Welcome to zoovu! This guide will help you get started with the zoovu platform. The first section will walk you through the Anatomy of the zoovu platform and introduce the key components. This will be followed by a step-by-step instruction in the Get Started Guide to help you build your first digital assistant quickly and easily.
Dashboard[Back to top]
The dashboard is the cockpit of the zoovu platform. It gives you an overview of your assistants and how they are performing. From here, you can edit existing assistants or create new ones.
Assistant[Back to top]
The assistant editor is the heart and brain of the zoovu platform. It is here where you can create and edit your assistants, configure the look and feel, shape the flow of the conversations and report on them.
The editor consists of three powerful interfaces between which you can switch to maximize your productivity, these include the ‘Flow’, ‘Design’, and ‘Reports’ tabs.
Flow Editor[Back to top]
To ask each user the right question, you are able to shape your conversations with a few simple clicks. The Flow Editor allows you to map out and visualize conversation paths via drag and drop, defining the conditions for proceeding questions based on the answers selected by users. You can easily create new questions and add them to the flow in the same view.
Question Bank[Back to top]
You can create, edit and configure questions and answers stored in the Question Bank menu, which is easily accessible from the Flow Editor and the Design view.
- Add or edit the question text.
- Enter the question purpose. This is optional and only visible to you to keep track of the questions when adding them to a conversational flow).
- Define if answering the question is mandatory or optional. For mandatory questions, users must answer them to proceed to the next question, while optional questions are those that users can skip and not have to answer.
There are six different types of answers that you can select from. They are briefly outlined below (they will be described in more detail in the following sections):
- Radio: of the answers available, only one can be selected by the user (e.g. age).
- Checkbox: multiple answers can be selected by the user (e.g. features).
- Dropdown: one answer can be selected by the user from a dropdown menu.
- Slider: allows users to select a specific numeric option provided a range from minimum to maximum using a slider action (e.g. height).
- Double Slider: allows users to select a numerical range (i.e. minimum and maximum) using a double slider action (e.g. price range).
- Lead Generation: creates input fields that allow users to enter their details (i.e. email address or name) to be captured and forwarded to your end.
- Image: to support the answer with a visual association we recommend adding images, this can be achieved by clicking on the picture icon.
- Description: to provide further context to the answers, additional explanations and descriptions can be inserted.
- Product mapping: In this menu, attributes listed in the product data file can be assigned to answers.
The data file is a catalog of your products, which can be downloaded through your e-commerce platform. To find out more about the data file,
Design[Back to top]
This is where the look and feel of your assistant can be customized to reflect style guide requirements or to just give it your special touch. Use the Question Bank menu to add or change questions, map them to your product catalog, and add answer images or info text to provide users with additional information.
The Appearance menu is where you can choose from a selection of pre-built themes and customize them to reflect your website’s UI by changing the colors, fonts and question styles.
Use the preview link to test your digital assistant or share it with your colleagues to get their feedback.
Reports[Back to top]
These reports allow you to gain insights into how users are engaging and interacting with your assistant; they will help you optimize your assistant’s content by providing a visual display of:
- The most commonly used routes by users.
- Where users are dropping out.
- The routes that convert best, and...
- The routes that perform worse.
Products[Back to top]
The zoovu platform allows you to configure the products that will be recommended to users in the assistant. First, you will need to import your product catalog, once imported you will be able to make changes to the product catalog directly on the zoovu platform by switching between the Preview and the Editor mode. If you do not have structured product data available, you can build a catalog and add product information on the platform using the template structure provided (you will be able to export the catalog as an Excel file from the platform).
Import And Export Products[Back to top]
To ensure product information can easily be kept up-to-date in your assistant, product catalogs can be both imported and exported from the zoovu platform.
- Import product catalogs from your local computer drive if you previously created a file and exported them from an e-commerce platform or inventory management system.
- Export product catalogs to your computer in Excel format if you built a product catalog using the template structure provided on the zoovu platform. Exporting the product catalog is valuable when you have made changes in the Editor Mode and would like to save the updated catalog to your computer.
Preview And Editor Mode[Back to top]
In this section, you are able to take a deeper look at your imported product catalogs or apply changes to specific products.
Preview Mode allows you to browse already imported products.
Editor Mode allows you to edit any cell of the catalog directly in the zoovu platform. All changes can be or saved – remember to before leaving the editor mode for the changes to be reflected in the assistant.
Icon Legend[Back to top]
Refer to the icon legend displayed at the top to identify the different column types and keep an overview of your imported product data. The icons indicate the purpose of the columns in the product catalog. Hover over an icon to display more information.
- Mandatory columns: are columns that must contain product data for the products to be published in the assistant. If indicated, it shows you have already mapped them when importing your products or they are present in the data template you’re using.
- Used in view: indicates that the content of these columns will be shown as attributes on the results view the page in the assistant. Visibility of each attribute is possible to set up in tab Result view (Assistant ⇾ Design ⇾ Result view).
- Used in expressions: are columns that are used to make business rules when mapping products in the catalog to the answers. They are not visible in the result page view until they are set to be visible (used in view). Any time a business rule is changed to one of the answers (different column mapping), the visibility of used in expressions will automatically change in the product tab.
Integration[Back to top]
Need help integrating your Digital Assistant or would like to get some best practice advice? Chat with us or leave a message for a free personal consultation.
Settings[Back to top]
If you are looking to finetune elements of your assistant, the zoovu platform provides a full range of advanced ‘out-of-the box’ settings. You can take full control of how products are being recommended, ranked and displayed for optimal business results.
Reporting[Back to top]
Learn more about your users and what they really need in their online purchasing experience in the comprehensive reporting section. Use the powerful visual reports to see how your assistant is performing, how well you engage customers as well as which products are performing best and worst. Use the ready-made reporting charts to drive deep insights for all units of your business and sell more effectively to your customers.