Managing Product Advisor's questions to optimize the customer experience

alby Product Advisor's pre-generated questions help customers find the best products for them. You can edit, delete, or add any pre-generated questions so that the best questions are given to each customer for the specific category they are interested in.

The Product Advisor action also pre-generates possible answers to questions for customers.

When the Product Advisor action is activated by a customer asking for a recommendation, alby asks a series of questions about the requested category, such as preferences, sizes, and styles. Customers can either click the pre-generated answer buttons or type their responses. Based on their input, they are either asked another question to narrow down the products or are given a list of products that meet their requirements.

The questions are automatically populated based on the unique set of categories that are available in your catalog. Each category has its own set of questions related to relevant product attributes.

Best practices

For best use of the Product Advisor action, follow these guidelines:

  • Review the pre-generated questions and answers to ensure they're comprehensive enough, adding or archiving questions as needed.
    • Once the questions are first automatically generated, all changes will need to be made manually.
  • For subcategories with limited products, remove all questions to filter out the category from being used.
    • For example, if a subcategory has only two products, it isn’t a good experience for the customer to be asked questions, then always be shown the same two products.

View your survey questions from the alby dashboard by navigating to Knowledge > Survey Questions.

survey questions list

Question management

In the survey questions page, you can view each category of your catalog, along with how many questions currently exist for that category.

Edit existing questions

On every question, you can edit the following:

  • The wording of any questions

  • Answers to questions

  • Whether a question is required

    • When a question is required, the agent will attempt to understand the customer’s preferences before displaying recommendations. This ensures that the initial set of recommendations is relevant to the customer.

    For example, when shopping for skis, knowing the appropriate ski length is critical, so asking for the customer height is a common required question in this category.

To access the question menu:

  1. Click View Questions on the category you want to edit.
  2. Click the three-dot menu on the question to edit.
  3. Click Edit Question.

List of questions for batteries

Add new questions

You can also write your own custom questions to add to the category survey.

To add a question:

  1. Click New Survey Question.
  2. Add your question to be asked to the customer.
  3. Toggle whether it’s a required question.
  4. Add up to five possible answers for the question.

Create a new survey question