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This Glossary lists all relevant terms and concepts that are specific to creating and maintaining Product Guides or Guided Selling solutions.

Name / ConceptNotesExample
WORKBENCH USER INTERFACE

main menu

The menu on the top in your web-browser. See Workbench views overview
navigation barThe navigation bar with context-specific actions on the left side of your web-browser.
viewA view displayed by the Workbench to show data or perform certain configuration tasks.
GENERAL
accountTypically associated with a customer companydemo, playground
userUser of the Workbench associated with an account
roleCollection of permissions to perform certain actions or view certain data in the Workbench. Every user must have one or multiple roles.
permissionAtomic access right to a specific action (like Create Question)
DATA
data feed

The file that contains your product data.

When Product Guides are rolled out to several countries / markets, we distinguish the Master Data Feed contaning the product base informatione and the Offer Data with prices and availablity.

product-assortment.csv, productdata.XML
data sourceSource of product data (local or URI file)product-assortment.csv
data attributeAttribute of the product data sourceprice, brand, weight
data attribute value

Value of a specific entry (or 'data cell') of a data attribute in the data source

700,- € (in the "price" data attribute),
Asics (in the "manufacturer" data attribute)
product

Record (or 'row') of a data source


product field / product attribute

Defined aspect of a product associated to one (or more) data attributes in the data source

price
product field valueProduct specific value(s) of a product field700,00
PROFILES and FIELDS
profile field

Defines an aspect within a domain specific user model, that serves to specify a certain user requirement. It determines the features (or constraints) for appropriate products. For this purpose a profile field is typically associated to one (or more) product fields (of the product data schema).


profile field domainDomain of a profile field, specifying the set or range of valid profile field values0 - 10.000
domain typeSpecifies the type of a profile field domain (discrete, continuous, ordinal, numeric)numeric
profile field value

User specific value (or constraint) for a profile field ( → concrete value selected by the user), typically associated to an Answer Option

<= 500
user profile

Specifies the product requirements a of an user by means of a constraint set associated to the fields (of a given product guide)


ELEMENTS OF A PRODUCT GUIDE

Product Guide

Instance of a product advisor visible in your website. Simplification of a former concept of hierarchy of project, system and application.


Product Guide concept / advisor conceptThe Product Guide concept or advisor concept defines how all the (complex) buying decisions the user needs to make are presented to the user and how this is put into an effective selection process that is actually fun to use. It consists of all elements of a Product Guide described hereafter.
Question Flow,
advisor process

Sequence of Stages and Facets of a Product Guide as well as the logic of the visibility of each Stage, Question and Answer Option.

Since the Question Flow defines which Question and Answer Options are presented in what context and what order to the user, we also call it the advisor process.


Stage

Collection of Questions in one Stage (i.e. one step in the Product Guide process)

Stage 1: Your requirements

Stage 2: Your budget

Question (or Facet)

A Question (or more general: Facet) is the handler for a question/answer combination within a Stage of a Product Guide. The Question can be a real question (e.g. "what is your preferred brand?" with several Answer Options such as "Mustang", "Levis") or also a directly selectable option (e.g. for Boolean yes/no Facets such as "I want Bluetooth"). That's why, more generally spoken, we also call them Facets.

Stage 2: Price
Answer Option

One or several Answer Options of a Question.

More technically: Set of selectable value(s) (or constraints) presented to the user; associated to the domain of the profile field (could be empty e.g. for text search fields)

10, 20, 30, ..., 100 €
explanation contentThe content used to explain and describe the Stages, Questions and Answer Options. The explanation content can consist of text, images and illustrations.
RECOMMENDATIONS
product recommendationPresentation of one product in the recommendation list of the Product Guide. This is where all the intelligence of the excentos recommender comes in and presents the relevant products for the user's buying needs.
product recommendation cardThe widget (or user interface element) that contains one product recommendation. Depending on the client theme it is displayed in a certain layout together with some product attributes (e.g. product name, price, manufacturer, articleID etc.) and a reasoning which describes why the product either fits or not.
recommendation listList of product recommendations (structured by recommendation groups)
recommendation groupA group of several product recommendations within the recommendation list, e.g.

"Top Recommendations" (products that fulfill all user requirements)

or "Alternatives" that don't match all of your requirements

Reason

A Reason is an argument why the product is recommended to the user. It reflects the user requirements (i.e. selected Answer Options relevant to a certain product attribute).

There are 4 types of Reasons:


    Pro Reason

Shown if the relevant product attribute of this recommendation matches to the selected Answer Option.

"+ your selected brand (Mustang)"
    Con Reason

Shown if the product attribute does not match the selected Answer Option.

"- different brand (Levis instead of Mustang)"
    Nearly Reason

Nearly Reasons are used if a product recommendation almost fulfills the corresponding selected Answer Option.

"~ a bit more expensive than expected (800 € instead of 750 €)"
    Fill ReasonThe Fill Reason is used if a product recommendation shall show "neutral" product attributes, no matter whether the user selected a corresponding Answer Option or not."Features: Front Suspension, Disc Brakes"



theme

The Theme defines the look and feel of your Product Guide and has a certain layout. You can style the theme according to your needs.

See the list of our themes here.


(info) In order to increase the clarity of this Glossary and the Workbench documentation, we use capital letters for Guided Selling-specific terms, and lower-case letters for all other terms.

If you are looking for the description of widgets and user interface elements, please take a look at our User Interface Portfolio and the widgets of the User Interface Portfolio. Not all of the User Interface Portfolio elements are available in Workbench clients.

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