Getting Started with Roccai

by Kira Maté | Jun 2, 2025 | Getting started, Help Center

Are you about to create your first guide on the Roccai platform and feeling a bit lost? Don’t worry: follow this 7-step, interactive onboarding to learn how to get started with Roccai and effortlessly complete each step.

Step 1

After logging in to your Roccai account, the onboarding process will start. Choose your guide’s topic and press Next.

Step 1 – Choose your topic

Step 2

In this step, you can give your module a suitable name and choose the language you will use. Click “Create Module” to save your settings and proceed.

Step 2: Select the name of your Module

Step 3

Now it is time to import your product data. You have three choices:

• Product feed: Build a guide using a product feed in JSON or XML format. This allows you to generate guides based on real-time product data, including titles, descriptions, images, and prices. Simply paste the feed’s URL in the designated field for a fast and automatic upload. You can check out our guides on How to get a product feed from Shopify and from WooCommerce.
• CSV file: You can also organize your product or service information in a simple CSV file. Just include the key details you want the guide to use such as titles, descriptions, features, or tags for filtering. This option is ideal if you’re not using a traditional e-commerce platform. Please contact us in the chat to import your products via a CSV file.
• No file? No problem! You can manually enter your product or service data directly into the platform. This is perfect for course creators, experience providers, or anyone offering tailored services without a traditional online store.

If you have provided a link for your feed, press “Detect Data” to import your products. Otherwise, press “Next” and import your products manually later on.

Step 3: Import your data

Step 4

You have now the opportunity to enable our feature to generate AI-suggested question by using OpenAI. Toggle the switch if you are up for some cool AI suggestions! Press “Next” to proceed.

Step 4: Enable AI questions

Step 5

Here you can set up how your products will be presented to the end user once showed in the platform. You can personalise tags, set up the currency and so on. When you have reviewed the values, press “Next”.

Step 5: Set up your Product Cards

Step 6

This is the step when the platform will import your products from your product feed. You can select if you want to import all of the products, or if you want to include/exclude some of them by filtering using tags. Press “Start Importing” to let the platform work for you in the background.

Step 6: Import your data

Step 7

Welcome to the last and most creative step of your onboarding process! Here you can freely customise your guide according to your Brand identity. Not in a creative mood? No problem. You can skip this step and finalise the look of your guide later on.

Step 7: Establish your style

Success! You have now completed the onboarding to the Roccai platform, and you are able to see your imported products. You can always update your product feed, and products and tags manually, change the styling of the products, and much more.

It’s time to create some cards for your guide in the Guide Builder! And if you have any questions, do not hesitate to reach out to us via chat.