🎯 Module 03 β€” Expert Advice System

From customer question
to personalized expert advice β€” automatically.

A structured intake form collects visitor information. The AI generates personalized advice. Your team reviews and approves. The recommendation lands in the inbox β€” with shoppable product cards attached. Works on any website.

πŸš€ Start Free View Pricing β†’

Four steps. Fully automated at every stage.

From the moment a visitor submits a form to the moment they receive expert advice in their inbox β€” Sageloop AI handles the heavy lifting.

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Visitor fills form

Intake form captures goals, concerns, and contact info

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AI generates advice

Scored draft appears instantly in your dashboard

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Team reviews

Edit, regenerate, approve β€” or enable auto-response

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Delivered to visitor

Branded email with advice + shoppable product cards

From template to live form in minutes β€” no code

Pick a pre-built template for your vertical and Sageloop AI populates the entire intake form β€” field layout, labels, options, and AI system instructions β€” in a single click. Drag, reorder, and fine-tune until it's exactly right.

The moment a visitor submits, your AI expert generates a personalised draft response in the background. The advice is ready in your dashboard before you've opened the notification email.

  • 9 field types: text, number, select, multi-select, tree-select, date, toggle, slider, email
  • Cascading tree-select up to 3 levels deep β€” perfect for complex intake scenarios
  • Quick-start templates for supplements, skincare, pet care, fitness, legal, financial
  • Drag-and-drop reordering β€” changes go live immediately
  • Custom CSS via .sc-ea-form, .sc-ea-input, .sc-ea-submit
  • Embed on any page via URL or iframe β€” works on any website or CMS
Build your form free β†’
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One Click. Full Form.

Choose a template and every field, label, and AI instruction loads instantly. Customize from there β€” or use it exactly as-is.

<5min

Average time from signup to live Expert Advice form

Works on WordPress, Webflow, Shopify, custom HTML, and any website that accepts embed code.

AI drafts. Your team refines. Quality always in control.

Every submission triggers the AI instantly. A scored, personalised draft appears in your review queue β€” with a confidence percentage that tells you whether it needs attention or is ready to send as-is.

  • Color-coded confidence score: green (high), amber (medium), red (must review)
  • Edit the AI draft inline, then click Approve & Deliver with one click
  • Click Regenerate to discard and get a fresh AI draft instantly
  • Staff edits are automatically saved and used to improve future drafts
  • Enable Auto-Response mode for high-confidence drafts to skip manual review
  • Staff notification email fires the moment a new submission lands
See which plans include Expert Advice β†’
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The AI Learns From Every Edit

Every time a staff member edits an AI draft, that correction feeds back into the model. Over time, your AI becomes more accurate, more autonomous, and less work.

80%+

Target autonomous delivery rate β€” AI advises without staff editing

Track your autonomous rate over time with the AI Maturity Meter.

Live in three steps

No development work needed. Launch your Expert Advice System on any website in minutes.

1

Choose a template or build from scratch

Pick from quick-start templates (supplements, skincare, pet care, fitness, legal, financial) or open the form builder and create custom fields. The AI system instructions are pre-configured for each vertical β€” tweak or replace them to match your expertise.

2

Embed the form on your website

Copy the embed URL or iframe snippet and paste it into any page on your site. Works with WordPress, Webflow, Wix, Shopify, or any custom HTML page. No plugin required, no server-side code needed.

3

Go live β€” manage submissions from your dashboard

The moment a visitor submits, the AI draft appears in your Sageloop dashboard. Review, edit if needed, click Approve & Deliver β€” the branded email with advice and product recommendations goes out immediately. Over time, enable Auto-Response and the AI handles it all.

Perfect for consultation-driven businesses

Any business where customers need guidance before buying is a natural fit for the Expert Advice System.

πŸ’Š Supplements & Nutrition 🌿 Skincare & Beauty 🐾 Pet Care & Veterinary πŸ’ͺ Fitness & Sports βš–οΈ Legal Services πŸ’° Financial Advice 🏠 Home & Interior πŸ‘— Fashion Styling 🌱 Gardening & Plants 🧘 Wellness & Mental Health πŸ‘Ά Baby & Parenting πŸŽ“ Education & Tutoring

Watch your AI get smarter every week

The AI Maturity Meter tracks what percentage of Expert Advice submissions are delivered autonomously β€” without any staff editing. As your team corrects and approves responses, the AI learns and the autonomous rate climbs.

Most businesses start at 40–50% autonomous. Within a month of active use, they're at 70–80%. Some reach 95%+ and enable full Auto-Response mode β€” zero manual review.

40% Typical autonomous rate at launch
80%+ Target rate after 30 days of coaching
95%+ Auto-Response mode β€” zero manual review
10–15h Staff hours saved per week at 80%+ autonomy

9 field types for any intake scenario

Mix and match field types to capture exactly the information your AI needs to give great advice.

Field TypeUse Case
Text InputOpen-ended questions β€” symptoms, goals, free-form description
NumberAge, weight, dosage, budget, quantity
Single SelectGender, experience level, skin type, preference
Multi-SelectHealth goals, problem areas, allergies, dietary restrictions
Tree-Select (3 levels)Category β†’ sub-category β†’ option; complex product finders
Toggle / Yes–NoBinary conditions β€” pregnant, nursing, existing conditions
SliderBudget range, intensity level, satisfaction score
Date PickerDate of birth, event date, start date for advice
EmailDelivery address β€” pre-filled, validated, and required

Turn every consultation into a revenue opportunity

Launch your Expert Advice System on any website in minutes. Available on Pro and Enterprise plans.

βœ“ No credit card required βœ“ Any website or Shopify βœ“ Live in under 5 minutes