AI Guided Selling

  • Published on Jun 11, 2025
  • 3 minute(s) read
Prev Next

Summary

The AI Guided Selling feature is designed to enhance the online shopping experience by providing interactive, AI-powered product recommendations. It guides customers through a structured decision-making process, helping them find the most suitable product based on their needs and preferences. The main goal is to reduce decision fatigue, improve conversion rates, and enhance customer satisfaction by offering personalized and intuitive product discovery.

AI Guided Selling operates as an Advisor campaign. It includes every standard Advisor features and adds the option to have the AI automatically generate the advisor decision tree.

AI Guided Selling module should be enabled to use the feature

Generating AI guided selling campaign

  1. Generation of AI guided selling campaign can be triggered by the button   in the header.

  2. Clicking the button opens a pop-up:

  1. Type the keyword or phrase that the AI should use to build advisor decision tree. Choose broad, commonly used terms; avoid niche or highly specific terms that might produce little or no data. The term will also become the search-term condition for the entire Advisor campaign.

  2. Click Generate Campaign button

  3. A confirmation message appears in the lower-right corner, indicating that AI Guided Selling campaign is being generated. This process can take up to several minutes.

  1. When generation finishes, a success message pops up in the lower-right corner. The toast shows the campaign name (identical to the search term you entered) and includes a Create and Show Campaign button.

 

  1. Click Create and Show Campaign opens a new window with the newly created Advisor campaign.

Managing AI Generated Advisor Tree

The AI builds the advisor decision tree using the search term entered and available product catalog data (filters, facets, etc.).

Every time generation is run (even with the same search term) the AI produces a brand-new decision tree. If the first version isn’t quite right, generation can be repeated for new results.

The following AI Guided Selling specific options available while managing the advisor decision tree:

  • Add a New Root Question or new tree: click the AI Guided Selling button to generate a new root question based on context term and the product data

 

  • Add a New question to the existing path: click the three-dot menu on a answer node and use the Generate more questions with AI button to let the system generate relevant questions

  • Add New Answers to existing question: click the three-dot menu on a question node use the Generate more answers with AI button to let the system generate additional answers

 

All manual edits to the advisor decision tree can still be performed and every standard campaign configuration steps should still be done for the AI Guided Selling campaign.

AI guided selling settings

AI Guided Selling settings is a menu item under “Basic Settings” section. For default menu structure it can be reached from More settings…

The AI Guided Selling settings page allow to configure two different aspects of the feature:

  • General Settings

  • Campaigns Queue

AI guided selling general settings

General settings is represented as an individual page tab and allows to manage essential system-level configurations required for AI Guided Selling to function properly:

  • OpenAI Token - the token to identify OpenAI account

  • Timeout - the duration is seconds a request may take until a timeout is reached. 0 disables timeouts

AI guided selling campaigns queue

Campaigns Queue is represented as an individual page tab and provides an overview of all AI-generated advisor trees based on submitted search queries.

The grid allows the following:

  • Track campaign generation state: see whether the AI tree has finished generating or is still in progress.

  • Delete: remove any outdated or unnecessary campaign entries.

  • View campaign metadata:  search term (Query), User, generation Date and time and Tree structural data (e.g., number of questions, answers, and tree depth).

  • Preview the full advisor tree: hover or click an entry in the grid to view the full question-and-answer structure generated for each query.

  • Create and Show Campaign button allows to initiate campaign creation directly from this view if a appropriate toast message for the campaign has been missed.

    Please note: Clicking this button will remove the tree from the overview. If the campaign is not completed and saved, the tree will be permanently lost. This action is final - there is no option to review the campaign and return later without committing.

Related articles