Octane AI

Ivana

Ariel Santos

Phoenix Editor Help Center

Learn how to create, customize, and publish your first quiz using Octane AI's new AI-powered quiz builder.

Introduction to the Octane AI Phoenix Builder

Understand how credits work, how they're used, and how to manage your monthly usage.

Octane AI plans and pricing: Credits system

Connect Octane AI to your Shopify store and set up your account to start building quizzes.

Install Octane AI on your Shopify store

Octane AI branding is part of the Basic plan features. To remove it, upgrade to Plus or Enterprise.

Remove Octane AI branding from your quiz

What is Octane AI Phoenix

Phoenix AI Assistant can build an entire quiz for you, including questions, product recommendations, results pages, and design. Simply describe what you want, and Phoenix AI will create it directly…

How to Use Phoenix AI Assistant

Check out how to use components in the new quiz editor and what each one does.

Explaining All Components Inside Phoenix Editor

This guide will contain instructions and useful information on adding quizzes to a Shopify or non-Shopify page, as well as using the drafts and version control to make changes without…

How to Publish Your Octane AI Quiz and Use Drafts with Version Control

Choose how your quiz recommends products and create personalized results based on shoppers' answers.

Set up product recommendation logic in your quiz

Use points to score shoppers’ answers and personalize their quiz results. Each answer can add to or subtract from one or more scores, called points dimensions.

How to use points in your quiz

Dynamic product recommendations use shoppers’ answers to determine which products appear on their results page. You can assign products, tags, or collections to answers, then use ranking and filtering rules…

How to set up dynamic product recommendations

Control how recommended products look, what information they display, and how shoppers interact with them.

Customize product cards in your quiz

Let shoppers upload photos and turn them into answers for personalized recommendations, calculations, and quiz logic.

Use Image Analysis in your quiz

Calculate personalized values from shoppers' answers and use them in your quiz results, recommendations, and logic.

Use formulas and value tables in your quiz

Create personalized quiz paths by controlling which pages and elements shoppers see based on their answers.

Use branching logic and visibility rules in your quiz

Explore quiz paths, review branching logic, and identify potential issues before publishing.

Use Flow View to visualize and test your quiz

Generate personalized AI-written content for each shopper based on their quiz answers and recommendations.

Use Smart Copy in your quiz

Create reusable AI-generated values to personalize content throughout your quiz and integrations.

Use Smart Properties in your quiz

Create discount codes or automatic Shopify discounts and offer them to customers through your quiz.

Set up discounts in your quiz

How to build quizzes with Phoenix

Track quiz performance, understand shopper behavior, and see how your quizzes contribute to sales.

Understand your quiz analytics

The People view creates a profile for every shopper who leaves an email or phone number in a quiz, with all their answers, results, and orders across quizzes. You can…

Using the People View in Phoenix

Test different versions of your quiz to discover what performs best and improve your results.

Create and manage Experiments

Check all the specifics regarding data privacy, protection, and storage for regulations such as GDPR and CCPA.

How Quiz Data is Stored and Handled in Phoenix

Analytics and Experiments

Connect your Recart account to Octane AI and use quiz data to personalize SMS messages.

Connect Recart to Octane AI

Use one quiz across multiple Shopify Markets with localized pricing, inventory, and product links.

Use Shopify Markets with Octane AI

Recommend subscription products from Recharge, Loop, Skio, Stay AI, Smartrr, and other Shopify subscription apps in your quizzes.

Use subscription products in Octane AI quizzes

Use Postscript automations to send personalized SMS messages after a shopper completes your quiz.

Use quiz data in Postscript automations

Connect Google Analytics 4 (GA4) to see quiz engagement alongside the rest of your store traffic. Track quiz views, starts, and completions, then use Google Analytics reports to understand how…

Connect Google Analytics to Octane AI

Use Google Analytics 4 (GA4) Explorations to compare website sessions with and without a quiz completion. You can review purchases, revenue, and engagement, or build a funnel to see where…

Compare quiz and non-quiz sessions in Google Analytics

Connect Gorgias to give your support team access to shoppers’ quiz answers. When a shopper contacts you, agents can use their quiz data to understand their needs and provide more…

Connect Gorgias to Octane AI

Add your Meta Pixel to an Octane AI quiz to track quiz starts and completions. Use these events to understand engagement and build audiences for your Meta advertising.

Track quiz events with the Meta Pixel

Show your Octane AI quiz inside your Tapcart mobile app by adding your quiz page as a web-based Custom Screen. Shoppers can open it from your app navigation and take…

Add your quiz to Tapcart

Save shoppers’ quiz answers, results, and recommended products to their Shopify customer profiles. Use this data to create customer segments, personalize your storefront, and build automations with Shopify Flow.

Sync quiz data to Shopify customers and use Shopify Flow

Integrations

Fix common issues with Klaviyo profiles, lists, quiz data, flows, and dynamic variables.

Troubleshoot the Klaviyo integration

Connect your Klaviyo account to Octane AI and send quiz opt-ins and customer quiz data to Klaviyo.

Connect Klaviyo to Octane AI

Use Octane AI quiz data to personalize your Klaviyo emails and SMS messages.

Use Octane AI variables and filters in Klaviyo

Use quiz answers, results, recommended products, and collected dates to build targeted Klaviyo segments and flows.

Use quiz data in Klaviyo segments and flows

Use Octane AI's quiz completed event to send additional custom properties to Klaviyo.

Pass custom properties to Klaviyo with Developer Tools

Send customers their quiz results, recommended products, and a link back to their personalized results page.

Create a quiz results email flow in Klaviyo

Klaviyo

Connect your Postscript account to Octane AI and use quiz data to personalize SMS messages.

Connect Postscript to Octane AI

Connecting and using Postscript integration

Postscript

Connect your Attentive account to Octane AI and send quiz SMS opt-ins, answers, and results to Attentive.

Connect Attentive to Octane AI

Use quiz answers and results to create Attentive segments, trigger Journeys, and personalize SMS messages.

Use Octane AI quiz data in Attentive

Connecting and using Attentive integration

Attentive

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