Getting Started with Octane AI

Follow our onboarding series to launch your bot and learn about Octane AI

15 articles in this collection
Written by Mark Baek

Getting Started

Welcome to Octane AI: Getting Started

Prepping your Octane AI account to take full advantage of all of the tools it offers.

Written by Mark Baek
Updated over a week ago

What Is Zero-Party Data?

Collecting customer insights and powering up your marketing with trust, transparency and autonomy.

Written by Mark Baek
Updated over a week ago

How to Collect and Use Zero-Party Data in Octane AI

How Octane AI can funnel zero-party data to the marketing channel that you own.

Written by Mark Baek
Updated over a week ago

Setting Up Octane AI

Adding Octane AI to your Shopify Store

Optional: How you can download and install Octane AI to your Shopify store

Written by Mark Baek
Updated over a week ago

Connecting Facebook to Octane AI

How to connect your Facebook page and ad accounts to Octane AI.

Written by Mark Baek
Updated over a week ago

Set Up Octane AI's Integrations to Connect Your Zero-Party Data

Send the zero-party data you collect in Octane AI to your key platforms through Octane AI's integrations.

Written by Mark Baek
Updated over a week ago

Quizzes

Getting Started with Quizzes

Where to start if you're new to building quizzes in Octane AI.

Written by Mark Baek
Updated over a week ago

Dynamic vs. Custom Quizzes

The difference between dynamic & custom quizzes in Octane AI, and how to decide which one is right for you.

Written by Mark Baek
Updated over a week ago

How to Use Your Pre-Launch Quiz Checklist

How to use your pre-launch checklist to strategize your quiz build.

Written by Mark Baek
Updated over a week ago

How to Use Your Pre-launch Klaviyo Checklist

Using your pre-launch Klaviyo checklist to prepare your Klaviyo integration for launch.

Written by Mark Baek
Updated over a week ago

Quizzes: Create a Virtual Assistant For Your Store

Lead customers to the right products and build buyer profiles with a Shop Quiz

Written by Mark Baek
Updated over a week ago

Pop-ups

Getting Started with Pop-ups

An introduction to Octane AI's onsite pop-ups, and how you can use them to maximize your store's revenue.

Written by Mark Baek
Updated over a week ago

Integrations

What is Your Account's API Key?

Understanding how to access and use your account credentials to integrate with platforms like Zapier and Alloy.

Written by Mark Baek
Updated over a week ago

Introduction to Custom Properties

Sync and target customer data across Octane AI's integrations to segment, automate and more.

Written by Mark Baek
Updated over a week ago

How to Get a Shareable URL / Link for Quiz Results

Octane Plus users will have a shareable link generated for each result customers see, for dynamic and custom results.

Written by Mark Baek
Updated over a week ago