Customer recommendation UIIn development

Zerqano does not show recommendations to your customers yet. It shows them to your team.

The customer recommendation widget is in development and is not available today: there is no storefront widget, embed code or customer-facing feed. What exists is internal: Product Relationships shows which products sell together and which can stand in for each other, and the Sales orders deck suggests an add-on a customer usually buys, for your sales rep to raise. Nothing is sent to the customer.

Real screen · sample data

Two cards from the Needs attention queue on the Sales orders page. Order SO-1099 for Northline Outfitters is promised Oct 4 and one day out. Order SO-1083 for Summit & Shore reads: 68% of baskets with HTO-KIT-STV2 include HTO-ACC-MUG, none on this order; $5,278 add-on if accepted; risk score 0.20; button Preview add-on note.

Sample data. Add-on suggestions are shown to your sales team inside the order queue, with the evidence behind them. They are not shown or sent to customers.

In plain words

The decision, the evidence, the outcome.

Teams want recommendations where the customer sees them, but a bad suggestion shown to a customer does visible damage, so the suggestions have to prove themselves internally first.

01

The decision

Today: whether your sales rep should offer a customer the add-on they usually buy with what is already on the order.

02

The evidence

  • The share of your own orders with the main product that also include the add-on, with the order counts behind it.
  • The usual quantity per unit of the main product, and the value if the customer accepts.
  • Sample data: 68% of baskets with the Two-Burner Camp Stove include the Campfire Mug, which is not on order SO-1083, so the queue offers "Preview add-on note".
  • The suggestion sits low in the queue (info level), below orders that are short or late.
03

The outcome

A recorded add-on suggestion on the order for your rep to raise with the customer. Nothing is shown or sent to the customer by Zerqano.

The problem

Where it goes wrong today.

A recommendation shown to a customer has to be right, in stock and explainable. Today Zerqano keeps a person between the suggestion and the customer.

A wrong suggestion is public

Recommending an out-of-stock item, or a second tent as an add-on to a tent, is seen by the customer and is hard to take back.

Widgets hide their reasons

Most recommendation widgets cannot say why an item was suggested, so nobody can check them.

Reps miss the usual add-on

On a large order, a rep may not notice that most customers who buy this product also buy another one.

How it works

From your data to a decision you can check.

What it does

  • Available today, for your team: add-on suggestions on open sales orders, based on what your other customers bought with the same product.
  • Available today, for your team: bundles of products bought together, ranked by how far above chance they sell together.
  • Available today, for your team: a bundle deal check that shows the margin given up and the attach increase needed to break even.
  • Not built: a storefront widget, embed code, or a feed that shows recommendations to customers.
  • Not built: sending recommendations to Shopify or another store. Connections bring data in; exports are files.
  1. Today: open a sales order flagged with a missing usual add-on in the Sales orders deck.
  2. Today: read the evidence (how often the pair is bought together, the usual quantity, the value if accepted).
  3. Today: record the suggestion, raise it with the customer yourself, and add the line if they agree.
  4. Planned, not built: a customer-facing surface for suggestions that have proven reliable. No date is set.

Fit and trust

Who it is for, and what you can rely on.

Who it is for

Commercial and ecommerce teams asking whether Zerqano can put recommendations on a website or buying page, and what their team can use today.

What you can rely on

  • Zerqano does not email or message customers. Your rep decides whether to raise a suggestion.
  • Approving a bundle in Zerqano saves a rule inside Zerqano. It does not create a discount code or bundle in your store.

Not built yet

Planned: show suggestions where customers see them, once internal suggestions have proven reliable. How it would be delivered is not decided, and no date is set.

The story page

See which products sell together, and use it to decide what to bundle, stock and offer.

See which products sell together in your own order history, and use it to decide what to bundle, stock and offer.

Read the story

Questions

What people ask about customer recommendation ui.

Is Customer Recommendation UI available today?

No. Zerqano does not show recommendations to your customers today, and no date is set. What exists is internal: add-on suggestions on sales orders and bundle and substitute views in Product Relationships, all for your own team.

Is there a widget or embed code for my website?

No. There is no storefront widget, embed code or public recommendation feed. Any customer-facing feature would be announced on this page first.

Can Zerqano push recommendations or bundles to Shopify?

No. Zerqano’s connections, including Shopify, bring data in; they do not write back to your store. Approving a bundle saves a rule inside Zerqano and links it to the Restock plan; it does not create a discount code or a bundle product in your store. Exports are downloadable files such as CSV or Excel.

What recommendations can my team use today?

On the Sales orders deck, an open order missing an add-on that customers usually buy with one of its products gets a suggestion with the evidence. In Product Relationships, your team can see bundles of products bought together, check what a bundle discount would cost in margin, and approve substitutes for products about to run out.

How is an add-on suggestion worked out?

Zerqano looks at your own completed orders from the last 180 days. It counts how many orders with the main product also included the add-on, and shows that share only when there are at least 5 orders with the main product and 3 with both. The quantity comes from the usual ratio in those orders; if no ratio can be worked out, the quantity is left to the rep.

Does Zerqano contact my customer?

No. Recording an add-on suggestion changes nothing on the order and sends nothing; the confirmation says "nothing is sent to the customer". Your rep decides whether to raise it, and adds the line only if the customer agrees.

Where does an add-on rank against urgent orders?

Low. A missing usual add-on scores 0.20 on its own, which is the info level, below orders that are short, late or under the margin floor. An order’s score is its largest single signal, so a short order with a missing add-on is still ranked as short.

Can I check whether a bundle discount pays off?

Yes, inside Zerqano. The bundle deal check shows the bundle price, its margin, the margin given up per bundle and the increase in attach rate needed to break even. A projection of extra margin appears only if you enter your own assumed increase, and it is labelled as your assumption.

What would need to be true before customers see recommendations?

The internal suggestions would need to prove reliable first, with current stock and price behind each one and a reason that can be shown. How a customer-facing version would be delivered has not been decided. Ask us before you plan around it.

Tell us what you need from it.

Sample data · a fictional outdoor-gear store · not a customer’s results