Getting Started with Taskra

Taskra answers customer messages on your behalf — across email and your store's chat widget — in your brand voice. Here's the fastest path from signing up to your first AI-handled message.

1. Create your account

Sign up at taskra.ai/sign-up with your email and a password. No credit card needed — your 7-day free trial starts when you connect a store.

2. Connect your Shopify store

From the onboarding screen, enter your store URL (e.g. "linenedit.myshopify.com"). Taskra redirects you to Shopify, you approve the access prompt, and we automatically import your products, policies and shop metadata in the background.

• Read-only access — Taskra cannot modify products or charge customers
• Most stores finish importing in 30–60 seconds
• You can connect more stores later from the Stores page

3. Train the AI

Go to AI Training and fill in three things that lift accuracy the most:

1. 1Industry tile — picks the closest match (Fashion, Beauty, Home & Garden, etc.)
2. 2Business context — customer type, region, AOV band, brand positioning
3. 3Brand voice — paste 2–3 sentences from a real reply you sent recently

You can come back and refine these any time. The AI uses them on every reply.

4. Set up your channels

Taskra works on email and on-store chat. For email, follow the Email Setup wizard — it generates the DNS records you need to add to your domain (5 minutes once you find your DNS panel). For chat, install the widget from /widget either via the Shopify theme editor (one click) or by pasting a JavaScript snippet.

5. Review the first replies, then go autopilot

Start in Review-before-sending mode (the default). For the first day or two, glance at each AI draft in your Inbox, edit if needed and click Send. Once you're confident, flip Autopilot on for that store — Taskra will send replies automatically whenever the AI is above your confidence threshold.

What to do next

• Add 5–10 store-specific FAQs in AI Training
• Turn on Performance Summary emails so you get a weekly recap
• Read the Guardrails guide if you want to block specific phrases