Overview
Add even more upsell opportunities to your Shopify Checkout with the Dynamic AI Offer!
Not sure which products to offer at checkout? Let OCU's AI choose for you. The AI Generated In-Checkout upsell offer analyzes the products in each customer's cart and shows relevant recommendations right on the Shopify Checkout page. No product picking or rule building required.
The AI model begins analyzing your store data as soon as OCU is installed. When a customer reaches checkout, the AI looks at what's in their cart and suggests recommended products based on those item(s). Because the products are chosen automatically, your offer stays relevant as your catalog changes.
You can use AI offers alongside your manually created In-Checkout offers, or instead of them.
📝 Requirements
This offer type is available for Shopify Plus merchants only, the same as the regular In-Checkout offer. Checkout extensibility is not compatible with checkout.liquid.
You must have products in your catalog. To show bestselling products, your store needs at least one order record.
Adding an AI Generated In-Checkout Upsell
Follow the steps below to add an AI Generated In-Checkout upsell offer to your upsell funnel:
In the Funnels section of the app, open an existing funnel (1) or click Add New Funnel (2).
On the Funnel Edit screen, find the In-Checkout Upsell section and click the ✨ Generate AI Offer button:
That's it! The AI offer is added to your funnel as In-Checkout (AI Generated), set to Active with 100% distribution and the Recommended Products recommendation type:
Next, edit the offer in the Offer Editor and add it to your Shopify Checkout using the Checkout Editor. Both are covered below.
📝 Prefer to pick the products yourself? The + Add Upsell Offer button still creates a regular In-Checkout offer. See In-Checkout Upsell (Shopify Plus) [OCU] for details.
The Offer Card
From the offer card, you can:
Click the ✏️ button to open the Offer Editor
Create an A/B Split Test for the offer. When setting up the test, choose the AI Generated Product option for any position that should use the AI offer (Different Products is for manually chosen products).
Download Statistics
Click View products → to see stats for each product the AI has shown
Open the More actions (•••) menu to Exclude Product or Delete Offer
Working with the Offer Editor
Most settings in the AI Generated offer editor are the same as in the regular In-Checkout offer editor, with a few exceptions. The editor has three sections: General, Buy Box and Buttons.
General
Set the Products Alignment (Vertical or Horizontal), the Type (Carousel or Stack), and the number of Items to show. These work the same as in the regular In-Checkout offer. See The Offer Editor for details.
Buy Box
Settings in the Buy Box apply to all products in the AI offer. For example, a discount you set applies to every product the AI shows. You can't set a different discount, quantity or description for individual products.
The Buy Box includes:
Recommendation Type and Max Products to Display (exclusive to AI offers, see below)
Discount: choose None, Percentage or Compare at price
Hide Quantity Selector
Offer Description
Hide offer if the cart already contains the upsell product
📝 Fixed amount discounts are not available for Dynamic AI offers. Only Percentage, Compare at price, or no discount can be applied.
Recommendation Type
Choose one of the following recommendation types:
Recommended Products: OCU's AI suggests products based on the items in the customer's cart (and their past orders, if applicable), for personalized recommendations.
Bestselling Products: shows your top-selling products from the last 60 days, highlighting items popular with all customers.
The selected recommendation type is shown on the offer card on the Funnel Details page.
📝 Recommended Products is selected by default when an AI offer is created. If a recommended product becomes unavailable, OCU shows the next bestselling product instead. If no products qualify, the offer is not shown.
Max Products to Display
Set the maximum number of products shown in the offer, from 1 to 8:
1 shows a single-product layout.
2 or more shows a multi-product layout, using the Products Alignment and Type set in the General section.
If fewer relevant products are available than your limit, OCU shows all available products up to that limit.
Buttons
Set the Button Type for the Add button to Primary or Secondary, the same as in the regular In-Checkout offer.
Editing Text and AI Writing
To edit the Offer Title, Add button and Description text, click the text in the preview and use the inline text editor. You can also click AI Writing in the editor toolbar to generate copy. See Using the AI Copy Generator [OCU] for the full walkthrough.
📝 Because the products are chosen dynamically based on each customer's cart, we recommend keeping the default {{ product_title }} variable in the Product Title field.
Previewing the Offer with Store Product(s)
The editor preview starts with placeholder products. To preview the offer with real products from your store, click the select a product to preview link at the top of the preview:
Select the product(s) you want to use in the Select products popup, then click Select. The preview updates to show your products.
📝 This is for preview only. The products your customers see are chosen by the AI based on their cart.
Don't forget to click Save in the top-right corner after editing.
Excluding Product(s) from the Offer
If there are products you don't want the AI offer to show, open the More actions (•••) menu on the offer card and hover over Exclude Product. You can exclude by:
Product/Variant
Collection
Product Tag
Product Type
Product Price
A summary of your exclusions appears below the offer card, and you can edit or remove them at any time.
📝 Exclusions apply only to that offer. They don't affect other offers in the funnel.
For more on each exclusion type and how rules combine, see Excluding Products from AI Offer Recommendations [OCU].
Adding the Offer to Shopify Checkout
Like the regular In-Checkout offer, the AI offer must be added to your Shopify Checkout using the Checkout Editor before customers can see it:
Click the Go to Checkout Editor button in the top-right corner of the offer editor.
In the "Main" or "Order Summary" sections of the Checkout Editor, click + Add block.
Select OCU's In-Checkout Upsell block and the offer widget appears in the editor.
Drag and drop it to a new position if you like, then click Save.
See Working with the Shopify Checkout Editor for more details.
Viewing Stats
Offer stats are shown on the offer card on the Funnel Details page and the Funnels List:
Stat | Definition |
Views | The number of times the offer was shown and the checkout was completed. |
Conversion | Times the offer was sold divided by offer views. |
Revenue | The sum of all accepted offer product revenue. Taxes and shipping are not included, and any discount code redeemed at checkout is subtracted. |
Rev. / Visit | Total revenue divided by views. |
To see stats for each product the AI has shown, click View products → on the offer card. A popup shows the full stats for every product in the AI offer, so you can see which recommendations drive the most revenue.
📝 Views are counted for completed checkouts only. Abandoned checkouts are not counted.
Important Notes
The AI In-Checkout offer won't be shown if:
OCU isn't added in the Shopify Checkout Editor.
The checkout is a Draft Order checkout (for example, one created when a customer adds an OCU Pre-Purchase offer with a discount).
The OCU app is disabled.
The funnel isn't published.
No recommended or bestselling products qualify.
If a customer accepts the offer and then removes the item before completing checkout, the offer won't appear again in that checkout session.
On multi-currency checkouts, the offer is shown in the default store currency, and in the buyer's currency once accepted.
Getting good use out of OCU? If you've got a minute, we'd love to hear how it's going. Your honest take helps us make the app better and gives other store owners a real sense of what to expect. Leave a review on the Shopify App Store »