Start small: one product group, one customer question and one published Flow widget.
Main places
| Goal | Go to |
|---|---|
| Build questions | Advice flows -> Builder |
| Add product data | Product data |
| Connect answers to products | Advice flows -> Matching |
| Style the public experience | Advice flows -> Styling |
| Publish and copy widget code | Advice flows -> Share & Publish |
| Allow webshop domains | Team -> Allowed embed domains |
| Review results | Analytics or Reports |
Prepare your workspace
After the first sign-in, workspace owners see a short setup flow. Add the webshop domains that may show Flow widgets, invite teammates when needed, choose whether to enable two-factor authentication and then start with a demo flow or a blank Advice flow.
- Create your account and confirm your e-mail address.
- Add the webshop domains where widgets may run.
- Invite only the teammates who help build, review or manage flows.
- Keep one owner active for billing and team settings.
Free plan and billing
New accounts start with a free plan: one Advice flow and up to 2,500 products. You can build your first flow, connect product data and upgrade when you need more capacity.
Use Checkout for online payment. Use Pay by invoice when your team needs separate invoicing.
Create your first Advice flow
- Open Advice flows.
- Create a flow with a short, recognizable name.
- Choose the source language and, when available, a product dataset.
- Add three to five questions that match a real customer decision.
- Keep answer labels concrete.
Add product data
- Open Product data and create a dataset.
- Use a feed URL or upload a CSV, XML or JSON file.
- Map Product ID, Title, URL, Image and Price.
- Add fields you need for matching, such as category, size, color, use case or stock status.
Match answers to products
- Open Matching in the flow workspace.
- Choose the dataset.
- Use Product filter when the flow should use only part of the catalog.
- Add hard requirements only where wrong products must not appear.
- Use boosts for preferences that should move products higher.
- Test a few realistic answer paths.
Publish safely
Before publishing, check the question path, recommendations, mobile view and styling. Publishing updates the live link and existing Flow widgets at the same time.
After launch, use analytics to find drop-offs, weak questions and products that get interest but few clicks.