Sagent

Find everything you need to set up, customize, and optimize your Sagent. This section guides you through creating an effective and working guided selling Sagent.

Sagent is an AI-powered guided selling chatbot. It uses your product catalog and category knowledge to guide shoppers through natural conversations and recommend relevant products.

Title

Setup

Description

Create Sagent and set its basic details.

Target

Setup

Title

Data

Description

Configure products, knowledge, and guidance.

Target

Data

Title

Behaviour

Description

Configure conversation behaviour and recommendations.

Target

Behavior

Title

Content

Description

Configure copy, privacy content, and AI disclosure.

Target

Content

Title

Design

Description

Match Sagent's visual design to your brand.

Target

Design

Title

Translations

Description

Localize static Sagent copy.

Target

Translations

Title

Deploy

Description

Publish Sagent through entry points.

Target

Deploy

Title

Validate before launch

Description

Test Sagent before it reaches shoppers.

Target

Validate before launch

Title

Monitoring

Description

Track conversation health and flagged sessions.

Target

Monitoring

Title

Analytics

Description

Track Sagent performance and conversation data.

Target

Analytics

Sagent lifecycle

Use this journey to take Sagent from initial setup to continuous improvement.

1

Complete prerequisites

Install the Crobox Snippet Implementation before deploying Sagent.

Set up and sync the Setting up a Product Feed. Then select the products and locales Sagent can use.

Conversation analytics do not require pageviews. Add Event Tracking Implementation when you need analytics that depend on site activity.

2

Configure Sagent

Use Setup to configure core settings, content, tools, and design.

Use Data to configure products, knowledge, and guidance. Use Behavior to control questions and recommendations.

Add Translations for every supported language.

3

Validate before launch

Use Validate before launch to test catalog coverage, shopper conversations, tools, and entry points.

Create configurable response and tool-use checks in Test Cases. Run and investigate them in Test Results.

4

Publish and manage releases

Use Deploy to configure shopper entry points.

Use Versions to publish, unpublish, compare, and restore complete Sagent versions.

5

Monitor live conversations

Use Monitoring to review conversation health, tool activity, and flagged sessions.

Use Analytics to track engagement and investigate conversation data.

6

Optimize and release again

Use findings to refine products, knowledge, guidance, and behavior. Validate the changes, then publish a new version.

Current capability boundaries

Sagent does not currently provide documented A/B testing or Sagent-specific external analytics events.

Sagent has an accessibility foundation. Accessibility testing is still pending. Do not treat Sagent as compliant with a specific accessibility standard until that testing is complete.