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?
AI detects pre-sales intent in the incoming message
AI selects relevant products based on:
Chat context
Product category and relevance
Recommended products appear as a pre-filled recommendation block inside the chat editor
Products are displayed as product cards
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:
Turning the toggle ON enables AI Product Recommendation
Turning it OFF disables the feature entirely
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
Customer sends a message with pre-sales or buying intent
Chat is assigned to an agent
AI detects high buying intent in the conversation
A Product Recommendation button appears in the chat
Agent clicks the button
AI generates:
A set of relevant product recommendations (up to 10)
An AI-drafted message based on the chat context
Products appear as product cards inside a pre-filled recommendation block
Agent can:
Review the message
Edit the text
Add more products
Remove AI-suggested products
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
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.Can agents manually trigger product recommendations?
No. Recommendations are triggered automatically based on pre-sales or high buying intent detection.
Does AI automatically send product recommendations to customers?
No. Agents must always review, edit (if needed), and manually send the message.Is any AI credit deducted when product recommendations are generated?
No. AI Product Recommendation does not consume any AI credits.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
How are products displayed to customers?
A single product is shown as a single product card
Multiple products are shown as a product carousel
Can attachments be sent along with product recommendations?
No. Attachments and product recommendations cannot be shared together.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]








