Table of Contents:

Welcome to the Documentation of the excentos Workbench!

This documentation helps you build your Product Guides and explains the techniques and concepts to build, maintain and optimize great Guided Selling solutions.

The idea of the Workbench is to provide excentos customers with a web-based self-service tool that allows you to build your own Product Guides – as easy and effective as possible. The Workbench covers the entire process of building and maintaining Product Guides – from uploading and refining your product data via creating your Product Guide concept and content to publishing and integrating the Product Guide into your shop or website.

Get Started: Your First Steps

See the Get started chapter to learn how to create a Product Guide in a few steps.

Overview of Workbench documentation

• Get started
  • Login
  • Free Trial Phase
  • Demo Product Guides
  • Add a Product Guide
    • Edit Product Guide Settings
    • Copy a Product Guide
  • Start with Advisor Concept or Product Data?
  • Help View
• Integrate your product data
  • Prepare the Product Data
    • Product Data Feed Requirements
    • Template and Example Data Files
    • Export the Product Data File into CSV
  • Upload your Product Data
    • HTTP Configuration
    • SFTP Configuration
    • Uploading Process
      • Preview your Data
      • Set Include and Exclude Filters
      • Evaluate Attributes
      • Evaluate Values
      • Set the Attribute Mapping
  • Manage your Data
    • Control Bar
    • Data Source Properties
    • Data Source Visualization
    • Data Attributes Table
    • Administer Attribute Values
  • AI Data Trainer
    • Attribute Creation
    • Product Annotation
      • Annotation Settings
      • Annotation Statistics
    • Model Training
    • Annotation Values
  • FAQ regarding Product Data
• Create the advisor concept
  • Stages
    • Stage Properties
    • Recommendation Stage
  • Questions and Answer Options
    • General Properties
      • Question
        • Copy Question Modal Window
      • Answer Option
    • Data Binding and Connections
      • Simple Mapping
      • Expression Mapping
      • Automatic Mapping
      • Editorial Picks
    • Answer Option Type
      • Text
      • Ordered
      • Continuous Numeric
        • Stepping Configuration
      • Boolean Question
    • Matching and Reasoning
      • Matching
      • Reasoning
    • Preselection Configuration
  • Set the Visibility
    • Hide non-matching Answers
  • Explanation Content
  • Concept Board Action Bar
  • Rule Builder Modal Window
• Configure the recommendation cards
  • Add Display Attributes
  • Recommendation Properties
• Widget Configuration
• Languages and internationalization
  • Object Tree Detail Layouts
  • Add a Language
  • Copy Content to Another Language
  • Automatic Translation Service
  • Preparation of Product Data
  • Exporting and Importing Languages
• Preview your Advisor
• Publish and integrate your Product Guide
  • Stage versus Live Environment
  • Publish a Guide
  • Site Integration
    • Configure the Integration Code
    • Initialize the Product Guide with URL Parameters
      • Setting Preset Parameter in the Workbench
    • Alternative Technologies for Site Integration
    • Integration via GoogleTagManager (GTM)
    • Troubleshooting
    • FAQ and further information
• Individualize the theme design
  • General Theme Settings
  • Add Custom Font
  • Customized Theme Settings
• Manage your account and users
  • Administer Your Company Account
  • Configure Active Directory Authentication
  • Manage Users
    • Add a new User
    • User Settings
  • Roles
• Optional functions
  • Cross Selling
  • Start Widget
• Analytics view
• Workbench views overview
• Glossary

Please look at the Glossary, if some of the specific Workbench elements and terms are unclear.