Question 1

How to properly set up the AI extra instructions in your account

Accepted Answer

You’ve just installed CoCo—congratulations! 🎉 Here’s how you can quickly provide additional information to ensure CoCo responds perfectly to your customers!

What CoCo Knows About Your Online Store

When you connect your Shopify store to CoCo, we automatically retrieve your entire product catalog. Each product includes its title, description, and various metadata unique to your store, which CoCo can utilize.

These details form the foundational knowledge of your online store for CoCo.

To enhance CoCo's understanding, navigate to the "AI Settings and Data" page and review the selected Product metafields. Ensure that the relevant ones are checked, as they can enrich CoCo’s responses with additional insights.

If you activate a metafield, it will be enabled for all products in your store.

AI Product Metafields

We do not recommend including customer reviews unless they are highly relevant. CoCo processes all available information, and some customer reviews may contain inaccuracies that could mislead the AI.

CoCo automatically knows :

The email you use for customer service
All your promo codes.
All the informations about your products.

You don’t need to add more informations about this 3 elements.

What Additional Information You Should Provide to CoCo

3 Essential Fields to Fill In

To optimize CoCo’s perfo

Question 2

How to Create Segments in Coco AI

Accepted Answer

Segments are a great way to target the specific customers you want to reach in your messaging to make sure you are sending the right message to the right customer.

Why you should use Segments in CocoAI

Segments allow you to provide a more personalized experience to specific parts of your audience based on their previous actions with your brand.
You control how broad or tight the segment is. Want to target a very specific set of users who fit a specific criteria? Or target a large portion of your list?
Segments allow you to boost ROI by targeting the subscribers that will respond to your message.

How to Create a Segment in CocoAI

Navigate to the Segments Section of your CocoAI dashboard on the left hand side.
Click on "Create Segment" in the top right hand corner.

Here is an example Segment. We're looking to create a segment of customers who have made a purchase in the last 14 days. Segment: Recent Purchaser

Name your segment. Have a clear simple name that summarizes what the segment is so it's easy to find when you want to use it later. Some best practices (Add the date it was created/updated and the initials of the last person to update it so you know who to ask for definitions.
Define Criteria. Select the parameters that you want to use to define your segment.
Add Additional criteria: What other filters do you want to

Question 3

How to send Whatsapp Icebreakers (+ Best Practices)

Accepted Answer

❔What’s an icebreaker ?

It’s how we decided to name our Whatsapp campaigns 😊

An Icebreaker is similar to an email newsletter: it's a message sent to your entire base or a segment of your WhatsApp subscribers.

All messages are sent at the same time.

⚡ How to Send an Icebreaker with CoCo?

1️⃣ Click on "Icebreakers" in the left menu (red arrow)

You will arrive on this dashboard that lists all your past or future Icebreakers along with their statistics.

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2️⃣ Click on “Create Icebreaker” on the right (blue arrow)

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3️⃣ Edit your Icebreaker

→ Language / Targets:

You can select the language of your Icebreaker using the "select language" option (red arrow).

If you have subscribers from different countries in your database (for example, France, UK, Spain), selecting a language will segment your Icebreaker.

For example, if you select "Spain", it will only send the Icebreaker to people in your database with a Spanish number.

→ The “product to push” (optional):

You can select a specific product to send via the "product to push" option. It will automatically take the product photo from Shopify.

If you want to create

Question 4

Using Klaviyo Data to Create Coco AI segments

Accepted Answer

You can create Coco AI segments and user filters using Klaviyo activity. Specifically, you can now use WhatsApp to reach out to subscribers who have received a particular Klaviyo email as well as subscribers who have clicked any links within any email.

What This Means For Your Shop

Target subscribers who received a specific Klaviyo email using a segment or automation filters.
Target and follow up with WhatsApp subscribers who clicked on any link included in a Klaviyo email.
Send WhatsApp messages through Klaviyo webhooks to embed WhatsApp directly in Klaviyo Flows.

What You Need to Get Started

You will need an [active Klaviyo integration] in order to share information between Coco AI and Klaviyo.
Coco AI needs an email address for a subscriber in order to match it to a Klaviyo profile and sync Klaviyo activity. Coco AI collects emails during abandoned and completed checkouts.

Create a Segment or Automation Filter

Create Segment or Automation Filter

* **Subscriber Opened Klaviyo Email.*

Question 5

What is AI Markdown and How to write it.

Accepted Answer

What AI Markdown Quick Guide

This guide will help you understand how to use AI markdown effectively, ensuring that your prompts are structured, clear, and impactful. AI markdown is a powerful tool for formatting text and creating well-organized, easy-to-read documents. By mastering its syntax and understanding how to create well-crafted prompts, you can maximize the performance of AI models.

This will help you understand how to prompt any LLM and feed more instructions into your AI Extra instructions in Coco.

Understanding AI Markdown

AI markdown is a lightweight markup language that helps you format text documents in a visually appealing manner while keeping things simple. Below are some essential elements and syntax you should be familiar with:

Headers

Headers allow you to structure your document hierarchically. Use # for main headers, ## for subheaders, and so on. For example:

# Header 1 (Main header)
## Header 2 (Subheader)
### Header 3 (Sub-subheader)

Headers help break down content into sections, making it easier for both humans and AI to navigate.

Emphasis

You can add emphasis to your text using asterisks * or underscores _:

Bold: **bold** or __bold__
Italic: *italic* or _italic_
Bold and Italic: ***bold and italic***

These formatting options help highlight important points or key phrases.

Lists

Lists are crucial for organizing information clearly. Yo

Question 6

How To Set up the CocoAI - Klaviyo Integration

Accepted Answer

Who gets this? The Klaviyo integration is offered on all paid Coco plans. Learn more about Coco AI Plans here. CocoAI integrates data with Klaviyo, allowing you to send data back and forth between both apps.

Klaviyo is a CRM where your email/SMS data is housed. With the Coco AI Klaviyo integration, you can:

Create Coco AI segments to capture subscribers who received or clicked on a link in a Klaviyo email.
And, create Klaviyo segments based on WhatsApp engagement (Open, Click, Talking to AI) in Coco AI.
Use WhatsApp engagement data in Klaviyo Flows to create unique cross channel experiences based on WhatsApp engagement.
Leverage webhooks to automatically send WhatsApp messages directly from Klaviyo flows.

In this article, we'll walk you through how to set up your Klaviyo integration using OAuth, and share some resources for how to get the most out of the integration.

Get Ready

Make sure you have an Owner, Admin, or Manager role in Klaviyo (users with Analyst, Campaign Coordinator, Content Creator, or Support roles don't have the right permissions to configure integrations).

Making a New Connection to Klaviyo

To set up a new integration between Coco and Klaviyo:

In your Coco AI account, select Connections from the menu.
Select the Connect a Klaviyo account CTA button.
Select the Authenticate in Klaviyo button.

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