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Assistant with a configurator

Add a configurator to your Discovery Assistant when you want users to build a product step by step based on compatibility or business rules.

Step 1. Create your assistant​

In Conversation Studio, choose "Discovery Assistant" to enable flexible setup.

Name your assistant and configure the default localization.

Discovery Experience

Step 2. Connect your catalogs​

Go to Conversation Studio > Catalog tab and link the project and catalogs.

Step 3. Build the flow​

In the Flow tab:

  • Add your questions.
  • Add a configurator panel from the dropdown menu.

Discovery Experience

  • Connect the configurator panel to the question flow. For example, show it when users select specific answers to certain questions.

Discovery Experience

Step 4. Compose the configurator​

Go to the Compose tab to compose your configurator.

Discovery Experience

A configurator consists of several key elements, all managed in the Compose tab:

  • Sections: Organize the product into logical parts (e.g. frame, wheels, seat for a bike).
  • Stages: The visual area where the product is displayed and updated as users make selections.
  • Triggers: Clickable hotspots or buttons on the stage that open up options for a specific section.
  • Selection Summary: A real-time overview of the user's current choices, price, and compatibility.
Learn more.

Configurators function the same as before, but section configuration now includes only core toggles. While creating a configurator, you can set a subconfigurator's routing in the question flow (this replaces the "Preceding flow").

Style the assistant​

  • Open Experience Designer to apply layout and styling.
  • Select the configurator from the page selector above the canvas.
  • Click on the configurator component on the canvas to access its settings and begin styling.

Discovery Experience

Compare products​

The compare feature is now easier to enable. In Conversation Studio, you’ll find it as a simple toggle. When you switch it on, all comparison groups created in Data Platform become active (there’s no option to select specific groups in Conversation Studio).

  • Go to Compose > Configurator Section settings > Product List settings.

Discovery Experience

  • In Product List settings, navigate to Comparison modal settings and switch on the toggle:

Discovery Experience

What gets compared is configured in Data Platform, while the look and feel is managed in Experience Designer.