Signalbuy · Merchant worksheet

AI sales assistant
demo checklist for Shopify.

Use one real product and its approved policies. Record what was demonstrated, what needs follow-up and what would make the experience useful for your store.

Store / product: ____________________ Date: ______________

  1. The moment. What makes the first message relevant? Ask to see a journey where no message appears.
  2. The knowledge. Ask about a delivery or returns condition. Does the answer keep the important limitations?
  3. The unknown. Ask something the source cannot establish. Does the assistant acknowledge or resolve the missing detail?
  4. The control. Test dismissal, frequency, human handover and mobile usability. Record any unconfirmed capability.
  5. The reporting. How can I review conversations, shopper actions and assisted revenue? What counts as an assisted purchase?
  6. The cost. What would you pay at your store’s traffic level? What changes the bill?

Bring the question.
See the answer.

Use your worksheet to make the demonstration specific to your store.

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