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.
Four steps from customer question to expert advice โ automated at every stage.
Intake form captures goals, concerns, and contact info
Draft with confidence score appears instantly in your dashboard
Edit, regenerate, approve, or reject โ or enable auto-response
Branded email with advice + shoppable product cards
Any store where customers need guidance before buying is a natural fit for the Expert Advice System.
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.
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.
The Expert Advice System inside the Sagaloop AI dashboard
Intake form builder โ drag-and-drop fields, tree-select, quick-start templates
AI agent config โ LLM choice, system instructions, confidence threshold, auto-response
Staff review queue โ AI draft, confidence score, edit, regenerate, approve & deliver
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.
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.
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.
Every AI draft arrives with a confidence score displayed prominently:
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.
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.
Build intake forms for any consultation scenario with a full set of field types including cascading tree-select.
| Field Type | Best For |
|---|---|
| Text | Name, short free-form answers |
| Textarea | Goals, concerns, detailed descriptions |
| Contact capture (always required) | |
| Number | Age, weight, budget, dosage |
| Select (dropdown) | Single-choice from a list |
| Radio buttons | Visual single-choice with clear options |
| Multi-select | Multiple concerns, goals, or conditions |
| Checkbox | Yes/No agreements, disclaimers |
| Tree Select (cascading) | Category โ subcategory โ item (up to 3 levels deep) |
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 10โ15 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.
For high-volume consultation businesses, the Enterprise plan unlocks advanced eCare capabilities designed for sophisticated intake workflows and full AI training control.
Unlimited replies, unlimited files, unlimited history, plus every Pro feature plus Advanced eCare and AI Training Control.
View Enterprise Plan โThe Expert Advice System is available on Pro and Enterprise plans. Try it free for 7 days โ no credit card required.
Expert Advice System included in Pro ($69/month) and Enterprise ($199/month) plans.