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
• Configure checkout settings like payment processors, currencies, and more
• 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"

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.