AI Merchandising & Category Optimizer for Magento 2: User Guide

1. Before you start

• Stores > Configuration > CommerceGears > AI > AI Merchandising: check Enabled, the store view to analyse and the period.
• For conversion figures Magento must collect product views: Stores > Configuration > General > Reports > General Options > Enable Reports = Yes and Product View = Yes.
• For margins fill in the Cost attribute of your products (Advanced Pricing). Products without a cost show "margin unknown" and count as average.
• Optional AI: set up a key in CommerceGears > AI Providers & Costs, then switch on Use AI in AI Merchandising.

2. Analyse a category

CommerceGears > AI Merchandising > Categories. Click Analyse in a row, or select categories and choose Actions > Analyse (up to 3 are analysed straight away, more are queued and analysed by cron within minutes). Nothing changes on your storefront yet.

3. Review the proposal

The proposal page shows:

• key figures of the category and the potential uplift (how much better the proposal puts strong products in visible positions; an indicator, not a forecast) and the AI cost of the run;
• the current order (left; the arrow shows where each product moves) and the proposed order (right) with badges (Best seller, New, Low conversion, Out of stock, Hidden gem, ...), metrics and the score;
• Why here? for each product;
• the low conversion table and suggestions (for example best sellers on page 3 or products without sales on the first page).

Change the order by dragging a product or with the arrows. Pin a product to keep it at its position, also in later (nightly) analyses. Click Save Order to keep your changes.

4. Preview

Preview shows the first two pages as shoppers would see them. The links "Open: <store view>" open the real category page with the proposed order for one hour, only for people who have the link (it is never cached).

5. Apply and revert

Approve & Apply writes the order to the category's product positions. The previous positions are saved. CommerceGears > AI Merchandising > History lists every apply; Revert restores the previous order exactly. On the proposal page of an applied order you can also click Revert to Previous Order.

Note: category positions are the same for all store views in Magento.

6. Nightly analysis

Settings > Nightly Analysis: choose categories and a start time. New proposals wait for you in the Categories grid ("Waiting for review"). Auto-apply applies them without review (not recommended; every apply can be reverted).

7. Command line

bin/magento commercegears:ai-merchandising:analyse --category=4 --no-ai -v
bin/magento commercegears:ai-merchandising:apply --proposal=12
bin/magento commercegears:ai-merchandising:revert --apply=3