AI Assistant

Overview

The CheckoutJoy AI Assistant is a built-in chat-powered assistant that helps you manage your account using natural language. Instead of navigating through menus and settings, you can simply tell the assistant what you need and it will take action on your behalf.

The assistant is available from the Chat page in your admin dashboard.

• Create products and checkouts by describing what you need
• Create and update embeddable checkout widgets
• Configure checkout settings like payment processors, currencies, and more
• Manage discount coupons — create, update, list, delete
• Configure account settings like invoicing, webhooks, and checkout defaults
• Get business insights — revenue, top products, conversion rates
• Search the help documentation for answers to your questions

What can it do?

The assistant automatically understands what you're trying to do and selects the right tools. It works across three main areas:

Product & Checkout Setup

You can ask the assistant to create products and configure your checkouts. For example:

• "Create a product called Yoga Masterclass for $49"
• "Set up a monthly subscription for $19/month"
• "Create a 3-payment plan for my course at R299 per payment"

The assistant will:

1. Create the product with the correct billing configuration
2. Connect it to your active integration (Kajabi, Thinkific, etc.)
3. Provide you with the checkout link

You can also configure checkout pages by asking things like:

• "Enable PayPal on my checkout"
• "Add a countdown timer to my checkout page"
• "Turn on multi-currency for my checkout"
• "Add address collection to my checkout"

Checkout Widgets

You can create embeddable checkout widgets for any product just by asking:

• "Create a checkout widget for my Yoga Masterclass product"
• "Make a popup checkout widget for the AI Course"
• "Update my widget to only use Stripe"

The assistant will look up the product, create the widget, and give you the embed code and links to preview and edit it.

Coupons

Manage discount coupons through chat:

• "Create a 20% off coupon code SUMMER20"
• "Make a $10 off coupon limited to 100 uses, expiring next month"
• "Pause the BLACKFRIDAY coupon"
• "List all my active coupons"

Account Settings

Configure account-wide settings without navigating menus:

• "Enable invoicing"
• "Turn on sales tax"
• "Create a webhook to https://my-site.com/hook for purchase events"
• "Change my default checkout language to German"

For settings that require API keys or DNS setup (like connecting Stripe, custom domains, or email domains), the assistant will guide you to the right settings page rather than asking you to paste sensitive information into chat.

Business Analytics

Ask the assistant questions about your business data and it will query your account to give you answers.

Quick lookups:

• "How many orders did I get this month?"
• "List my top 10 customers"
• "Show me my active subscriptions"
• "How many refunds were there last quarter?"

Trends and reports:

• "Show me revenue by product for the last 3 months"
• "What's my conversion rate this week vs last week?"
• "Which payment processor brings in the most revenue?"
• "How are my subscriptions performing?"
• "Show me affiliate performance this month"

The assistant can query purchases, payments, customers, subscriptions, products, checkout sessions, invoices, coupons, affiliate conversions, and email broadcasts.

Help & Support

If you have a question about how CheckoutJoy works, the assistant can search the knowledge base and give you a direct answer with links to relevant documentation.

• "How do I set up a custom domain?"
• "What payment processors do you support?"
• "How do affiliates work?"

Tips for best results

• Be specific — include details like product name, price, currency, and billing type when creating products
• Use natural language — write like you're chatting with a colleague
• Ask follow-up questions — the assistant remembers context within a conversation
• Use currency symbols — the assistant understands $ (USD), R (ZAR), € (EUR), etc.

Feedback

Each response from the assistant has a thumbs up/down button. Use these to let us know when the assistant gets it right or when it could do better — your feedback helps us improve.