Smart Sales - Conversational Commerce – Blip | Blip Help

Index:

What is Smart Sales?

What is it for

Smart Sales Conversational Commerce is the catalog created by Blip to accelerate your sales. With it, you can manage your catalog easily within Blip! Our product directly interacts with the Product Catalog functionality and generates a shopping cart in intelligent contact, covering various clients and business segments, and functioning for both B2B and B2C markets.

Easier Selling Through Your Intelligent Contact
In this version, the use is exclusive to WhatsApp.
Visualize how people use your catalog—most searched items, bestsellers, and your customers' journey.
Personalized catalog with your business logo and colors.
Ability to register products with or without integration—you can connect the catalog to your database or register manually right here.

Who was it made for?

Companies of different sizes and segments that have complex and varied catalogs and/or want to integrate automatically with conversational channels.

Features

Web Catalog to Display Products

Currently, Smart Sales displays registered products in a web catalog. After the user initiates a conversation on WhatsApp, the bot sends the catalog link to the user. This link opens a web page where the user can browse the catalog and add products to the cart. When closing the catalog, they will be automatically redirected back to the WhatsApp channel.

This catalog includes the following areas:

Home

Here, all your products are displayed in a grid format for users, showing the image, title, price with and without discount.

Product Details Page (PDP)

When a user selects a product on the Home page, they are taken to the Product Details Page (PDP), where they can view more details about the product and also choose to add the product to the shopping cart. This page displays the product images, title, description, variations (if any), and prices, both with and without discount. We will also showcase related products, if this list is available through the product API integration.

Carrinho/sacola de compras

The shopping cart or bag can be accessed at any time by users by tapping the menu at the top of the catalog. When a product is added to the cart, this menu updates to show the quantity of products inside it. Within the cart, the user can add more products or remove the items currently in it. On this screen, the user can choose to complete the order by clicking the corresponding button. This way, the user will be redirected back to the WhatsApp channel, and a summary of the cart will be sent to the Bot so that the purchasing process can continue and be finalized.

Products, Categories, and Searches

All products can have categories that will be used to help customers find the desired product more easily. Customers can also search by name in the search bar of the catalog, ensuring that they can look for what they want.

User Navigation Data Tracking

All navigation behavior is recorded and can be accessed in the Smart Sales reports. Some reports will be available in the extension, while others must be created using Blip's custom reports.

Sending the Shopping Cart to the Bot

After completing the selection of desired products, the customer will have the option to review their shopping cart and then place the order. In this way, the products are sent back to the bot so it can proceed with order processing, whether directing the customer to human support with Blip Desk or automating the generation of the order and sending the payment method. The latter option should be configured for each brand according to its payment method, such as payment links, PIX, or others.

Registration and Use of Discount Coupons

A coupon is a promotional code that offers discounts or benefits to customers when purchasing products or services. It can be entered during the checkout process to receive the specific discount or benefit associated with it.

Extension Coupon:In Smart Sales, you can create and manage promotional coupons. The following information can be configured:
Coupon Name: The coupon name can have up to 80 characters.
Coupon Code: The code consists of letters and numbers, with a limit of 30 characters.
Coupon Discount: You can choose a fixed amount or a percentage discount.
Minimum Purchase Amount: Allows you to set a minimum purchase amount. If no value is defined, there will be no minimum.
Quantity of Coupons: Can be limited or unlimited.
Total Available Coupons: Allows you to set a specific number of coupons or leave it unlimited.
Period: Allows you to set a start and end date or leave it without a date limit.
Editing Information: You can edit the coupon name, total quantity of coupons, and expiration date.

Important: When a coupon is deleted, the code becomes invalid if a user tries to use it.

Coupon in the Catalog: In the catalog, there is a field available at the checkout stage of the cart to enter the coupon code. By entering the coupon, the user will be able to see the purchase amount with the discount applied before returning to the bot. This allows them to have a clear view of the final purchase amount with the discount before finalizing it.

How to View Metrics for Your Catalog

Smart Sales uses tracking to record user behavior. In the Smart Sales extension, you will find a sales report in the Overview section, which presents funnel charts for sales, sent and abandoned carts. Additionally, the report provides the following data:

Total Order Value: Represents the sum of all carts submitted by users.
Conversion Rate: Indicates the percentage of orders that were confirmed in relation to the total number of carts submitted.
Open Carts: Shows the number of carts in which orders were not confirmed within a 24-hour period.
Sent Carts: Indicates the number of times orders were confirmed in the catalog.
Abandoned Carts: Represents the number of carts that were not completed after the 24-hour period, meaning users did not finalize the purchase.

These metrics allow for a more detailed analysis of sales performance, helping to identify potential issues such as abandoned carts and assess the effectiveness of conversion strategies. With this information, it is possible to take actions to optimize the sales process and increase the conversion rate.

You can also create custom reports in Blip using the tracking data from Smart Sales. Below, you will find a list of the main trackings available.

Tracking Name	Description
Smart Sales Start Display	The tracking is activated whenever a user accesses the catalog and has no products in the cart.
Smart Sales Search Category Selection	The tracking collects all categories selected by the user during the category filtering.
Smart Sales Search Input	The tracking returns exactly what input the user searched for in the search and all located products.
Smart Sales View Product Selection	The tracking is activated when the "Add" button is clicked on the product card on the homepage.
Smart Sales Add to Cart Selection	The tracking is activated when the "Add" button is clicked on the product details.
Smart Sales Remove from Cart Selection	The tracking is activated when the user clicks the delete button in the cart.
Smart Sales Confirm Order Cart Selection	The tracking records information about purchases made by users.
Smart Sales Coupon Applied	The tracking registers when a valid coupon is used.
Smart Sales Coupon Removed	The tracking registers the moment a coupon code is removed.
Smart Sales Invalid Coupon	The tracking registers when an invalid coupon code is entered.
Smart Sales New Cart	The tracking is recorded when the first item is added to the cart.
Smart Sales Cart Cleared	The tracking is recorded when all items in the cart are removed.
Smart Sales Order Confirmed	The tracking is recorded when the order is confirmed in the bot flow.

How to Install Smart Sales

Accessing the Blip Store

You can find Smart Sales in our Store by accessing the corresponding menu in the top bar of Blip.

Just search for Smart Sales.

The extension is free, so just click on "Subscribe to Extension."

Selecting the Bot or Router

Smart Sales works with Bots and also with routers. To continue, select where you want to install it.

Manually Registering Products

In Smart Sales, we have two ways to add products: manually or by having the catalog fetch your products via an API.

To add products manually, simply access the new menu that appears in Blip after installation.

Select the Manual Registration Option

And start registering your products. Manually, you can enter up to 150 products, but be aware! Smart Sales does not perform any inventory management.
You can also use the import feature with a CSV file containing your products, also limited to 150 products.

Configuring API for Product Integration

The most efficient and recommended way to use Smart Sales is by using an API. To do this, you need to create an API that will provide the products to Smart Sales. This API can connect to the product source, typically an e-commerce platform, and then supply the products in the format that Smart Sales requires.

A Postman collection can be obtained here: Postman Collection that contains examples and a sample API that already returns data in the format expected by Smart Sales. This API should contain the following endpoints (each payload can be consulted in the Postman file).

Customizing Brand Colors and Logo

In the extension menu, you can also customize the catalog to better match your brand by adding a logo and choosing a color.

Add to Your Smart Contact Using the Builder

To add it in the Builder, we have a specific block for Smart Sales.

When adding this block, the exit conditions must be configured to direct the user after they select products from the catalog.

Configure Exit Conditions

By default, after the user adds products to the cart and confirms the order, sending these products back to the smart contact, Smart Sales displays a question to the user asking if they want to continue with the order:

These options (Yes and No) represent exit conditions that must be configured in the builder. (The example below illustrates a configured flow.)

The default inactivity exit condition is set to 24 hours, which means that if the user does not respond to whether they want to continue with the order within 24 hours, this exit condition will be activated.

Remember: The user can still send any input before sending a cart with products; in this case, the "DEFAULT EXIT" condition will be activated. If you want to configure a custom condition, you can add it using the "Add Exit Condition" option.

Configuring the Flow After Smart Sales

Where is the Shopping Cart Stored?

Whenever a user adds products to the shopping cart, Smart Sales stores the items in the contact's extra data. This data can be accessed at any time during the conversation after the cart is filled. It can also be viewed in Blip Desk.

Attention: You can clear the extra items from the contact at any time, and we recommend doing so when the customer completes the purchase. If this does not happen, the next time the customer accesses your catalog, the cart may be pre-populated with products.

How to Manipulate the Shopping Cart After Sending Products to the Bot?

The user's shopping cart is saved and updated in the contact's extra variable called “currentCart.”

To access this data, use this variable: [contact.extras.currentCart] as shown in the image below:

Create a Run Script action and retrieve the data from this variable.

After that, you will be able to manipulate the data as you wish.

Result of the Above Script:

Choose Where Your Customers Complete Their Purchase

With Human Support Using Blip Desk, or Even in the Blip Desk App

After the Smart Sales blocks, which currently serve as a catalog solution, you can configure the bot flow to confirm how the product will be delivered and paid for by your customers. For this, we recommend using Blip Desk for human handoff.

Automated Way, Generating a Payment Link and Integrating with Your Systems

Alternatively, you might want to automate 100% of the flow, showcasing products with Smart Sales and also processing payments with other solutions. For this, we recommend integrating with a payment link system from a payment provider.

Limitations

Payment and Order Fulfillment

Currently, Smart Sales does not have natively integrated payment solutions, but payment methods can be implemented in the bot after the catalog display flow, once the user decides to continue with the order.

Publishing the Bot and Connecting the Router
To install Smart Sales on your bot, you need to have published the bot at least once. If you are installing Smart Sales on a router, make sure your bot is configured as a service of that router. Additionally, the Smart Sales block accepts ONLY one router with a connected catalog.

Subflows

As of now, Smart Sales cannot be used within subflows.

How to Test the Catalog

To test the usability of the catalog, it is necessary to start a conversation with the bot so it can generate a purchase page link. The catalog link within the Builder is only for product visualization; therefore, it is not possible to perform usage actions.

For more information, visit the discussion on the subject in our community or the videos on our channel. 😃