Sagaloop AI
๐Ÿ”ฅ MODULE 3 โ€” AVAILABLE ON PRO & ENTERPRISE

Expert Advice AI & eCare System

A structured intake form collects customer information, the AI generates personalized expert advice, your staff reviews and approves, then the recommendation lands in the customer's inbox โ€” with shoppable product cards attached.

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End-to-End Workflow

Four steps from customer question to expert advice โ€” automated at every stage.

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Customer fills form

Intake form captures goals, concerns, and contact info

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AI generates advice

Draft with confidence score appears instantly in your dashboard

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Staff reviews

Edit, regenerate, approve, or reject โ€” or enable auto-response

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Delivered to customer

Branded email with advice + shoppable product cards

Perfect for Consultation-Driven Stores

Any store where customers need guidance before buying is a natural fit for the Expert Advice System.

๐Ÿ’Š Supplements & Nutrition ๐Ÿงด Skincare & Beauty ๐Ÿพ Pet Care ๐Ÿ‹๏ธ Fitness Equipment โš–๏ธ Legal Services ๐Ÿ’ฐ Financial Products ๐ŸŒฟ Wellness & Herbals ๐Ÿ‘ถ Baby & Parenting ๐Ÿ  Home Improvement

Build Any Intake Form โ€” Zero Code

Drag, drop, and configure. Build a multi-step intake form with 9 field types, full reordering, required field toggles, and custom labels โ€” without writing a single line of code.

A unique Tree Select field lets you build cascading dropdowns up to 3 levels deep (e.g., Category โ†’ Subcategory โ†’ Specific Concern), so customers can precisely describe their situation.

  • 9 field types: text, textarea, email, number, select, radio, multi-select, checkbox, tree-select
  • Fields are fully reorderable (drag up/down)
  • Per-field label, field ID, required toggle, and option list
  • Customer email always captured automatically
  • Quick-start templates for supplements, skincare, pet care, fitness & more
  • Templates populate the entire form + AI system instructions in one click
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Quick-Start Templates

Pre-built form templates for common verticals โ€” supplements, skincare, pet care, fitness โ€” populate the entire form, title, description, and AI system instructions in one click.

Then customize from there โ€” add your own fields, adjust the question flow, and tailor the AI instructions to match your brand's expert voice.

See It In Action

The Expert Advice System inside the Sagaloop AI dashboard

Expert Advice intake form builder

Intake form builder โ€” drag-and-drop fields, tree-select, quick-start templates

AI agent configuration panel

AI agent config โ€” LLM choice, system instructions, confidence threshold, auto-response

Staff review and approval dashboard

Staff review queue โ€” AI draft, confidence score, edit, regenerate, approve & deliver

๐Ÿค– Configure Your AI Expert

Choose your preferred LLM, write the system instructions that define how the AI expert thinks, and set automation rules that match your team's workflow.

  • Choose your LLM โ€” same multi-provider choice as the chat widget (Claude, GPT-4o, Gemini, Groq, Ollama)
  • System Instructions โ€” define tone, structure, caveats, and expertise domain
  • Confidence Threshold โ€” set a minimum (e.g. 80%). Responses below are flagged "Must Review"
  • Auto-Response Mode โ€” AI emails customers directly, no staff step required
  • Include Low-Confidence in Auto-Response โ€” optional sub-toggle for full automation
  • Enterprise: Custom prompts and custom embedding / model selection
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Confidence Threshold

Set a minimum confidence level โ€” e.g. 80%. Any AI response below that score is automatically flagged "Must Review" and held from delivery until a staff member approves it.

High-confidence responses can be delivered instantly with Auto-Response enabled โ€” your team only touches the edge cases.

๐Ÿ‘€ Review, Edit & Deliver

Every submission comes through a structured review queue. Your team sees the AI draft, the confidence score, and has full control over the final response โ€” before or after delivery.

  • AI Draft โ€” the AI-generated advice, displayed instantly on submission
  • AI Confidence Score โ€” color-coded (green / amber / red) with "Must Review" badge if below threshold
  • Edit Response โ€” refine the AI draft; edits are saved and used to re-train the AI
  • Regenerate AI โ€” discard the draft and generate a fresh one in one click
  • Approve & Deliver โ€” send the response to the customer via branded email
  • Approve (no delivery) โ€” mark as resolved without sending
  • Reject โ€” decline with an optional reason
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Color-Coded Confidence

Every AI draft arrives with a confidence score displayed prominently:

  • GREEN High confidence โ€” safe for auto-delivery
  • AMBER Review recommended before sending
  • RED Must Review โ€” held until approved

๐Ÿ“ง Branded Advice Emails with Shoppable Cards

When a response is approved, Sagaloop AI sends a fully branded transactional email directly to the customer โ€” complete with their personalized advice and shoppable product recommendation cards.

  • Personalized greeting using the customer's name
  • Full AI-generated (and staff-edited) advice text
  • Product recommendation cards โ€” image, title, price, description, direct link
  • Store branding and UTM tracking for attribution
  • Staff notification email when new submissions arrive
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Advice + Shoppable Products in One Email

Customers receive both the personalized expert advice and clickable product recommendations in a single, beautifully formatted email โ€” making the path from advice to purchase frictionless.

9 Field Types โ€” Every Use Case Covered

Build intake forms for any consultation scenario with a full set of field types including cascading tree-select.

Field Type Best For
TextName, short free-form answers
TextareaGoals, concerns, detailed descriptions
EmailContact capture (always required)
NumberAge, weight, budget, dosage
Select (dropdown)Single-choice from a list
Radio buttonsVisual single-choice with clear options
Multi-selectMultiple concerns, goals, or conditions
CheckboxYes/No agreements, disclaimers
Tree Select (cascading)Category โ†’ subcategory โ†’ item (up to 3 levels deep)

Track Your AI's Growing Autonomy

As your staff coaches the AI โ€” approving good drafts and editing imperfect ones โ€” the autonomous delivery rate climbs. The AI Maturity Meter makes this progress visible.

At 80%+ autonomous rate, most merchants enable Auto-Response and save 10โ€“15 hours per week of manual response work.

Every staff edit is stored and fed back into the AI training loop โ€” so the more you use it, the smarter it gets.

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Total Delivered
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AI-Only Responses
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Coach-Edited
80%+
Target Autonomous Rate

๐Ÿ”ฅ Advanced eCare โ€” Enterprise Only

For high-volume consultation businesses, the Enterprise plan unlocks advanced eCare capabilities designed for sophisticated intake workflows and full AI training control.

  • Multi-step intake workflows โ€” build branching, conditional form flows
  • Custom scoring & logic โ€” apply business rules to triage and prioritize submissions
  • Custom prompts โ€” define exactly how the AI expert reasons for each form type
  • Custom embedding & model selection โ€” use your preferred embedding model and LLM combination
  • Priority support + SLA โ€” guaranteed response times
  • Dedicated account manager โ€” a Sagaloop AI expert assigned to your account
  • Custom integrations โ€” connect to your CRM, ERP, or third-party tools
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Enterprise Plan โ€” $199/month

Unlimited replies, unlimited files, unlimited history, plus every Pro feature plus Advanced eCare and AI Training Control.

View Enterprise Plan โ†’

Start Delivering Expert Advice Today

The Expert Advice System is available on Pro and Enterprise plans. Try it free for 7 days โ€” no credit card required.

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Expert Advice System included in Pro ($69/month) and Enterprise ($199/month) plans.