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Connected+ AI Product recommendation

Learn how to use AI Product recommendations in your sales forms.

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What is Connected+ AI Product Recommendations?

The Connected+ AI recommendation feature is to help users find products that are specifically tailored to their clients' previous purchasing behavior and individual tastes from Connected+ Suppliers.

 

Features in the Connected+  AI product Recommendations

Connected+ products recommendations 

The Connected+ AI recommendation feature is designed to guide users in discovering products from Connected+ Suppliers that align with their clients’ past purchase patterns and unique preferences.

It utilizes specific parameters provided by the user during project creation, including:

  •  Client name
  •  Event type
  • Project name
  • Previously ordered items

To add a product from the Connected+ product recommendations into your sales forms: 

1. Open any Sales forms in your project: 

2. Click Add a product

3. Select the recommended Connected+ product(s), 

4. Once you have selected + Add, Click Done

Connected+ search Database to Filter Products

The Connected+ search  database  provides the option to filter products by Supplier, Brand, Currency, Price, and Category, enhancing your ability to find the most relevant options for your clients.

To use  the Connected+ search database: 

1. Open your sales form (Presentation, Estimate, or Sales Order)

2. Click Add a product.

3. Select View more to access additional product options and filter by Supplier, Currency, Dollar Amount, or Category.

4. Hover over a product for more details

5. Click Add+ to include product in your selection.

6. Select Done

 

Product Modal for more Product information

The product modal allows users to see variants and colors available in the product recommended. 


To use the Product Modal: 

1. Open your sales form (Presentation, Estimate, or Sales Order).

2. Click Add a product.

3. Select your desired product from the list.

4. The Product Modal will display additional details.

5. Click View product page for more information (optional)

6. Click Add to Project to include the product in your order.

7. Select Done

How to utilize the Connected+ AI Product Recommendations Tool?

To use the Connected+ AI product recommendations tool in a Presentation: 

1. Open your Presentation 

2. Click Add a product

3. Select the recommended Connected+ product(s), 

4. Once you have selected + Add, Click Done

To use the Connected+ AI product recommendation tool in an Estimate: 

1. Open your Estimate

2. Click Add a product

3. Select the recommended Connected+ product(s), 

4. Once you have selected + Add, Click Done

To use the Connected+ AI product recommendation tool in a Sales Order: 

1. Open your Sales Order

2. Click Add a product

3. Select the recommended Connected+ product(s), 

4. Once you have selected + Add, Click Done

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FAQ

Which forms can you use the Connected+ AI product recommendation tool be used on?

The Connected+ AI product recommendation tool can be used on Presentations, Estimates and Sales orders. 

Can the  Connected + AI product recommendation tool be used for non Connected+ products?            

No, only Connected+ products will be sourced via the AI Product recommendation tool. 

How does the Connected+ AI recommendation system identify suitable products?

The AI recommendation tool analyzes data derived from the client's previous orders and preferences to identify products that best match their needs. It utilizes specific parameters provided by the user during project creation, including:

  •  Client name
  •  Event type
  • Project name
  • Previously ordered item

 

Where are the Connected+ products pulling from?

The Connected+ product recommendations are sourced directly from our network of Connected+ suppliers. This ensures that all recommendations reflect the latest offerings and accurate information from these suppliers, rather than external databases such as ESP, SAGE, or DC.