Guided selling via chatbots – how a smart chatbot can give product advice and drive sales

A smart chatbot can deliver complete product advice and drive sales by giving customers automated answers to their questions.

A smartphone with a chatbot dialog in one hand, surrounded by line-connected icons of networked IoT devices (router, satellite dish, person, phone, security camera, analytics laptop, car, camera, fridge, washing machine, thermometer, plane, train) – illustrating connectivity and device control via chat.

Guided selling via chatbots: smart product advice and sales promotion

A smart chatbot can deliver complete product advice and drive sales by giving customers automated answers to their questions. The bot can be connected to the shop system, ERP system or inventory management system to get information about stock, orders and much more. Zalando just showed how it's done: the company announced a fashion assistant based on ChatGPT. This spring, selected customers can try out Zalando's fashion assistant. The beta version is already available to them.

In this post, you'll learn, among other things:

  • What is guided selling?
  • How can a chatbot help?
  • What technical skills do you need?

What is guided selling and how does it work?

Guided selling helps potential buyers find the perfect product. 🔎 Software solutions make the process easier and guide you step by step through choosing a product.

At its core, it's about helping buyers choose products with targeted questions and decision aids. Software solutions automate this process and make it more efficient. One example would be an online store with a smart advisor tool that makes individual recommendations based on customer feedback and purchases. So guided selling not only improves the customer experience but can also increase sales, because more products get sold this way and customers are happier.

Use cases and examples of guided selling solutions

Do you know where guided selling solutions are used? 🤓 Of course! Here are the use cases:

  • When you're looking for the right product, guided selling systems are the perfect solution. User requirements are recorded and product recommendations made – whether for mail-order retailers, manufacturers or service providers. That's how you reliably reach your goal!
  • Guided selling systems are a fantastic way for companies to offer their customers a personalized shopping experience. These systems use user data and requirements to make suitable product recommendations and so simplify the purchase decision. Mail-order retailers, manufacturers and service providers can benefit from this technology and achieve higher customer satisfaction.
  • Some examples of guided selling applications are configurators for cars or computers and online questionnaires that recommend skin care products or trips. With guided selling, companies can increase their sales and improve customer loyalty.
  • Kiosk apps and computer terminals let customers discover and choose products interactively. These tools are especially useful in brick-and-mortar specialist retail to help customers make decisions. With kiosk apps, for example, customers can browse a wide range of products and compare their features. Computer terminals often offer additional features such as product videos or more detailed information. That way, customers can make the perfect product choice for them and enjoy a better shopping experience.
  • Interactive product banners are an innovative way for companies to present their products or services. By placing call-to-action buttons strategically within the banner, customers can be taken directly to the website or a chatbot can be launched to kick off the advice process. Interactive elements such as sliders or 360° views can also give customers better insight into the offering and so influence their purchase decision positively. Successful implementation, however, requires careful planning and banner design to achieve a high conversion rate.

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Benefits of a chatbot for guided selling

The bot can, for example, make recommendations based on customers' previous purchases or suggest alternative products if the desired product isn't currently available. Customers can also order directly via bots or get information about their order. An important prerequisite for a chatbot's success is building the dialog flow and regularly checking data quality and relevance. With OpenAI technology, customers can search for products intuitively – in their own words! That makes navigating even easier.

Chatbots support the buying process – guided selling

Chatbots are used more and more in e-commerce to support customers during the buying process. They take on the role of the salesperson and offer users personalized advice. Guided selling lets the chatbot ask targeted questions and suggest suitable products or services based on the answers. The chatbot can draw on data such as previous buying behavior or customer interests. This form of artificial intelligence supports customers in their purchase decision while making them feel individually looked after.

Two mobile chatbot interfaces side by side: on the left, a “Black Friday Bot” with three smartphone offers (iPhone 14, Samsung Galaxy Z, Huawei P60) and prices; on the right, a “Tourism Bot” with affordable hotels near the Eiffel Tower (Hôtel l’amour, Hôtel Avenir, Motel One) and room info. Both show a purple reply bubble and a round close button (X) at the bottom.
Guided selling with chatbots – personalized product recommendations

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Interacting with customers in a more personal way

In guided selling, companies have increasingly relied on chatbots in recent years to personalize their interaction with customers. Compared with other approaches, chatbots offer many advantages: customers can be reached around the clock without needing human staff, for example. Automated processes also deliver fast answers and handle frequently asked questions quickly and effectively.

Thanks to OpenAI and GPT models, the customer experience has become much more intuitive and chatbot answers are considerably more precise.

Companies benefit too, as using chatbots lets them save on personnel costs. Overall, chatbots are a useful addition to traditional customer service methods and can help companies improve customer loyalty.

Using chatbots effectively without technical expertise

More and more companies are choosing chatbots – whether for guided selling to offer product advice, in support to save costs and time, or to shorten response times and make customers happy.

Thanks to user-friendly platforms and ready-made solutions, companies can benefit from chatbots without in-depth technical expertise. Developing a successful chatbot does take technical know-how, but using and running it in a business context is accessible and efficient even for people without special technical skills.

Fast response times improve the customer experience

Chatbots can help companies improve the customer experience by enabling personalized interactions and offering fast response times. For example, a chatbot can use AI algorithms to answer frequently asked questions quickly or forward customer requests to the right employees. Chatbots can also give personalized recommendations based on customer behavior in e-commerce or collect feedback for improvements. Overall, chatbots help increase customer satisfaction by enabling seamless, timely communication between companies and customers.

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Cross-selling and upselling with chatbots

Another major advantage of chatbots is their ability to recognize and use cross-selling and upselling opportunities. By analyzing customers' buying behavior and interests,
the chatbot can suggest complementary or higher-value products in a targeted way. For example, a customer who's just buying a camera could be pointed to matching lenses or accessories. Likewise, a customer looking at a basic product can be made aware of a premium version. These personalized recommendations increase not only the cart value but also customer satisfaction, as the recommendations often match customers' needs exactly.

Mobile chatbot UI “Soccer Shop”. The user asks: “I'd like to order the black Nike Pure Performance jersey in L.” The bot confirms “added to your cart” and shows offers for matching Nike shorts (Pure Performance Dry, Victory, X) as three product cards with reduced prices; a round close button (X) at the bottom.
Cross-selling with a chatbot

Consider cost efficiency, usability and scalability

When choosing a chatbot platform, there are some important factors to consider to make sure the platform meets the company's needs. One of the most important is cost efficiency – companies should make sure they choose a platform that fits their budget and has no hidden costs. The platform's usability also has to be taken into account – an intuitive interface makes it easier for employees without a technical background to use and customize the chatbot. Finally, scalability is an important factor for growing companies – a chatbot platform should be able to adapt to growing demands and be flexible enough to add new features and integrations.

Security and data protection when using chatbots? Security mechanisms make it possible!

When implementing chatbots, companies should always follow a comprehensive security strategy that includes both technical and organizational measures. On the technical side, encryption such as SSL/TLS or authentication protocols such as OAuth can be used to protect the connection between user and bot. On the organizational side, for example, a security officer can be appointed to carry out regular reviews and training and set clear policies for handling sensitive data. It's also important that companies communicate transparently which data the chatbot collects and stores and how it's used.

You can find out how to use chatbots in a GDPR-compliant way here.

Examples of guided selling via chatbots

Zalando shows how it's done: with the fashion assistant, you can get answers to all your style questions. Ask it, for example: "What do I need for a wedding in Santorini in July?" The assistant immediately understands that it's a formal event and also knows what the weather will be like. It then gives you a concrete product recommendation – matched to your preferences! In future, recommendations could become even more personal, whether with favorite brands or the right size – so you only get the best look for you and the occasion!

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Three smartphone screens with a “Fashion assistant” chat. Left: for a wedding in Santorini in July, the assistant recommends airy satin dresses and shows three evening dresses with prices (~€105–235). Middle: the user asks about shoes; matching strappy sandals appear (~€168–270). Right: for a beach after-party, the assistant recommends block-heel sandals for sand (~€184–250). Input fields and favorite/cart icons are visible at the bottom.
Zalando's fashion assistant – guided selling in an online store

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Conclusion: guided selling via chatbots is a must for your store!

More and more companies are making chatbots a permanent part of their support to improve response times and save operating costs. Since bots can solve simple questions quickly, the human support team has more time for complex requests. Support chatbots are promising when used at the right time. It's equally important to make clear to end users that they're dealing with a digital assistant.

OpenAI and the new GPT models have fundamentally changed guided selling. The new bots can contribute enormously to sales. And for your online store, keep in mind that customers expect more today – so to stand out from the competition, guided selling via chatbots can be the key to success!

So what are you waiting for? melibo is the expert partner at your side! 👈

Jakob Hubloher
Jakob Hubloher
Head of Partnerships at melibo

About the author

Jakob Hubloher

Jakob combines market knowledge, customer feedback and strategic advice.

Advisor for successful AI automation in customer service

Jakob has had countless conversations with e-commerce companies and spots patterns faster than others. He knows exactly where service processes break – and how AI has to be used so it doesn't just relieve teams, but actually delivers results.

Link between partners, customers and technology

Through his role in partner management, Jakob understands both the technical possibilities and the business requirements. He turns them seamlessly into practical solutions that move support teams forward right away.

Gym junkie with an iron routine

When Jakob isn't in customer meetings, you'll most likely find him at the gym. Training is his balance, his focus – and often where the best ideas for new partnerships come up.

Jakob Hubloher