\n
Upsells & Cross-Sells<\/b><\/h3>\n
Upsells are a key feature within Ochatbot. They allow you to “build the basket” by choosing the products that get recommended to shoppers as they engage with the chatbot. Well-configured upsells help increase average order value and surface complementary items shoppers might otherwise miss.<\/span><\/p>\nThis guide walks you through enabling upsells, choosing an upsell source, and configuring product-level and category- or tag-level recommendations.<\/span><\/p>\n<\/div>\n<\/div>\n[\/et_pb_text][et_pb_divider color=”rgba(10,0,0,0.3)” _builder_version=”4.27.4″ _module_preset=”default” width=”86%” module_alignment=”center” custom_margin=”-7px||6px|||” custom_padding=”||20px|||” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_divider][et_pb_text _builder_version=”4.27.5″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_text_align=”center” header_2_text_color=”#68ab37″ header_3_font=”||||||||” header_3_text_align=”center” header_3_text_color=”#68ab37″ header_3_font_size=”26px” header_4_font=”|300|||||||” header_4_text_color=”#757575″ header_4_font_size=”26px” width=”100%” custom_padding=”||0px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ custom_margin=”||26px|||”]<\/p>\n
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Quick Reference<\/b><\/h1>\n\n- Path to settings: <\/b>Ochatbot Builder \u2192 Ecommerce \u2192 Settings \u2192 Enable Upsells.<\/span><\/li>\n
- Automatic source: <\/b>Plus plan only. Pulls related products from your ecommerce platform.<\/span><\/li>\n
- Manual source: <\/b>Available on all plans. Choose Manage Product Upsells or Manage Category\/Tag Upsells.<\/span><\/li>\n
- Product upsells: <\/b>Attach specific recommendations to a single product.<\/span><\/li>\n
- Category \/ Tag upsells: <\/b>Attach recommendations to every product in a category or with a given tag.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n
[\/et_pb_text][et_pb_divider color=”rgba(10,0,0,0.3)” _builder_version=”4.27.4″ _module_preset=”default” width=”86%” module_alignment=”center” custom_margin=”-7px||6px|||” custom_padding=”||15px|||” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_divider][et_pb_text module_id=”widget-type” _builder_version=”4.27.5″ _module_preset=”default” header_3_text_color=”#0d870d” custom_margin=”||7px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Accessing the Upsells Settings<\/h2>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.5″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_text_align=”center” header_2_text_color=”#68ab37″ header_3_font=”||||||||” header_3_text_align=”center” header_3_text_color=”#68ab37″ header_3_font_size=”26px” header_4_font=”|300|||||||” header_4_text_color=”#757575″ header_4_font_size=”26px” width=”100%” custom_padding=”||0px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ custom_margin=”||3px|||”]<\/p>\n
\n- Open the Ochatbot builder.<\/span><\/li>\n
- In the left-hand navigation, expand Ecommerce and click Settings.<\/span><\/li>\n<\/ol>\n
[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/Ochatbot-settings.png” alt=”screenshot of intelligent website ai layout tab” title_text=”Ochatbot settings” align=”center” _builder_version=”4.27.5″ width=”100%” max_width=”100%” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”26px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.5″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_text_align=”center” header_2_text_color=”#68ab37″ header_3_font=”||||||||” header_3_text_align=”center” header_3_text_color=”#68ab37″ header_3_font_size=”26px” header_4_font=”|300|||||||” header_4_text_color=”#757575″ header_4_font_size=”26px” width=”100%” custom_padding=”||0px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ custom_margin=”||3px|||”]<\/p>\n
3. Scroll near the bottom of the page to find the Enable Upsells checkbox.<\/span><\/p>\n4. Check the box to turn the feature on. The upsell source options will appear below.<\/span><\/p>\n[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/enable-upsells.jpg” alt=”screenshot of intelligent website ai layout tab” title_text=”enable upsells” align=”center” _builder_version=”4.27.5″ width=”100%” max_width=”100%” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”26px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d”]<\/p>\n
Choosing an Upsell Source<\/b><\/h1>\n
Once upsells are enabled, you can choose where Ochatbot pulls recommended products from. Two options are available depending on your plan:<\/span><\/p>\nAutomatic (Plus plan only)<\/b><\/h3>\n
Ochatbot uses the related products already configured in your ecommerce platform (for example, BigCommerce or Shopify related products). This is the fastest way to get started if you have already set up related products on the back end.<\/span><\/p>\nManual<\/b><\/h3>\n
You configure recommendations directly within Ochatbot. Manual mode is available on all plans and gives you two levels of control:<\/span><\/p>\n\n- Manage Product Upsells<\/b>: set recommendations on a per-product basis.<\/span><\/li>\n
- Manage Category \/ Tag Upsells<\/b>: set recommendations that apply to every product in a category or with a given tag.<\/span><\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_divider color=”rgba(10,0,0,0.3)” _builder_version=”4.27.4″ _module_preset=”default” width=”86%” module_alignment=”center” custom_margin=”-7px||6px|||” custom_padding=”||20px|||” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_divider][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d”]<\/p>\n
Managing Product Upsells<\/b><\/h1>\n
Use product upsells when you want recommendations tied to a specific item \u2014 for example, “anyone who adds the QuikSneakers to the cart should also see the The Varnish Protectat Spray.”<\/span><\/p>\nStep 1: Open the product list<\/b><\/h3>\n
From the Ecommerce settings page, click Manage Product Upsells. A modal opens listing every product in your catalog along with its SKU and Product ID. Use the search bar at the top to quickly locate a specific product.<\/span><\/p>\n[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-one.png” title_text=”manage product upsells one” align=”center” _builder_version=”4.27.5″ _module_preset=”default” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”26px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d” custom_margin=”||2px|||”]<\/p>\n
Step 2: Configure upsells for a product<\/b><\/h3>\n\n- Find the product you want to attach upsells to.<\/span><\/li>\n
- Under the Actions column, click Manage Upsells.<\/span><\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-two.png” title_text=”manage product upsells two” align=”center” _builder_version=”4.27.5″ _module_preset=”default” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”26px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d” custom_padding=”||0px|||” custom_margin=”||9px|||”]<\/p>\n
\n- The detail view will show any Current Upsells already configured for that product. If none have been set, you will see “No upsells configured for this product.”<\/span><\/li>\n
- In the Add Upsell Product list below, click the Add button next to any product you want to recommend whenever the parent product is added to the cart.<\/span><\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-three.png” title_text=”manage product upsells three” align=”center” _builder_version=”4.27.5″ _module_preset=”default” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”26px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d” custom_padding=”||0px|||” custom_margin=”||9px|||”]<\/p>\n
\n- Use the pagination controls at the bottom of the list to browse additional products.<\/span><\/li>\n
- Click Close when finished. Your selections save as you add them.<\/span><\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.27.5″ text_font=”|700|||||||” background_color=”rgba(28,107,33,0.24)” custom_margin=”||||false” custom_padding=”10px|20px|10px|20px|true|true” hover_enabled=”0″ border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Tip: <\/b>Products you add here will always be recommended when a shopper adds the parent product to their cart, so choose items that genuinely complement the original purchase (accessories, consumables, warranties, or higher-tier alternatives).<\/span><\/p>\n[\/et_pb_text][et_pb_divider color=”rgba(10,0,0,0.3)” _builder_version=”4.27.4″ _module_preset=”default” width=”86%” module_alignment=”center” custom_margin=”-7px||6px|||” custom_padding=”||20px|||” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_divider][et_pb_text module_id=”widget-type” _builder_version=”4.27.5″ _module_preset=”default” header_3_text_color=”#0d870d” custom_margin=”||19px|||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
Managing Category \/ Tag Upsells<\/b><\/h1>\n
Category and tag upsells let you set recommendations that apply broadly across many products at once, rather than configuring each item individually. This is ideal for catalog-wide rules like “anyone buying anything in Teleprompters should see Accessories.”<\/span><\/p>\n[\/et_pb_text][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d” custom_margin=”||8px|||”]<\/p>\n
Step 1: Open the product list<\/b><\/h3>\n
From the Ecommerce settings page, click Manage Product Upsells. A modal opens listing every product in your catalog along with its SKU and Product ID. Use the search bar at the top to quickly locate a specific product.<\/span><\/p>\n[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell.png” title_text=”manage category upsell” align=”center” _builder_version=”4.27.5″ _module_preset=”default” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”26px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d” custom_margin=”-16px||8px|||”]<\/p>\n
Step 2: Select a base rule<\/b><\/h3>\n\n- Under Rule type, choose either Category or Tag.<\/span><\/li>\n
- Click into the Category (or Tag) field and start typing to search, or pick from the dropdown list of available categories and tags pulled from your ecommerce platform.<\/span><\/li>\n
- Select the category or tag you want the rule to apply to.<\/span><\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_image src=”https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell-two.png” title_text=”manage category upsell two” align=”center” _builder_version=”4.27.5″ _module_preset=”default” hover_enabled=”0″ box_shadow_style=”preset1″ box_shadow_blur=”26px” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_image][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d” custom_margin=”-16px||8px|||” custom_padding=”||27px|||”]<\/p>\n
Step 3: Add upsell products to the rule<\/b><\/h3>\n
Once a base rule is selected, follow the same process as product upsells: choose the products that should be recommended whenever a shopper adds any item matching that category or tag to their cart. Click Add next to each product you want to include, then close the modal when finished.<\/span><\/p>\n[\/et_pb_text][et_pb_divider color=”rgba(10,0,0,0.3)” _builder_version=”4.27.4″ _module_preset=”default” width=”86%” module_alignment=”center” custom_margin=”-7px||6px|||” custom_padding=”||20px|||” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_divider][et_pb_text _builder_version=”4.27.5″ hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″ header_3_text_color=”#0d860d” custom_margin=”-16px||8px|||” custom_padding=”||27px|||”]<\/p>\n
Best Practices<\/b><\/h1>\n\n- Lead with complementary items, not duplicates. If a shopper adds a camera, recommend a tripod \u2014 not another camera.<\/span><\/li>\n
- Use category rules for broad coverage and product rules for high-value exceptions. The two work together; product-specific upsells override or supplement category defaults.<\/span><\/li>\n
- Keep recommendation lists short and intentional. A handful of strong recommendations converts better than a long list of loosely related items.<\/span><\/li>\n
- Review and refresh your upsells quarterly, especially after launching new SKUs, retiring old ones, or running promotions.<\/span><\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Upsells & Cross-Sells Upsells are a key feature within Ochatbot. They allow you to “build the basket” by choosing the products that get recommended to shoppers as they engage with the chatbot. Well-configured upsells help increase average order value and surface complementary items shoppers might otherwise miss. This guide walks you through enabling upsells, choosing […]<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":2909,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-10413","page","type-page","status-publish","hentry"],"yoast_head":"\n
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This guide walks you through enabling upsells, choosing […]","og_url":"https:\/\/www.ometrics.com\/blog\/support\/upsell\/","og_site_name":"Ometrics","article_publisher":"https:\/\/www.facebook.com\/Ometrics\/","article_modified_time":"2026-05-13T19:51:35+00:00","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.ometrics.com\/blog\/support\/upsell\/","url":"https:\/\/www.ometrics.com\/blog\/support\/upsell\/","name":"Upsell - Ometrics","isPartOf":{"@id":"https:\/\/www.ometrics.com\/blog\/#website"},"datePublished":"2026-05-13T19:47:40+00:00","dateModified":"2026-05-13T19:51:35+00:00","breadcrumb":{"@id":"https:\/\/www.ometrics.com\/blog\/support\/upsell\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.ometrics.com\/blog\/support\/upsell\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.ometrics.com\/blog\/support\/upsell\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.ometrics.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Support","item":"https:\/\/www.ometrics.com\/blog\/support\/"},{"@type":"ListItem","position":3,"name":"Upsell"}]},{"@type":"WebSite","@id":"https:\/\/www.ometrics.com\/blog\/#website","url":"https:\/\/www.ometrics.com\/blog\/","name":"Ometrics","description":"AI Chatbots, Conversion Rate Optimization Resources, Exit Popups, A-B Testing","publisher":{"@id":"https:\/\/www.ometrics.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.ometrics.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.ometrics.com\/blog\/#organization","name":"Ometrics","url":"https:\/\/www.ometrics.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.ometrics.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2019\/06\/ometrics-logo-white-r-210x45.png","contentUrl":"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2019\/06\/ometrics-logo-white-r-210x45.png","width":210,"height":45,"caption":"Ometrics"},"image":{"@id":"https:\/\/www.ometrics.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Ometrics\/","https:\/\/x.com\/ometrics","https:\/\/www.instagram.com\/ometricsllc\/","https:\/\/www.linkedin.com\/company\/ometrics","https:\/\/www.youtube.com\/channel\/UCqOKmRfWQ7v7cgXAuSABFIw"]}]}},"ometricscontent":{"rendered":"<div class=\"et-l et-l--post\">\n\t\t\t<div class=\"et_builder_inner_content et_pb_gutters3\">\n\t\t<div class=\"et_pb_section et_pb_section_0 et_pb_fullwidth_section et_section_regular\" >\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<section class=\"et_pb_module et_pb_fullwidth_header et_pb_fullwidth_header_0 et_pb_text_align_center et_pb_bg_layout_dark\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_fullwidth_header_container center\">\n\t\t\t\t\t<div class=\"header-content-container center\">\n\t\t\t\t\t<div class=\"header-content\">\n\t\t\t\t\t\t\n\t\t\t\t\t\t<h1 class=\"et_pb_module_header\">Gain Insights. Engage Users. Grow Sales.<\/h1>\n\t\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"et_pb_header_content_wrapper\"><\/div>\n\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"et_pb_fullwidth_header_overlay\"><\/div>\n\t\t\t\t<div class=\"et_pb_fullwidth_header_scroll\"><\/div>\n\t\t\t<\/section>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><div class=\"et_pb_section et_pb_section_1 et_section_regular\" >\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_row et_pb_row_0\">\n\t\t\t\t<div class=\"et_pb_column et_pb_column_1_4 et_pb_column_0 et_pb_css_mix_blend_mode_passthrough\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_pb_sidebar_0 et_pb_widget_area clearfix et_pb_widget_area_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div id=\"block-31\" class=\"et_pb_widget widget_block\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"has-text-color has-link-color has-medium-font-size wp-elements-87612ffc8a1b93ec44d830cf30fc7bab\" style=\"color:#0d870d\"><strong>General Account<\/strong><\/p>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p><a href=\"\/support\/installing-ometrics-script\/\"> Installing Ometrics Script<\/a><br><a href=\"\/support\/billing\/\"> Billing<\/a><br><a href=\"\/support\/regular-expression\/\"> Regular Expression (RegEx)<\/a><br><a href=\"https:\/\/www.ometrics.com\/support\/how-to-enable-third-party-cookies\/\"> Enable Third-Party Cookies<\/a><br><a href=\"https:\/\/www.ometrics.com\/support\/shopify-apps-block-activation\/\"> Shopify App Block Not Activated <\/a><br><a href=\"https:\/\/www.ometrics.com\/support\/\" data-type=\"link\" data-id=\"https:\/\/www.ometrics.com\/support\/\"> Contact Support<\/a><\/p>\n<\/div>\n<\/div>\n<\/div><div id=\"block-32\" class=\"et_pb_widget widget_block\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"has-text-color has-link-color has-medium-font-size wp-elements-7ac4cfa01406017794bb9f804d577924\" style=\"color:#0d870d\"><strong>AI Editor<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.ometrics.com\/support\/intro-to-the-ai-workspace\/\">\u00a0 Intro to the AI Workspace<\/a><br><br><strong>AI Brain<\/strong><br><a href=\"https:\/\/www.ometrics.com\/support\/scan-sync\/\">\u00a0 Scan & Sync<\/a><br><a href=\"\/support\/engagement-question\/\">\u00a0\u00a0Engagement Question<\/a><br><a href=\"https:\/\/www.ometrics.com\/support\/faqs-feature\/\">\u00a0 FAQ Feature<\/a><br><a href=\"\/support\/ochatbot-global-intents\/\">\u00a0\u00a0Intents<\/a><br><a href=\"\/support\/images-and-videos\/\">\u00a0\u00a0Intents - Images & Videos<\/a><br><a href=\"https:\/\/www.ometrics.com\/support\/fallbacks\/\">\u00a0 Fallbacks<\/a><br><br><strong>Ochatbot<br><\/strong><a href=\"\/support\/ochatbot-questions\/\">\u00a0\u00a0Questions<\/a><br><a href=\"\/support\/page-targeting\/\">\u00a0\u00a0Page Targeting<\/a><br><a href=\"\/support\/ochatbot-triggers-and-events\/\">\u00a0\u00a0Triggers<\/a><br><br><strong>Intelligent Website<br><\/strong><a href=\"https:\/\/www.ometrics.com\/blog\/support\/intelligent-website-ai-get-started\/\">Getting Started<\/a><br><a href=\"https:\/\/www.ometrics.com\/blog\/support\/intelligent-website-ai-lead-support-forms\/\">\u00a0 Lead & Support Forms<\/a><br><a href=\"https:\/\/www.ometrics.com\/blog\/intelligent-website-ai-layout-tab\/\">\u00a0 Layout<\/a><br><a href=\"https:\/\/www.ometrics.com\/blog\/support\/image-video-button-settings\/\">\u00a0 Buttons & Media<\/a><br><br><strong>eCommerce<br><\/strong><a href=\"\/support\/ochatbot-ecommerce\/\">\u00a0 Settings<\/a><br><a href=\"\/support\/product-finder\/\">\u00a0\u00a0Product Finder<\/a><br><a href=\"\/support\/ochatbot-settings\/\">\u00a0\u00a0Design<\/a><br><a href=\"\/support\/ochatbot-alerts\/\">\u00a0\u00a0Email Alerts<\/a><\/p>\n<\/div>\n<\/div><div id=\"block-33\" class=\"et_pb_widget widget_block\">\n<details class=\"wp-block-details has-medium-font-size is-layout-flow wp-block-details-is-layout-flow\"><summary>Legacy Tools<\/summary>\n<p class=\"has-medium-font-size\"><strong>LeadBot<\/strong><\/p>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"https:\/\/www.ometrics.com\/support\/leadbot\"> Get Started<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Exit Popups & Mobile Banners<\/h3>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"\/support\/popups-get-started\/\"> Get Started<\/a><br><a href=\"\/support\/popups-desktop-popup\/\"> Desktop Popups<\/a><br><a href=\"\/support\/popups-mobile-banner\/\"> Mobile Banner<\/a><br><a href=\"\/support\/popups-mobile-popup\/\"> Mobile Popup<\/a><br><a href=\"\/support\/popups-button-actions\/\"> Button Actions<\/a><br><a href=\"\/support\/popups-triggers\/\"> Triggers<\/a><br><a href=\"\/support\/popups-targeting\/\"> Targeting<\/a><br><a href=\"\/support\/popups-alerts-and-connections\/\"> Alerts and Connections<\/a><br><a href=\"\/support\/popups-tips-and-tricks\/\"> Tips and Tricks<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Offer Sliders<\/h3>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"\/support\/offer-sliders-get-started\/\"> Get Started<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Lead Sliders<\/h3>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"\/support\/lead-sliders-get-started\/\"> Get Started<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Offer Tabs<\/h3>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"\/support\/offer-tabs-get-started\/\"> Get Started<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Feedback Tabs<\/h3>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"\/support\/feedback-tabs-get-started\/\"> Get Started<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Need Help Tabs<\/h3>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"\/support\/need-help-tabs-get-started\/\"> Get Started<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">Funnel Metrics<\/h3>\n\n\n\n<p class=\"has-small-font-size\"><a href=\"\/support\/funnel-metrics-get-started\/\"> Get Started<\/a><\/p>\n<\/details>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<\/div><div class=\"et_pb_column et_pb_column_3_4 et_pb_column_1 et_pb_css_mix_blend_mode_passthrough et-last-child\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><div class=\"row\">\n<div class=\"col-md-12\">\n<h3 class=\"text-center\"><b>Upsells & Cross-Sells<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Upsells are a key feature within Ochatbot. They allow you to “build the basket” by choosing the products that get recommended to shoppers as they engage with the chatbot. Well-configured upsells help increase average order value and surface complementary items shoppers might otherwise miss.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This guide walks you through enabling upsells, choosing an upsell source, and configuring product-level and category- or tag-level recommendations.<\/span><\/p>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_divider et_pb_divider_0 et_pb_divider_position_ et_pb_space\"><div class=\"et_pb_divider_internal\"><\/div><\/div><div class=\"et_pb_module et_pb_text et_pb_text_1 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><div class=\"row\">\n<div class=\"col-md-12\">\n<h1><b>Quick Reference<\/b><\/h1>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Path to settings: <\/b><span style=\"font-weight: 400;\">Ochatbot Builder \u2192 Ecommerce \u2192 Settings \u2192 Enable Upsells.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Automatic source: <\/b><span style=\"font-weight: 400;\">Plus plan only. Pulls related products from your ecommerce platform.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Manual source: <\/b><span style=\"font-weight: 400;\">Available on all plans. Choose Manage Product Upsells or Manage Category\/Tag Upsells.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Product upsells: <\/b><span style=\"font-weight: 400;\">Attach specific recommendations to a single product.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><b>Category \/ Tag upsells: <\/b>Attach recommendations to every product in a category or with a given tag.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_divider et_pb_divider_1 et_pb_divider_position_ et_pb_space\"><div class=\"et_pb_divider_internal\"><\/div><\/div><div id=\"widget-type\" class=\"et_pb_module et_pb_text et_pb_text_2 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h2 data-start=\"112\" data-end=\"136\">Accessing the Upsells Settings<\/h2><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_3 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open the Ochatbot builder.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the left-hand navigation, expand Ecommerce and click Settings.<\/span><\/li>\n<\/ol><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_image et_pb_image_0\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap has-box-shadow-overlay\"><div class=\"box-shadow-overlay\"><\/div><img loading=\"lazy\" decoding=\"async\" width=\"1165\" height=\"552\" src=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/Ochatbot-settings.png\" alt=\"screenshot of intelligent website ai layout tab\" title=\"Ochatbot settings\" srcset=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/Ochatbot-settings.png 1165w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/Ochatbot-settings-980x464.png 980w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/Ochatbot-settings-480x227.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1165px, 100vw\" class=\"wp-image-10419\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_4 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p><span style=\"font-weight: 400;\">3. Scroll near the bottom of the page to find the Enable Upsells checkbox.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">4. Check the box to turn the feature on. The upsell source options will appear below.<\/span><\/p><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_image et_pb_image_1\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap has-box-shadow-overlay\"><div class=\"box-shadow-overlay\"><\/div><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"247\" src=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/enable-upsells.jpg\" alt=\"screenshot of intelligent website ai layout tab\" title=\"enable upsells\" srcset=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/enable-upsells.jpg 512w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/enable-upsells-480x232.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 512px, 100vw\" class=\"wp-image-10420\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_5 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h1><b>Choosing an Upsell Source<\/b><\/h1>\n<p><span style=\"font-weight: 400;\">Once upsells are enabled, you can choose where Ochatbot pulls recommended products from. Two options are available depending on your plan:<\/span><\/p>\n<h3><b>Automatic (Plus plan only)<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Ochatbot uses the related products already configured in your ecommerce platform (for example, BigCommerce or Shopify related products). This is the fastest way to get started if you have already set up related products on the back end.<\/span><\/p>\n<h3><b>Manual<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You configure recommendations directly within Ochatbot. Manual mode is available on all plans and gives you two levels of control:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Manage Product Upsells<\/b><span style=\"font-weight: 400;\">: set recommendations on a per-product basis.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Manage Category \/ Tag Upsells<\/b><span style=\"font-weight: 400;\">: set recommendations that apply to every product in a category or with a given tag.<\/span><\/li>\n<\/ul><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_divider et_pb_divider_2 et_pb_divider_position_ et_pb_space\"><div class=\"et_pb_divider_internal\"><\/div><\/div><div class=\"et_pb_module et_pb_text et_pb_text_6 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h1><b>Managing Product Upsells<\/b><\/h1>\n<p><span style=\"font-weight: 400;\">Use product upsells when you want recommendations tied to a specific item \u2014 for example, “anyone who adds the QuikSneakers to the cart should also see the The Varnish Protectat Spray.”<\/span><\/p>\n<h3><b>Step 1: Open the product list<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">From the Ecommerce settings page, click Manage Product Upsells. A modal opens listing every product in your catalog along with its SKU and Product ID. Use the search bar at the top to quickly locate a specific product.<\/span><\/p><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_image et_pb_image_2\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap has-box-shadow-overlay\"><div class=\"box-shadow-overlay\"><\/div><img loading=\"lazy\" decoding=\"async\" width=\"1217\" height=\"694\" src=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-one.png\" alt=\"\" title=\"manage product upsells one\" srcset=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-one.png 1217w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-one-980x559.png 980w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-one-480x274.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1217px, 100vw\" class=\"wp-image-10418\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_7 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h3><b>Step 2: Configure upsells for a product<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Find the product you want to attach upsells to.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Under the Actions column, click Manage Upsells.<\/span><\/li>\n<\/ul><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_image et_pb_image_3\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap has-box-shadow-overlay\"><div class=\"box-shadow-overlay\"><\/div><img loading=\"lazy\" decoding=\"async\" width=\"1217\" height=\"694\" src=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-two.png\" alt=\"\" title=\"manage product upsells two\" srcset=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-two.png 1217w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-two-980x559.png 980w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-two-480x274.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1217px, 100vw\" class=\"wp-image-10417\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_8 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The detail view will show any Current Upsells already configured for that product. If none have been set, you will see “No upsells configured for this product.”<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Add Upsell Product list below, click the Add button next to any product you want to recommend whenever the parent product is added to the cart.<\/span><\/li>\n<\/ul><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_image et_pb_image_4\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap has-box-shadow-overlay\"><div class=\"box-shadow-overlay\"><\/div><img loading=\"lazy\" decoding=\"async\" width=\"918\" height=\"648\" src=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-three.png\" alt=\"\" title=\"manage product upsells three\" srcset=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-three.png 918w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-product-upsells-three-480x339.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 918px, 100vw\" class=\"wp-image-10416\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_9 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use the pagination controls at the bottom of the list to browse additional products.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Close when finished. Your selections save as you add them.<\/span><\/li>\n<\/ul><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_10 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><p><b>Tip: <\/b><span style=\"font-weight: 400;\">Products you add here will always be recommended when a shopper adds the parent product to their cart, so choose items that genuinely complement the original purchase (accessories, consumables, warranties, or higher-tier alternatives).<\/span><\/p><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_divider et_pb_divider_3 et_pb_divider_position_ et_pb_space\"><div class=\"et_pb_divider_internal\"><\/div><\/div><div id=\"widget-type\" class=\"et_pb_module et_pb_text et_pb_text_11 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h1><b>Managing Category \/ Tag Upsells<\/b><\/h1>\n<p><span style=\"font-weight: 400;\">Category and tag upsells let you set recommendations that apply broadly across many products at once, rather than configuring each item individually. This is ideal for catalog-wide rules like “anyone buying anything in Teleprompters should see Accessories.”<\/span><\/p><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_12 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h3><b>Step 1: Open the product list<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">From the Ecommerce settings page, click Manage Product Upsells. A modal opens listing every product in your catalog along with its SKU and Product ID. Use the search bar at the top to quickly locate a specific product.<\/span><\/p><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_image et_pb_image_5\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap has-box-shadow-overlay\"><div class=\"box-shadow-overlay\"><\/div><img loading=\"lazy\" decoding=\"async\" width=\"1219\" height=\"656\" src=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell.png\" alt=\"\" title=\"manage category upsell\" srcset=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell.png 1219w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell-980x527.png 980w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell-480x258.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1219px, 100vw\" class=\"wp-image-10422\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_13 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h3><b>Step 2: Select a base rule<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Under Rule type, choose either Category or Tag.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click into the Category (or Tag) field and start typing to search, or pick from the dropdown list of available categories and tags pulled from your ecommerce platform.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the category or tag you want the rule to apply to.<\/span><\/li>\n<\/ul><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_image et_pb_image_6\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<span class=\"et_pb_image_wrap has-box-shadow-overlay\"><div class=\"box-shadow-overlay\"><\/div><img loading=\"lazy\" decoding=\"async\" width=\"1197\" height=\"843\" src=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell-two.png\" alt=\"\" title=\"manage category upsell two\" srcset=\"https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell-two.png 1197w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell-two-980x690.png 980w, https:\/\/www.ometrics.com\/blog\/wp-content\/uploads\/2026\/05\/manage-category-upsell-two-480x338.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1197px, 100vw\" class=\"wp-image-10421\" \/><\/span>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_text et_pb_text_14 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h3><b>Step 3: Add upsell products to the rule<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Once a base rule is selected, follow the same process as product upsells: choose the products that should be recommended whenever a shopper adds any item matching that category or tag to their cart. Click Add next to each product you want to include, then close the modal when finished.<\/span><\/p><\/div>\n\t\t\t<\/div><div class=\"et_pb_module et_pb_divider et_pb_divider_4 et_pb_divider_position_ et_pb_space\"><div class=\"et_pb_divider_internal\"><\/div><\/div><div class=\"et_pb_module et_pb_text et_pb_text_15 et_pb_text_align_left et_pb_bg_layout_light\">\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_text_inner\"><h1><b>Best Practices<\/b><\/h1>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead with complementary items, not duplicates. If a shopper adds a camera, recommend a tripod \u2014 not another camera.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use category rules for broad coverage and product rules for high-value exceptions. The two work together; product-specific upsells override or supplement category defaults.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keep recommendation lists short and intentional. A handful of strong recommendations converts better than a long list of loosely related items.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review and refresh your upsells quarterly, especially after launching new SKUs, retiring old ones, or running promotions.<\/span><\/li>\n<\/ul><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\t\t<\/div>\n\t<\/div>\n\t","protected":false},"_links":{"self":[{"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/pages\/10413","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/comments?post=10413"}],"version-history":[{"count":2,"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/pages\/10413\/revisions"}],"predecessor-version":[{"id":10424,"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/pages\/10413\/revisions\/10424"}],"up":[{"embeddable":true,"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/pages\/2909"}],"wp:attachment":[{"href":"https:\/\/www.ometrics.com\/blog\/wp-json\/wp\/v2\/media?parent=10413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}