E-commerce
July 1, 2026
"The bot forces me to take a quiz before buying." "The AI records my tastes without my understanding." "The chatbot confuses modifying my profile with turning off marketing." Three failures where a badly calibrated personalization bot frustrates instead of retaining customers.
An e-commerce AI chatbot for preferences and personalization does not replace PERFPREF agents (#857). It reads PERFPREF-MAP, guides settings_copy, and offers progressive opt-in collection without blocking quizzes or profile API writing.
This guide #858 covers intents bot_perfpref_*, flow PERFPREFbot, and KPI perfpref_bot. Bot pair of the PERFPREF playbook (#857). AI use case: progressive preference collection without forcing.
Summary
Why automate preference collection using a bot?
"Where to edit my interests", "out of sync profile", "no more relevant recs" are coming to the homepage, rec widget, and onboarding. A calibrated bot reads PERFPREF-MAP, offers one optional question per session, without NO-FORCE-QUIZ violation or privacy confusion #849.
What the bot solves tier 1 preferences personalization
Guide to pref center: settings_copy account map path
Collect progressively: collect_prompt_copy one opt-in question map
Explain sync: sync_copy 48h delay map
Offer reset: reset_copy self-service map
CS Handoff: #857 payload perfpref_* complex profile
PERFPREFbot vs PERFPREF #857, PRIVPREFbot #850, OVERPERSbot #856 and anti-hallucination #123
Seven contents, seven distinct customer personalization angles.
Quick Matrix
#858 PERFPREFbot: tier 1 bot to collect and guide prefs without forcing
#857 PERFPREF: profile agents reset sync PP-5 admin
PRIVPREFbot #850: legal privacy toggles distinct from reco profile
OVERPERSbot #856: intrusive discomfort distinct from prefs management
IRECObot #440: bad quality reco distinct from declared profile
Gift finder: third-party gift choice distinct from account profile
Anti-hallucination #123: whitelist policy map do not invent LLM profile
Pipeline: #858 bot collect guide tier 1 → #857 agents execute PP-5 if complex profile.
Which bot_perfpref_* intents should be configured?
Eight customization bot intents mapped to perfpref_* typologies #857.
Eight bot_perfpref intents
bot_perfpref_settings : settings_copy guide prefs center map
bot_perfpref_update : update_copy modify interests map
bot_perfpref_reset : reset_copy reset profile map
bot_perfpref_opt_in : opt_in_copy more relevant reco map
bot_perfpref_collect : collect_prompt_copy progressive question map
bot_perfpref_sync : sync_copy 48h delay map
bot_perfpref_content_diff : content_diff_copy content vs product map
bot_perfpref_handoff : complex profile → PERFPREF857-HANDOFF-BOT
Write customer profile API → human handoff #857 PP-5 only. Bot guides self-service collection only.
How should PERFPREF-MAP #857 be consumed?
The bot reads PERFPREF-MAP #857: perfpref_program_id, settings_copy, update_copy, reset_copy, opt_in_copy, sync_copy, content_diff_copy, collect_prompt_copy, profile_lookup_copy, handoff_849_copy.
Sensitive personalization guardrails
PERFPREF-MAP-GROUNDED-BOT: preference response from map only
NO-FORCE-QUIZ-BOT: never block purchase journey for quiz
PROGRESSIVE-COLLECT-BOT: maximum of one opt-in question per session
NO-PROFILE-WRITE-BOT: do not save preferences in bot API
SYNC-DELAY-CITE-BOT: sync_copy cites map before closing wrong_profile
NO-PRIVACY-CONFUSE-BOT: recommendation profile ≠ privacy toggle #849
PERFPREF857-HANDOFF-BOT: admin profile → #857 agents PP-5
PERFPREFBOT-SUP policy in six rules
Six rules for responsible bot personalization.
PERFPREF-MAP-GROUNDED-BOT: sync pref paths from map only
NO-FORCE-QUIZ-BOT: collection always skippable
PROGRESSIVE-COLLECT-BOT: collect_prompt/opt-in one question per session
NO-PROFILE-WRITE-BOT: self-service guide does not write to CRM API
SYNC-DELAY-CITE-BOT: sync_copy mandatory on wrong_profile close
OPT-IN-EXPLAIN-BOT: explain recommendation benefits before collect_prompt
Flow PERFPREFbot PPB-1 to PPB-8
Eight-step flow bot prefs embed account homepage widget reco onboarding.
PPB-1 Classify: bot_perfpref_* detect keyword preferences interests profile personalization
PPB-2 Intent check: settings vs update vs collect vs reset vs sync
PPB-3 PERFPREF-MAP: settings update reset opt_in collect sync content_diff
PPB-4 Explain: TPL-PERFPREFbot-SETTINGS or COLLECT depending on intent
PPB-5 Guardrail: MAP-GROUNDED NO-FORCE PROGRESSIVE NO-PROFILE-WRITE SYNC-DELAY
PPB-6 Respond: TPL-PERFPREFbot max 3 grounded sentences
PPB-7 Handoff or close: #857 payload #849 #440 reroute or close OK
PPB-8 Log: intent collect_offered force_quiz_blocked handoff Y/N
Example TPL-PERFPREFbot-COLLECT
" [opt_in_copy map.] Optional question: [collect_prompt_copy map.] Refuse without buying impact. NO-FORCE-QUIZ-BOT. "
TPL-PERFPREFbot and touchpoints templates
Four short templates prefs personalization embed.
TPL-PERFPREFbot-SETTINGS
[settings_copy map.] PERFPREF-MAP-GROUNDED-BOT.
TPL-PERFPREFbot-UPDATE
[update_copy map.] [sync_copy map.] SYNC-DELAY-CITE-BOT.
TPL-PERFPREFbot-COLLECT
[opt_in_copy map.] [collect_prompt_copy map.] Skippable. PROGRESSIVE-COLLECT-BOT.
TPL-PERFPREFbot-RESET
[reset_copy map.] Account and orders kept. NO-PROFILE-WRITE if self-service link.
Touchpoints
Logged-in Homepage: bot_perfpref_collect proactive opt-in
Keyword my preferences: bot_perfpref_settings trigger
Keyword shifted profile: bot_perfpref_sync + update
Post-quiz abandonment: bot_perfpref_settings do not re-force quiz
Edge cases and reroutes
Five cases outside tier 1 standard bot prefs.
Cut legal marketing: PRIVPREFbot #850 reroute handoff_849
Intrusive discomfort: OVERPERSbot #856 reroute
Absurd reco without profile: IRECObot #440 reroute
Complex CRM admin profile: PERFPREF857-HANDOFF PP-5
Customer refuses any question: close OK NO-FORCE purchase unchanged
Essential perfpref_bot KPIs
Five PERFPREFbot steering metrics.
perfpref_bot_clarity_deflect : closed guided without agent repeat 7d
perfpref_bot_collect_opt_in_rate : % collection accepted / proposed
perfpref_bot_force_quiz_violations : blocking quiz audit target 0
perfpref_bot_sync_cite_rate : SYNC-DELAY / wrong_profile close
perfpref_bot_handoff_rate : escalate #857 / total perfpref bot
Target: perfpref_bot_force_quiz_violations 0 and perfpref_bot_collect_opt_in_rate measured without forcing.
PERFPREFbot anti-patterns
Five common mistakes in bot personalization preferences.
Forcing quiz before purchase: NO-FORCE-QUIZ collect skippable
Writing bot API profile: NO-PROFILE-WRITE self-service guide
Multiple questions in a row: PROGRESSIVE-COLLECT one per session
Confusing privacy and profile: NO-PRIVACY-CONFUSE handoff #850
Close without sync delay: SYNC-DELAY-CITE on delayed profile
PERFPREFbot with Qstomy
Qstomy on Shopify: detect bot_perfpref intent account homepage, PERFPREF-MAP RAG grounded, NO-FORCE-QUIZ guardrail, progressive opt-in collection, enriched handoff #857 tier 2.
Pipeline: #858 bot collect guide tier 1 → #857 agents execute PP-5 if admin profile.
Scenario: beauty brand, 7 tickets/month shifted profile. Bot #858 guides UPDATE + SYNC, collects opt-in +12% without increasing cart abandonment. perfpref_bot_clarity_deflect goes from 70% to 89% in 6 weeks.
Explore AI support and request a demo.
Checklist, FAQ and going further
PERFPREFbot Checklist (8 steps)
Sync PERFPREF-MAP #857: RAG bot prefs embed homepage account
Policy PERFPREFBOT-SUP: 6 NO-FORCE PROGRESSIVE NO-PROFILE-WRITE rules
8 intents bot_perfpref_*: flow PPB-1 to PPB-8
4 templates TPL-PERFPREFbot-*: SETTINGS UPDATE COLLECT RESET
Block profile API write: bot read-only, no CRM prefs write
Red team 15 prompts: force quiz profile write skip sync privacy confuse
Homepage proactive collect: bot_perfpref_collect opt-in skippable
Dashboard KPI: perfpref_bot_* section 9 force_quiz_violations collect_opt_in
FAQ
Difference #857?
#857 = profile reset admin PP-5 agents. #858 = guide and collect bot tier 1 without forcing.
Does the bot record my preferences?
No. NO-PROFILE-WRITE-BOT. Guide settings_copy self-service or handoff #857.
What if the customer refuses the questions?
Close OK. NO-FORCE-QUIZ. Purchase and navigation remain unchanged.
Profile updated, but nothing changes?
bot_perfpref_sync TPL-PERFPREFbot-UPDATE + sync_copy. SYNC-DELAY-CITE-BOT.
Going further
This week: deploy PERFPREF-MAP RAG account embed, red team force_quiz_violations audit, sync bot_perfpref_collect proactive skippable opt-in scenario test.
Enzo
July 1, 2026
