Service Wizard and Service Explorer

Help visitors describe their needs and find relevant catalogue offerings.

Needs: Optional / pre-release

CRM-NG provides two service-discovery tools with different purposes and availability. Service Wizard asks about a visitor's needs. Service Explorer uses catalogue information to help with browsing and estimates, but remains pre-release in this edition.

Set up Service Wizard

Enable the module and review the relevant catalogue services. Place [cg_service_wizard] on a controlled page, then try several representative customer scenarios.

Check the questions, recommended services and what the visitor is asked to do next. Make sure each offering has a clear description. The wizard can help begin a conversation; any assessment or service it recommends still needs to be carried out by your team.

Preview Service Explorer

Service Explorer uses [cg_service_explorer] and the catalogue's visibility and service details. In the reviewed build, the experience is restricted to authorized staff or preview access. Other visitors receive a coming-soon view.

Keep preview access private and check the release's availability before using the page in a public sales process. This edition does not describe Service Explorer as a generally available checkout or purchasing service.

Prepare the catalogue

For either tool, review the category, audience, description, price and visibility in Products & Services. Internal service descriptions often need more explanation before a customer can choose confidently.

Follow the process beyond the recommendation: check how the visitor makes an inquiry, books an appointment or receives a follow-up. That final step determines whether staff can act on the interest.