Winback AI logo — a price tag inside a countdown timer
Winback AI
Tutorial

From install to your first recovery call in about 5 minutes

Smart defaults handle almost everything. Here's what to check before you flip the AI caller on.

Setup steps

  1. 1
    Install 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.

  2. 2
    Review 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.

  3. 3
    Send 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.

  4. 4
    Set 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.

  5. 5
    Turn 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.

  6. 6
    Watch 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.