# Data Source: https://docs.guidelypro.ai/data The **Data** tab controls what your Experience is allowed to use and how product recommendations are generated. This is where you activate capabilities and define the logic behind recommendations. Dashboard Experiences Create Data

*** ### 🛍 Products Included in Recommendation This section defines which Shopify products your Experience can recommend. You can: * View the number of synced products * Apply **filter rules** to limit recommendations
(e.g., specific collections, tags, categories) This ensures only relevant products are considered. *** ### 🔎 Intelligent Search (Beta) When enabled, Intelligent Search improves how products are matched to user responses. It allows the AI to: * Better understand intent * Match preferences more accurately * Surface more relevant results *** ### 🔢 Maximum Recommendations Set how many products the AI can recommend at once. For example: * 1–3 for focused decisions * 4–5 for comparison scenarios Fewer options often improve conversion clarity. *** ### 📝 Recommendation Guidelines Add optional instructions that guide how products should be recommended. Examples: * Prioritize bestsellers * Highlight premium options first * Focus on entry-level products This gives you strategic control over recommendation behavior. *** The **Data tab** defines what your AI can access and how intelligently it selects products during conversations. # Design Source: https://docs.guidelypro.ai/design The **Design** tab controls how your Experience looks and appears on your website. This is where you customize visual styling, layout behavior, and how the AI is embedded on your store. Dashboard Experiences Create Design Experience

Dashboard Experiences Create Design Experience

*** # Experience ### 🎨 Visual Customization You can adjust the core appearance of your Experience: * **Primary color** – Sets the main brand color * **Background color** – Controls the chat background * **Corner radius** – Adjusts roundness of UI elements * **Animation style** – Defines interaction effects * **Input shadow** – Adds depth to message input field These settings ensure the Experience matches your brand design. *** ### 🖥 Display Options Choose how the Experience appears on your website: * **Generate embedded code** – Display inside a specific section of a page * **Generate chatbot code** – Display as a floating widget in the bottom corner You can enable one or both depending on your use case. *** ### 🔄 Design Iteration Preview On the right side, you can preview changes in real time. You can: * Compare with baseline design * Restore previous version * Share preview link This allows you to refine the look before publishing. *** # Loading Phrases The **Loading Phrases** section controls what visitors see while the AI is generating a response. These short messages create a smoother and more engaging waiting experience. Dashboard Experiences Create Design Loading Phases

Dashboard Experiences Create Design Loading Phases

*** ### ⏳ What Are Loading Phrases? Loading phrases appear briefly when the AI is: * Reviewing user preferences * Searching for matching products * Generating recommendations * Processing responses They reassure visitors that something is happening in real time. *** ### ✏️ Customize Your Messages You can: * Edit existing phrases * Remove phrases * Add new custom phrases Examples: * “Finding your perfect match…” * “Personalizing your picks…” * “Reviewing your preferences…” Keep them short, positive, and action-oriented. *** ### 👀 Live Preview On the right side, you can preview how the loading phrase will appear inside the experience. This helps ensure the tone matches your brand. Well-crafted loading phrases make the Experience feel faster, smarter, and more human. *** The **Design tab** ensures your Experience feels native to your store and visually aligned with your brand. # Experience Source: https://docs.guidelypro.ai/experience A **GuidelyPro Experience** is an AI-powered conversion engine layer embedded directly into your e-commerce store. It functions as a **Lead Qualifier** designed to identify and convert high-intent visitors. Guidely Pro Capture Lead

An Experience combines intelligent conversation, dynamic interface elements, and real-time actions to guide shoppers toward conversion. Every Experience has two core components: **1. Guidance Blueprint** * Defines the goal (recommend, qualify, convert) * Sets tone and brand voice * Establishes AI priorities * Creates guardrails and boundaries **2. Smart Actions** * Recommend products * Display comparisons * Collect emails or lead data * Trigger discounts * Use synced e-commerce product data Each Experience combines different actions depending on your objective. *** ## Lead Qualifier Experience The **Lead Qualifier Experience** identifies serious buyers and turns them into qualified leads through structured conversation.
Instead of a static form, visitors engage in a dynamic dialogue that feels natural and helpful. GuidelyPro: * Asks structured, goal-driven qualification questions * Adapts follow-up questions based on answers * Identifies buying intent and urgency * Collects contact details at the right moment * Segments leads based on preferences or needs The result: fewer low-quality inquiries and more actionable leads. Instead of a static form, visitors engage in a dynamic dialogue that feels natural and helpful.Use cases *** ## How Visitors Experience It Visitors don’t fill out rigid forms or click through static decision trees. They engage in a smart conversation where the AI dynamically generates: * Smart reply buttons * Context-aware follow-up questions * Personalized prompts * Product cards (if relevant) The Lead Qualifier feels like speaking to a knowledgeable sales assistant who knows exactly what to ask — and when to ask for contact information. *** ## Next Steps Launch a structured qualification flow in minutes using templates or a blank experience. Adjust messaging, qualification logic, and brand voice to match your store. Sync your products and customer context for smarter qualification. Measure performance and optimize based on real conversion impact. # Guidelines Source: https://docs.guidelypro.ai/guidelines The **Guidelines** tab defines how your AI should communicate. This is where you control tone, behavior, and conversation principles to ensure the Experience aligns with your brand and goals. Dashboard Experiences Create Guidelines

*** ### 🎙 Tone & Style Here you set the communication rules for your Experience. You can define that the AI should: * Feel conversational, not like a form or interrogation * Be helpful even if the visitor isn’t a perfect fit * Match the visitor’s communication style * Stay professional and on-brand These guidelines shape how the AI responds in every interaction. *** The **Guidelines tab** ensures your Experience doesn’t just work correctly — it feels natural, human, and aligned with your brand voice. # Home Source: https://docs.guidelypro.ai/home The **Home** tab is where you define the foundation of your Experience.
It controls the objective, the first interaction, and the core structure before moving into advanced configuration. Dashboard Experiences Create Home

*** ### 🎯 Goal of this Experience This is the main objective of your AI experience. Here you clearly define what the AI should accomplish, such as: * Qualify leads * Recommend products * Guide visitors toward a consultation The goal keeps the conversation focused and aligned with your business outcome. *** ### 💬 Starting State The Starting State defines how the experience begins. You can set: * The welcome message visitors see first * The tone and style of communication * The first interaction prompt This is the first impression your AI makes — keep it clear and inviting. Suggestion Mode controls the quick reply buttons shown to visitors. You can: * Add predefined suggestions * Reorder them * Choose how they appear These buttons help guide users into structured conversations and improve engagement. *** ### 🗂 Data in Use This section shows which data sources the experience can access. Examples include: * Synced Shopify product data * Custom attributes * Connected integrations This ensures the AI uses accurate and relevant information when responding. *** The **Home tab** is where you define the purpose and structure of your Experience before refining design, logic, and analytics in other tabs. # Introduction Source: https://docs.guidelypro.ai/intro Turn traffic into revenue. GuidelyPro is a conversion engine for e-commerce stores that guides shoppers to the right product — faster — increasing conversion rate, average order value and reduces product returns. Instead of passive browsing, you enable guided selling. ## Meet GuidelyPro GuidelyPro lets you build high-converting shopping Experiences in minutes. Understand the key concepts of GuidelyPro. Learn how to build your own AI agent in minutes. Publish an experience to your site instantly. GuidelyPro is about conversion and increasing revenue per visitor. If you need help optimizing performance, reach out to [**support@guidelypro.ai**](mailto:support@guidelypro.ai). Now let’s build something that converts. # Metrics Source: https://docs.guidelypro.ai/metrics The **Metrics** tab shows how your Experience is performing. This is where you track engagement, conversions, and revenue impact over time. Dashboard Experiences Create Metrics

*** ### 📈 Engagements Over Time This chart shows how many visitors interacted with your Experience during the selected date range. You can: * Adjust the time filter * View total engagements * See average daily interactions This helps you understand traffic and usage trends. *** ### 🛒 Orders & Revenue The Orders section connects engagement to business results. Key metrics include: * **Conversion Rate** – Percentage of engaged users who completed a purchase * **Engaged Sales** – Revenue generated after interaction * **Average Order Value (AOV)** – Average purchase value from engaged users These metrics help measure AI-influenced performance. *** ### 💬 Related Conversations You can review actual conversations tied to engagements or orders. This allows you to: * Analyze user behavior * Identify drop-off points * Improve question flow * Optimize recommendations *** The **Metrics tab** turns conversations into measurable performance data, helping you continuously improve conversion and revenue impact. # Shopify: Connect Your Store via GuidelyPro.AI Source: https://docs.guidelypro.ai/quickstart-shopify-connect-your-store-via-guidelyproai Start building awesome a conversion engine for your e-commerce store in minutes. ## Connect your Shopify store and launch an AI-powered lead capture experience — from template to live on your storefront in minutes. No code, no theme changes. *** **Before you start** — you need a GuidelyPro.AI account, admin access to your Shopify store, and your Shopify store URL. That's it. Prefer to watch? Click through the interactive walkthrough