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Retail & Ecommerce · Sales

Product Recommendation Assistant

Use stated requirements to suggest items from an approved catalogue, with a clear path to staff advice.

For retail & ecommerce teams handling sales conversations.

Requires integration
Discuss this workflow →

What this chatbot helps with

  • Use stated requirements to suggest items from an approved catalogue, with a clear path to staff advice.
  • Clarify intended use before the team follows up.
  • Organise preferred features, optional budget into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about product recommendation assistant.
What will you use the product for?
I’m enquiring about intended use. Could your team help me understand the options and process?
Which features or price range matter to you? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify sales intent and explain the scope.

  2. 02

    Relevant questions

    What will you use the product for?

  3. 03

    Captured details

    Intended use · Preferred features · Optional budget

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Intended use
  • Preferred features
  • Optional budget

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Product catalogue and approved specifications
  • Delivery, returns and warranty policies
  • Customer service escalation routes
  • Approved answers to “What will you use the product for?” and “Which features or price range matter to you?”
  • A named team responsible for product recommendation assistant enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Recommendations are limited to configured product data; live stock needs integration.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Safety-critical suitability or a requirement outside the catalogue.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your sales process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and safety-critical suitability or a requirement outside the catalogue.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about product recommendation assistant

What does the team need from the first conversation?

Start with intended use and preferred features. Collect the other suggested details only if they help the next action. Which features or price range matter to you?

Can it complete this request automatically?

Recommendations are limited to configured product data; live stock needs integration. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Safety-critical suitability or a requirement outside the catalogue. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your retail & ecommerce process. What will you use the product for? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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