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The difference native data makes.

One customer question. Two very different systems. Watch what happens behind the answer.

Customer

Where's my order? And can you update my card on file?

Generic AI Chatbot no data
› lookup_orders() → permission denied › lookup_subscriptions() → permission denied › lookup_payment_methods() → permission denied

I'd be happy to help! Unfortunately, I can't access account-specific information. Please contact our support team for order status inquiries.

↳ Escalate to human
UltraCart AI Agent live
  • Orders #91204
  • Shipments FedEx 1Z4A…
  • Subscriptions renews May 15
  • Card on File •••• 4242

Your order #91204 shipped yesterday via FedEx. Your subscription renews May 15. Want me to update the card on file?

Resolved in 4.2s · 0 escalations
Chat Agents

24/7 WebChat and SMS support with order lookups, subscription management, and contextual handoff to humans.

Phone Agents

Handle overflow calls, take orders, manage queues, and work around the clock with full customer context.

AI Coaching

Sits alongside human agents during live calls — suggesting items, surfacing customer data, and delivering real-time guidance.

Ticket Drafting

Monitors support tickets in Zoho Desk and drafts responses grounded in real store data — for human review before sending.

Chat Agents — Always-On Support

AI chat agents handle WebChat and SMS conversations with real access to your commerce data. They don't just answer questions — they take action on orders, subscriptions, and payments.

  • Order lookups and tracking — instant status, shipping info, and delivery estimates
  • Subscription management — pause, cancel, delay, update billing, or resume on the spot
  • Card updates — securely update stored payment methods via hosted fields
  • Product recommendations — suggest products based on purchase history and catalog data
  • Coupon generation — create and apply promotional coupons mid-conversation
  • Contextual handoff — transfer to human agents with full conversation history and issue summary
UltraCart AI chat agent conversation showing customer profile and real-time order lookup

What Customers Can Do

Your customers get instant answers and can take real action without waiting for a human agent.

  • Track an order and get real-time shipping updates
  • Look up subscriptions and manage changes
  • Update expired cards for recurring orders
  • Pause, resume, cancel, or delay subscriptions
  • Get product advice powered by your item data and StoreFront content
  • Open a support ticket when human help is needed
UltraCart customer updating card information with help from AI agent

Autonomous Phone Agents — Voice Support That Never Sleeps

Real autonomous voice agents — not voicemail bots, not menu trees. UltraCart AI phone agents pick up the line, hold a real-time conversation, and handle the full call with the same customer context and commerce capabilities as your human team.

  • Real-time voice — built on a streaming voice pipeline so calls feel like a natural conversation, not a turn-based bot
  • Multiple voice personalities — choose the voice and tone that matches your brand
  • Overflow handling — when your team is busy, AI picks up with full context instead of sending customers to voicemail
  • Queue assignment — assign AI agents to specific departments or queues just like human agents
  • Order taking — process new orders and PCI-compliant payments over the phone
  • 24/7 availability — customers reach a knowledgeable agent at any hour
  • Same commerce access — look up orders, manage subscriptions, update cards, and generate coupons

AI Coaching — Real-Time Guidance for Human Agents

AI doesn't have to replace your team — it can make them better. AI coaching sits alongside your human agents during live phone calls, delivering a real-time text feed of suggestions, customer data, and next-best-action recommendations.

  • Product suggestions — recommends items based on the customer's purchase history and current conversation
  • Customer context on demand — surfaces order details, subscription status, or account info as the agent needs it
  • Organization-specific coaching — trained on your policies, procedures, and knowledge base
  • Non-intrusive delivery — coaching appears as a text feed alongside the call — your agent decides when to use it
UltraCart AI coaching interface showing real-time suggestions alongside a live phone call

Ticket Drafting — Grounded in Real Store Data

Generic helpdesk AI sounds confident while being wrong — especially on the scenarios that dominate ecommerce tickets. UltraCart's ticket drafting agents work inside Zoho Desk and anchor every response in actual order, shipping, and subscription data.

  • Draft and review — AI drafts customer-ready replies inside Zoho Desk for your team to review before sending
  • Specialist routing — a dispatcher classifies tickets and routes to specialized agents for returns, subscriptions, technical issues
  • Store-grounded responses — agents reference real order history, shipment tracking, and your policy knowledge base
  • Activity logging — every draft, classification, and data lookup is logged for transparency

Knowledge Base — Train Your AI on Your Store

Your AI agents are only as good as what they know. Feed them the policies, product details, and procedures that make your store yours — and the agent will answer with your voice, not a generic playbook.

  • Store policies — returns, exchanges, shipping rules, warranty terms, regional restrictions
  • Product knowledge — sizing guides, ingredient lists, compatibility, troubleshooting steps
  • Internal procedures — refund approvals, escalation rules, partner referral paths
  • Per-agent scope — give different agents different knowledge so a returns specialist and a sales agent don't read from the same script
  • Cited responses — agents reference the source document so supervisors can verify what shaped a reply

MCP Servers — Extend Your Agents

Need your AI agent to do something UltraCart doesn't ship out of the box? Connect an external MCP (Model Context Protocol) server and the agent gains a new toolbox — without writing custom integrations or waiting on a roadmap.

  • Bring your own tools — connect any MCP-compatible server and expose its actions to your agents
  • Per-agent enablement — turn specific tools on for the agents that need them, off for the ones that don't
  • Standard protocol — MCP is an open standard, so the same server can power agents in other tools you use
  • Common use cases — warehouse lookups, custom reporting, partner systems, internal databases

How It Works

UltraCart AI Agent profile setup interface

Create & Personalize

Set the agent's name, profile image, and overall personality. Then tune separate instructions for each channel — chat, SMS, voice, and ticket — so a chat reply, a voice greeting, and a ticket response each sound right for the medium.

UltraCart AI Agent capability and permission toggles

Choose Capabilities

Toggle what the agent can do — order lookups, subscription management, ticket creation, payment processing, coupon generation.

UltraCart AI Agent budget controls and spending limits

Control Scope & Spend

Set daily and monthly budget caps. Assign to specific queues or channels. Monitor conversations in real time.

Supervise the AI Fleet in One View

Once you're running more than a handful of AI agents, the question isn't whether the AI is working — it's which agent is doing what right now, and how their day stacks up against your human team. The Team Operations console answers both.

  • Live fleet dashboard — every active agent, human or AI, with current channel activity and queue coverage
  • Agent-type filter — flip between All, Human, and AI to see what each side of the workforce is doing
  • Daily Summary, AI vs human — date-range rollups of activity counts and time-in-status, separated by agent type so leadership sees an honest split
  • Single-agent timeline — reconstruct one agent's day with status changes, calls, and chats interleaved on one time axis — useful for spot-checks and post-incident review
Explore Team Operations

Live AI Oversight — Listen, Whisper, Take Over

Automation without oversight is a liability. Every AI conversation can be supervised in real time — without dropping the customer or restarting the conversation.

  • Listen — silently follow the live transcript of any AI conversation in progress
  • Whisper — send private guidance to the AI mid-call to steer the response without the customer ever hearing it
  • Take Over — pre-empt the AI and continue the conversation as a human, with full context preserved
  • Hand Off — when the AI escalates on its own, the conversation lands in a named human queue with a full summary already attached

Security & Control

You decide exactly what data and actions are permitted, you can watch conversations in real time, step in or take over at any moment, and review outcomes across your storefront. Full visibility and granular controls — automation without sacrificing oversight.

Granular Data Permissions

Grant agents only what they need — orders, subscriptions, item/StoreFront content. Enable specific actions and limit access by queue or page context.

Auditable Conversation Record

Every conversation across chat, SMS, and phone is logged with searchable transcripts, sentiment, and outcomes. See Live AI Oversight for live intervention tools.

Budget Controls

Set daily and monthly spending caps per agent. Stay in control of AI usage costs without manual monitoring.

Frequently Asked Questions

Do I need third-party tools to connect order or shipping data?

No. AI agents are built into UltraCart with direct access to the data you allow — no plugins, APIs, or middleware required.

Can AI agents handle phone calls and chat at the same time?

Yes. Create separate agents for different channels, or assign a single agent to handle both chat and phone queues based on your routing rules.

How does AI coaching work during a call?

The AI listens to the call and delivers real-time suggestions in a text feed alongside the call interface. Your human agent sees recommendations but decides what to use.

Does the Zoho Desk integration send responses automatically?

No. The AI drafts responses for your team to review before sending. It's a human-in-the-loop system by design.

What happens if no human agent is available?

AI agents can automatically create tickets via email, UltraCart Tasks, or Zoho Desk and notify the customer with next steps.

How many agents can I run?

Create as many as you need — with different personalities, capabilities, and channel assignments. Each can have its own knowledge base and budget.

Are AI agent payments PCI compliant?

Yes. Both chat and phone agents use the same PCI Level 1 compliant infrastructure as human agents. Card data is never exposed in conversation.

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