Setup | Basic Setup

Project

Here, you set the basic information for your project, including the project title, category, country, language, and an image representing your project. All these details are displayed in the project overview to provide a clear view of the essential aspects of your project.

Additionally, you can configure the currency in which your analytics will be displayed. This is crucial to ensure that all data and reports are presented in the currency relevant to you.

Price Filter

The price filter allows your users to set a price limit for the results that the advisor displays. This can be a valuable feature to ensure that only products or services within the specified budget are shown.

• Display Options: You have the freedom to decide whether the price filter should be visible to your customers. If you choose not to display the price filter, you can simply deactivate it using a toggle.
• Display Duration: You can also specify whether the price filter should be shown throughout the entire consultation or only after the initial results are displayed.
• Setting Limits: You can define both a lower and an upper limit for the filter to precisely set the price range.

Progress Bar

The progress bar informs your customers about how far they have progressed in the consultation. This enhances usability and helps your customers keep track of the consultation process.

• Percentage Display: Show the progress as a percentage to provide an accurate representation of the consultation progress.
• Step-by-Step Display: Alternatively, display the progress in clearly defined steps to offer your customers straightforward orientation.

With these features, you can tailor and optimize your project to deliver the best consultation experience for your customers. Should you have any further questions or need additional support, our support team or your Customer Success Manager is readily available to assist you.