Design advisor rules and test recommendations
Turn product attributes into useful questions without excluding the right products or promising unsupported matches.
Build a repeatable test set for meaningful, supportable product recommendations.
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Start with constraints and preferencesMap each choice to usable dataUse a small test matrixCheck the explanation as well as the rankingTechnical details and methodologyStart with constraints and preferences
A hard constraint must be satisfied for a product to be appropriate. A preference helps order otherwise suitable products. For example, a required device connection is different from a colour preference. Do not make every answer a strict filter: a catalogue with incomplete attributes can otherwise produce no results.
Map each choice to usable data
Inspect the actual products behind an answer choice. A question about keyboard layout needs a reliable layout attribute; a free-text description that only says ‘international’ may not establish the requested layout. Correct missing or inconsistent source information before treating it as a confirmed match.
| Customer choice | Useful verification |
|---|---|
| Must work with a device | Confirm compatibility for the exact product and variant, not only its brand. |
| Preferred colour | Check the selected variant; product-family images can show several colours. |
| Budget | Compare the current offer and currency. Do not mistake an old captured price for a live quote. |
| Not sure | Use an offered neutral choice when appropriate; check that it does not create a false constraint. |
Use a small test matrix
Write down the answers you choose and the result you expect before testing. This makes it easier to spot whether a later rule change fixed one case while breaking another.
- Typical choice: several plausible products should remain.
- Narrow choice: only products with verified required attributes should remain.
- Conflicting choices: the flow should explain the limitation rather than invent a match.
- Incomplete catalogue data: inspect the missing attribute before relaxing a requirement.
Check the explanation as well as the ranking
A product can be suitable while its generated explanation is inaccurate. Verify every claimed benefit against the source, and check links and product variants. Retest after editing questions, rules, or the catalogue; previous results belong to the earlier configuration.
Technical details and methodology
For the collection steps, eligibility rules, calculation units, and limits behind this workflow, use the implementation-reviewed technical guides below.
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