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Getting Started with Roccai

Getting Started with Roccai

by | 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 in getting started with roccai

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 in how to get started with Roccai

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 in how to get started with Roccai

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 in how to get started with Roccai

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 in how to get started with Roccai

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 in how to get started with Roccai

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 in how to get started with Roccai

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.

 

 

Add Sale Prices to your Products

by | Feb 18, 2025 | Features, Help Center

Now, you can show your product sales prices. To add this feature, click Settings, then Product Feed Settings, and then Update Feed.
​
Please check that you have both the Price and the Sales Price mapped out. It might be called something else in your feed.

Image showing where to add the sales price.

If you have questions, please write us in the chat. 🙂

Add “In Stock” to your Products

by | Feb 7, 2025 | Features, Help Center

Now, you can add if your products are in stock. Click Settings, then Product Feed Settings, and then Update Feed.
​Please check the dropdown. In Stock might be called something else in your feed.

Image showing where to add the "In Stock" feature

If you have questions, please write us in the chat. 🙂

Load More AI Gen Questions

by | Jan 30, 2025 | Features, Help Center

You can now Load More AI Gen Questions. Click AI Suggested Swipe Cards on the right side of the screen during the Onboarding process and press Load More.

Image showing how to add the AI generated questions

Please do a hard refresh if you cannot see the function. This is done by holding down Ctrl and pressing F5 or holding down Command, Shift, and clicking “R”.

If you have questions, please write us in the chat. 🙂

Set the Cards’ Order

by | Jan 22, 2025 | Features, Help Center

You can now set the cards’ order. This feature is especially useful for surveys where you want to determine the entire order of the cards in the survey.

For other types of Guides, you may only want to lock the first card. That way you still let the algorithm decide the most meaningful order.

When you hover over a card, you will see a lock in the top left corner.

Image showing where the lock is on a card

When you click the lock, the card will be locked at the top and the beginning of the Guide. If you click on another card, it will be placed second, and so on.

Image showing the order of the cards.

Click on the lock again if you want to unlock the location of the card.

If you have questions, please write us in the chat. 🙂