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AI Product Recommendations in Helpdesk

Updated this week

Problem Statement

In conversations with pre-sales intent (for example, product discovery or recommendations), agents currently need to:

  • Manually search products using the product picker

  • Paste individual product links into the chat

This results in:

  • Slower response times

  • Breaks in conversation flow

  • Reduced agent efficiency

  • Higher cognitive load and more clicks per response


Objective

To increase adoption of AI features in the helpdesk by enabling contextual AI product recommendations.

This aims to:

  • Improve agent efficiency

  • Reduce friction during pre-sales conversations

  • Maintain conversational flow

  • Potentially increase conversion rates from support chats


Overview

When a customer message with pre-sales intent is detected (for example:

“Can you suggest a shirt for summer?”)

The AI automatically generates a set of relevant product recommendations from the merchant’s catalog.

How this Works?

  1. AI detects pre-sales intent in the incoming message

  2. AI selects relevant products based on:

    • Chat context

    • Product category and relevance

  3. Recommended products appear as a pre-filled recommendation block inside the chat editor

  4. Products are displayed as product cards

  5. The agent’s workflow is optimised as follows:

    • Primary action: Review and send

    • Secondary actions:

      • Add more products

      • Remove AI-suggested products

      • Edit the accompanying message


Feature Availability & Enablement

Store-Level Control

Store admins can control visibility using the Helpdesk AI Assistant toggle:


Supported Channels

  • ✅ WhatsApp

  • ✅ Instagram

  • ❌ Not available on other channels


When Does AI Product Recommendation Trigger?

The feature triggers only when pre-sales or high buying intent is detected in an agent-assigned chat.

Intents

  • Product Info

  • Product Customisation

  • Product Browsing

Example message:

“Can you suggest a shirt for summer?”


How to Use (Agent Workflow)

Step-by-Step Flow

  1. Customer sends a message with pre-sales or buying intent

  2. Chat is assigned to an agent

  3. AI detects high buying intent in the conversation

  4. A Product Recommendation button appears in the chat

  5. Agent clicks the button

  6. AI generates:

    • A set of relevant product recommendations (up to 10)

    • An AI-drafted message based on the chat context

  7. Products appear as product cards inside a pre-filled recommendation block

  8. Agent can:

    • Review the message

    • Edit the text

    • Add more products

    • Remove AI-suggested products

  9. Agent sends the final message to the customer

Product Display Behaviour

  • Single Product Recommendation

    • If only one product is shared, it is displayed as a single product card in the chat.

  • Multiple Product Recommendations

    • If multiple products are shared, they are displayed as a product carousel.

    • Rearrangement of products is possible inside product picker.


Key Functional Behaviour

  • Appears only once per chat session

  • Triggered only on intent detection

  • Recommendation is never auto-sent

  • Agent always stays in control

  • As soon as the agent sends any reply: The recommendation button is removed.


Agent Controls

Agents have full flexibility to:

  • Edit AI-generated text

  • Add additional products manually

  • Remove suggested products

  • Clear the entire recommendation block

This ensures brand tone, accuracy, and human judgement are always preserved.


Limitations & Constraints

  • Only one recommendation per chat session

  • Maximum 10 products can be recommended

  • Feature depends entirely on intent detection

  • Attachments and products cannot be shared together

  • Recommendation button disappears once:

    • Agent sends any message in the session

  • Supported only on WhatsApp and Instagram


FAQs

  1. Can store admins turn this feature on or off?
    Yes. Once enabled, admins can control visibility using the Helpdesk AI Assistant toggle in the dashboard.

  2. Can agents manually trigger product recommendations?

    No. Recommendations are triggered automatically based on pre-sales or high buying intent detection.

  3. Does AI automatically send product recommendations to customers?
    No. Agents must always review, edit (if needed), and manually send the message.

  4. Is any AI credit deducted when product recommendations are generated?
    No. AI Product Recommendation does not consume any AI credits.

  5. Why doesn’t the product recommendation button appear in some chats?
    Possible reasons include:

    -Feature not enabled for the store

    -Helpdesk AI Assistant toggle is OFF

    -No pre-sales or buying intent detected

    -Recommendation already shown once in the session

  6. How are products displayed to customers?

    A single product is shown as a single product card

    Multiple products are shown as a product carousel

  7. Can attachments be sent along with product recommendations?
    No. Attachments and product recommendations cannot be shared together.

  8. Which channels support this feature?
    WhatsApp and Instagram only.


For further assistance or to raise feature requests related to AI Product Recommendation, please contact [email protected]

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