Using Guided Steps

The Guided Steps let you create a recommendation by selecting from predefined options instead of configuring every rule manually.

How to Create a Recommendation with Guided Steps

First, select the target page you want to work with from the Recommendation Rules Builder. Then click the AI Recommendation Chat button at the bottom-right. Now follow the suggested options in the chat panel.

AI Chat Button on WowRecommend

1. Choose a Recommendation Goal

WowRecommend first shows recommendation goals suitable for the selected target page. For example, on the Product Page, you may see:

  • Upsell Products
  • Bought Together
  • Best Sellers
  • New Arrivals
  • Personalized Picks
  • On-Sale Deals

Choose the goal that matches the recommendation you want to create for the page.

Select a recommendation goal in the guided steps screen on WowRecommend

2. Follow the Suggested Steps

After choosing a goal, the next options appear dynamically based on your selection. Depending on the recommendation, WowRecommend may ask you to choose:

  • The recommendation placement
  • How the products should be sorted
  • Other settings required for that recommendation

For example, a guided flow for the Thank You page could be: Clear Inventory → After Order Details → Trending First

selectiong option from the WowRecommend Guided Steps

You only need to choose from the options shown at each step.

3. Review the Recommendation

After completing the guided steps, WowRecommend creates the recommendation and opens it in the settings panel.

Review the recommendations created by Guided Steps manually

You can then review or manually change its name, filters, sorting, layout, schedule, and other available settings.

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