How to prepare your catalog for a product configurator.
Your catalog, your website or both are enough to start exploring a first version. Choose one product family and clarify how you advise buyers as you try the journey, without reorganizing everything first.
1. Choose a coherent product family.
Pick products that address comparable needs. Three snow blades with different applications and dimensions make a more useful first scope than a catalog of unrelated equipment.
Add your PDF catalog, product sheets or website address. You can combine sources. Existing names, descriptions and photos provide a starting point; flag outdated references and information that needs confirmation.
2. Explain what changes the recommendation.
Which requirements lead your team to recommend one product instead of another? Intended use, available space, installation type and machine compatibility are possible criteria.
Provide concrete rules and known exceptions. If a dimension requires expert confirmation, make that explicit. A missing limit should not be replaced with an assumed value.
3. Distinguish products from their options.
Selecting a product and configuring its options are separate steps. Identify shared options, the values available for each product and dependencies, such as a sensor available only with automatic controls.
Add prices and commercial references when they are available. Missing information should remain missing, rather than becoming a zero price or an invented part number.
4. Review the journey as a buyer.
Try representative applications, including an uncertain case. Are the questions understandable? Does the recommendation match your advice? Are the available options correct?
AI-assisted creation gives you a first version to try in minutes, depending on your materials and product range. Ask for adjustments in plain language or make them in the editor. This checklist supports your review; you do not need to prepare everything before starting.
When you are happy with the result, save it in your account, activate seven free days and publish. You then have a link to share with customers. Trying the draft and making it public remain separate steps.
Keep the versions of your reference documents and the decisions made by your team. If two sheets disagree, identify the authoritative source before validating the result. The AI assistant can also explain how to try your experience or publish it.
- A typical requirement that leads to the expected product.
- A different constraint that should change the recommendation.
- A conditional option, followed by a return to the earlier choice.
- An uncertain detail to confirm with sales, if you allow it.