By default, when customers ask about pricing in Virtual Sales Assistant (VSA), all of the pricing options for the community will be displayed. To customize the user’s experience, you can set up personalized pricing based on the prospects' selection.

Price filtering means that users will only see the pricing related to the information they selected earlier in a conversation. 

Below are two images of a user chat. In both chats, the user chose Independent Living as the care type they were interested in. 

The image below shows the pricing results when all care type options are shown, as is the default. 

The next image shows the pricing results when price filtering is enabled for the chat. 

Note: If a user selects “Not Sure” for the care type, then they will still see all of the care type pricing no matter what. If a user selects “Other” for care type then no pricing will display.

In this article, we'll go over how to set up price filtering so that your leads only see options of interest to them. 

Note: Only Corporate users can set up personalized pricing based on the prospects' selection.

Set Up Price Filtering

Note: Need to update your care type pricing? See our article here. 

To set up price filtering, click Web Assistant in the left navigation. 

Locate the VSA chat for the community you want to update. If you need help finding your community in a chat see the article here.  

Click on the desired chat. The Chat Editor page will open.

Click on the Settings tab for the chat. 

Scroll down to the Price Filtering option. To enanable price filtering, toggle the Show only the price for the care type user has selected to the right. 

To disable price filtering, toggle the switch to the left. if you want all care type prices to show. 

Note: Care type price differences will not display if you have price filtering enabled, only the original care type and price will show. If you want your prices to show, disable price filtering.

When you’re done, click Save in the top right corner. 

In the popup, select Save and Publish and then Confirm to publish your changes.