Products
Overview
The Products screen is the heart of the Sales Catalog. Here you see every product and service in a table with category filters, SKU search, and quick actions. From here you also launch bulk imports and open the detail page of each product to manage its variants, images, and properties.
How to Access
- Navigate to Tools > Sales Catalog (lands directly on the list).
- Also available at
/sales/products. - Required role to create/edit: Administrator.
Interface Overview
The screen shows:
- Products table — Configurable columns: Product, Name, SKU, Price, Status, Category, Variants, Last updated.
- Filters — By category (including an "All categories" option) and by status.
- Search — Top search box for SKU.
- Add product button — Opens the create form.
- New import button — Opens the import modal (CSV template, Excel/CSV, or document).
- Progress chip — When an import is running, the progress is shown at the top.
Clicking a row opens the product detail page, where you can edit every field, manage variants, upload images, and assign custom properties.
Features & Actions
Create a new product
What it does: Creates a product or service with its first variant.
Steps:
- Click Add product.
- Choose the Type: Product (physical, with stock) or Service (intangible or bookable).
- Fill in the product fields (name, description, brand, category, tax category).
- Set the flags as needed: Track inventory, Available for sale, Bookable.
- Fill in the default variant: SKU, price, currency, unit of measure, and initial stock (if you track inventory).
- Click Create product (or Create service).
Important notes:
- Name is required.
- SKU must be unique within your account.
- Currency must be a 3-letter ISO code (e.g., USD, MXN, BRL).
- Price can be zero, but not negative.
Edit a product
What it does: Modifies any product field or its variants.
Steps:
- Click a row in the list.
- On the detail page, adjust the fields you need (general info, pricing, images, custom properties, variants).
- Changes save when you confirm each section or leave it.
Change a product's status
What it does: Controls the product's visibility in your catalog and in the AI agent.
Available statuses:
- Draft — Visible only to your team. Does not appear to the AI agent.
- Active — Available for sale and queryable by the AI agent.
- Discontinued — No longer sold, but still visible in history.
- Archived — Hidden from the active catalog. Useful for tidying without losing the record.
Steps:
- Open the product detail page.
- Change the Status field.
- Save.
Important notes:
- Only products in Active status are visible to AI agents connected to the catalog.
Search by SKU
What it does: Filters the list by exact or partial SKU match.
Steps:
- Type the SKU in the search box at the top.
- The table filters as you type.
Pricing — Basic and Advanced modes
The default variant's price is configured in its own Pricing block. There are two modes:
Basic mode
Single payment, flat rate. The common case, and it hides advanced settings. You only need:
- Price per unit
- Currency (USD, MXN, BRL, etc.)
Advanced mode
Unlocks two capabilities:
Recurring price (subscriptions)
Charge the same price every N days, weeks, months, or years. Useful for subscriptions, retainers, and memberships.
- Pricing kind: Recurring
- Interval: Day / Week / Month / Year
- Interval count: Every how many (e.g., "every 2 months")
Volume tiers
The per-unit price changes by quantity bracket. The whole order is priced at the tier that applies.
- Scheme: Volume tiers
- Tiers: Tier ceiling quantity + per-unit price + optional flat fee (useful for shipping or setup)
- The final tier is always "
{quantity}and above".
Fields Reference
| Field | Description | Required | Notes |
|---|---|---|---|
| Type | Product or Service | Yes | Determines which flags are available |
| Status | Draft / Active / Discontinued / Archived | Yes | Only Active is visible to the AI agent |
| Name | Product name | Yes | Must not be empty |
| Description | Short description (synced to WhatsApp Catalog where applicable) | No | |
| Brand | Product brand | No | Used by search as an exact filter |
| Category | Catalog category (hierarchical) | No | Recommended for organization and per-agent scoping |
| Tax category | Applicable tax rate | Yes | Managed from tax configuration |
| Unit of measure | Piece, kilo, hour, etc. | Yes | |
| Track inventory flag | Whether stock is tracked | No | Only applies to products |
| Available for sale flag | The product can be sold | No | |
| Bookable flag | The service can be scheduled | No | Only applies to services |
| SKU (default variant) | Unique identifier | Yes | Must be unique in your account |
| Price | Price per unit | Yes | Zero or greater |
| Currency | 3-letter ISO code | Yes | USD, MXN, BRL, etc. |
| Initial stock | Starting inventory at create time | No | Only when Track inventory is on |
Important Notes
- Every product has at least one variant (the default). Additional variants are added from the detail page.
- The Brand field is used by AI agent search as an exact filter. If your agent must distinguish between brands, fill this field consistently.
- A product's images are managed from the detail page. You can upload them individually or reference them by URL during import.
FAQ
Q: What's the difference between Product and Service? A: Products represent physical inventory and usually have stock; services represent intangible or bookable offerings. The difference toggles certain flags on/off (Track inventory only applies to Product, Bookable only applies to Service).
Q: Can I change a product's SKU after creating it? A: Yes, from the detail page. Just make sure it stays unique.
Q: Why doesn't a product I created show up in my AI agent? A: Check that the status is Active. Products in Draft, Discontinued, or Archived are not shown to the agent.
Q: How do I add additional variants? A: From the product detail page, in the Variants section. See Variants.