Guided Selling

Transforming Complex Product Selection

product configuration system
Part of the Compatio Configuration System
In industries with complex products and varied customer needs, simple filters aren’t enough. Compatio’s Guided Sellling feature goes beyond basic attribute filtering by embedding deep product knowledge into the configuration process. Our Guided Selling isn’t just about selecting product attributes—it’s about understanding the real-world applications of your products and translating them into intellignet, accurate product recommendations through programmed expertise.

How it Works

Tailored, Expert-Programmed
Question Flows

Compatio’s Guided Selling works by asking the right questions—questions that are meticulously programmed based on real human expertise and industry knowledge. These questions are designed to mimic the inquiries a seasoned industry professional would ask, ensuring that even the most complex products are selected with ease. Whether it’s an industrial automation setup or a simple consumer product configuration, Compatio guides users through the decision-making process with expert-level precision, based on the insights of industry professionals

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product recommendations engine

Dynamic, Contextual
Recommendations

Based on user input, Compatio’s Guided Selling dynamically recommends products that match specific needs and constraints. The system equates real-world application questions to product attribute selections, which means users get suggestions that are technically compatible and optimized for their use case. This process is powered by encoded expertise, ensuring that even less experienced users are given professional-level guidance in selecting the right products.

Why guided selling is different with compatio ai

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Deep knowledge integration

Most guided selling toold rely on basic filters. Compatio’s Guided Selling is built on a foundation of deep, human-programmed product expertise. This allows our system to consider real-world application scenarios and recommend solutions that have traditionally required human expertise to configure.

For instance, while other tools may allow users to filter products by attributes like “size” or “material,” Compatio enables users to input their specific application requirements—such as environmental factors, industry standards, or desired outcomes—and receive highly relevant recommendations in return.

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Real-time configuration assistance

With Compatio, users receive real-time feedback as they input their needs. Whether they are configuring an electrical system, choosing materials for a construction project, or building an industrial automation setup, the system’s dynamic recommendations adapt based on the user’s selections. This ensures that no matter how complex the requirement, the right products are selected quickly and accurately.

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Empowering users of all skill levels

Compatio’s Guided Selling feature is designed to be as effective for the novice user as it is experienced professional. It empowers salespeople, customer service reps, and end customers with the product expertise they need—without requiring years of industry experience. For businesses, this means they can empower their teams to confidently handle even the most technical configurations, while reducing the time spent on training and onboarding,

Use cases

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For Novice Users

A novice customer is trying to purchase a new control panel enclosure but doesn’t have the technical background to understand all the options. Compatio’s Guided Selling asks about the specific environment and application (e.g., is the panel for indoor or outdoor use, does it need to be water-resistant, etc.), and based on this, it recommends the most suitable enclosures. The result? The customer gets exactly what they need without feeling overwhelmed by technical jargon.

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For Expert Users

An experienced sales engineer needs to configure a complex system of products that adheres to industry regulations. Compatio’s Guided Selling allows the engineer to input specific technical requirements (e.g., regulatory compliance, safety standards, component compatibility), and the system delivers optimal recommendations that meet all criteria—saving time and reducing risk of errors.

Key Benefits

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Optimized Decision-Making

Equip your team or customers with the ability to make confident decisions, regardless of their technical expertise.

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Faster Product Selection

Guide users through the product selection process quickly, with real-time feedback and dynamic recommendations that make complex decisions easier.

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Increased Accuracy

Reduce the risk of misconfiguration by ensuring that all product selections are compatible and meet the user’s specific application requirements.

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Reduced Training Costs

Compatio’s Guided Selling enable businesses to reduce reliance on experienced staff for product selection. This allows less experienced staff to handle more complex tasks, reducing the need for extensive training programs.

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Higher Customer Satisfaction

Deliver a seamless and intuitive experience for customers leading to greater satisfaction, higher engagement, and increased loyalty.


COMPETITIVE ADVANTAGE

SPEED TO DEPLOY & COST-EFFECTIVE

Ready to elevate your product configuration process? Compatio’s Guided Selling feature empowers users at every level with programmed expert guidance, reducing errors and streamlining decision-making. Contact us today to learn how you can integrate Compatio’s Guided Selling into your system.