the value and expiry.
- 3Send yourself a test call
Every account gets a free test call before going live, so you can hear exactly what your shoppers will hear before it ever reaches a real customer.
- 4Set your calling window
Calls respect shopper-timezone windows and retry caps by default. Adjust the hours if your customer base skews toward a particular region.
- 5Turn the AI caller on
Once you're happy with the test call, flip it on. New abandoned checkouts start getting called 5-15 minutes after abandonment, configurable in settings.
- 6Watch your dashboard
Every call, transcript, summary, and recovered order shows up in your dashboard in real time. Live Handoff calls (Growth and Scale) ring your phone directly.
Optional, but worth doing
- On Growth or Scale, turn on Live Handoff and set the phone number that should ring for hot leads.
- Tighten or loosen the FuseCode expiry window based on your average consideration time.
- Add your store's tone of voice to the AI script settings, if your brand has a distinct one.