AI configuration
Tune your bundling engine for performance and control
Overview
The AI Configuration tab is where you define how Smart Bundles are generated, optimised, and displayed. It’s designed to give you the best of both worlds: powerful automation with the flexibility to enforce your business rules and merchandising goals.
General settings
Configure the core logic behind AI bundle generation.
- Enable AI Bundles: Turns on automatic bundle generation
- Minimum Orders Requirement: Set the minimum number of orders required before AI begins generating bundles (minimum: 10)
- Logic Mode: AI-Only (History Based), Hybrid (AI + Merchant Overrides), Manual (Merchant Rules Only)
Hybrid mode blends AI suggestions with your manual rules. Use AI-Only for full automation, or Manual for complete control.
Goals and constraints
Define your bundling strategy and boundaries.
- Primary Bundle Goal: Increase Average Order Value (AOV), Clear Slow-Moving Inventory, Promote New Arrivals, Push High-Margin Items
- Bundle Size: Adjust the number of products per bundle using the slider
- AI Intensity: Aggressive – more bundles, Balanced – default, Conservative – high confidence only
- Customer Segmentation (checkbox): Show different bundles to VIP, New, and Returning customers
- Auto-Optimisation (checkbox): Automatically rotate underperforming bundles
AI Intensity controls how aggressively the system generates bundles. Conservative mode prioritises precision, while Aggressive mode favours volume.
Contextual settings
Adapt bundles based on customer type, time, and trends.
- Enable Seasonality (checkbox): Adjust recommendations based on time of day and seasonal trends
- Customer Focus: Balanced, VIP First, New Customers First
- Enable Virtual Bundles (checkbox): Generate bundles on-the-fly if no saved bundles exist
Virtual Bundles ensure fallback coverage by generating bundles dynamically when no preconfigured ones are available
Display locations
Choose where bundles appear in the customer journey.
- Dropdown: Product Page, Cart Page, Post-Purchase
- Checkboxes: Product Page (PDP), Cart Page, Post-Purchase
Use display locations to align bundles with shopper intent - for example, upsells in cart or discovery bundles on PDP.
Exclude products
Prevent specific products from being included in AI-generated bundles.
- Search field: Type to search and exclude products
- Useful for gift cards, low-margin items, or products with special pricing rules
Bundle simulator
Preview how bundles will behave for different customer contexts.
- Test Scenario dropdown: PDP – VIP Customer, PDP – New Customer, Cart – Returning
- Product Context: Search for a product to simulate
- Run Simulation: Preview bundle logic before going live
Use the simulator to validate your AI configuration and ensure bundles align with customer context
Custom rules
Force specific product pairings or exclusions.
- Rule Type dropdown: Product Rule, Category Rule, Tag Rule
- Trigger Product: Search for the initiating product
- Suggested Products: Define what should be bundled with it
- Add Rule: Save your logic
- Message: “No AI rules configured yet - set up targeting logic to personalise bundles based on customer behaviour.”
Custom rules let you override AI logic for specific merchandising needs - ideal for campaigns, compliance, or curated experiences.
Bundle power
The AI Configuration tab gives you the power to shape how Smart Bundles behave - from high-level goals to granular rules. Whether you want full automation or precise control, this is where you align bundling logic with your business strategy.
