shopping assistant user manual by aitoc
Post on 24-Jun-2015
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Shopping AssistantSmart way to guide your customersthrough the shopping process.
List of features:Admin can create Question Sets for one or severalproduct categories;
Question Sets can consist of an unlimited number ofquestions with answers options;
Each answer option can be bound to a certain product;
Admin can either bind products to an answer optionone by one or specify an attribute which will be usedto filter products;
Automatically filters the product list based on customer’sanswers and displays only the relevant products;
Admin can configure dependencies between answersand following questions. Thus customers will be askedquestions which are based on their previous answers;
Adds “Shopping Assistant” bar on the front-end ;
Enables Admin to provide the text info about how touse the Assistant;
Allows for different values of Text Fields for differentstore-views;
Customer can skip questions, return to previous questionto correct an answer, reset all the answers to start fromscratch or fold the Shopping Assistant bar at any timeand use the product list that was constructed based onthe received answers;
Comes with a User Manual;
The Extension’s functionality code is 100% Open Source.
Developed by AITOC, Inc.www.aitoc.com
TABLE OF CONTENTS
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com |
1. Shopping Assistant. Back End.…….…………....................................3 1.2 Question set Grid. General overview...….…………….………...…….4 1.3 Creating New Question Set. General Information ……...….……….5 1.4 Creating New Question Set. Categories ………………..………..…..6
1.5 Creating New Question Set. Questions..….………………..….……..7
1.6 Creating New Question Set. Adding Questions and Answers…….9
1.7 Creating New Question Set. Choosing Products for an Answer…10
1.8 Creating New Question Set. Conditions for a Question …………..11
1.9 Additional Shopping Assistant settings………………………….......12
2. Shopping Assistant. Front-end ………………………………………….13
Page 2 / 15
1. Shopping Assistant. Back End
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 3 / 15
You can open the Module’s
section by clicking on
Shopping Assistant menu tab.
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 4 / 15
The Question Set grid is the
first page you will see, when
clicked on Shopping
Assistant tab menu.
1.2 Question set Grid. General overview
The grid shows you all
created Question set, their
Id, Name, Number of
questions in the Set and
Status.
The Actions drop-down lets
you mass-delete Question
Sets
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 5 / 15
Enter the required
information and proceed to
other sections.
1.3 Creating New Question Set. General Information
Text from Description and
Short Description will be
displayed in the Shopping
Assistant bar on the front-
end. Please refer to page 13
for an example.
The option defines whether
your custom Question set
name will be displayed in the
Shopping Assistant bar on
the front-end. Please refer to
page 13 for an example.
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 6 / 15
Two question sets can’t be
assigned to one Category.
An already occupied
Category will be shown as
disabled.
Here you can choose which
Categories the question set
will be displayed on.
1.4 Creating New Question Set. Categories
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 7 / 15
Here you can add
questions to your
Question set
If you haven’t saved the
Question set yet, you will be
asked to do that in order to
be able to add Questions.
1.5 Creating New Question Set. Questions
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 8 / 15
1.5 Creating New Question Set. Questions
After everything is configured,
you will be able to see your
Questions, their Id, Dependency
and Number of Answers in them.
After saving the
Question set you will see
the Question grid and
will be able to add new
Questions.
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 9 / 15
1.6 Creating New Question Set. Adding Questions and Answers
On the General section you
can specify Question text,
its Description and Position
in the Question set.
When you click Add New
Question on the previous
page, you will be
redirected to a new page
for managing a Question
with own sections –
General and Conditions.
Add Answers to the
Question with text and
position.
The Configure link will open a
popup, where you can
configure which Products
should be displayed, when a
customer chooses the Answer
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 10 / 15
1.7 Creating New Question Set. Choosing Products for an Answer
The choice of
products is made as
a standard
Conditions list,
where you can
choose different
attributes or specify
products by their
SKUs.
When you click on Configure link next to an Answer, a pop up will appear, where you will be
able to choose which Products should be displayed when customer chooses the Answer.
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 11 / 15
1.8 Creating New Question Set. Conditions for a Question
The Conditions tab lets you configure
dependencies between Questions.
Here you can set in
what case the
Question should be
displayed.
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 11 / 15
1.9 Additional Shopping Assistant settings
There is an additional setting in System-
>Configuration->General->Aitoc Shopping
Assistant Settings
This setting will let you
configure whether the
Shopping Assistant Block
will be always in full view
(“No” value) or short view
with ability to expand it
(“Yes” value).
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 12 / 15
2. Shopping Assistant. Front-end
When you are in a Category,
which has a Question Set
assigned, you will see the
Shopping Assistant bar
docked on the top of the
center column (the column,
where your products
display).
Clicking on it will expand it to
display text description.
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 13 / 15
2. Shopping Assistant. Front-end
Here you can see the
Question set Name, Short
Description and full
Description of the Question
set.
Clicking on the Go button will
reveal the 1st Question and
Answers.
Shopping Assistant Manual | Developed by AITOC, Inc. www.aitoc.com | sales@aitoc.com | Page 14 / 15
2. Shopping Assistant. Front-end
After all Questions are
answered, you will see the
final text, explaining to
customer that he/she reached
the “finish line” and browse
the offered products.
Your customer can Reset all
the Answers or return to a
previous Question.
Thank you for your interest in AITOC’s extension for Magento.
To buy this extension and browse through other useful modules, please visit our website http://www.aitoc.com/en/magento.html
May you have any questions, please contact sales@aitoc.com
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