Sales Strategies
Sales Strategies define how Buddy AI interacts with customers, recommends products, and uses incentives to drive conversions. Each strategy controls the balance between conversion optimization and margin protection.
You can set a default strategy or override it per product.
1. What is “Revenue Accelerator”?
Best for: Growth-focused stores, aggressive scaling, high competition
Revenue Accelerator is designed to maximize conversions and revenue. The AI actively presents compelling offers and increases incentives when needed to close the sale.
Key behavior:
Highly proactive sales approach
Strong use of offers and incentives
Optimized for conversion rate and volume
Trade-off: Higher conversions, but potentially lower margins per order.
2. What is “Margin Guard”?
Best for: Profit-focused stores, brands protecting margins
Margin Guard ensures that the AI prioritizes profitability while still converting customers. It uses a disciplined approach to incentives and avoids unnecessary discounts.
Key behavior:
Controlled and strategic discounting
Focus on maintaining healthy margins
Converts without over-incentivizing
Trade-off: Slightly lower conversion push, but stronger profitability.
3. What is “Advisory Mode”?
Best for: Premium brands, high-consideration products, consultative sales
Advisory Mode takes a guided, experience-first approach. The AI acts more like a consultant than a salesperson, helping customers make informed decisions.
Key behavior:
Focus on guidance and product education
Natural, non-pushy recommendations
Incentives used only when they add real value
Trade-off: Lower sales pressure, higher-quality customer experience.
4. What is “Lead Collection”?
Best for: Service businesses, high-ticket products, longer sales cycles
Lead Collection prioritizes capturing customer information (email) before engaging in deeper sales interactions.
Key behavior:
Prompts users to submit email early
Follows up with personalized offers
Designed for off-platform or delayed conversions
Trade-off: Fewer instant purchases, more long-term pipeline building.
Which strategy should I use?
Here’s the honest breakdown:
If you want maximum revenue now → Revenue Accelerator
If you care about profit margins → Margin Guard
If your brand is premium / experience-driven → Advisory Mode
If your sales cycle is long or service-based → Lead Collection
If you’re unsure, start with Margin Guard (your current setting) and A/B test against Revenue Accelerator.
Can I apply different strategies to different products?
Yes. You can override the default strategy at the product level, which is highly recommended if you have:
High-margin vs low-margin products
Fast-moving vs high-consideration items
Do strategies affect discounts?
Yes—this is critical:
Revenue Accelerator: Most aggressive use of discounts
Margin Guard: Strict, controlled discounting
Advisory Mode: Minimal, context-based incentives
Lead Collection: Discounts used after lead capture
Pro Tip (No BS)
If you’re not testing strategies, you’re leaving money on the table.
Run a 7-day A/B test:
Week 1: Margin Guard
Week 2: Revenue Accelerator
Track:
Conversion rate
AOV
Margin per order
The data will tell you what actually works for your store.