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      Advisor Scopes

      Scopes allow you to show or hide questions, and to apply product filters before a conversation starts.

      Please note that this feature is not included in all contracts. If you find it inactive in your Neocom Admin Portal, simply contact support or your Customer Success Manager to have it activated. The Advisor Scopes feature can be added to any existing contract.

      Use Scopes to control the flow of a conversation

      Example - Conversation Control@2x (5)

      Filter products before a conversation starts

      • To control answer options

      • To control product results

      How to create scopes

      1. Navigate to the Scopes page of the advisor

      2. Define Scope name & color

      3. To map products to this Scope, add product mapping in the Scopes page.

      4. To map questions or question groups to this Scope, add the Scope via dropdown menu

      Assigning Scopes to questions

      • If a Scope is assigned to a question group, questions inside the group also inherit the Scope

      • Questions and groups can only be assigned to one (non-inherited) Scope each

      How to test your advisor with Scopes

      Incorrectly used Scopes can make an advisor unusable.

      Thoroughly test your advisor in preview mode to ensure that the conversation and product results match your expectations.

      How to implement Scopes in your live advisor

      A common use-case is to filter the advisor content to the relevant product category in the customer's shopping journey. To do so, select which scope to include or exclude in the storefront pages that your advisor is integrated in.

      • Decide which advisor scopes to use for your storefront pages

      • Copy the unique ID of the scopes you want to exclude or include in your advisor.

      As Inline Embed

      In the <div>, define which scope(s) to

      • include via data-neocom-include-scopes
      • and/or exclude via data-neocom-exclude-scopes
      <div
        data-neocom-id="YOUR_PROJECT_ID"
        data-neocom-include-scopes="scope1,scope2"
        data-neocom-exclude-scopes="scope3,scope4"
      ></div>;

      As JavaScript Trigger

      In the Neocom.openAdvisorInModal method, define which scope(s) to

      • include via the parameter includeScopes
      • and/or exclude via the parameter excludeScopes
      Neocom.openAdvisorInModal("YOUR_PROJECT_ID", {
        includeScopes: "scope1, scope2",
        excludeScopes: "scope3, scope4",
      });

      As Prompt

      Prompts are not supported in the current version of scopes.