Implementation Guides

Tenant Setup & Onboarding

This section walks through the complete process of configuring a new ACI tenant — from creating the tenant record to testing the live chat experience. All setup is done through the ACI Admin Console. No code changes or infrastructure work are required.

Step 1 — Create the Tenant

To create a tenant:

1. Log in to the ACI Admin Console using your credentials.
2. Go to Tenant Management → Tenant List and click New Tenant.

3. Complete the following fields:

4. Click Save. The tenant record is created and you are taken to the Tenant Edit page.

Step 2 — Connect Your Commerce Store

On the Tenant Edit page, connect the commerce platform. Credentials required differ by platform:

Once credentials are saved, the platform connection is active. Verify connectivity from the Live Playground (Step 8).

Note (Shopify): After app installation, activate the ACI Chat App Embed Block in the Shopify Theme Editor. The app writes the tenant ID and gateway URL to the shop as metafields automatically.

Step 3 — Load Your Product Catalog

The product catalog powers AI search and recommendations.

1. Go to Discovery Studio → Data Ingestion → Catalog Import.
2. Click Upload Catalog.
3. Select the product file.
4. Click Import.

Minimum required fields per product

Recommended additional fields: skin type suitability, key ingredients, size, occasion use.

Note: Day-to-day price and stock changes sync automatically from the commerce platform via events — re-upload is only needed for new products, discontinued products, or significant description changes.

Step 4 — Add Product Intelligence (PIPs)

Product Intelligence Packs (PIPs) are the ingredient and formulation knowledge behind products, enabling the AI to recommend by skin concern rather than keyword match alone.

What qualifies as a PIP

To upload a PIP

1. Go to Discovery Studio → Data Ingestion → PIPs.
2. Click Upload Document.
3. Select the file.
4. Click Upload.

To review extracted data

1. Go to Discovery Studio → Concerns & Ingredients.
2. Review the extracted entries.
3. Click Approve for entries you’re confident in, or Reject for inaccurate ones.

Important: Only approved entries influence recommendations. Rejected entries are excluded from the AI’s knowledge.

Step 5 — Set Up Support Content

Support content gives the AI the knowledge to handle post-purchase questions — return policies, warranty terms, order processes, and FAQs.

To upload a support document

1. Go to Support Studio → Documents.
2. Click Upload Document.
3. Select the file.
4. Choose the relevant customer audience.
5. Click Upload.

How ACI processes support documents

To generate a support workflow

1. Go to Support Studio → Support Workflows.
2. Click Generate Workflow.
3. Describe the scenario in plain language (e.g. “damaged item received”).
4. Review and activate the AI-drafted workflow.

Step 6 — Configure Agent Behaviour

Configure agent-specific settings in the Agent Studios section of the Admin Console.

Discovery — Ranking Strategy

Go to Discovery Studio → Strategy to set the weight of each ranking signal.

Changes take effect immediately — test in the Live Playground (Step 8) after adjusting.

Discovery — Store Context (Brand Voice)

Go to Discovery Studio → V3 Settings to write the Store Context — a short description of the store, its values, and its tone, injected into every product search response.

Example: “We are a premium British skincare brand focused on clean, clinically-proven formulations. Our tone is warm, expert, and reassuring. We never use aggressive sales language.”

Subscriptions — Cancellation Retention Flow

Go to Subscription Studio to configure the cancellation flow.

Support — Brand Voice

Go to Support Studio → Brand Voice to set the Support Agent’s tone.

Step 7 — Invite Your Team

1. Go to Tenant Management → Users and click Invite User.

2. Enter the person’s email address, assign a role, and click Send Invite. The invited user receives an email to set their password and access the console.

Step 8 — Test in the Live Playground

Go to ACI Chat in the Admin Console to test the full tenant experience before going live.

Tip: If something looks wrong, adjust the relevant settings and re-test immediately — changes take effect without delay.

Keeping Data Current — Event-Driven Updates

Once the tenant is live, ACI keeps its data in sync with the commerce platform automatically.

Updates automatically

Requires manual re-upload

Integration Playbooks — Shopify & Salesforce

Shopify

ACI integrates with Shopify through the ACI Shopify App, available from the Shopify Partner Dashboard.

Setup steps

Merchants can configure greeting text, widget position, and accent colour directly in the Theme Editor — no code changes needed.

Note: The ACI Shopify App handles all Shopify GDPR compliance webhooks automatically — customer data requests, customer redact, and shop redact.

Capability notes: Shopify supports product search, cart management, orders, and subscriptions. Native in-widget checkout is not available — shoppers complete checkout on Shopify’s standard checkout page.

Salesforce Commerce Cloud

ACI connects to Salesforce Commerce Cloud through a Salesforce Connected App. Enter credentials on the Tenant Edit page during setup:

Capability notes: Salesforce supports product search, cart management, and order management. Subscription management is limited compared to Equinox — Equinox Cloud is recommended for the full ACI feature set.

Platform Capability Comparison

Chat Widget Activation

The chat widget is the shopper-facing entry point to ACI. Activation steps vary slightly by platform:

Configurable, no-code options

Tip: Always confirm the widget in the Live Playground (Step 8 of Section 4.1) before pointing shoppers at the live storefront.

MCP Connectivity — Claude & ChatGPT

ACI exposes its commerce capabilities as an MCP (Model Context Protocol) server. Claude Desktop, Claude.ai, ChatGPT, or any MCP-compatible client can connect to ACI and drive commerce operations directly — searching products, managing carts, looking up orders, and handling support — without a separate integration layer.

What you can do once connected

Connecting Claude Desktop to ACI

Add the following to the Claude Desktop MCP configuration file:

{
  "mcpServers": {
    "aci": {
      "type": "sse",
      "url": "https://your-aci-gateway/mcp",
      "headers": {
        "Authorization": "Bearer your-admin-token",
        "X-Tenant-ID": "your-tenant-id"
      }
    }
  }
}

Both values are available from the Infosys Equinox onboarding team.

Connecting ChatGPT to ACI

1. In your ChatGPT client’s connector/plugin settings, add a new MCP connection.
2. Enter the ACI gateway URL (https://your-aci-gateway/mcp) as the endpoint.
3. Provide the admin token and tenant ID as bearer/header credentials, matching the values used for Claude Desktop above.
4. Save and test the connection with a simple product search prompt.

Tools exposed

Go-Live Checklist

Use this checklist before directing real shopper or client traffic to a new tenant — whether traffic arrives through the storefront widget or through an MCP-connected AI client.

Website (chat widget) go-live

Claude / ChatGPT (MCP) go-live

Revision History
2026-08-08 | JP – Created the page and added the content.