Launching an AI operator for your Shopify brand
This workbook is your step by step guide to deciding what an AI should run in your Shopify business, testing it safely and putting it live in stages. By the end you'll have a business case, a set of safety and approval rules, and a rollout plan for an operator that acts for you instead of just answering questions.
Casa Maestri
Kamiki
Part 1: Launching your AI operator
Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.
Map how much of your week order holds, stock questions, refunds and customer replies really take, and what slips through when nobody's watching.
Set the access and approval rules any AI must pass before it touches your Shopify admin, then test it on your own messiest orders.
Know exactly what version one includes and put it live in four stages, from read-only to trusted actions, each one working before the next.
Worksheets, not theory
We built the guarded, staged setup in this workbook for a $100 million supplement ecommerce brand.
minutes a day on chargeback alerts, with more than 91% handled automatically
success batching around 2,000 Monday warehouse orders, live in about 3 weeks
to inbound customer email and chat drafted for agents to review
Shopify brands who are done being the system
- Shopify and Shopify Plus brands selling direct, often with a 3PL and a subscription app.
- Founders and ops leads who still personally clear order holds, stock questions and refund decisions.
- Teams that added apps, a VA or Shopify Flow and still ended up doing the admin.
- Anyone who wants to run the store from their phone, by voice, without the admin open all day.