Product finders are a great way to use the Leadoo bots to increase engagement and give your visitors a fun and meaningful experience on your site. Whether you have a very complex offering or a simple pricing structure using a product finder will allow you to gather valuable information about your visitors while offering them something of value in return!
With Leadoo there are three different ways we can build a great product finder, from super simple to more intricate AI powered solutions. Let’s detail the three methods so you can see which one is right for you:
- Selection & Labels – nice and easy and can built quickly
- Labels, Variables & Lookup Table – getting more complex but much easier to maintain
- AI + Live Product Feed/Lookup – very complex, but that’s what your Account Manager’s are here for!
Selection & Labels
This is a perfect option if you have quite a simple offering or small product range as it can be built fairly quickly using the standard Leadoo nodes. By asking a few questions about their current situation you can direct them down a relevant pathway, for example asking about budget, timeframe, holiday destination preference, number of LiveChat users etc will although you to create custom pathways to offer them the best solution for them!
It’s a great way to personalise the experience and also gather valuable information about your visitors, which cuts down on the time in discovery call.
Key benefits of this method:
- Low tech manual approach
- Build a simple decision tree which provides a result
- Add labels for reporting or conditional routing
If you’d like any more information about using labels you can read more in this guide – How and Why to use Labels
Labels, Variables & Lookup Table
Using this method is great for more complex product offerings or in cases where you may need to update it regularly. Along with labels, we’ll store variables based on the visitors answer and then use that to search a product database for the relevant product. This requires a CSV with the list of products to be uploaded to the platform, but this is also great for checking for nearest branches uses postcodes etc.
In the example below we are asking what challenge they are trying to solve and we store their answer as a variable (the visitor won’t see this). This variable then cross-references the lookup table to find a product that matches their input, then we can present the visitor with a relevant product including extra information like price, availability, status etc it just depends on the data you have in the lookup table.
Key points to using this method:
- Gather conditions through selections or input using labels or variables
- Takes time and effort to set up
- More sustainable in the long term and easily replicable between bots
Here are some help links to better understand the lookup table and dynamic variables.
AI + Live Product Feed/Lookup
The final method for creating a lookup is the most complex as it requires AI, you can reach out to your Account Manager if you don’t have access to AI in your package. It is very similar to the Labels, Variables & Lookup Table option above but the main difference is that the user can discuss their needs/situtation with AI first to get the answer. So rather than them selecting a specific product type, for example, they can ask AI to recommend one based on their needs. Some examples are the visitor asking for family car recommendations or how many meeting pods they need for their office space. The AI will then use the knowledge base that it’s trained on and the system prompt to come up with the best outcome and also draw out the necessary information.
Here comes the clever bit – with custom intents we can then pick up the visitors desire for help and also what they need without them specifically selecting pre-defined options. It will then store the answers as variables, which we use to search their product offering; either through a lookup table or through an API. If it’s the latter, don’t worry we’ll set this up for you!
In the example below the visitor has asked for recommendation for a family car but in order to recommend a product we need their budget so the AI asks for that before searching their product database.
Getting Started
We appreciate there’s a range of options here, so if you’re unsure which one would work best for you just reach out to your Account Manager!