Introducing Chat Merchandising

With Chat Merchandising, you can now fine-tune which products are shown in response to customer search queries within chat, using targeted triggers and rules.

Where to find it

You’ll find Chat Merchandising under my.clerk > Merchandising, alongside your existing merchandising campaigns.

What’s included in this first release

This initial release introduces a focused set of Triggers and Rules, designed to give you more control over product visibility in Chat.

Triggers (new)

• On All Chat Searches – Apply rules to every search performed within Chat.
• When a Chat Search Contains Exactly – Apply rules when the entire configured phrase is matched within the user’s search input.
  
  • Example: If the trigger is set to “black dress”, it will match:

Rules

• Remove Any – Exclude specific products from appearing.
• Show Only – Restrict results to a defined set of products.

Use Case Examples

• Remove out-of-stock items when users search in Chat - keep experiences clean and frustration-free.
• Highlight premium options when someone searches “best headphones.”
• Suppress seasonal items for out-of-season queries like “Christmas gifts” in July.

Important Notes

• Chat-specific only: Existing merchandising campaigns do not apply to the Chat product. Similarly, campaigns built with the new Chat triggers will only affect Chat and no other channels.‍
• Best practice: For the most reliable results, always create separate campaigns for Chat triggers. Avoid mixing Chat and non-Chat triggers in the same campaign.

As always, we’re here to support - reach out in product-feedback with any issues or feedback, and feel free to ask any questions you might have in this thread.

‍