Dynamic multi-step configurator engine based on decision trees with support for rich multi choice, rich media, templating, file and media upload. It can also provide automatic offer generation.

Dynamic Configurator for any multi step Offer generation use case


One of the most important aspect of the HolterHome platform is its configurator. The configurator is a feature we have developed specifically for them in order to fit their business model accordingly. It is a very robust tool that allows a number of chained forms to lead to a specific demand which then can lead to a list of products, however, that is not all, for the specific cases where the webshop does not feature such products, combination of products required to fulfill the user need, we have also designed a feature to allow the user to send the configured information to the business and request an offer per his specification, making this configurator not only a selling tool but also a lead generation tool and a means of getting more information regarding why customers desire.

Support for multi choice, rich media, templating, file upload


Another interesting aspect of it is of course the user interface, as we all know, having powerful algorithms and complex operations means almost nothing if the user interface isn’t compelling enough to convince a user to use it. In order to make sure that this wasn’t the case, our configurator is heavily customisable allowing for multiple implementation of the answer selection process, from single responses, to multiple responses, it also allows for a plethora or graphical options ranging from texts, to specially made icons, in a specific template that is loaded separately from anything else. Lastly it allows for handling of multiple types of user input from plain text to uploading of images/architectural plans and/or PDFs.

User Choice based decision Tree


Moreover, we have also developed a tool that permits the indexing of information from the websites of competitors on very strict searching criteria such as specific product identification article numbers, product titles or even product series, our tool taking into account all of these aspects in order to ensure that only results that match all searching criteria return a definitive result, the price. After the process is performed it is stored inside the database as a form of continuous price evidence and evolution which can be compared amongst competitors to identify trends and potentially sales in order to permit our platform to plan reactive marketing campaigns, if needed.

Multi Section Configuration process - giving the user the choice to be more granular on specific characteristics and generic on others


The specific forms slides themselves are highly customisable from the perspective that each slide itself can have a totally different component or usage, you can link multiple choice slides with picture, have a text form next and lastly have an upload window for floor plans, for example. This allows us to control the user experience flow from the starting point to the end, as previously mentioned we have control over the decision flow which means that we can have a experience flow that goes from very general and then gets filtered down to very specific, allowing the end result to be an exact match of what the user desires, the only limit is the creativity of the team in their asking of questions process.

Option to end in an offer request or to match the user choices to Products that have those characteristics


As previously mentioned, the end result for the configuration process is getting a specific product that the user desires or generating a lead for the business to follow up and actually make an offer to the user. Of course, these two tracts can be separated or used together, meaning that you could potentially have an open-ended configurator for the sole purpose of lead generation, where the company can follow up with the best tailored product/set of products or just offer the user a list of existing products from the current product base or both.

Json based Data synchronisation for Product and Configurator


Another interesting aspect of this configurator is the ability to import the information directly into it, meaning that based on a structure we provide, you have the ability to import products directly into the database that will be configured to be one of the search results, this means that the flags which are responsible for the appearance of the products at the end of selection process can be imported into the database and then when the product is marked as being online, it will show up as being one of the results, without any kind of manual configuration per individual product.

KEY based REST API for most of the functionality


The last aspect to complete the cycle of information between our platform and external stakeholders is the Key based REST API, which is an encrypted channel on which our webshop can leave certain communication ports on which partners who have our opened keys can communicate with the business, be it by requesting information or even schedule periodic updates through that channel. Furthermore, this API gateway can be integrated with external services that facilitate serverless architecture which basically means that certain functionalities can be processed on different services and then the end result being sent to us. A good example of this would be using one of the tech giants’ functions platform for intermediary data processing at a lower cost than what would cost us to have that processing power and the receiving the processed information through the API in the format/form we desire, having all the benefits and none of the drawbacks.