What is the Shopping Assistant?
The Shopping Assistant is a new widget that appears on your store. When clicked, it opens a configurable modal window where the customer can select one of your quizzes. The whole purchasing experience, from searching for their ideal products to adding them to the cart and completing the purchase, can take place from this one widget.
How to activate the Shopping Assistant
You can activate the widget and edit it in two ways:
Click on Shopping Assistant under Quizzes, on the left in your dashboard:
While having the editor open for any of your quizzes, go to the Publish tab -> Add to Shopping Assistant:
This will automatically add the quiz to the Shopping Assistant.
Overview of the Shopping Assistant settings
Shopping Assistant offers many settings so you can customize how it looks and works. Let us go over them. First of all, let us turn it on.
Enabling the Shopping Assistant via Assistant Status
Once you are inside the Shopping Assistant editor, the first step is to turn it on under Assistant Status:
Content
Selected quizzes
You can now choose your quizzes by clicking Add a quiz under Content -> Selected quizzes. If you accessed the shopping assistant via a quiz Publish tab, it will be added here automatically:
It will open a list with all of your quizzes. You can select which ones you would like to make available in the Shopping Assistant. When you are done, click on Add quizzes to add your quizzes to the assistant:
Your selected quizzes will be displayed now under Selected quizzes:
Featured quiz
You can select which quiz will be displayed first when the widget opens. If you select None, the customer will be able to select the quiz they want to take:
If you select a featured quiz, they will be taken to that quiz directly once the widget is open:
Appearance
Shopping Assistant Name
The name of the shopping assistant that will be displayed on the popup.
Button Text
The text that will be inside the widget button.
Background
The widget button background color.
Text
The widget button text color.
The appearance settings will all be reflected in the preview on the right:
Behavior
Initial display
Minimized button only: The assistant will start out as a widget button. If the customer clicks it, the popup will appear.
Popup first, then minimized: The assistant will start as a popup. If the customer clicks it, it will be minimized to the widget button.
Modal size
Medium: The popup will be shown as a window in the middle of the screen.
Full screen: The popup will be displayed on the entire screen.
Widget position
Where the widget button will be displayed on the screen:
Bottom right.
Bottom left.
Don't show again for
You can set up how much time it should take before the customer is shown the popup again. This only applies if you selected Popup first, then minimized previously. The widget button will always be displayed.
Targetting & triggers
Display on
All pages: The widget and popup will be shown on all pages of your store.
Specific pages: The widget and popup will be shown only on the pages you specify.
Your home path URL is already considered by the assistant, so you will just need to include the paths after the home URL, like/collections/all
Triggers
This is what will trigger the popup to be displayed, only if you selected Popup first, then minimized previously.
None: The popup will only be displayed if the customer clicks the widget button.
Time on page: The popup will be displayed automatically after the period of time you stipulate.
Page scroll depth: How much the customer needs to scroll down the page for the popup to be displayed.
Exit intent: On desktop, exit intent popups will trigger when the visitor's mouse moves off the webpage. This can be to click the back button, moving to the hyperlink bar, or just moving their mouse off the page. On mobile, the popup will trigger when the back button is pressed.
Script Installation
Here you can select whether you want the Shopping Assistant script to automatically run on all your Shopify pages, or if you want to add it manually to specific pages.
If you select Automatic, the Shopping Assistant will automatically run on all your Shopify pages. Keep in mind that this means the script will run in the backend, but the Shopping Assistant widget/popup will only be displayed if it matches the rules you set up on Targeting & triggers as well:
If you select Manual, you will be shown the embed code as well as the Liquid conditional code, which you can use to add to your theme or individual pages:
Previewing Your Shopping Assistant
On the top right, you can toggle whether you want to preview the Popup or the Widget button. The preview with all appearance settings applied will be shown below:
Popup preview:
Widget button preview:
Saving your changes
Once you click Save on the top right, all your changes will be saved, and your live Shopping Assistant on your website will be updated:
If you do not see the changes, make sure to refresh the store page first.
Checking your Shopping Assistant analytics
On your Octane AI dashboard, inside Quizzes on the left, you can click on Shopping Assistant Analytics to see its dedicated analytics:
This is what the options mean:
Widget views
How many times the Shopping Assistant widget was viewed by users.
Popup opens
Number of times the Assistant pop-up was opened. The open rate is calculated by dividing the number of times it was opened by the number of times it was viewed.
Quiz selections
Number of times users selected a quiz from the quiz list inside the Shopping Assistant. The selection rate is calculated by dividing the number of selections by the number of times the list was opened.
Quiz starts from Assistant
Number of quiz starts, counted from when the first answer is submitted, that originated from the Shopping Assistant. The start rate is calculated by dividing the number of starts by the number of selections.
Filters
You can select the date range you want to check the analytics for.
Total/Unique toggle
Toggle between the Total activity of the Shopping Assistant, which counts repeated interactions, and the Unique activity, which are first-time interactions.