This guide helps you modify, publish, or create your engagement strategies.

1. Status

Each engagement strategy displays a status that indicates its current state. 5 statuses are possible:

• 🟢 Online: the strategy is active and visible to your visitors on your site. 
   
• 🟠 To be configured: the strategy is incomplete and requires action on your part before being published. Check the configuration by clicking on the 3 dots > Edit to identify missing elements.
   
• ⚪ Offline: the strategy is complete but inactive. It is not visible to your visitors on your site. You can publish it by clicking on the 3 dots > Put online.
   
• 🟠 Not displaying: the strategy is online but its AI Shopping Assistant is inactive, so the widget is not displayed to visitors.
   
• 🔴 Unsupported: the strategy runs a legacy action that this interface cannot display. Contact support to change it.
   

To modify the status of your strategy, click on the 3 dots > Switch to online or Switch to offline.

Click Add a filter to find a strategy by page type, status, widget or AI Shopping Assistant. You can also look it up by name in the Search by name field.

2. Create a strategy

• Go to the Engagement tab
• Click on Create strategy

Widget and conditions

You are arriving on this page

• Name your strategy
• Choose the page type
• Select the devices on which your widget will be displayed
• Select a widget (this article presents our different widgets)
• Select the AI Shopping Assistant that will answer the visitors engaged by this strategy. This field is required to save and to publish. If the selected Assistant is inactive, the widget is not displayed.

This table presents compatible widgets based on page type and device

★ = Recommended widget  

• If needed, add conditions to personalize the display of your widget. 
  Conditions are cumulative ("AND" logic).

• Restrict your catalog so that it only contains the products on which you want to engage a conversation.
• Add conditions to your engagement strategies (based on the product_id or URL, for example).

Style

In the second tab, customize the style. 

For example, for the Conversation Starters widget:

• Icon display and color
• Title color (Header)
• Starters colors
• Optional : starters hover state
• Fonts (choice of Google Font or your site's font)

In advanced settings: 

• Corner rounding (if you want rather round or square edges)
• Title size
• Starter size

Content

On the third tab, define the content displayed by your widget. 

For example, for the Conversation Starters widget: 

• Product catalog, on Product and Category pages: required to generate your starters with AI
• Hook title, displayed above your starters (80 characters max)
• Number of starters displayed: up to 5 on desktop and 4 on mobile (3 for floating Conversation Starters).
• Type of starters:   AI Question or Manual Question. AI questions are only available on Product and Category pages: on other page types, write your starters yourself.
• Input placeholder label

In the advanced settings, you can define a list of forbidden words or expressions that you do not want to appear in your Conversation Starters. They only concern your Conversation Starters and not your Assistant's responses.

Enter one word or expression per line.

This list is tied to the selected product catalog: it will apply to every strategy that uses this catalog.

Language

If you want to translate your widget content into another language:

• Add the following at the end of your URL: ?iAdvizeLanguage=EN
   

Position

• Choose the position of your widget (several possibilities depending on the type of widget chosen)

For embedded Conversation Starters, you can : 
-Click on "Pick an element on the page" then select an element from your site 
 

- or paste an HTML element directly manually. 

• If needed, adjust the margins
• If this is a Desktop & Mobile strategy, you can customize the mobile position by checking the option at the bottom of the page.

Test on my website

The "Test on my website" function at the top right in the preview allows you to preview your widgets directly on your site.

If you don't see your site display or if you cannot select an element:

1. Verify that the iAdvize tag is properly installed on this page

2. Make sure iAdvize cookies are accepted on the site. 
   If your site conditions the loading of the iAdvize tag on cookie acceptance (via a consent banner), the element selection interface will not be displayed until cookies have been accepted. Accept cookies directly from your site's banner before using this feature.

Save / Publish

After completing your configurations, you can according to your needs: 

• Save: your strategy is saved without going live. It stays Offline (or To be configured if it is incomplete) and you can publish it later.
• Publish: your strategy goes live and is visible to your visitors, provided its AI Shopping Assistant is active.

If your strategy is already online, only one button is available: Save and publish. Your changes are then visible immediately.