Before you start
Your catalog needs to be connected, since the recommendations come from your synced products. That’s it.Step 1: Write the quiz as a skill
Go to Brain → Skills and create a new skill. Here’s a worked example for a skincare brand; adapt the questions and logic to your products. Skill name- One question at a time. Without that line, the agent may dump all the questions at once, which kills the quiz feel.
- A recovery path for “not sure”. Shoppers who’d bounce off a form dropdown will answer “does your skin feel tight after washing?”
- A capped recommendation count. Two or three products with reasons beats a wall of options.
- A closing offer. The price-point question keeps the conversation going instead of ending on a list.
Step 2: Test it
Use the preview chat and come at the quiz from different angles: “what should I buy?”, “I’m new to skincare”, “take the quiz”. Check that it triggers each time, asks one question at a time, and recommends sensible products. If it recommends oddly, the fix is usually in the instructions: add a line like “never recommend the exfoliating toner for sensitive skin.” If a product detail is wrong, that’s a catalog or knowledge fix instead.Step 3: Make the quiz discoverable
The skill only helps shoppers who talk to the agent, so put the quiz in front of them:- Add a suggestion chip. In your placement’s suggestions, switch to Fixed suggestions and add “Find my routine” or “Take the 30-second quiz” as a chip, or keep Auto mode and rely on the agent surfacing it. A fixed chip is the more reliable pull.
- Pin it where it’s relevant with a suggestion set. A set targeting your bestselling collection can open with “Not sure which is right for you? Take the quiz.”
- Give the quiz its own placement. An Embedded inline placement on a “Find your routine” landing page turns the quiz into a destination you can link from email and ads.
Variations
The same skeleton works for most guided-selling problems. Change the questions and the recommendation logic:- Gift finder: who’s it for, occasion, budget, then two or three options.
- Fit finder: current brand and size, fit preference, then one size recommendation with your brand’s sizing quirks baked into the instructions.
- Bundle builder: their goal, what they already own, then a set of products that work together.