Digital Marketing

Recommendation Strategist – Insider One

Your Brand Promotion Strategy Starts With Conversation

Ecommerce teams are under constant pressure to deliver the right customer experience, improve product adoption, and maximize the effectiveness of all digital touch points. The statistics are true: according to McKinsey, personalization often increases revenue by 10 to 15 percent, and companies that are good at it make 40 percent more revenue from those efforts than the average players. Brand recommendations sit within that opportunity, but creating and maintaining recommendation strategies often requires teams to understand algorithms, filters, exclusions, page types, and configuration logic before they can get to the results they really want.

That creates tension in the marketing and CRM teams that regularly manage referral campaigns. It can also limit adoption: teams can only use the recommendation capabilities they already know, instead of exploring more advanced algorithms, filters, and exclusions that might support a better customer experience.

Our Recommendation Expert changes that.

Tell Recommendation Strategist what you’re trying to achieve and it turns your words into an effective product recommendation strategy

Meet with a Recommendation Strategist

With Insider One’s Recommendation Strategist, teams can define what they want to achieve in natural language and let a strategist help create, prepare, and refine a recommendation strategy.

Recommendation Strategist offers teams a new way to create product recommendation strategies within Smart Recommender. Instead of setting up a strategy field by field, you define what you want to achieve in your own words, and the program builds a strategy for you.

It introduces two new entry points to the strategy creation flow, sitting alongside the existing configuration you already use:

i. Talk to a Recommendation Strategist

Free, natural language chat where you describe the strategy you want. Type something like this “Increase average basket size on my cart page. Show 6 items from Tops & Shirts only, and exclude anything they’ve already added to their cart,” and you get a complete, set strategy in one turn. No menus, no setup sequence.

ii. Goal-Based Strategy Creation

Predefined campaign objectives that generate rapid strategic configuration. Choose an objective such as “Increase Cart Value,” and Smart Recommender generates a ready-to-use recommendation strategy on the cart page in seconds, which you can adjust via chat.

How Recommendation Strategist works

Behind both entry points is a system that displays natural language on the appropriate algorithm and filter settings.

The Recommendation Strategist does more than write a request in the settings. It holds a multi-pronged conversation, asks clarifying questions when your intent can be interpreted in more than one way, detects conflicts in configuration, and validates filters against your real catalog so that the creative strategy works on your real data.

Transparency by ‘showing reasons’

Automation only works if you can trust it. The ‘Show Reasons’ feature gives you visibility into why an expert makes each recommendation, so you can always control your output rather than giving it away.

Refine, reset, and give feedback

Strategy creation is iterative. You can improve the algorithm, filters, and exclusions across multiple messages at once, reset the strategy and chat to start over, and leave a like or dislike response with comments on every proposal. Strategies are also given auto-generated names, and editing an existing strategy is supported with the same conversational experience.

Which Recommendation Strategist is changing in your team

Recommendation Strategist is built on results, not features:

A little creative effort: Define what you want instead of navigating configuration screens one step at a time.

Discover skills you didn’t know existed: The strategist presents the relevant algorithms, filters, and exclusions through discussion, so that the strategy is not hindered by your familiarity with the tool.

A quick way of working strategy: Goal-based templates give you a ready-to-use starting point in seconds, then let you adjust from there.

Who is Insider One’s Recommendation Strategist for

Users can start with a goal, create a strategy, review assumptions, optimize output, and continue to adjust the setup in natural language.

The Recommendation Strategist is equally important to new teams in Smart Recommender. Because it reveals what’s possible through conversation, you don’t need a deep knowledge of the product beforehand to create a competent strategy.

Power works across all verticals – fashion, electronics, furniture, pets, jewelry, garden, publishing, and more – any product recommendation that shapes the customer experience.

Smart Recommender includes advanced capabilities such as dynamic filters, exclusions, and algorithm options. But teams new to Smart Recommender may not always know what capabilities are available or when to use them.

The Recommendation Strategist helps to identify relevant algorithms, filters, and exclusions through discussion. This can help users discover skills they may not have explored through manual preparation alone.

Insider One is among the first to allow users to create, configure, and refine natural language recommendation strategies, in their own words and in their own language – with algorithm selection, map filtering, catalog validation, and conflict detection handled automatically.

Getting started with Recommendation Strategist

Recommendation Strategist is available to all Smart Recommender customers.

This stays within the flow of creating a strategy you’re already using, there’s nothing new to learn before you start. Conversation-based and policy-based entry points sit alongside manual configuration.

πŸ‘‰New to Insider One? Request a personal demo to see it in action.

πŸ‘‰ Already an Insider One customer? Talk to your account team to get started using Recommendation Strategist in Smart Recommender.

Frequently Asked Questions

What is a Recommendation Strategist?

It’s a new way to create recommendation strategies in Insider One’s Smart Recommender, where you describe your goal in natural language and the system creates a strategy for you, with free chat or goal-based templates.

Do I still have strategic control?

Yes. The ‘Show Reasons’ feature explains why each recommendation was made, you can adjust everything in the chat, and manual configuration is always fully available.

Does it work with my product catalog?

Yes. Recommendation Strategist validates filters against your real catalog so that creative strategies can work on your real data, and detects configuration conflicts before implementation.

Who can use Recommendation Strategist?

Available to Smart Recommender customers using Insider One.

Does the Recommendation Strategist analyze my campaign performance or customer data to suggest new strategies?

No. Recommendation Strategist specializes in helping you build, optimize, and refine recommendation strategies, such as choosing algorithms, setting up filters, and validating against your catalog. It doesn’t have access to campaign statistics or customer segment data, so suggestions are based on what you describe, not live performance data.



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