Managing Products
Add and organize your products or services so the AI can provide accurate information to leads and help qualify their interest.
What are Products?
Products represent what you offer to your customers. This could be:
- 🏠Real Estate Listings
- 🚗Vehicles
- 💼Services
- 📦Physical Products
When leads ask about specific items, the AI uses your product catalog to provide accurate details and recommendations.
Adding a New Product
Navigate to Products
Go to your Products page in the dashboard. Click the Add Product button.
Fill in Product Details
A clear, descriptive name that customers would search for.
The price or price range. Can be exact or starting from.
Key features, specifications, and benefits. Be detailed.
Add image URLs to display with your product. Images must be hosted externally - paste the URL directly.
Set Availability
Set the product's availability status. The AI will only recommend in-stock products to leads. Options: In Stock, Out of Stock, Pre-Order, or Limited.
Save and Publish
Click "Save Product" to add it to your catalog. The AI will immediately start using this information in conversations with leads.
Managing Your Catalog
Editing Products
Click the icon on any product card to update information. Changes are reflected in real-time in ongoing conversations.
Deleting Products
Use the icon to remove products. Deleted products will no longer be recommended by the AI.
Bulk Actions
Select multiple products using the checkboxes in the table, then use the action bar to enable or disable them all at once. Up to 50 products per action.
Categories & Tags
Organize products by category (e.g., "Sedans", "SUVs") to help the AI provide better recommendations based on lead preferences.
Best Practices
- ✓Be descriptive: Include key features, specifications, and unique selling points in the description.
- ✓Keep pricing updated: Ensure prices are current to avoid confusion with leads.
- ✓Mark availability: Keep availability status updated so the AI doesn't recommend out-of-stock items.
- ✓Use categories and tags: Set a
category(e.g., "Sedans", "SUVs") andtagsto help the AI filter and recommend products based on what the lead is looking for.
Next: Handling Objections
Learn how to configure automated responses to common customer objections.