Wizard
Updated 23 September 2026
On this page
Wizard picks the right product for the application, the way an application engineer would.
It can ask what the user actually knows, the material, the workpiece, the machine and what matters most on the job, compute the correct specification from published engineering data, then rank your own catalogue against it alongside a 3D view of the answer.
Give your customers a specification they can act on in a minute, with your products at the end of it.
It is deterministic. No AI is used per run, so the same answers give the same recommendation every time.
Run it internally, put it in front of your customers, or embed it on your own website where a run arrives as a quote request.
Wizards exist for bandsaw blades, PCD saw blades and coating selection. New ones are built to order.
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In more detail
Engineering logic compiled from published manufacturer guidance, sourced and dated, turns what the user knows into a full specification, then matches it to the organisation's own catalogue, or to its services for a coating, with a 3D view of the answer where the wizard draws one. No model call happens on a run, so the same inputs always give the same answer, and every line names the chart it came from. It runs for the team in the workbench, for signed in customers on the customer facing surface when Commerce is on, where a run becomes a quote request, and embedded on the organisation's own website, where a run shows in the wizard's activity and raises no quote request.
Where it lives
| Area | Where | Kind |
|---|---|---|
| Quotes | /app/quotes | an area in the menu |
| Orders | /app/orders | an area in the menu |
| Catalogue | /app/catalog | an area in the menu |
| Wizard | /app/wizard | a full screen workbench |
Works with Commerce. Nothing is a prerequisite: each pair only adds to the other.
Switching it on and off
Switch it on in Settings then Products, on any plan. It brings the Wizard workbench with your wizards, the embed for your own website, and wizard runs arriving as quote requests.
Switched off: Past runs stay readable. The wizards and the embed stop answering until it is switched on again.
Who uses it
- Internal Sales
- Technical Sales
- Applications Engineer
- Marketing
- The organisation's own customers on the website
The wizard modules today
| Wizard module | Answers | Comes with the preset |
|---|---|---|
| Bandsaw blade | Pitch, family, width, band speed and loop length | Saw blades |
| PCD saw blade | A diamond tipped circular blade and its running data | Saw blades; PCD and diamond tooling |
| Coating and treatment | The process family for a corrosion target | Coatings and surface treatment; Surface treatment and metal finishing |
| Machining tool | The tool and the cutting data for a cut | Cutting tools; Indexable tooling |
A wizard for something not listed is built to order.
Runs and usage
- The free plan allows 10 wizard runs a calendar month in the platform, and the toolbar shows how many are left. Paid plans have no run cap.
- Runs on your website and by signed in customers do not count towards that cap.
- Every run draws a small activity measure from the one usage pool. A spent balance never stops a run.
In this section
- The bandsaw blade wizardRead the published reference tables the bandsaw blade wizard computes from.
- The PCD saw blade selectorSpecify a diamond tipped circular blade from the machine, the material and the cut quality, with every line naming its table.
- The coating and treatment selectorRank the process families that meet a corrosion target on a given substrate, with the ISO 10683 designation where one resolves.
- The machining tool selectorTurn a machining job into the tool to use and the cutting data to run it at, then rank your own cutting tools against it.
- Embedding a wizardPut a wizard on your own website with an embed key and one iframe.
- Custom wizardsKnow how a wizard for your own products is built to order and what it has to rest on.
Related
- WizardRun a wizard, read its specification and see where it is embedded.
- The customer surfaceKnow what your customers see when they sign in, and at which address.
- Schemas and fieldsDescribe a product family with a schema of typed fields, and know which fields the AI matches an enquiry on.
- PresetsSet a workspace up for your trade in one step, at onboarding or later, and know what a preset will and will not touch.