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How to Generate Specific AI Upgrade Selections

In addition to letting AI automatically generate a full set of upgrades, Bolster also allows you to hand-pick specific AI-suggested alternatives for any line item. This gives you more control over exactly which upgrade options are presented to the client on the proposal.

 

Related: For the fully automatic approach, see How to Add AI Upgrades to Line Items.

How the AI Search Works

When searching for upgrade selections, AI looks for similar items in the following order:

  1. Your own catalog — checks for matching items you've already added
  2. The auto-cost library — searches Bolster's built-in cost database
  3. The internet — broadens the search if no matches are found above

Steps

1. Open the Line Item

Navigate to the proposal and locate the line item you want to add upgrades to. Click the auto-cost symbol (for auto-cost items) or the cube icon (for general line items) to open the item details.

2. Go to the Upgrades Section

In the item details panel, find the Upgrades section and click the sales link dropdown.

3. Select "Simple List"

Click Simple List. The AI will begin searching for similar items and display the results in the bottom-left panel.

4. Choose Your Specific Upgrades

Browse the AI-suggested items and click on any option to add it as an upgrade selection. You can add as many alternatives as you need.

  • Each item you select is pulled into the upgrades list
  • Items can be variations of the original (e.g., different color, style, or spec)
  • You can delete any item from the list and add different ones as needed
  • The additive price for each alternative is displayed so you can review the cost difference before saving

5. Save and Close

Once you're satisfied with your selections, click Save and Close.

6. Review on the Proposal

Click Proposal to see how the upgrades appear to the client. The line item will show the default option alongside the specific alternatives you selected, ready for the client to choose from.

Key Notes

  • This method gives you full control over which upgrade options are presented, unlike the automatic "Add upgrades for me" approach.
  • You can mix and match items from your catalog, the auto-cost library, or internet results.
  • Additive pricing is visible during selection, so you can curate options with cost in mind before saving.
  • The client sees the default selection plus all added alternatives directly on the proposal.