Discovery in policies

Discovery is the first shaping step in a policy. It answers: given what we know about this shopper, which feed records should we consider as related options? Scoring in the next step ranks those records; Discovery only controls what gets into the running.

How a rule reads

Each discovery rule is one sentence: when we know something about the shopper, find related feed records using a relationship type configured for your feed. You can add several rules, but each shopper activity should appear in at most one rule.

Example

The names below are illustrative. Your dropdowns show whatever activities and relationships are configured for the feed you selected in the policy wizard.

Suppose your feed tracks shopper activities called VIEW (recent views) and IN_CART (items in cart), and relationship types called SIMILAR and COMPLIMENTARY. You might set:

• When we know VIEW, find related feed records by SIMILAR — good for browsing and engagement.
• When we know IN_CART, find related feed records by COMPLIMENTARY — good when you want add-ons and conversion.

Tuning tip: favor IN_CART → COMPLIMENTARY when conversion matters most; favor VIEW → SIMILAR when you want to keep casual browsers engaged.

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