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AI Funnel, Product Recommendations and Best Sellers [OCU]
AI Funnel, Product Recommendations and Best Sellers [OCU]

Learn how OCU's AI functionality can automatically build an optimized funnel and provide offer recommendations based on store order history!

Jeff Maxfield avatar
Written by Jeff Maxfield
Updated over a week ago

📝 This feature is currently in beta. To request access to this feature, please contact us at Zipify support via email or in-app chat.

Overview

When a merchant launches the OCU app for the first time with AI functionality enabled, the AI algorithm initiates and starts collecting and processing order history data to generate the following:

  • Best Selling products list for an AI generated Pre-built funnel

  • OCU Recommended and Best Sellers product lists

📝 To ensure successful AI model training, it is important that you provide the necessary permissions to OCU. If you are installing OCU for the first time, the required permissions will be automatically granted upon app installation. If you are an existing user, click the "permissions" link in the notification banner to ensure that the appropriate permissions are granted:

The Best Selling products list for the Pre-built funnel will be utilized only once, when you initiate the Onboarding tour and selects the option "Start with Pre-built Funnel". This list ensures that the pre-purchase offer is fulfilled with the best-selling products available at the time of funnel creation:

Once the AI algorithm completes its initial training or successfully completes subsequent training sessions, the Best Selling products list for the Pre-built funnel will automatically be replaced with a new list of Best Selling products.

Pre-built AI Funnel

If you create your first upsell funnel using the "Start with Pre-built Funnel" option available in the onboarding tour, then a pre-built AI funnel will be auto-generated for you.

The pre-built AI funnel will have the following structure:

Trigger Condition

Any product

Pre-purchase Upsell Offer

  • Offer type: Add to Cart (Multiple)

  • Offer Products: Top 5 Best Selling products (from 1-5 best selling products, apply maximum possible, but not more than 5 products)

  • Offer discount: Not applied

Post-purchase Upsell Offer

  • Offer type: Upsell 1 (Dynamic)

  • Offer Products: Same as bought

  • Offer discount: Percentage, 20%

  • Display offer: For random product in the order

Funnel Status

Inactive (by default)

📝In the event that Best Selling product can't be generated for the Pre-built funnel (requires at least 1 best selling product), the Pre-built funnel will be created without a pre-purchase offer.

Once you have created your first funnel, you will no longer have the ability to create a Pre-built funnel. However, you will still be able to add pre-built offers.

Pre-built Offers

AI Pre-built Offers are available for both Pre-purchase and Post-purchase upsell offer types. You can perform all actions with Pre-built offers just as you would with standard manually created offers.

Pre-Purchase:

The Pre-built offer for Pre-purchase will be available once the AI model generates a list of Best Selling products.

If the AI model training is successful and there is at least one best selling product available, the pre-built offer option will be displayed in the "Create Pre-Purchase Offer" popup when adding a new offer to a funnel:

Just click on the "✨Start with your Top 5 Best Sellers" button in the "Create Offer" popup and the system will generate an offer with the following structure:

Pre-Purchase Upsell Offer

  • Offer type: Add to Cart (Multiple)

  • Offer Products: Top 5 Best Selling products (from 1-5 best selling products, apply maximum possible, but not more than 5 products)

  • Offer discount: Not applied

Post-Purchase:

The Pre-built offer for Post-purchase is always available and it follows a predefined structure, outlined as follows:

Post-purchase Upsell Offer

  • Offer type: Upsell 1 (Dynamic)

  • Offer Products: Same as bought

  • Offer discount: Percentage, 20%

  • Display offer: For random product in the order

📝Only stores for which the AI model has been successfully trained will be able to access the AI Settings page and the options to add Best Selling / Recommended products in the "Create Offer" popup. If bestselling or recommended products are not available for a particular store, the corresponding options will be hidden from the "Create Offer" popup.

Using "Best Sellers" as a Trigger

Once OCU has a generated a "Best selling products" list through the AI model, you will have the capability to set up Bestselling products as a Trigger type for funnels. This option will be available within the trigger conditions section, specifically labeled as "Best selling products":

Available operators for this condition are is any / is not. By clicking the "Add Product(s)" button, your top 10 best selling products list will be displayed. Check the box next to each one you'd like to use as a trigger for the funnel, then click the "Add" button:

📝The Bestsellers feature showcases a list of products generated by an AI model, sorted based on their product score. The products are arranged in descending order, starting from the highest selling rate and gradually decreasing.

The list is limited to a maximum of 10 products; however, it may contain fewer than 10 products for smaller or newly registered stores that have a limited order history. OCU will check the availability of best selling product in the store and in case it is out of stock/hidden or deleted, it will not be displayed in the list of products for selection.

Creating “OCU Recommended” and “Best Selling” product offers

Once the AI model training is completed successfully, the functionality to apply "OCU Recommended" and "Best Selling" products becomes available for Pre-purchase, Post-purchase, and Thank You page offers.

  • If 1 product is selected in the “Add product” popup, then the “single product” offer layout will be used and displayed on the funnel details page.

  • If multiple products are selected in the “Add product” popup, then the “multiple product” offer layout will be used and displayed on the funnel details page.

Recommended Products

OCU "Recommended Products" will be generated based on the Trigger product(s) used for the funnel, so below are some recommendations:

  1. For using an OCU Recommended Offer, you need to set up at least 1 "product" or "product variant" based trigger.

  2. We recommend using a maximum of 5 trigger products for better recommendation results. The fewer triggers the funnel has, the better the AI recommended products list will be received as a result.

  3. When the bound “Trigger product > related OCU Recommended offer” is set up in the funnel, if you change the trigger product then the OCU Recommended offer can become irrelevant.

Just select the product(s) you want used from the "OCU Recommended Products List" then click the "Add" button:

📝 The “Use OCU Recommended products” option will not be available when:

  1. Trigger does not contain product and/or variant-based triggers.

  2. ALL products added as a trigger to the funnel do not contain purchase history, so recommendations can't be generated by the AI model.

Best Sellers

The "Best Selling" products showcases a list of products generated by an AI model based on your store's order history, sorted based on their product score. The products are arranged in descending order, starting from the highest selling rate and gradually decreasing.

The list is limited to a maximum of 10 products; however, it may contain fewer than 10 products for smaller or newly registered stores that have a limited order history.

Just select the product(s) you want used for the offer from the "Your Top-10 Best Selling Products" list then click the "Add" button:

AI Model retraining

The AI Model retraining process is supported by OCU automatically on a regular basis or can be initiated manually from the Settings > AI Algorithm section. During the retraining (auto or manually initiated) you will be able to see all necessary info on the AI settings page.

After the retraining, the AI model returns the lists of new Best Sellers and updates OCU Recommended products. The last update date is available on the AI setting page as well:

📝 From time to time, funnels with best sellers and OCU recommended products should be updated manually in order to keep the setup of bestselling products and recommendations in the funnels up-to-date. OCU does not track these updates dynamically after retraining of the model. So after the retraining, the “best practice” recommendation is to go to the funnels and check best sellers and recommended products and replace them with the updated ones from the newly generated lists.

Auto-retraining

When the AI model is trained for the first time (successfully or not), OCU starts to track new order history records per store. As soon as the number of newly created orders is reached, the AI model retraining starts automatically.

The number of new order history records will be unique per each store. So based on the logic below, OCU defines this number of order history records per store.

OCU System should define order history records number by logic:

  • Collect order history records for 3 months period from current date per store

  • Calculate the average number of order records for 3 months period per store

  • IF the calculate average number of order records is ≥ 100 records THEN set calculated average order number value as a condition for AI Algorithm re-training

  • IF the calculate average number of order records is < 100 records THEN set minimum order number value = 100 as a condition for AI Algorithm re-training

  • Keep applied order number value until the next re-training start

📝 If there were no funnels with OCU recommended or Best selling products in the store, then after the first launch retraining will be started automatically every 60 days by default.

Manual retraining

Manual retraining of the model can be done from the AI settings page at any time, by clicking the "Update Now" button there:

Not available when retraining is already in progress. The number of new history records for the next auto-retraining will also be defined when retraining is started manually.

📝The AI Settings page will not be visible for a store if the AI model training has failed and Bestsellers AND Recommended product lists have not been generated.

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