AI Compare now lets you choose which product features are included in customer-facing comparisons, allowing you to tailor results to each customer's priorities. By highlighting only the most relevant information, you can reduce information overload, keep conversations focused, and help customers make faster, more confident buying decisions.
SOP: Create and Share AI Compare Product Comparisons with Customers
Objective
Use AI Compare to generate tailored product comparisons, customize what information is shown, and share the preview with customers through email or Conversations. This SOP helps team members create clear, accurate, and customer-focused comparisons that support confident buying decisions.
Key Steps
1. Open Product Detail and select the products to compare 0:26
Navigate to Product Detail from the main menu.
Open the first product you want to compare (example: a GE washer).
Open the second product you want to compare (example: a Whirlpool washer).
If needed, select more than two products for a broader comparison.
2. Add products to the comparison view 0:36
Click the plus (+) sign to add the selected products to the comparison set.
Confirm the products appear at the top of the screen.
Verify that the correct items are loaded before generating the comparison.
3. Generate the AI comparison 0:53
Click AI Compare to create the comparison.
Review the AI-generated output, which includes:
A high-level summary
A direct spec-based comparison
Ideal use cases
Use this output as the base comparison before customizing what the customer will see.
4. Open Share with Customers options 1:14
Go to Share with Customers to access the sharing and customization settings.
Use the available controls to tailor the comparison for the customer.
Decide which sections should be visible in the final preview.
5. Customize the comparison preview 1:21
Choose whether to:
Hide direct comparison
Hide pricing
Hide use cases
Include spec sheets
Select the comparison tone:
Friendly
Professional
Technical
Set the detail level:
Brief
Standard
Very detailed
Use Customize this preview to instruct the AI to focus on specific information, such as color or pricing.
6. Generate the tailored preview 2:15
Click Generate Preview after setting all comparison preferences.
Wait for the system to build the customized comparison.
Review the preview to confirm it reflects the selected tone, detail level, and focus area.
7. Share the preview with the customer 2:24
Share the preview by Email:
Click the Email tab.
Enter the customer’s information.
Send the comparison.
Or share through Conversations if that feature is available in your account.
Choose the sharing method that best fits the customer interaction.
8. Review the AI warning before sending 2:38
Read the system warning: Review this preview before sharing.
Check the comparison carefully for accuracy.
Confirm that all visible content is appropriate for the customer to see.
Make any needed adjustments before sending.
Cautionary Notes
Always review the preview before sharing. AI-generated content can be inaccurate.
Customers will see exactly what appears in the preview, including any pricing, specs, or use cases shown.
Double-check that the correct products are selected before generating the comparison.
If you hide sections, confirm the final preview still provides enough information for the customer.
Tips for Efficiency
Use friendly tone for general customer communication, professional for polished sales interactions, and technical for detail-oriented buyers.
Use brief detail level for quick decision-making and very detailed for customers who want a deeper comparison.
Focus the AI on one key decision factor at a time, such as pricing or color, to make the comparison easier to understand.
Include spec sheets when customers want more supporting detail.
Save time by preparing the comparison in the same workflow you use to discuss products with the customer.