# Project kick-off and preparation

<figure><img src="/files/7PrIcyLptHWOxaZZH84F" alt=""><figcaption></figcaption></figure>

## Prerequisites

Before you begin, make sure to:&#x20;

### **Define project objectives and scope**

* [Clarify what you want to achieve with AB Tasty Recommendations & Merchandising (R\&M)](/onboarding/recommendation-merchandising-and-search-quick-start-guide/strategies-specifications.md).
* Identify key stakeholders and assign a project lead.

### **Set up internal project team**

* Assign roles: technical contact, marketing/product owner, and analytics lead.

### Prepare all the needed access

* Access to the AB Tasty platform (with appropriate user permissions)
* Your product catalog/feed (supported integrations: Shopify, PrestaShop, Salesforce Commerce Cloud, XML, CSV, etc.)
* Access to your analytics tool (e.g., GA4, Matomo, Piano, Adobe Analytics, BigQuery)
* Ability to add tags or scripts to your website or app
* Stakeholder alignment (identify project lead, technical contact, merchandiser)

## Share required access and data

{% stepper %}
{% step %}
**Provide analytics access**

Grant access to your analytics platform (e.g., Google Analytics 4, Matomo, Adobe Analytics).

{% hint style="info" %}
[Read more about analytics integration in our dedicated documentation](/recommendations-and-merchandising/getting-started/setting-up/analytics-integrations.md)
{% endhint %}
{% endstep %}

{% step %}
**Implement AB Tasty Tag**

Provide access to your Tag Manager (e.g., Google Tag Manager) or be ready to create specific events for R\&M.

{% hint style="info" %}
[Read our documentation about Tag implementation here](/account/tag-integration.md).&#x20;
{% endhint %}
{% endstep %}

{% step %}
**Share product catalog/feed**

* Prepare your product feed in the required format (XML, CSV, or via your e-commerce platform such as Shopify, Salesforce Commerce Cloud, etc.).
* Share access or files with AB Tasty.

{% hint style="info" %}
[R](/recommendations-and-merchandising/getting-started/setting-up/catalog-integrations.md)[ead more about catalog integration in our dedicated documentation](/recommendations-and-merchandising/getting-started/setting-up/catalog-integrations.md)
{% endhint %}
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.abtasty.com/onboarding/recommendation-merchandising-and-search-quick-start-guide/project-kick-off-and-preparation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.