Selling from your catalogue
How to enter what you sell so your assistant quotes real prices, shows products as cards on WhatsApp and website chat, and links customers straight to your site.
Your assistant can already answer questions from your knowledge base. Ask it “how much is the ceramic coating?” and it will answer from whatever prose you uploaded — a price list from March, a paragraph in a brochure, a line in an old FAQ.
That is the problem. Prose does not know what is current, what is out of stock, or what you have stopped selling. A price written down six months ago reads exactly like today’s.
Your catalogue fixes that. Enter what you sell as structured entries — a name, a price, whether it is available — and your assistant stops recalling prices and starts looking them up, at the moment the customer asks. On WhatsApp and website chat it can also show the thing as a card: a photo, the name, the live price, and a link to that product on your site.
Nothing switches itself on. Entering offerings changes no answer your assistant already gives. Searching your catalogue is a switch on your own screen; showing cards is set up for you. This page says which is which.
Where to find it: open What you sell in your dashboard.
The five-minute setup
- What you sell → Add offering. Enter a name, a SKU, and a price.
- Repeat for everything you actively sell. Ten entries beats forty stale ones.
- Switch on Let your assistant search your catalogue, under the list, then open each entry and save it once so it joins the search (Step 2).
That is enough for your assistant to quote real prices. Cards and product links are the next two sections, and both are optional.
Step 1 — Enter what you sell
Each entry has a few fields. Only Name and SKU are required.
| Field | What it does |
|---|---|
| Name | What the customer hears and sees. Write it the way you would say it aloud. |
| SKU | Your own code for it, e.g. CERAMIC-9H. It is how the entry is tracked, and it builds the product link later. |
| Description | What your assistant says about it. Plain language works best. |
| Type | Product or service. |
| Price / Per / Currency | The amount, and whether it is a flat price or per hour/day/unit. |
| Availability | Whether it is always available, or tracked by stock count. |
| Status | Active entries are the ones your assistant uses. |
A blank price means “not priced yet” — not free. Leave it empty for anything quoted case by case, and your assistant will say it needs to check rather than quoting zero.
⚠️ A SKU cannot be changed after saving. It is how the entry is tracked and how its product link is built. To use a different one, remove the entry and add it again.
Availability is what your assistant is told before it answers. Set it to In stock with a count, and once that count reaches zero your assistant knows the item is unavailable and will say so rather than taking the booking. Set it to always available and it treats the item as sellable whatever happens — right for a service you can always schedule, wrong for anything you can run out of.
Unlike Status, this does not hide the entry: your assistant can still discuss an out-of-stock item and tell the customer it is unavailable, which is usually what you want it to do.
Status is how you retire something. An entry that is not active is invisible to your assistant — it cannot describe it, price it, or recommend it. That is the right way to stop selling something, and it is reversible; removing the entry is not.
A worked example — a car detailing business
| Name | SKU | Price | Per | Availability |
|---|---|---|---|---|
| Ceramic Coating 9H | CERAMIC-9H | 18000 | flat | Always |
| Interior Deep Clean | INT-DEEP | 3500 | flat | Always |
| Paint Correction | PAINT-CORR | 2200 | per hour | Always |
| Alloy Wheel Refurb | WHEEL-REF | 1200 | per unit | 8 in stock |
| Full Detailing | DETAIL-1 | flat | Always |
Full Detailing has no price on purpose: it is quoted after seeing the car. Your assistant will say so instead of inventing a number.
Step 2 — Making your catalogue searchable
Entering offerings does not, by itself, change what your assistant says. There are two separate ways it can reach your catalogue, and they are worth telling apart because they behave differently.
Looking up one thing (always on). When your assistant knows which item the customer means, it reads that entry directly — the price, whether it is available, right now. This needs no switch. It is also what stops a stale price from being quoted: the answer comes from the entry as it stands at that moment, never from what was said earlier in the conversation.
Searching the catalogue in conversation (you turn this on). This folds your catalogue into the same search your assistant already uses for your uploaded documents, so it can find things from a vague question — “do you do anything for scratched paint?” — rather than needing the exact name. The switch is Let your assistant search your catalogue, under your offerings list.
From 10 August 2026 every assistant searches your uploaded documents as standard, so this switch is the whole of what decides whether your catalogue is searched with them. Nothing else has to be arranged for it to take effect. See Your knowledge base for what else that search reaches.
⚠️ It is off until you turn it on. That is deliberate: switching it on changes the answers your assistant gives from your existing documents, so it happens when you decide your catalogue is ready, not the moment you add a row. Turning it back off is instant.
Until it is on, your assistant answers from your uploaded documents as it always has, and looks up individual prices accurately when it knows which item is meant.
Switching it on does not reach back over what you already entered. An entry joins the search when it is saved with the switch already on. So if you entered your catalogue first — which is the order this page recommends — open each entry and save it again once the switch is on. After that, every entry you add or edit is searchable within moments of saving.
Step 3 — Showing a product as a card
On WhatsApp and your website chat, your assistant can show one offering as a card — the photo, the name, and the price, instead of a paragraph describing it.
A card is for the moment a customer is deciding on one specific thing. It is not for listing options; a list of choices is better as tappable replies. Your assistant is told when a card is appropriate and when it is not.
What the customer gets, by channel:
| Where | What arrives |
|---|---|
| The photo, with your assistant’s reply, the price and the link underneath it | |
| Website chat | A card in the conversation — photo, name, description, price |
| Phone call | There is no screen, so your assistant describes the item and says the price aloud instead |
The picture comes from the entry. Add an image address to an offering and cards will use it. Without one, the customer still gets the words, the price and the link — only the photo is missing.
⚠️ Cards are switched on per assistant, and that part is done for you. Unlike catalogue search above, this is not a setting on your screen — it changes what your assistant is able to do, so it is set up for you. Ask your account manager if you have entered a catalogue and are not seeing cards.
Step 4 — Linking cards to your website
If you sell online, a card can carry a link straight to that product’s page.
Find Link cards to your website under your offerings list. Paste the address
of any product page on your site and replace the part that identifies the product
with {sku}:
https://shop.example.com/p/{sku}Your assistant fills in the right SKU each time, so the Ceramic Coating 9H card
links to https://shop.example.com/p/CERAMIC-9H. You will see exactly what your
customer will receive, using one of your own SKUs, before you save.
Requirements, both enforced when you save:
- it must start with
https://— a plainhttp://address is refused, because a link taking a customer toward a payment must not be downgradable; - it must contain
{sku}— without it every product would link to the same page, which is almost always a mistake rather than an intention.
Leave it empty if you do not sell online. Cards then show the photo, name and price with no link, which is the right result for a business that takes bookings by phone. Clearing the box later removes the link from future cards.
When one product lives somewhere else
Some things do not follow your usual product address — a campaign landing page, a page whose web address does not contain the SKU, a service described on your homepage. Those get their own address, on the entry itself.
Open the entry (the pencil beside it) and fill in Product page address. It is
the full address of that one page, with no {sku} in it:
https://shop.example.com/campaigns/monsoon-detailingThat address is used for this entry’s cards instead of the site-wide one. Every other entry carries on using the site-wide address, so you do not have to choose between one wrong link and no links at all.
Leave it empty to use the site-wide address — which is what every entry does until you fill it in, so nothing changes for entries you never touch. Emptying it again puts the entry back on the site-wide address.
The same two rules as above apply, minus one: it must start with https://, and
it must not contain {sku} — this is one page’s address, not a pattern.
⚠️ Your assistant never invents a link. It cannot supply a web address of its own — only the addresses you set are ever used: the entry’s own address if it has one, otherwise this template with the SKU filled in. This is why a wrong or missing SKU shows no link rather than a guessed one.
What this changes for your customers
| Before | After |
|---|---|
| ”It’s around ₹18,000 I think” — from a document | ”Ceramic Coating 9H is ₹18,000” — read from your catalogue as they ask |
| Offers something you stopped selling | Cannot mention an entry you marked inactive |
| Describes a product in a paragraph | Shows the photo, price, and a link to buy |
| Quotes a price from earlier in the chat | Re-reads the price at the moment of answering |
Troubleshooting
My assistant still quotes an old price
It is answering from your uploaded documents, not your catalogue. Two things to check: the offering is Active, and Let your assistant search your catalogue is on (Step 2). Until it is, only a direct lookup of a specific item uses your catalogue.
Also worth doing: find and remove the old price from whatever document it came from. While that document exists, it remains something your assistant can read.
I entered my catalogue and nothing changed
Two things to check, in order.
Is Let your assistant search your catalogue switched on? Until it is, only a direct lookup of a specific item uses your catalogue — see Step 2.
Were the entries saved before you switched it on? They are not searched yet. The switch only takes effect on a save, so entries entered beforehand join the search the next time each one is saved. Open each entry and save it again; that is all it takes, and it is a one-off.
If answers still do not reflect your catalogue after that, the entry itself may be excluded: only entries marked Active are searched, and one whose status you changed is removed from the search rather than left behind. Failing that, the old wording is coming from a document rather than your catalogue — your assistant searches your knowledge base too, and a price written in a brochure stays quotable until you remove it there.
No cards are appearing on WhatsApp
Three possibilities, in the order worth checking: cards have not been switched on for your assistant (Step 3); the offering has no image address, so it degrades to text; or the conversation is outside WhatsApp’s 24-hour window, where WhatsApp only permits an approved template and no card can be attached. In the last case the customer still receives a message.
The card shows no link
Either the template is empty (and the entry has no address of its own), or the offering’s SKU does not match the page address you set. Compare the preview under Link cards to your website with a real product page in your browser — the preview shows exactly what your customer would get.
It says my product page address cannot be saved
The site-wide address must start with https:// and contain {sku}; the message
under the box names which rule it failed. An entry’s own address must also start
with https://, and must not contain {sku}.
A card links to the wrong page for one product
Check that entry’s own Product page address first — when it is filled in, it wins over the site-wide address, so a stale value there is the likeliest cause. Empty it to go back to the site-wide link.
A price shows without a currency, or not at all
A price is only shown when it has a currency, because a bare number is not something a customer can act on. Check the Currency field on the entry.
A sensible first configuration
For a business with a website and a dozen services:
What you sell
10–15 active offerings — the things you actually sell today
A price on each one you can quote without seeing the job
A blank price on anything quoted case by case
An image address on your best sellers
Availability = In stock only where you genuinely track a count
Link cards to your website
https://yoursite.com/products/{sku}
(leave empty if you do not sell online)
Let your assistant search your catalogue
On, once the entries above are right
Ask your account manager to switch on
Product cards (set up for you, per assistant)Start with the offerings you are asked about most. A short, current catalogue is worth more than a complete one that goes stale.
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