Products & Services
A catalog of what you sell. Your AI uses this to answer "what do you offer?" and to confirm pricing on calls.
Products & Services is a structured list of what your business offers. Each entry has a name, a description, and (optionally) pricing and duration. When a caller asks "do you do X?" or "how much for Y?", your AI references this list to answer.
Where to find it
Products & Services lives at /dashboard/products. It doesn't have its own sidebar entry — it sits under the Knowledge Base. The Knowledge Base item in the sidebar stays highlighted while you're on the Products page. The quickest way in is the command palette: press Cmd-K (Mac) or Ctrl-K (Windows), type "Products", and hit Enter.
Starter plan and up
Products & Services is part of the Starter plan and above. On the Demo plan the page shows an upgrade prompt instead of the catalog.
What an entry holds
- Name — what callers hear when this comes up.
- Description — a short, customer-facing explanation of what's included. Optional, but it helps your AI sound informed.
- Category — group similar offerings (Cosmetic, Emergency, etc.) so your AI can present them together when a caller asks for an overview.
- Price — a single free-text field. Write it however a caller should hear it: "$150", "$50–$100", "Starting at $99", or "Free."
- Duration — how long this typically takes, in minutes. Used by booking when present.
Each product also has a Live / Hidden toggle. A hidden product stays in your catalog but your AI stops offering it on calls — useful for something you've paused without losing its setup.
How to use it
- 1Add your top 3-5 services first. These are what callers ask about most. Don't try to add everything on day one.
- 2Use real pricing if you can. "$150" is more useful to your AI than "varies." If you genuinely don't have set pricing, write the price field as "$X to $Y, quoted per project" so your AI has something to say.
- 3Keep descriptions short and customer-facing. "Deep-cleaning service for kitchens and bathrooms, takes about 2 hours" is better than a marketing paragraph. If you're stuck, the form has an AI assist that drafts a description from the name, category, price, and duration you've entered — review it before saving.
- 4When a caller asks about something not in the catalog, your AI says "I'm not sure, let me have someone follow up." That's a signal to add the missing service here.
Building product FAQs
Each product card has a Build FAQ button (it becomes Add FAQ once a product already has knowledge attached). It opens an AI interview — a short back-and-forth where your AI asks about the product and turns your answers into structured FAQ entries tied to that product. This is the fastest way to give your AI specifics like eligibility, process, and what's included.
Products vs. Knowledge Base
Products is for things you sell. Knowledge Base is for everything else — hours, policies, FAQs. If you're unsure where to put something, ask: "Is this something a customer would buy or book?" If yes → Products. If no → KB.
Products share the Knowledge Base quota
Products, KB items, and rules all draw from one unified knowledge quota. The used/limit chip on the Products page shows the same total you'll see on Knowledge Base — adding products counts against that shared cap.
Common questions
Do I need to fill in pricing?
No, but it helps. If you leave price blank, your AI says "I don't have a price listed — let me have someone reach out." If you list a price, your AI quotes it directly. Either is fine; pick what works for your business.
What if my pricing changes?
Edit the entry. Your AI uses the latest price on the next call — no waiting.
A caller asked for something I don't offer. What does my AI do?
It says you don't offer that service and either offers an alternative (if you have one in the catalog) or captures the contact so you can follow up. Either way, the conversation gets logged in Calls.
How do I stop my AI from offering something without deleting it?
Use the Live / Hidden toggle on the product card. Hidden keeps the entry and all its setup, but your AI won't mention it on calls. Flip it back to Live any time.
I run promotions that change weekly. Should those go here?
Probably not — promotions are short-lived and easy to forget to remove. Keep evergreen offerings in Products and put time-bound promotions in the Knowledge Base where they're easier to manage as a single entry you update weekly.
Knowledge Base
For policies, hours, FAQs, and anything that isn't a product or service.
Bookings
If services get booked as appointments, configure booking types alongside the catalog.
Related articles
Knowledge Base
Everything your AI knows about your business — services, hours, pricing, policies. A state model the AI consults, not a doc store. The more you fill in, the more your AI answers confidently.
Bookings
Where every appointment your AI books shows up, plus the calendar settings that decide what your AI can offer callers.
Still stuck? Email support — we usually respond within a business day.