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Just ask:
Designing
intent-driven algos
Anna Schneider
Data Science Manager
@windupanna
Stitch Fix
@stitch?x_algo
Womens, Mens, Kids
Plus, Maternity, Petite, Big&Tall
US, and now UK!
Personal styling for everybody
Keep what you love,
send back the rest
Personal styling for everybody
Art + science = personalization
recommenders
100+ on Algorithms
(not just recommendersalso
demand forecasting, warehouse
layout, experimentation, etc)
Recommender = algo results that
guide human decisions
4
Clients
(aka customers)
Buyers
What to stock for all clients?
Stylists
What to send to this client?
5
Clients
(aka customers)
Buyers
What to stock for all clients?
Stylists
What to send to this client?
Lets build some fake styling
recommenders!
Me A friend
Im in the market for a new backpack,
what should I get?
Hmm, well what are you looking for?
I love my old messenger bag, but I want a
regular backpack this time.
What do you like about your current bag?
I like that its waterproof, has good
pockets, ?ts a 15 laptop, and has lasted
for years. It looks unique too :)
Why get a new bag then?
Well it ?ts pretty well, but I want
something that ?ts even better. And it
would be fun to try a new brand.
Cool, I think youd like this one!
General
Speci?c
Speci?c
Implicit
Explicit
Activity on your site
Activity on other sites
Inferences youve made
about them
Amazon https://pdfs.semanticscholar.org/0f06/d328f6deb44e5e67408e0c16a8c7356330d1.pdf
Implicit Explicit
GeneralSpeci?c
Collaborative ?ltering
(a la Amazon)
1 0 ... 1
1 1 ... 0
... ... ... ...
0 1 ... 1
...
...
People who bought this
also bought
Activity on your site
Activity on other sites
Inferences youve made
about them
Implicit Explicit
GeneralSpeci?c
20 years and [Amazon] still thinks I need
more than one vacuum.
https://news.ycombinator.com/item?id=14705752
Problem:
Preferences change over time
Collaborative ?ltering
(a la Amazon)
Activity on your site
Activity on other sites
Inferences youve made
about them
Ratings
Did you want this
Pro?le questions
Implicit Explicit
GeneralSpeci?c
Content-based
(a la OKCupid)
OKCupid https://help.okcupid.com/article/128-how-is-match-calculated
Youre a match!
Preppy? Goth?
Likes/is
green?
1 1 1
1 0 1
0 0 0
Activity on your site
Activity on other sites
Inferences youve made
about them
Ratings
Did you want this
Pro?le questions
Implicit Explicit
GeneralSpeci?c
Problem:
Preferences may be incompatible
Content-based
(a la OKCupid)
Preppy? Goth?
Likes/is
green?
1 1 1
1 0 1
0 0 0
Activity on your site
Activity on other sites
Inferences youve made
about them
Ratings
Did you want this
Pro?le questions
Location
Time
Implicit Explicit
GeneralSpeci?c
Context-aware CF
(a la Net?ix, Spotify)
Recommender Systems Handbook (2011) http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.423.4220&rep=rep1&type=pdf
Mobasher (KDD 2014) https://www.kdd.org/kdd2014/tutorials/KDD-%20The%20RecommenderProblemRevisited-Part2.pdf
Net?ix https://help.net?ix.com/en/node/100639
People who bought this in your
situation also bought
1 0 ... 1 US Jan
1 1 ... 0 UK Jul
... ... ... ... ... ...
0 1 ... 1 US Sep
...
...
Activity on your site
Activity on other sites
Inferences youve made
about them
Ratings
Did you want this
Pro?le questions
Location
Time
Implicit Explicit
GeneralSpeci?c
Problem:
People like you are boring
Context-aware CF
(a la Net?ix, Spotify)
The more vanilla the release, the better
it works for Spotify. If its challenging
music? Nah.
https://thebaf?er.com/salvos/the-problem-with-
muzak-pelly
Activity on your site
Activity on other sites
Inferences youve made
about them
Ratings
Did you want this
Pro?le questions
Location
Time
Search terms
Con?g params
NLP
Selecting ?lters/tags
Implicit Explicit
GeneralSpeci?c
Solution:
Just ask!
Intent-driven
(via request note)
I loved the distressed jeans in the last ?x!
This time Id like an upscale out?t for my
cousins wedding.
Intent-driven
I loved the distressed jeans in the last ?x!
This time Id like an upscale out?t for my
cousins wedding.
Use with classic recommenders
or other algos
Allows growth mindset
for your model of user
Enables stylist + algo to
make good decisions on
behalf of client
Smarter explore-exploit
15
Clients
(aka customers)
Buyers
What to stock for all clients?
Stylists
What to send to this client?
Lets build a real merch
recommender!
16
Old-school buying
++
+
-
+++
--
Hunt and peck
Vendor
offerings
Ranked by
performance
17
Back-endFront-end Data
Filter to category:
Shirts
View recs
API
Filters
For each item
Predicted performance
Predicted demand
Dimensions (?t, color, etc)
Predictions
Architecture: before
Filtered
preds
++
+
-
+++
--
18
Back-endFront-end Data
Filter to category:
Shirts
View recs
API
Filters
For each item
Predicted performance
Predicted demand
Dimensions (?t, color, etc)
Predictions
Challenge: wrong problem?
Filtered
preds
++
+
-
+++
--
19
Does this meet our
revenue and margin
objectives?
Can we sell through what
were stocking without
missing opportunity?
Welcome to the present, were running a real business
Is there the right diversity
across price points,
aesthetics, ?ts, etc?
Is it seasonally relevant for
next season?
20
Reframing: Constrained optimization
Jeff Schecter's Multithreaded blog post
Choose merch to
stock
our decision
Maximize predicted
performance
what we care about
(objective function)
in order
to
Receipts cover a
breadth of merch
and clients
Financial targets
are achieved
Supply is matched
to demand
while
ensuring
constraints
21
Back-endFront-end Data
Target margin?
Target % blue?
Target % slim-?t?
$xx
yy%
zz%
Get recs
API
User
intent
Solver
engine
Optimizer
constraints
Optimal
solution
Q2 performance ++
Margin on target
Great for all body types
Intent-
driven
recs
For each item
Predicted performance
Predicted demand
Dimensions (?t, color, etc)
Preds
Architecture: after
22
Back-endFront-end Data
Target margin?
Target % blue?
Target % slim-?t?
$xx
yy%
zz%
Get recs
API
Solver
engine
Q2 performance ++
Margin on target
Great for all body types
Challenge: speed
For each item
Predicted performance
Predicted demand
Dimensions (?t, color, etc)
Batch ETLs for
model training,
of?ine prediction
This might be slow, so
rest should be fast
23
Back-endFront-end Data
Target margin?
Target % blue?
Target % slim-?t?
$xx
yy%
zz%
Get recs
API
Solver
engine
Q2 performance ++
Margin on target
Great for all body types
Challenge: UX
For each item
Predicted performance
Predicted demand
Dimensions (?t, color, etc)
Help user encode intent
Build trust that recs
satisfy intent
Encourage iteration
to re?ne intent
24
Back-endFront-end Data
API
Parallel: Maps
Graph nodes and edges
Predicted travel times
User settings/prefs
start
destination
Get route
Routing
engine
Best route
Batch ETLs for
model training,
of?ine prediction
User
intent
Optimizer
constraints
Preds
Optimal
solution
Intent-
driven
recs
Iteration
Intent-driven algos
enable DS to
separate prediction task
from recommendation task
App
Rec
engine
Batch
preds
modular and composable
algos, teams, etc
Batch
preds
Batch
preds
Batch
preds
Rec
engine
App
App
Intent-driven algos
require DS to
process user input during
online computation
use task queues (eg celery),
sanitize input,
handle novel data
App
Rec
engine
Batch
preds
Batch
preds
Batch
preds
Batch
preds
Rec
engine
App
App
Intent-driven algos
enable users to
ask different questions and
get different answers
Intent
iterative, conversation-like Recs
AlgosUser
Intent-driven algos
require users to
understand how to have a
conversation with algos
Intent
support structured thinking,
connect recs to intent
Recs
AlgosUser
Preferences change over time
Preferences may be incompatible
Why classical
recommenders fail
Intent-driven algos
Collect speci?c as well as
general preferences
Enable many outcomes for
the same user
Algos guide user behavior
Users guide algo behavior
(human in the loop)
Anna Schneider
Thanks!Data Science Manager
@windupanna
Stitch Fix
@stitch?x_algo
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Ad

Just ask: Designing intent-driven algos

  • 1. Just ask: Designing intent-driven algos Anna Schneider Data Science Manager @windupanna Stitch Fix @stitch?x_algo
  • 2. Womens, Mens, Kids Plus, Maternity, Petite, Big&Tall US, and now UK! Personal styling for everybody Keep what you love, send back the rest
  • 3. Personal styling for everybody Art + science = personalization recommenders 100+ on Algorithms (not just recommendersalso demand forecasting, warehouse layout, experimentation, etc) Recommender = algo results that guide human decisions
  • 4. 4 Clients (aka customers) Buyers What to stock for all clients? Stylists What to send to this client?
  • 5. 5 Clients (aka customers) Buyers What to stock for all clients? Stylists What to send to this client? Lets build some fake styling recommenders!
  • 6. Me A friend Im in the market for a new backpack, what should I get? Hmm, well what are you looking for? I love my old messenger bag, but I want a regular backpack this time. What do you like about your current bag? I like that its waterproof, has good pockets, ?ts a 15 laptop, and has lasted for years. It looks unique too :) Why get a new bag then? Well it ?ts pretty well, but I want something that ?ts even better. And it would be fun to try a new brand. Cool, I think youd like this one! General Speci?c Speci?c Implicit Explicit
  • 7. Activity on your site Activity on other sites Inferences youve made about them Amazon https://pdfs.semanticscholar.org/0f06/d328f6deb44e5e67408e0c16a8c7356330d1.pdf Implicit Explicit GeneralSpeci?c Collaborative ?ltering (a la Amazon) 1 0 ... 1 1 1 ... 0 ... ... ... ... 0 1 ... 1 ... ... People who bought this also bought
  • 8. Activity on your site Activity on other sites Inferences youve made about them Implicit Explicit GeneralSpeci?c 20 years and [Amazon] still thinks I need more than one vacuum. https://news.ycombinator.com/item?id=14705752 Problem: Preferences change over time Collaborative ?ltering (a la Amazon)
  • 9. Activity on your site Activity on other sites Inferences youve made about them Ratings Did you want this Pro?le questions Implicit Explicit GeneralSpeci?c Content-based (a la OKCupid) OKCupid https://help.okcupid.com/article/128-how-is-match-calculated Youre a match! Preppy? Goth? Likes/is green? 1 1 1 1 0 1 0 0 0
  • 10. Activity on your site Activity on other sites Inferences youve made about them Ratings Did you want this Pro?le questions Implicit Explicit GeneralSpeci?c Problem: Preferences may be incompatible Content-based (a la OKCupid) Preppy? Goth? Likes/is green? 1 1 1 1 0 1 0 0 0
  • 11. Activity on your site Activity on other sites Inferences youve made about them Ratings Did you want this Pro?le questions Location Time Implicit Explicit GeneralSpeci?c Context-aware CF (a la Net?ix, Spotify) Recommender Systems Handbook (2011) http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.423.4220&rep=rep1&type=pdf Mobasher (KDD 2014) https://www.kdd.org/kdd2014/tutorials/KDD-%20The%20RecommenderProblemRevisited-Part2.pdf Net?ix https://help.net?ix.com/en/node/100639 People who bought this in your situation also bought 1 0 ... 1 US Jan 1 1 ... 0 UK Jul ... ... ... ... ... ... 0 1 ... 1 US Sep ... ...
  • 12. Activity on your site Activity on other sites Inferences youve made about them Ratings Did you want this Pro?le questions Location Time Implicit Explicit GeneralSpeci?c Problem: People like you are boring Context-aware CF (a la Net?ix, Spotify) The more vanilla the release, the better it works for Spotify. If its challenging music? Nah. https://thebaf?er.com/salvos/the-problem-with- muzak-pelly
  • 13. Activity on your site Activity on other sites Inferences youve made about them Ratings Did you want this Pro?le questions Location Time Search terms Con?g params NLP Selecting ?lters/tags Implicit Explicit GeneralSpeci?c Solution: Just ask! Intent-driven (via request note) I loved the distressed jeans in the last ?x! This time Id like an upscale out?t for my cousins wedding.
  • 14. Intent-driven I loved the distressed jeans in the last ?x! This time Id like an upscale out?t for my cousins wedding. Use with classic recommenders or other algos Allows growth mindset for your model of user Enables stylist + algo to make good decisions on behalf of client Smarter explore-exploit
  • 15. 15 Clients (aka customers) Buyers What to stock for all clients? Stylists What to send to this client? Lets build a real merch recommender!
  • 16. 16 Old-school buying ++ + - +++ -- Hunt and peck Vendor offerings Ranked by performance
  • 17. 17 Back-endFront-end Data Filter to category: Shirts View recs API Filters For each item Predicted performance Predicted demand Dimensions (?t, color, etc) Predictions Architecture: before Filtered preds ++ + - +++ --
  • 18. 18 Back-endFront-end Data Filter to category: Shirts View recs API Filters For each item Predicted performance Predicted demand Dimensions (?t, color, etc) Predictions Challenge: wrong problem? Filtered preds ++ + - +++ --
  • 19. 19 Does this meet our revenue and margin objectives? Can we sell through what were stocking without missing opportunity? Welcome to the present, were running a real business Is there the right diversity across price points, aesthetics, ?ts, etc? Is it seasonally relevant for next season?
  • 20. 20 Reframing: Constrained optimization Jeff Schecter's Multithreaded blog post Choose merch to stock our decision Maximize predicted performance what we care about (objective function) in order to Receipts cover a breadth of merch and clients Financial targets are achieved Supply is matched to demand while ensuring constraints
  • 21. 21 Back-endFront-end Data Target margin? Target % blue? Target % slim-?t? $xx yy% zz% Get recs API User intent Solver engine Optimizer constraints Optimal solution Q2 performance ++ Margin on target Great for all body types Intent- driven recs For each item Predicted performance Predicted demand Dimensions (?t, color, etc) Preds Architecture: after
  • 22. 22 Back-endFront-end Data Target margin? Target % blue? Target % slim-?t? $xx yy% zz% Get recs API Solver engine Q2 performance ++ Margin on target Great for all body types Challenge: speed For each item Predicted performance Predicted demand Dimensions (?t, color, etc) Batch ETLs for model training, of?ine prediction This might be slow, so rest should be fast
  • 23. 23 Back-endFront-end Data Target margin? Target % blue? Target % slim-?t? $xx yy% zz% Get recs API Solver engine Q2 performance ++ Margin on target Great for all body types Challenge: UX For each item Predicted performance Predicted demand Dimensions (?t, color, etc) Help user encode intent Build trust that recs satisfy intent Encourage iteration to re?ne intent
  • 24. 24 Back-endFront-end Data API Parallel: Maps Graph nodes and edges Predicted travel times User settings/prefs start destination Get route Routing engine Best route Batch ETLs for model training, of?ine prediction User intent Optimizer constraints Preds Optimal solution Intent- driven recs Iteration
  • 25. Intent-driven algos enable DS to separate prediction task from recommendation task App Rec engine Batch preds modular and composable algos, teams, etc Batch preds Batch preds Batch preds Rec engine App App
  • 26. Intent-driven algos require DS to process user input during online computation use task queues (eg celery), sanitize input, handle novel data App Rec engine Batch preds Batch preds Batch preds Batch preds Rec engine App App
  • 27. Intent-driven algos enable users to ask different questions and get different answers Intent iterative, conversation-like Recs AlgosUser
  • 28. Intent-driven algos require users to understand how to have a conversation with algos Intent support structured thinking, connect recs to intent Recs AlgosUser
  • 29. Preferences change over time Preferences may be incompatible Why classical recommenders fail Intent-driven algos Collect speci?c as well as general preferences Enable many outcomes for the same user Algos guide user behavior Users guide algo behavior (human in the loop)
  • 30. Anna Schneider Thanks!Data Science Manager @windupanna Stitch Fix @stitch?x_algo