Configurators within assistants

You can now add a configurator to an assistant to combine guided questions with hands-on product customization.

The flow:

1. The assistant asks questions to understand customer needs.
2. The configurator lets them configure components, pick features, or assemble bundles visually.
3. The results page shows recommendations, captures leads, or displays related products.

Create a configurator within an assistant

Step 1: Create your assistant

• In Conversation Studio, click the plus icon and choose "Discovery Assistant."

• Give it a name, choose default language and region and start your setup.

Step 2: Connect your catalog

• Go to Conversation Studio > Catalog.
• Link your Data Platform project and select the catalogs you want to use.

Step 3: Build your question flow

• In the Flow tab, add product questions.
• Configure recommendation logic for each question.

Step 4: Add the configurator

• In the Flow tab, add a Configurator Panel to your canvas.

Place the configurator after your questions, before your results page.

Step 5: Configure sections

• In the Compose tab, set up your configurator sections.
• Each section represents a part of the product customers can configure (like selecting a bike frame or color).
• Add features to each section and map them to your catalog data.

Learn more.

Step 6: Set up the product stage

• Upload stage images (backgrounds).
• Add hotspots or buttons as triggers for each section.
• Position them on the canvas where customers will click.

Step 7: Add a results page

• Insert a results page after your configurator.
• Configure what appears: top products, bundles or search results.

Step 8: Style in Experience Designer

• Open the Design tab and launch Experience Designer.
• Customize colors, fonts, and layout to match your brand.

Configurators function the same as standalone ones, but section configuration includes only core toggles when built within an assistant.