The sales your checkout cannot handle
A Shopify checkout is built for one shopper buying a few items. It is not built for the café that wants 40 kilos of beans a month, the company ordering 200 engraved bottles for an event, or the couple who want a table made to measure. Those visitors usually leave a vague message on a contact form, or leave altogether.
AI SmartTalk lets the agent on your storefront handle them differently. It answers their questions from your catalog, then — when the conversation turns to volumes, customisation or a quote — runs a short conversational form that you design: one question at a time, with suggested answers and checks on emails and phone numbers. The visitor confirms their email with a one-time code, which creates a lead in the AI SmartTalk CRM, and your team is notified with everything collected.
What the agent does
Conversational forms instead of contact forms
With SmartForm you define the questions — quantity, deadline, budget, company, a file such as a logo — and the agent asks them one by one in the chat, offering choices as suggestion buttons and validating emails, phone numbers, postal codes or dates as they are typed.
Triggered at the right moment
A SmartFlow workflow decides when the form starts: for example when a visitor asks about bulk pricing, trade accounts or personalisation. Ordinary shoppers simply keep browsing and buying.
Verified contacts in your CRM
When a visitor confirms their email with a one-time code in the chat, they are added to the AI SmartTalk CRM as a lead, with the conversation attached. Your team receives a new-lead notification by browser, email or mobile push.
Hand the lead to your other tools
Each captured lead also fires a SmartFlow event, so you can send it on — to your n8n workflows, to an email to your sales team, or to another tool through the public API.
Product questions answered on the way
Because the agent knows your synced Shopify catalog, it can answer questions about materials, sizes or available options before asking for details, so the lead arrives better informed.
Set it up
- 1
Install the app and sync your catalog
Install AI SmartTalk from the Shopify App Store, connect it to your assistant, click Sync Products Now, then switch on AISmartTalk Chat under App embeds in the theme editor.
- 2
Build your form
In SmartForm, create the questions your team needs to quote: type of request, quantity, deadline, contact details. Choose the answer type for each — choice, free text or file — and the validation to apply.
- 3
Decide when it starts
Create a SmartFlow workflow that launches the form and describe the situations in which the agent should offer it, such as bulk orders, corporate gifts or custom work.
- 4
Route the leads
Turn on new-lead notifications for the people who follow up, and, if you need it, add a SmartFlow step that forwards each lead to your n8n workflow or by email. Test the whole path in the preview.
Honest limits
What it does not do
Leads live in the AI SmartTalk CRM: they are not pushed into Shopify customers, and there is no CSV export of leads today — use a SmartFlow workflow or the API to send them elsewhere. A visitor becomes a lead on the website only once they confirm their email with the one-time code; someone who leaves before that is not recorded as a contact. Forms are not shown automatically: they start from a SmartFlow workflow that you set up. The agent does not calculate prices or send quotes itself.
Frequently asked questions
Do I need a separate form tool?
No. SmartForm builds the questions inside AI SmartTalk and the agent asks them in the chat. Answers can be multiple choice, free text or a file, with checks such as email, phone number, postal code or date.
Where do the leads end up?
In the AI SmartTalk CRM, with the conversation and the answers. Your team is notified of each new lead, and a SmartFlow workflow can forward it to other tools, including n8n.
Will regular shoppers be interrupted by a form?
No. The form starts only in the situations described in its SmartFlow workflow, such as a request for bulk pricing. Other visitors chat and buy as usual.
Is the lead's email verified?
Yes. On the website, the visitor confirms their address with a 5-digit code sent by email before becoming a lead, so you don't follow up on typos or fake addresses.
Which plan do I need?
Lead capture works on AI SmartTalk plans, from €9.90 per month with a 30-day free trial. The number of assistants, seats and AI words depends on the plan.
Sources
More solutions
Other use cases on this platform
- Customer support
Customer support on Shopify
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- Product recommendations
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Shoppers describe what they need in their own words; the agent searches your Shopify catalog, checks options and stock, and answers with products they can open in one tap.
- Appointment booking
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When a product needs advice before it is bought, the agent offers the next free slots, books the one the shopper picks and sends the confirmation — without leaving the conversation.
- FAQ automation
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Turn your FAQ page, your policies and your product data into an agent that answers the same questions every day — with the source behind each answer, and an honest "I don't know" when there isn't one.
Lead generation on other platforms
- Lead generation
Lead generation on WooCommerce
For the buyers who don't check out — trade accounts, large orders, custom projects — the agent runs a short conversational form, verifies the contact and alerts your team.
- Lead generation
Lead generation on PrestaShop
When a visitor needs a quote, a trade account or a bulk price, the agent collects the details in the conversation, verifies their email and puts a qualified lead in your CRM.
- Lead generation
Lead generation on WordPress
Instead of a contact form nobody fills in, an AI agent answers the visitor's question first, then collects a verified email and the details your sales team needs.
- Lead generation
Lead generation on Joomla
The agent answers technical questions from your articles, then collects what your sales team needs — company, need, quantity, deadline — and alerts them the moment a lead comes in.
- Lead generation
Lead generation on Webflow
Your landing pages bring the traffic; the AI agent turns the visitor's question into a conversation, a verified email and the answers your sales team needs.
- Lead generation
Lead generation on WhatsApp
The first message already gives you a working phone number. The AI agent answers, asks your qualifying questions and files the contact in your CRM.
- Lead generation
Lead generation on Messenger
Each new person who messages your Page is filed as a lead. The agent answers their questions, collects the details you need and alerts your team.
- Lead generation
Lead generation on Instagram
Each new person who messages your account is filed as a lead. The agent answers, qualifies and gathers the contact details your team needs to follow up.
- Lead generation
Lead generation on Telegram
Every new person who starts your bot is filed as a lead. The agent answers their questions, asks yours, and hands the warm ones to your team.
