Smart Guidance

Overview

When buyers face hundreds of combinations, confusion kills sales. Konfigear’s Smart Guidance automates product selection with dynamic steps and logic that show only compatible options. Customers are smoothly guided from choice to checkout, while errors and support tickets disappear.

Smart Guidance is designed for catalogs where option overload kills conversion. Instead of presenting every attribute at once, the experience sequences choices, applies compatibility rules, and keeps buyers inside manufacturable paths. Sales and ecommerce teams use the same logic so self-serve and assisted selling produce the same valid outcomes.

Key Benefits

Empower your audience to build their ideal product easily, while your sales team focuses on closing more deals.

• Step-by-step guided configuration flows
• Automatic compatibility and validation rules
• Error-free orders and reduced support costs

How It Works

1. 1

   Define option groups

   Organize materials, sizes, modules, and accessories into clear steps that match how buyers actually decide.

2. 2

   Apply compatibility rules

   Encode constraints so incompatible choices disappear or are blocked before an invalid order is created.

3. 3

   Guide the buyer

   Present a step-by-step flow with smart defaults and recommendations that keep complex catalogs approachable.

4. 4

   Hand off a valid build

   Pass a complete, rule-safe configuration to cart, quote, or CRM with every selection documented.

Use Cases

• Configurable furniture with thousands of material and module combinations.
• Industrial equipment where accessories depend on base model and voltage.
• Apparel with print areas, sizes, and fabric rules that must stay production-safe.
• B2B catalogs where sales reps need guided selling on calls and in portals.

Who It’s For

Ideal for businesses offering multi-component or customizable items such as furniture, machines, or apparel.

• Customizable rule builder and logic editor
• Seamless integration with product databases
• Usable both online and in-store sales terminals

Frequently Asked Questions

Can non-technical teams manage rules?

Yes. Product and sales teams can update option logic through Konfigear’s rule tools without rewriting storefront code for every change.

What happens when a shopper picks an incompatible option?

Rules hide or block invalid choices in real time, so buyers only see builds you can actually fulfill.

Does Smart Guidance work with CPQ pricing?

It does. Guided steps can update live prices and quote outputs as each valid option is selected.