Overview:
This document illustrates the steps on how to provide feedback for a product in Related products Pane for a specific engine in Engine Tester in Xvantage for Associates.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Go to the Sales menu from the leftmost menu bar.
Choose Recommendations button from the drop-down menu.
Click on the sub menu Engine Tester.
Go to the Select the recommendation engine obligatory section.
Browse the different engines using the information icon (i in a circle) next to the name of each engine. It gives details on what type of recommendation results each engine displays.
Click on the tile with the name of the chosen engine.
Fill out the requested info as per engine (for example country, customer BCN, SKU).
Browse the results in the left pane.
Choose an item by clicking on it.
The Cross-sell pane loads the results for recommendations for complementary products to include in a quote.
Click on the Related button.
The button becomes blue, and the right pane loads results for related products to include in the quote.
Click on any pre-defined tab in the pane to filter by categories such as Exact, Substitute, CrossSellAccessories, Connects to, DownSell, UpSell, Extends and others.
Browse the list for the chosen filter tab.
Check columns Item and Product Description to get information about the relationship between the chosen item from the left pane and the ones from the related list of results according to the engine.
Rate the relationship between the chosen item from the left pane and any item from the related list of results by using the Rate Match column.
Clicking on the Thumbs-up icon signals the engine that the item is a good recommendation and can be suggested to the customer.
Engines do not recognize the Thumbs-down icon. Clicking the Thumbs-down icon opens an additional Comment field which is optional. A comment describing the reason for the rating can be noted. Feedback goes to the engine developers for statistics and engines improvement purposes.
Both Thumbs-up and Thumbs-down feedback is provided to the other engines to test further and improve their performance.