Clusterify.AI

Official Magento Chatbot Extension & Module • Configuration Guide

Magento Chatbot Extension & Module: Magento 2 ChatBot Configuration

The complete visual administration and developer guide for the open-source Clusterify.AI Magento Chatbot Extension & Magento 2 ChatBot Module (clusterify/magento-chatbot). Master every Magento Chatbot Configuration setting in Magento 2 & Adobe Commerce—from our official PHP 8.2+ SDK, Admin status dashboard, API authorization, and Mview indexers to interactive Yes/No visibility switches across 95 storefront page types and RabbitMQ URL Knowledge Base synchronization.

100% Open-Source Magento Chatbot Extension & Module • MIT License

Official Open-Source Magento Chatbot Extension, Module & PHP / NPM SDKs

We engineered and actively maintain our open-source Magento Chatbot Extension (Magento 2 ClusterifyAI_ChatBot module) alongside our official PHP 8.2+ SDK and Node.js/TypeScript NPM SDK. As Clusterify.AI evolves with new conversational capabilities, we continuously ship updates, Magento Chatbot configuration enhancements, and automated tests directly to Packagist and GitHub.

Ready-to-Go Magento 2 ModuleActive Continuous DevelopmentMagento 2.4.4 – 2.4.9+
Magento 2 Extension Logo

clusterify/magento-chatbot

Official Open-Source Magento 2 & Adobe Commerce Extension

Full Magento Admin configuration UI, 95+ dynamic page visibility toggles, 3 dedicated Mview indexers, asynchronous RabbitMQ queue consumers, 10 CLI DevOps commands, and 133 passing PHPUnit 12 tests. Inspect every line of source code on GitHub or install in seconds via Composer.

Install via Composer (Packagist)
composer require clusterify/magento-chatbot
bin/magento module:enable ClusterifyAI_ChatBot
bin/magento setup:upgrade
Automatically pulls PHP SDK dependencyMIT Licensed
PHP SDK Logo
Primary Focus for Magento 2 (PHP 8.2+)

PHP SDK: clusterify/chatbot-sdk

Because Magento 2 is a PHP-based enterprise system, our Magento extension is built directly on top of clusterify/chatbot-sdk. Agencies and merchants who want to extend our Magento module, hook into custom ERP/PIM product feeds, or build their own custom PHP module can inject the strictly typed PSR-4 client directly via Magento's di.xml dependency injection.

composer require clusterify/chatbot-sdk
Example: Extending or building a custom Magento 2 service with the PHP SDK
<?php
declare(strict_types=1);

namespace Vendor\CustomModule\Service;

use Clusterify\ChatbotSdk\ClusterifyClient;

final readonly class CustomCatalogSyncService
{
    public function __construct(
        private ClusterifyClient $clusterifyClient
    ) {}

    public function syncCustomEntity(string $url, string $markdownContext): void
    {
        // Powered by clusterify/chatbot-sdk (PHP 8.2+ PSR-4)
        $this->clusterifyClient->knowledgeUrls()->upsert(
            url: $url,
            content: $markdownContext,
            isEnabled: true
        );
    }
}
NPM SDK Logo
Headless & Node.js / TypeScript

NPM SDK: @clusterify-ai/chatbot-sdk

Running a headless Magento 2 frontend with Next.js, Nuxt, Adobe PWA Studio, or custom Node.js middleware? Use our official TypeScript SDK featuring dual ESM/CommonJS builds, automatic pagination, and exponential backoff retries.

npm i @clusterify-ai/chatbot-sdk
  • Full TypeScript definitions for all Knowledge Base & Assistant endpoints.
  • Ideal for custom Node.js microservices syncing PIM or headless CMS data alongside Magento.
  • Built-in secret key masking in logs and automatic HTTP 429 rate-limit handling.
Magento Chatbot Module UX • Admin Navigation & Status Dashboard

Magento Chatbot Extension Admin Menu & Real-Time Status Dashboard

Once installed via Composer, the Magento Chatbot Extension (clusterify/magento-chatbot) registers a dedicated top-level CHATBOT menu in the primary Magento 2 Admin sidebar. Store administrators, merchandisers, and DevOps teams get instant access to live health telemetry, RabbitMQ queue depth counters, and Magento Chatbot Configuration shortcuts without leaving the Magento backend.

ChatBot & Assistant Admin Menu
Magento 2 Chatbot Extension Admin Sidebar Navigation Menu Drawer showing Monitoring & Operations, Settings & Visibility, and Clusterify.AI links
Click to inspect full resolution
Primary Magento 2 Admin sidebar drawer organizing module monitoring, Magento Chatbot configuration, and cloud portal shortcuts.Magento Admin > CHATBOT

Three Organized Admin Navigation Pillars in the Magento Module

Every feature of the Magento 2 ChatBot module is accessible in two clicks from the Magento Admin sidebar or via Stores > Configuration > Clusterify.AI > ChatBot & Assistant:

1. Monitoring & Operations

Includes Important Information (built-in merchant AI training guide), Dashboard & Status (live subscription verification, URL quota counter, and RabbitMQ queue monitor), and direct access to Magento's Index Management.

2. Settings & Visibility (Magento Chatbot Configuration)

Deep-links directly into Extension Configuration, Page Type Visibility (granular Yes/No switches across 95 storefront layout handles), and URL Knowledge Sync rules.

3. Clusterify.AI Cloud Portal Shortcuts

One-click external links (↗) to your Clusterify Dashboard, Plan & Billing, ChatBot Styling & Personality, and API Integration keys.

Clusterify.AI ChatBot & Assistant Status Dashboard (v1.0.0)

Real-time monitoring of AI chatbot status, subscription quota, Mview indexers, and RabbitMQ knowledge synchronization pipelines inside the Magento Chatbot Extension.

Explore Full Admin Operations Guide
Clusterify.AI ChatBot & Assistant Status Dashboard
Clusterify.AI Magento Chatbot Extension Status Dashboard in Magento 2 Admin showing Professional Plan, 4 status cards, 3 Mview indexers, RabbitMQ queue tasks, and CLI commands
Click to inspect full resolution
Click to enlarge: Live Magento 2 Admin dashboard displaying active PROFESSIONAL Plan status, 220/1000 URL quota, 58/95 allowed page types, Mview indexers, and on-demand RabbitMQ task draining.Magento Admin > CHATBOT > Dashboard & Status
Storefront Assistant
Active on Store

Displays the active Public UUID bound to your storefront widget.

API Authorization
Connected

Verifies live connectivity to api.clusterify.ai and plan tier.

URL Knowledge Quota
220 / 1,000 URLs

Up to 20,000 characters of dedicated AI context per synchronized URL.

Page Appearance
58 / 95 Allowed

58 discovery/catalog/account pages enabled; 37 Cart & Checkout pages protected.

Stores > Configuration > Clusterify.AI > ChatBot & Assistant

General Configuration, Public UUID & API Authorization

The Magento Chatbot Configuration screen is structured into 5 clean collapsible sections: General Configuration, ChatBot/Assistant Public UUID, ChatBot Visibility Per Page Type, Clusterify.AI API Authorization, and URL Knowledge Base Synchronization. Every setting supports Magento's multi-store scope hierarchy ([store view]).

1. General Configuration & Section Overview
Magento 2 Chatbot Configuration General Settings showing Enable Extension and Show Chatbot on Storefront switches
Click to inspect full resolution
Decoupled toggles allow enabling backend catalog synchronization while keeping the storefront widget hidden during staging.Stores > Configuration > Clusterify.AI

Decoupled Storefront & Backend Module Switches

  • Enable Extension ([store view]): Master switch for the Magento Chatbot module. Disabling this turns off all frontend and backend activity.
  • Show Chatbot on Storefront ([store view]): Hides or displays the shopper-facing widget while keeping backend indexers and RabbitMQ synchronization active—ideal for pre-launch catalog training.
  • ChatBot/Assistant Public UUID ([store view]): Binds your Magento Store View to a specific Clusterify.AI assistant instance (enabling distinct language or brand assistants per Store View).
2. Clusterify.AI API Authorization & Health Test
Magento 2 Clusterify.AI API Authorization Configuration with Public Key, Secret Key, Base URL, and Test API Connection success banner
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One-click 'Test API Connection' verifies credentials, endpoint health, and active subscription plan in real time.Stores > Configuration > API Authorization

Encrypted Keys & Live AJAX Connection Verification

  • API Public Key (pk_live_...) & Secret Key (sk_live_...): Generated in your Clusterify Dashboard under API Keys. The Secret Key is encrypted at rest in Magento's database using Magento\Config\Model\Config\Backend\Encrypted.
  • API Base URL: Defaults to https://api.clusterify.ai (customizable for isolated staging or enterprise proxy environments).
  • Test API Connection Button: Dispatches an immediate health check via clusterify/chatbot-sdk, confirming credential validity, timestamp, and subscription plan eligibility.
System > Tools > Index Management • Mview Changelog

Three Dedicated Magento 2 ChatBot Indexers

To guarantee zero performance impact when saving products, categories, or CMS pages in Magento Admin, the Clusterify.AI Magento Chatbot Extension registers 3 native indexers in System > Tools > Index Management. Operating in Update by Schedule mode, database triggers record modified entity IDs into Mview changelog tables and publish synchronization batches to RabbitMQ asynchronously:

IDX
Magento 2 Index Management — 3 Dedicated ChatBot Indexers
Magento Admin > System > Tools > Index Management (or CHATBOT > Index Management)
3 / 3 Indexers Ready • Mview Enabled

Clusterify AI: CMS Pages

clusterify_chatbot_cms
READY

Synchronize CMS pages to Clusterify.AI ChatBot URL knowledge base via RabbitMQ

UPDATE BY SCHEDULEIDLE (0 IN BACKLOG)
Changelog: clusterify_chatbot_cms_clSep 19, 2026, 4:43:31 PM

Clusterify AI: Categories

clusterify_chatbot_category
READY

Synchronize category pages to Clusterify.AI ChatBot URL knowledge base via RabbitMQ

UPDATE BY SCHEDULEIDLE (0 IN BACKLOG)
Changelog: clusterify_chatbot_category_clSep 19, 2026, 4:43:31 PM

Clusterify AI: Products

clusterify_chatbot_product
READY

Synchronize product pages to Clusterify.AI ChatBot URL knowledge base via RabbitMQ

UPDATE BY SCHEDULEIDLE (0 IN BACKLOG)
Changelog: clusterify_chatbot_product_clSep 19, 2026, 4:43:31 PM
CLI Indexer Mode & Full Reindex Commands

In production Magento 2 & Adobe Commerce environments, keep all 3 indexers in Update by Schedule mode so database triggers track deltas via Mview changelog tables without slowing down admin saves.

Want to dive deeper into how our Mview changelog triggers, 100-item batch chunking, and 300ms rate-limit throttling work under the hood?
Read Asynchronous RabbitMQ Sync Architecture
Magento Admin > CHATBOT > Important Information

Built-In Merchant Guide: How to Make Your ChatBot Smarter

Your e-commerce managers and copywriters never have to guess how to train the AI. The Magento Chatbot Module includes a comprehensive Important Information & Merchant Guide directly inside Magento Admin covering prompt engineering for products, storewide General Knowledge best practices, and operational rules.

Important Information & Merchant Guide (v1.0.0)
Important Information & Merchant Guide inside Magento 2 Chatbot Extension Admin showing How Can I Make My Chatbot Smarter and General Knowledge Base guide
Click to inspect full resolution
Click to enlarge: Built-in merchant manual explaining the 20,000-character clusterify_chatbot_knowledge attribute and General Knowledge Base.Magento Admin > CHATBOT > Important Information
Dedicated 20,000-Character AI Attribute

The clusterify_chatbot_knowledge Field

Instead of cluttering your visual storefront descriptions with long text, the Magento Chatbot Extension installs a dedicated ChatBot Knowledge & AI Context attribute under the Clusterify AI ChatBot section on Product, Category, and CMS edit screens (up to 20,000 characters per entity).

Recommended 4-Part Information Structure:
1. Value Proposition & Sales Arguments ("Why Buy?"): State key differentiators, craftsmanship, customer benefits, and target audience.
2. Detailed Nuances & Fit Advice: Provide sizing specifics (e.g., "Runs 1/2 size small, recommend sizing up if in-between"), materials, and ergonomics.
3. Pre-Sales FAQs: Preemptively answer buyer doubts (e.g., "Is it waterproof?", "How to wash and care?").
4. Cross-Sell & Bundling Recommendations: Tell the AI which accessories or matching items pair best with the product.
Storewide Intelligence • The Lifesaver

Combining URL Knowledge + General Knowledge Base

While the Magento extension synchronizes individual page URLs (products, categories, CMS), the General Knowledge Base in your Clusterify Cloud Dashboard stores global storewide rules (shipping policies, international return windows, warranty terms) so the assistant always has complete context on every page.

Interactive Magento Chatbot Configuration • Safe-by-Default

ChatBot Visibility Per Page Type: 6 Groups & 95+ Layout Handles

Because Magento 2 stores have dozens of specialized layout handles across CMS, Catalog, Checkout, Customer Account, and 3rd-party modules, we rendered the entire ChatBot Visibility Per Page Type configuration panel below as an interactive accordion. Use the live search filter, expand any page group, or test the Yes/No switches directly:

M2
Interactive Magento 2 Admin Component
Stores > Configuration > Clusterify.AI > ChatBot & Assistant > ChatBot Visibility Per Page Type
Allowed Page Types:58 / 95

ChatBot Visibility Per Page Type

|

Control which storefront page types the ChatBot & Assistant widget is permitted to appear on. By default, Cart and Checkout pages are disabled while other pages are enabled. These page types are dynamically discovered from your Magento environment and installed extensions via page_types.xml.

CMS Home Default Page
cms_index_defaultindex
CMS No-Route Default Page
cms_index_defaultnoroute
CMS Home Page
cms_index_index
CMS No-Cookies Page
cms_index_nocookies
CMS No-Route Page
cms_index_noroute
CMS Pages (All)
cms_page_view
58 Pages Enabled by Default

Discovery, Catalog, CMS & Account

Landing & CMS (6), Product & Catalog (7), Customer Account (38), and Search & Utility (7) pages have the assistant enabled out of the box to maximize product discovery and self-service support.

37 Pages Protected (Default: OFF)

Zero-Distraction Cart & Checkout

All 37 Shopping Cart, One-Page Checkout, Multishipping, and PayPal Payflow/Express payment screens are disabled by default to safeguard conversion funnels. Any handle can be toggled on individually if desired.

Dynamic page_types.xml Discovery

Automatic 3rd-Party Extension Support

Installed a Magento Blog, Shop-by-Brand, Lookbook, or B2B Quotation module? The extension automatically discovers its layout handles and lists them under Custom Page Types.

Data Sync to ChatBot Knowledge Base • RabbitMQ Pipeline

URL Knowledge Base Synchronization Settings & Rules

On the PROFESSIONAL Plan, our Magento Chatbot Extension automatically synchronizes CMS pages, Category hierarchies, and Product catalog pages to Clusterify.AI's deep URL-Based Knowledge Base via RabbitMQ. Explore all 10 synchronization settings, operational reindex notices, and cron batch controls in the interactive accordion below:

KB
URL Knowledge Base Synchronization Settings
Stores > Configuration > Clusterify.AI > ChatBot & Assistant > URL Knowledge Base Synchronization
Data SYNC & Plan Requirements (Active Subscription: PROFESSIONAL Plan)

Your subscription plan permits deep URL-Based Knowledge Base synchronization. Changes to CMS, Category, and Product pages will sync automatically in the background via RabbitMQ.

Enable Knowledge Base Sync
[store view]
Yes
Master switch for URL Knowledge Base background synchronization. When disabled, indexers and queue consumers pause sync dispatches.
Use system value
Synchronize CMS Pages
[store view]
Yes
Automatically pushes content from active CMS pages (Policies, About Us, Customer Service, etc.) to Clusterify AI.
Use system value
Synchronize Category Pages
[store view]
Yes
Automatically pushes category descriptions and subcategory navigation hierarchies to Clusterify AI.
Use system value
Synchronize Product Pages
[store view]
Yes
Automatically pushes product descriptions, SKUs, pricing, and stock status for individually visible products to Clusterify AI.
Use system value
Sync Custom AI Knowledge (Instead of Core Descriptions)
[store view]
Yes

Choose whether to synchronize dedicated AI training context or standard storefront descriptions to the Clusterify Knowledge Base.

  • • Yes (Recommended / Default): Synchronizes URL, Title/Name, SKU, Price/Availability (if enabled below), and the dedicated ChatBot Knowledge & AI Context attribute (clusterify_chatbot_knowledge) instead of standard storefront HTML descriptions. If custom knowledge is empty for an entity, it safely falls back to standard descriptions.
  • • No: Synchronizes URL, Title/Name, SKU, Price/Availability (if enabled below), and standard storefront HTML descriptions (Summary and Description).
Operational Notice: Changing this setting requires running a full reindex across your indexers (bin/magento indexer:reindex clusterify_chatbot_cms clusterify_chatbot_category clusterify_chatbot_product) and processing queue tasks to update existing Knowledge Base entries with the new content format. This is an asynchronous background process, and the chatbot's knowledge will update progressively as the queue tasks complete.
Use system value
Sync Product Price to ChatBot
[store view]
No
When enabled, formatted product prices are synchronized into the ChatBot Knowledge Base. When set to No (default), product prices are omitted from the AI context so visitors check live pricing directly on the page.
Use system value
Sync Product Availability (Stock Status) to ChatBot
[store view]
No
When enabled, product stock availability (In Stock / Out of Stock) is synchronized into the ChatBot Knowledge Base. When set to No (default), availability status is omitted from the AI context.
Use system value
Sync In-Stock Products Only
[store view]
No
When enabled, out-of-stock products are automatically excluded and purged from the Clusterify Knowledge Base to conserve URL quotas.
Operational Notice: Changing this setting requires running a product reindex (bin/magento indexer:reindex clusterify_chatbot_product) and processing the queue to discover and remove previously synchronized out-of-stock items. This is an asynchronous background process, and the chatbot's catalog knowledge will update progressively as the queue tasks complete. Consider whether your shoppers benefit from the chatbot answering questions about temporarily out-of-stock items before enabling.
Use system value
Magento Chatbot Extension, Module & Configuration FAQ

Frequently Asked Questions: Magento Chatbot Extension & Configuration

Detailed answers on our open-source Magento 2 ChatBot module (clusterify/magento-chatbot), PHP/NPM SDKs, page visibility handles, encrypted API keys, Mview indexers, and RabbitMQ knowledge synchronization.

Is the Clusterify.AI Magento Chatbot Extension / Module open source, and how do I install it?
Yes! Our official Magento Chatbot Extension (ClusterifyAI_ChatBot Magento 2 module) is 100% open source under the MIT license and actively maintained as our conversational platform evolves. You can install it via Composer from Packagist (clusterify/magento-chatbot) or inspect the source code and 133 unit tests on GitHub (ClusterifyAI/Magento-ChatBot).
Can developers extend the Magento Chatbot Module or build a custom module using an official SDK?
Absolutely. Because Magento 2 is a PHP-based system, our Magento Chatbot extension is built on top of our official open-source PHP 8.2+ SDK (clusterify/chatbot-sdk). Agencies and backend developers can inject the PSR-4 SDK directly via Magento's di.xml to build custom ERP, PIM, or catalog synchronization logic. For headless Node.js/TypeScript storefronts, we also maintain @clusterify-ai/chatbot-sdk on NPM.
Where in Magento 2 Admin do I access the Magento Chatbot Configuration and Dashboard?
Click the dedicated CHATBOT icon on the primary left Magento Admin sidebar to open the ChatBot & Assistant flyout drawer (containing links to Important Information, Dashboard & Status, Index Management, Extension Configuration, Page Type Visibility, and URL Knowledge Sync). You can also access the full Magento Chatbot Configuration directly via Stores > Settings > Configuration > Clusterify.AI > ChatBot & Assistant.
What is the difference between 'Enable Extension' and 'Show Chatbot on Storefront'?
Enable Extension is the master switch that activates or disables the entire Magento Chatbot module. Show Chatbot on Storefront controls only the frontend shopper widget while keeping backend features, API connections, and RabbitMQ Knowledge Base synchronization active. This lets merchants synchronize and verify their catalog in the background before revealing the assistant to customers.
How do the 3 Clusterify AI Indexers work in Magento Index Management?
The Magento Chatbot extension registers 3 dedicated indexers in System > Tools > Index Management: clusterify_chatbot_cms, clusterify_chatbot_category, and clusterify_chatbot_product. Operating in Update by Schedule mode, database triggers log entity modifications into Mview changelog tables (*_cl) and publish batches to RabbitMQ asynchronously.
Why are all 37 Shopping Cart, Multishipping, and Checkout pages disabled by default?
To protect your conversion funnel under our Safe-by-Default principle. By default, 58 discovery, catalog, CMS, account, and search page types are enabled, while all 37 Cart (checkout_cart_index), One-Page Checkout (checkout_index_index), Multishipping, and PayPal Payflow/Express handles are turned OFF so shoppers complete payment with zero distraction.
How does the Magento Chatbot module discover all 95 core page types and custom 3rd-party module pages?
Rather than hardcoding static route lists, the extension dynamically inspects Magento's layout architecture through page_types.xml declarations aggregated across all core and active third-party modules. Any layout handle from a custom blog, lookbook, brand landing page, or B2B quote module is automatically placed into Custom Page Types with its own Yes/No switch.
How do I test my API Public Key and Secret Key inside Magento Chatbot Configuration?
Expand Clusterify.AI API Authorization, enter your pk_live_... Public Key and sk_live_... Secret Key (stored encrypted via Magento's native Encrypted backend model), and click Test API Connection. An instant AJAX ping verifies credentials, API health, and your active subscription tier.
What does 'Sync Custom AI Knowledge (Instead of Core Descriptions)' do?
When set to Yes (Recommended / Default), the synchronization engine prioritizes the dedicated 20,000-character clusterify_chatbot_knowledge attribute on Product, Category, and CMS edit screens instead of standard storefront HTML descriptions. If the custom AI field is empty for an item, Smart Fallback automatically uses the standard storefront description so no product ever has blank context.
Why do 'Sync Product Price' and 'Sync Product Availability' default to No?
Many Magento stores run flash sales, dynamic customer-group tier pricing, or rapid inventory turnover where shoppers already see live pricing on the product page. Omitting static price/stock by default ensures the AI focuses on expert product guidance while directing shoppers to live page pricing. However, stores with stable catalog pricing can toggle either switch to Yes at any time.
How does 'Sync In-Stock Products Only' help conserve URL Knowledge quotas?
When enabled, any product that goes out of stock is automatically excluded from indexing and purged from your Clusterify URL Knowledge Base via a bulkDelete RabbitMQ message. Note that changing this setting requires running bin/magento indexer:reindex clusterify_chatbot_product so existing out-of-stock items are discovered and removed.
Do we need persistent Supervisor daemons to process RabbitMQ synchronization queues?
No. When Automated Background Queue Processing (Cron) is enabled (default: Yes), Magento's standard cron job automatically drains up to 50 pending tasks per entity queue every minute. You can also drain queues on-demand from the Admin Dashboard via the ⚡ Process Pending Tasks Now button or via CLI (bin/magento clusterify:chatbot:sync:consume).
Can we configure different ChatBot UUIDs, languages, or visibility rules per Website or Store View?
Yes. Every Magento Chatbot configuration field honors Magento's native three-tier scope hierarchy (Default Config > Website > Store View) with a [store view] scope indicator and Use system value checkbox. You can assign distinct Public UUIDs and localized knowledge bases for English, German, French, or B2B storefronts.
Can our DevOps team automate Magento Chatbot Configuration and page visibility via CLI commands?
Yes. The Magento Chatbot module includes 10 CLI commands covering configuration, page visibility (pagetype-visibility:list, set, reset), and queue synchronization. Consult our CLI Developer Documentation for full CI/CD examples.

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