Add your first products

Rachel can only quote prices and stock for products that are in your catalog.

In Salescom: Catalog

Rachel only talks about products that are in your Catalog, with the prices and stock you set there. A product with no price is one Rachel can't quote, so it hands the chat to your team instead.

  1. Open Catalog in the sidebar.
  2. Press Add product, pick Item, Digital or Service, then fill in the name, price and stock, and add a photo. The currency is filled in for you; change it if it's wrong.
  3. If you want, open More details (optional) to add a description or, if you negotiate, a pricing rule under Sales guidance.
  4. Save.

The Catalog page with products, prices and stock

Got many products? Upload them from a CSV instead.

Start with the products customers ask about most. You can add the rest later.

If you connect an inbox before adding any products, a yellow banner at the top of the app reminds you that your catalog is empty. Press Add products on it to open Catalog. You can close it for now, but it comes back until you add your first product.

Can't find what you're looking for?

Ask Rachel from the help button inside Salescom, or chat with our team.

Ask Rachel in the app