# Crobox Documentation ## Crobox - [Welcome to Crobox](https://docs.crobox.com/readme.md): Start your journey with Crobox. Learn how to integrate, use, and optimize the platform with guides, tutorials, and technical documentation. - [What's New](https://docs.crobox.com/whats-new.md): Learn about the latest Crobox features and improvements. - [First Steps](https://docs.crobox.com/getting-started/first-steps.md): Everything you need to know about integrating Crobox on your website. - [Crobox Snippet Implementation](https://docs.crobox.com/getting-started/first-steps/get-started-with-crobox.md): Integrating Crobox on your website is lightweight and fast. All you need to get started is to implement the Javascript Snippet (i.e., tag) manually or in your tag manager. - [Event Tracking Implementation](https://docs.crobox.com/getting-started/first-steps/event-tracking-implementation.md): After adding the Crobox snippet to your website, the next step is to implement event tracking by implementing the Javascript API snippets listed in this document. - [Cookie Wall Settings](https://docs.crobox.com/getting-started/first-steps/cookie-wall-settings.md): This document explains how to implement Crobox according to your cookie policy. - [Content Security Policy Header](https://docs.crobox.com/getting-started/first-steps/content-security-policy-header.md): In this article we will describe the necessary steps your team will need to take in order to whitelist Crobox in your Content Security Policy header. - [Sagent](https://docs.crobox.com/how-to-guides/sagent.md): 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. - [Launch Your First Sagent](https://docs.crobox.com/how-to-guides/sagent/launch-your-first-sagent.md): Get your Sagent AI shopping assistant live with these quick and essential steps. Make sure your technical setup is complete before diving in. - [Setup](https://docs.crobox.com/how-to-guides/sagent/setup.md): Configure Sagent's core experience and optional shopper tools. - [General](https://docs.crobox.com/how-to-guides/sagent/setup/general.md): Create Sagent and configure its core settings. - [Behavior](https://docs.crobox.com/how-to-guides/sagent/setup/behavior.md): Configure how Sagent responds, asks questions, and makes recommendations. - [Content](https://docs.crobox.com/how-to-guides/sagent/setup/content.md): Configure the copy, privacy messaging, and AI disclosure shown in Sagent. - [Tools](https://docs.crobox.com/how-to-guides/sagent/setup/tools.md): Enable optional tools that help shoppers assess and compare products. - [Design](https://docs.crobox.com/how-to-guides/sagent/setup/design.md): Match Sagent's appearance to your brand and website. - [Data](https://docs.crobox.com/how-to-guides/sagent/data.md): Configure the catalog, knowledge, and guidance Sagent uses. - [Products](https://docs.crobox.com/how-to-guides/sagent/data/products.md): Select, filter, and sync the catalog data available to Sagent. - [Knowledge](https://docs.crobox.com/how-to-guides/sagent/data/knowledge.md): Add shared knowledge sources and test how Sagent retrieves them. - [Guidance](https://docs.crobox.com/how-to-guides/sagent/data/guidance.md): Manage Sagent's question flow and available shopper answers. - [Translations](https://docs.crobox.com/how-to-guides/sagent/translations.md): Localize the static copy shown throughout Sagent. - [QA](https://docs.crobox.com/how-to-guides/sagent/qa.md): Test how Sagent answers shoppers before you publish changes. - [Tests](https://docs.crobox.com/how-to-guides/sagent/qa/tests.md): Create, manage, import, and export the tests that check Sagent's answers. - [Results](https://docs.crobox.com/how-to-guides/sagent/qa/results.md): Run your tests and AI Generated Tests, then review how Sagent answered. - [Deploy](https://docs.crobox.com/how-to-guides/sagent/deploy.md): Publish Sagent through website widgets, QR codes, and other entry points. - [Versions](https://docs.crobox.com/how-to-guides/sagent/versions.md): Review changes, compare versions, and publish a Sagent release. - [Monitoring](https://docs.crobox.com/how-to-guides/sagent/monitoring.md): Track your Sagent's health with built-in monitoring widgets, filters, and conversation-level signals. - [Overview](https://docs.crobox.com/how-to-guides/sagent/monitoring/overview.md): Monitor Sagent health trends with widgets, locale filters, and time ranges. - [Conversations](https://docs.crobox.com/how-to-guides/sagent/monitoring/conversations.md): Review individual Sagent sessions, flags, outcomes, and tool activity. - [Analytics](https://docs.crobox.com/how-to-guides/sagent/analytics.md): Track Sagent performance in the Dashboard tab and explore conversation data in Ask Analytics. - [Dashboard](https://docs.crobox.com/how-to-guides/sagent/analytics/dashboard.md): Track Sagent sessions, completion, and CTA engagement over time. - [Ask Analytics](https://docs.crobox.com/how-to-guides/sagent/analytics/ask-analytics.md): Explore filtered Sagent conversation data with plain-language questions. - [Product Finders](https://docs.crobox.com/how-to-guides/product-finders.md): Find everything you need to set up, customize, and optimize your Product Finder. This section guides you through creating an engaging user experience. - [Launch Your First Product Finder](https://docs.crobox.com/how-to-guides/product-finders/launch-your-first-product-advisor.md): Get your Product Finder live with these quick and essential steps. Make sure your technical setup is complete before diving in. - [Choosing the Right Product Category](https://docs.crobox.com/how-to-guides/product-finders/launch-your-first-product-advisor/choosing-the-right-product-category.md): Before you begin your onboarding journey with us, it's important to make strategic decisions about which product categories or product lines to focus on for your Product Finder experience. - [Setup your Product Finder](https://docs.crobox.com/how-to-guides/product-finders/setup-your-advisor.md): This guide outlines the process of setting up a Product Finder using the AI Generate Finder feature and configuring essential Finder settings. - [Manage the Question Flow](https://docs.crobox.com/how-to-guides/product-finders/manage-the-question-flow.md): In this guide, you will learn how to manage and arrange the questions in your Product Finder, as well as how to add new questions to the flow. - [Finder Editor](https://docs.crobox.com/how-to-guides/product-finders/finder-editor.md): The Finder Editor allows you to customize and manage the pages, questions and answers within your flow. This documentation will help you tailor each step of the user's recommendation journey. - [Page Settings](https://docs.crobox.com/how-to-guides/product-finders/finder-editor/page-settings.md): This guide provides detailed instructions on general page settings, plus settings for Landing, Loading, Question, Results, and Category Results pages. - [Question Editor](https://docs.crobox.com/how-to-guides/product-finders/finder-editor/question-editor.md): This guide provides detailed instructions on configuring question structure, display, and interaction. Including content, logic and styling to optimize the user experience. - [Answer Editor](https://docs.crobox.com/how-to-guides/product-finders/finder-editor/answer-editor.md): This guide provides detailed instructions on configuring answer options within the Answer Editor. - [Translations](https://docs.crobox.com/how-to-guides/product-finders/translations.md): Ensuring your Product Finder is accessible in multiple languages enhances user experience and broadens your reach. Our platform offers several methods to manage translations efficiently. - [Create Activations](https://docs.crobox.com/how-to-guides/product-finders/create-activations.md): In this article, you will find information on how to place your Product Finder on your website to allow your users to interact with it. - [Activations: Best Practices](https://docs.crobox.com/how-to-guides/product-finders/activations-best-practices.md) - [Product Quality Assurance](https://docs.crobox.com/how-to-guides/product-finders/product-quality-assurance.md): This guide explains how to use the Products Tab to preview results and ensure accurate product population, providing a seamless and effective QA process. - [A/B Testing](https://docs.crobox.com/how-to-guides/product-finders/a-b-testing.md): This guide explains how to set up and manage A/B tests for your Product Finder, allowing you to compare different versions and measure the impact of changes. - [Publishing & Versions](https://docs.crobox.com/how-to-guides/product-finders/publishing-and-versions.md): Manage and publish different versions of your Product Finder to ensure the best experience for your users while maintaining full control over updates and revisions. - [Accessibility](https://docs.crobox.com/how-to-guides/product-finders/accessibility.md): Product Finder follows WCAG standards and is compliant with ADA requirements, ensuring all customers can navigate and complete questionnaires using assistive technologies. - [Campaigns](https://docs.crobox.com/how-to-guides/dynamic-messaging.md): Explore the details of campaign customization and learn how to effectively engage and reach your target audience. - [Create a Campaign](https://docs.crobox.com/how-to-guides/dynamic-messaging/how-to-create-a-dynamic-messaging-campaign.md): This guide outlines the process of setting up a Campaign using Crobox and configuring essential Campaign settings. - [Advanced Targeting Filters](https://docs.crobox.com/how-to-guides/dynamic-messaging/advanced-targeting-filters.md): Reference guide to the available advanced targeting filters, presets, and filter groups for Campaigns. - [Testing](https://docs.crobox.com/how-to-guides/dynamic-messaging/testing.md): Learn how to test Crobox Campaigns using control groups, linked campaigns, and persuasion-based content variants to optimize campaign performance and messaging effectiveness. - [Campaign Management](https://docs.crobox.com/how-to-guides/dynamic-messaging/campaign-management.md): Organize campaigns with categories, manage priorities, and understand automated lifecycle processes. Keep your campaign overview clean and strategically organized. - [Campaign Performance](https://docs.crobox.com/how-to-guides/dynamic-messaging/campaign-performance.md): The Campaign Performance section of the app provides insights into your campaigns and allows you to find specific performance metrics related to your campaigns. - [Accessibility](https://docs.crobox.com/how-to-guides/dynamic-messaging/accessibility.md): Campaign experiences are built with accessibility considerations to ensure all users can interact with your messaging and promotional content, regardless of their abilities or assistive technologies. - [Inspiration Library](https://docs.crobox.com/how-to-guides/dynamic-messaging/inspiration-library.md) - [What's the difference between product attributes and behavioral nudges?](https://docs.crobox.com/how-to-guides/dynamic-messaging/whats-the-difference-between-product-attributes-and-behavioral-nudges.md) - [What are the differences between Campaign Types?](https://docs.crobox.com/how-to-guides/dynamic-messaging/what-are-the-differences-between-campaign-types.md) - [Product Data](https://docs.crobox.com/how-to-guides/product-data.md): Discover everything you need to manage your data and effortlessly set up your product catalog within Crobox. - [Introduction to Product Data Feeds](https://docs.crobox.com/how-to-guides/product-data/product-data-feed.md) - [Setting up a Product Feed](https://docs.crobox.com/how-to-guides/product-data/setting-up-a-product-feed.md): In this article you will find information on how to upload and manage your data feeds. - [Manage and Transform Product Properties](https://docs.crobox.com/how-to-guides/product-data/manage-and-transform-product-properties.md): Within this article you will find information regarding the product data section of the app and how to navigate its property settings and capabilities. - [AI Enricher Properties (text-based)](https://docs.crobox.com/how-to-guides/product-data/ai-enricher-properties-text-based.md): Transform your product data with AI-powered enrichment that automatically generates new product attributes based on existing information. - [AI Image Analysis Enrichment](https://docs.crobox.com/how-to-guides/product-data/ai-image-analysis-enrichment.md): Enrich your product catalog by analyzing product images with AI-powered visual recognition that automatically extracts visual attributes like colors, patterns, styles, and materials. - [Manual Data Enrichment](https://docs.crobox.com/how-to-guides/product-data/manual-data-enrichment.md): Learn how to manually enrich your product data by categorizing products with values in-app. - [Product Tags](https://docs.crobox.com/how-to-guides/product-data/product-tags.md): In this article we will go over creating a Product Tag, which can be used to target a subset of products in a Campaign. - [Add a Property Category](https://docs.crobox.com/how-to-guides/product-data/add-a-property-category.md): Within this article, you will find how to organize your product data efficiently by creating and managing property categories. - [Analytics](https://docs.crobox.com/how-to-guides/analytics.md): Explore your performance data in dashboards, understand how every metric is calculated, and create metrics of your own. - [Dashboards](https://docs.crobox.com/how-to-guides/analytics/understand-your-analytics.md): Open and manage your Analytics dashboards, use the dashboard controls, understand widget types, and generate widgets with AI. - [Metrics](https://docs.crobox.com/how-to-guides/analytics/metrics.md): Understand how Crobox metrics are calculated, find definitions for the default metrics, and create your own. - [Create a metric](https://docs.crobox.com/how-to-guides/analytics/metrics/create-a-metric.md): Create custom metrics, from simple counts to calculated rates, and manage the metrics in your container. - [Group by aliases](https://docs.crobox.com/how-to-guides/analytics/metrics/group-by-aliases.md): Combine group by keys that mean the same thing into one named alias, so you can report on them together. - [Data Confidence](https://docs.crobox.com/how-to-guides/analytics/data-confidence.md) - [Quick Start](https://docs.crobox.com/how-to-guides/analytics/quick-start.md): Start your Analytics journey with these foundational guides. Learn the basics of creating dashboards and navigating the Analytics interface. - [Create Your First Dashboard](https://docs.crobox.com/how-to-guides/analytics/quick-start/create-your-first-dashboard.md): Step-by-step guide to create your first Analytics dashboard with essential KPIs for website performance monitoring. Perfect for new users getting started. - [Understand the Analytics Interface](https://docs.crobox.com/how-to-guides/analytics/quick-start/understand-the-analytics-interface.md): Complete guide to navigating the Analytics interface. Learn key elements, navigation patterns, and essential controls for effective data analysis. - [Essential Guides](https://docs.crobox.com/how-to-guides/analytics/essential-guides.md): Master the core Analytics functionality with these essential guides. Learn to create different chart types, configure KPIs, and apply filters effectively. - [Configure Big Number KPIs](https://docs.crobox.com/how-to-guides/analytics/essential-guides/configure-big-number-kpis.md): Learn how to create and configure Big Number widgets for monitoring key performance indicators with comparisons and alerts. - [Create Line Chart for Trends](https://docs.crobox.com/how-to-guides/analytics/essential-guides/create-line-chart-for-trends.md): Master line chart creation for tracking performance trends over time. Learn time grouping, multiple data series, and advanced trend analysis techniques. - [Setup Bar Chart Comparisons](https://docs.crobox.com/how-to-guides/analytics/essential-guides/setup-bar-chart-comparisons.md): Create effective bar charts for comparing performance across categories, products, and segments. Learn grouping, stacking, and analysis techniques. - [Build Detailed Table Analysis](https://docs.crobox.com/how-to-guides/analytics/essential-guides/build-detailed-table-analysis.md): Master Table widgets for detailed multi-metric analysis and data export. Learn configuration, CSV export, and best practices for comprehensive data review. - [Create Pie Chart Breakdowns](https://docs.crobox.com/how-to-guides/analytics/essential-guides/create-pie-chart-breakdowns.md): Create effective pie charts for proportional analysis and category breakdowns. Learn configuration, best practices, and use cases for pie chart visualizations. - [Share Dashboard With Team](https://docs.crobox.com/how-to-guides/analytics/essential-guides/share-dashboard-with-team.md): Master dashboard sharing for team collaboration. Learn role-based permissions, sharing workflows, and collaboration best practices using verified Analytics features. - [Configure Dashboard Filters](https://docs.crobox.com/how-to-guides/analytics/essential-guides/configure-dashboard-filters.md): Master dashboard filtering to focus your analysis on specific segments, regions, devices, or time periods. Learn filter types, combinations, and optimization. - [Advanced Workflows](https://docs.crobox.com/how-to-guides/analytics/advanced-workflows.md): Advanced Analytics workflows for complex business scenarios. Learn to implement sophisticated tracking, automation, and analysis for enterprise-level insights. - [Track E-commerce Performance](https://docs.crobox.com/how-to-guides/analytics/advanced-workflows/track-e-commerce-performance.md): Complete e-commerce analytics setup guide. Build comprehensive dashboards to track revenue, conversions, customer behavior, and product performance. - [Product Recommenders](https://docs.crobox.com/how-to-guides/product-recommenders.md): Find everything you need to configure dynamic, rules-based product recommendations across your website. - [Creating a Recommender](https://docs.crobox.com/how-to-guides/product-recommenders/creating-a-recommender.md): This guide outlines how to create, configure, and preview a product recommender, including defining rules, filters, slot logic, and ranking behavior. - [Product Comparisons](https://docs.crobox.com/how-to-guides/product-comparisons.md): Manage the product properties shoppers compare side by side, and use them across Campaigns, Product Finders, and Sagent. - [Create a Product Comparison](https://docs.crobox.com/how-to-guides/product-comparisons/create-a-product-comparison.md): Create a product comparison, choose the properties to compare, and customize the content shoppers see. - [Product Insights](https://docs.crobox.com/key-concepts/product-insights.md) - [How to turn product attributes to benefits](https://docs.crobox.com/key-concepts/product-insights/how-to-turn-product-attributes-to-benefits.md) - [What are Product Attributes?](https://docs.crobox.com/key-concepts/product-insights/what-are-product-attributes.md) - [How to Combine Product and Customer-Centricity](https://docs.crobox.com/key-concepts/product-insights/how-to-combine-product-and-customer-centricity.md) - [What is Product Intelligence?](https://docs.crobox.com/key-concepts/product-insights/what-is-product-intelligence.md) - [Behavioral Psychology](https://docs.crobox.com/key-concepts/behavioral-psychology.md) - [What are Behavioral Nudges?](https://docs.crobox.com/key-concepts/behavioral-psychology/what-are-behavioral-nudges.md) - [Key Behavioral Principles We Use](https://docs.crobox.com/key-concepts/behavioral-psychology/key-behavioral-principles-we-use.md) - [Integrations](https://docs.crobox.com/technical-documentation/integrations.md): Connect Crobox with CRM platforms and external product-data sources. - [CRM Integrations](https://docs.crobox.com/technical-documentation/integrations/crm-integrations.md): Connect your Crobox experiences to your Customer Relationship Management (CRM) platform to capture user preferences and enable personalized follow-up communications. - [Data Integrations](https://docs.crobox.com/technical-documentation/integrations/data-integrations.md): Import external product data into Crobox as properties for use across experiences. - [Crobox MCP](https://docs.crobox.com/technical-documentation/crobox-mcp.md) - [Custom Themes and CSS](https://docs.crobox.com/technical-documentation/custom-themes-and-css.md) - [Set Custom Visitor Properties with the Pageview API](https://docs.crobox.com/technical-documentation/setting-custom-visitor-properties-with-pageview-api.md): Send custom visitor properties to Crobox through the pageview API for targeting, analytics, and advanced personalization. - [Product Finder Event Tracking Integration](https://docs.crobox.com/technical-documentation/product-advisor-event-tracking-integration.md): This guide explains how to integrate the Product Finder event to send analytic information to your analytics platform. - [Pre-selecting Finder Questions](https://docs.crobox.com/technical-documentation/pre-selecting-advisor-questions.md): Learn how to use the function crobox.setFinderState to control the state of the Finder via our JavaScript API. You can pre-select answers for specific questions, and control question page navigation. - [Security Managment](https://docs.crobox.com/security-and-compliance/security-managment.md) - [Data Security](https://docs.crobox.com/security-and-compliance/data-security.md) - [Legal](https://docs.crobox.com/security-and-compliance/legal.md) - [Cookie Policy](https://docs.crobox.com/security-and-compliance/legal/cookie-policy.md) - [Developer Mode](https://docs.crobox.com/security-and-compliance/legal/developer-mode.md) - [General Terms and Conditions](https://docs.crobox.com/security-and-compliance/legal/terms-and-conditions.md) - [User Management](https://docs.crobox.com/administration/user-management.md) - [Accounts and Billing](https://docs.crobox.com/administration/accounts-and-billing.md) - [Troubleshooting and Support](https://docs.crobox.com/administration/troubleshooting-and-support.md) --- # Agent Instructions This documentation is published with GitBook. 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