AI Smart Config

Emporix offers AI capabilities to help you with setting up and configuring your tenant.

AI Smart Config is your assistant designed to simplify and speed up the process of tenant management at Emporix. By leveraging AI-driven automation, it eliminates the need for manual setup, drastically reducing the time and effort required to configure tenants. Use AI for tenant configuration for settings related to languages, business types, countries, taxes, currencies, sites, shipping methods, and delivery times. Incorporate a sample product at the end.

This innovative extension not only stores and documents configurations with clarity but also provides you with full transparency and control. Whether you prefer to apply all settings in one step or fine-tune individual configurations, AI Smart Config adapts to your workflow, ensuring seamless customization. With AI-powered insights and forward-thinking features, it anticipates your needs, enabling faster updates and effortless extensions.

• If you also want to use sample data import, you should do so before configuring your tenant. This is because sample data requires a basic tenant configuration, including the main site, en language, and a standard tax class. This configuration is applied automatically during the sample data upload, so if you configure your tenant first, your settings may be overwritten during the data upload.

  See AI Smart Import for details.

• The AI Smart Config feature is specifically designed for administrators and should only be accessed and used by users with administrative permissions.

Prerequisites

To use AI Smart Config in Emporix Management Dashboard, add the AI Smart Config extension - https://emporix-ai-onboarding.web.app/ in the Management Dashboard -> Administration -> Extensions node.

Working with the AI Smart Config

The AI Smart Config feature is available under Extensions in the Management Dashboard. You can find here the configuration plan, which can be edited with the help of AI, and the AI chat, where you can interact with the AI to guide the configuration process. You can either proceed step by step through the entire setup by answering the AI's questions or jump directly to a specific configuration section to adjust individual settings.

1. To start the configuration, simply answer the first question asked by the AI: "Would you like to go through the configuration process or just through a specific part?"

   • If you reply you want to go through the whole config process, the AI walks you step by step through the different setup options.

   

   • You can also choose to go through a specific setup only, for example delivery times - when you prompt the AI about the specific config part it asks you directly what you want to change.

   
2. When working on the configuration, you can view all the setup details in the configuration plan, such as the languages you selected, the business type, or the chosen countries. If you're not sure what would be the best configuration for your case, you can always ask the AI to suggest the solution.

3. To keep the configuration, choose Save. This stores your setup in the AI configuration, but the changes are not yet reflected in the Management Dashboard.

4. To apply the changes in the Management Dashboard, toggle on the parts you want to configure. You can choose to toggle on all the configurations or select specific ones. For example:

   • If you are creating the entire configuration from scratch, toggle on all the settings.

   • If you are updating your tenant configuration, you can toggle on a specific part, such as delivery times.

5. Once you have toggled on all the desired options, click the Apply button to transfer your configuration changes to the Management Dashboard. Initially, you will see the progress status of the application process in the configuration plan. Afterward, you can navigate to the respective nodes in the Management Dashboard to verify that the changes have been applied.

   

Use case examples

End-to-end flow

As a customer, you want to configure settings for the DACH region (Germany, Austria, Switzerland), including relevant languages and sites. You also want to restrict shipping methods to DHL and GLS, and limit delivery times to weekdays only, during specific hours. Below are examples of prompts to help you achieve this:

• AI Smart Config: Would you like to go through the configuration process or just through a specific part?

  You: I'd like to go through the process.

• AI Smart Config: What kind of business do you plan? B2B, B2C, B2B2C?

  You: I need the B2B setup.

• AI Smart Config: In which countries do you plan to do the business?

  You: The DACH region.

• AI Smart Config: Should I create a tax configuration for the selected countries?

  You: Yes, please do that.

• AI Smart Config: Which languages should be enabled on the tenant? (Suggested: de, fr)

  You: de, fr and en

• AI Smart Config: Which currencies should be enabled on the tenant? (Suggested: EUR, CHF)

  You: Go with the suggested ones.

• AI Smart Config: Would you like to configure sites?

  You: Yes.

• AI Smart Config: How should the sites be configured? (Options: as many sites as many countries are defined, as many sites as many businesses are defined, as many sites as many countries and for every country 2 sites with business types B2B and B2C)

  You: As many sites as the countries.

• AI Smart Config: Would you like to create a shipping method configuration?

  You: Yes, I will use DHL and UPS for the sites AT, CH and DE.

• AI Smart Config: Would you like to create a delivery times configuration? If so, in which weekday and between which hours should the delivery be valid?

  You: Set up the delivery times from Monday to Friday from 8am to 6pm for the sites AT, CH and DE.

• AI Smart Config: Would you like to create a sample product?

  You: Yes.

• AI Smart Config: Please provide the details of the sample product (e.g., name, size, color, etc.).

  You: Bookcase, 100x50cm, oak.

• AI Smart Config: Thank you for completing the configuration process!

Result

AI Smart Config prepared the whole configuration for you, check the details in the configuration panel.

If you save the configuration and choose to apply it, the settings are reflected in the Management Dashboard after the process is complete.

For example:

• With the applied languages configuration, you can now see the en, de and fr languages:

  
• And after providing sample product data to the AI, you can also see that the product has been created, with an autogenerated description:

  

Single config change

Let's say, you have your configuration applied, but you decide to change the delivery time. Here's how you can achieve that:

• AI Smart Config: Would you like to go through the configuration process or just through a specific part?

  You: I'd like to modify the delivery times.

• AI Smart Config: In which week day and between which hours should the delivery times be valid?

  You: Please keep the current configuration but also add Saturdays between 10am and 1pm.

• AI Smart Config: Thank you for your input!

Result

After prompting the single change, you can see that only the configuration related to delivery times was changed and now included Saturdays too. To apply the change, switch the Delivery Times toggle on and choose Apply.

Troubleshooting

If errors occur during the configuration process while applying your changes, there’s no need to repeat the entire process. Simply toggle off all the configuration parts that were successfully applied, leaving only the failed ones active, and rerun the process.