Build an Advice flow

Where: Advice flows → new or existing flow → Builder.

Start with three to five questions for one product group. With product data ready, you can immediately check whether answers connect to real product properties.

1. Create the flow

Under Advice flows, choose Create flow, then Build it yourself. Give the flow a recognizable name.
Choose the source language: the language you will use for questions and answers.
Select the product dataset if you already have one.
Open Builder.

You can connect the dataset later under Settings → General. Your account language and an Advice flow's source language can differ.

Build with Berry

The building assistant helps prepare questions, routes and matching. It requires a paid plan with AI.

Choose a dataset and set the Product Filter, or select Use all products.
Describe your goal, for example: Create a hiking shoe finder with questions about terrain, waterproofing and fit, including matching.
Choose Review proposal. Check the questions, connections and warnings. Select a question to inspect matching for each answer.
Choose Add Advice flow for a new flow or Apply changes for an existing flow.
Test in Preview and publish when you are satisfied.

Applying saves the proposal to your draft. Publishing is a separate step. You can review an applied proposal in the chat and undo it while later edits do not conflict with it.

To change the product group, use Change beside the product selection or ask for a different Product Filter. Check the new selection in the proposal.

You can also request a specific change:

Goal	Example
An extra question	Add one question about budget.
A follow-up for one answer	Add a question about volume after someone chooses concentrate.
Shorter wording	Shorten the title of the second question.
Review matching	Check whether answers lead to suitable products.

For an empty flow, ask for questions and matching together. If the product group is unclear, Berry may ask a follow-up. A short reply, such as the category you want, is enough.

Berry helps you as a manager. Visitors follow the configured questions in the Flow widget.

Discuss your Advice flow

Ask, for example: Which questions would help a beginner choose? Berry uses your product selection and points out missing data. Advice does not change your flow; ask for a proposal to use it.

Internet research replies include source links. Use Research again to refresh an expired research reply. This uses AI budget again.

2. Add questions and answers

Click Add question. Open the question and enter its text and answer options. A short description helps when the choice needs explanation.

What do you want to ask?	Choose
One clear choice, such as the main use	Single select (one answer)
Several wishes at once	Multi select (several answers)
A long list of models or sizes	Dropdown

Write as you would speak to a customer. For example, Where will you mainly wear the jacket? with Everyday, Hiking and Sports. Add a question only when its answer changes the route or the product advice.

Images and color swatches are optional. Use them when they make choosing easier.

3. Connect the steps

Mark the first question as the start step if needed.
Connect each answer to the next question or a result.
Show only relevant follow-up questions. Someone buying sportswear could take a different route from someone looking for an everyday jacket.
For optional multiple-choice questions, also connect the skip path.

An answer without a next step can leave a visitor stuck. Check all branches, including less common answers.

4. Add a result

Click Add result and enter a short title, such as These jackets suit your needs. Connect the final answers to this step.

A result step completes the question path. Showing products there also requires a connected dataset, enabled recommendations and matching rules. Check Settings → Recommendations.

Give personal advice without products

Want an answer to lead to contact advice only, for example after I don't know?

Connect that answer to its own result step.
Under Display in that step, turn off Show product advice.
Under Content, enter a title, explanation and optional Button text and Button link, such as your contact page.
Check the result in Preview and publish.

This outcome shows your content without products or the empty-product message containing earlier answers. Adding contact text alone does not turn product advice off. Other result steps keep their own setting.

5. Test your draft

Open Preview and walk through at least two different routes. Check that you see the right first question, can continue after every answer and reach advice at the end.

Builder saves automatically. Wait for Saved before leaving the page. You can also use Save or Cmd/Ctrl+S. Saved changes become visible to visitors after you publish.

You are ready when: every intended path reaches a result. Next, set up product matching.

Health check: review the quality of your flow

Open Health check within your Advice flow. This paid feature helps find problems before visitors get stuck.

The check looks for:

Answers without a next step, unreachable steps and loops.
Routes with no or few matching products.
Missing product data and outdated imports.
Missing translations and changes that are not live yet.
Unusual drop-off at questions, once there is enough visitor data.

Missing product data means a property has not been filled in, rather than that the product lacks that property. Check the source data before relaxing an important requirement.

Open a finding to see the affected questions or products and the suggested next step. Make the change and choose Check again. If the setup is deliberate, choose This is intentional. Test and publish your changes separately.

Free shows a report preview; its example scores are not measured results.

Use answers from product data

For lists that change with your catalog:

Open the question and set Answer source to Dataset attribute.
Select the product field, such as size or model.
Choose a dropdown for a long list.
Check the values in Preview and configure the corresponding matching.

This saves maintaining the answer list manually. If a value is missing, check the active products and the selected dataset field.

Reuse an existing setup

Choose Duplicate flow from the three-dot menu in Advice flows if your plan has capacity. The new draft includes questions, translations, dataset, matching, Styling and settings. The original publication and analytics remain with the original flow.

Use Sort in Builder to tidy a crowded canvas. Read Translations to offer the same flow in another language.

If a large flow cannot fit on screen, Builder opens at the start question. Zoom out and move the canvas to reach other steps. Opening the flow keeps your saved step positions.