This page and its subpages describe how to create the Advisor Concept in order to offer great conversational experiences and Guided Selling solutions.

The Advisor Concept, or Product Guide Concept, contains all Topics within the Advisor or Product Selector, the Question Flow (i.e. sequence and dependencies how the Topics are presented) and also the idea of what products to recommend in which situation.

The Workbench is designed to create smart and powerful Advisor Concepts that which leverage the knowledge of your best product and sales experts.

Creating successful Product Guides is about having a smart and structured advisor concept. That is why excentos has arranged all major conceptional steps of developing Product Guides in the Concept Board. 

We have designed the Workbench The Workbench is designed to provide you maximum support in freely editing and changing the advisor concept and connecting it with the product data. To provide you a good overview, all Stages, Questions and Answer Options are displayed clearly within the Concept Board. Their positions are easily changeable via drag and drop.

Depending on your situation, you can create the full concept first, or start with the product data, or do both iteratively at the same time (see Start with Advisor Concept or Product Data?). See also our Product Guide Concept Manual for best practices and do's and don'ts when developing your Product Guides.