Managing Your Catalog (Products, Services, and Menu Items)

Where to find it

The catalog lives at /dashboard/catalog, also linked from the sidebar. In the agent setup wizard, the same data is managed from the Products / Services / Menu step — both surfaces edit the same items.

What the Catalog Is

Your catalog is where you define what your business offers — products, services, or menu items — with structured details like pricing, duration, and customization options. Your agent uses this to answer questions accurately:

• "How much is a men's cut?" → pulls the price from your catalog
• "What haircuts do you offer?" → lists items in the Haircuts category
• "How long does a color treatment take?" → answers with the duration you set

Adding a Catalog Item

1. Go to Catalog in the dashboard sidebar
2. Click Add Item
3. Fill in the details:
   • Type: Product, Service, or Menu Item
   • Category (required): group similar items together (e.g., "Haircuts", "Appetizers", "Plumbing")
   • Name: the item name
   • Description: optional details your agent can reference
   • Pricing: fixed price, starting at, price range, hourly rate, per unit, or "varies"
   • Duration: for services only, how long the appointment takes
   • Sizes / Options and Add-ons: customization options (see below)
4. Click Add Item

Pricing Types

• Fixed: one price (e.g., $25.00)
• Starting at: base price that may increase (e.g., "Starting at $80")
• Range: min to max (e.g., "$65–$85")
• Hourly: rate per hour (e.g., "$50/hr")
• Per unit: rate per unit you define (e.g., "$3.50/sq ft")
• Varies / Call for quote: no fixed price; your agent will let callers know to discuss pricing

Sizes / Options and Add-ons

Two kinds of customization live on an item:

• Sizes / Options: a required choice of one, set per item. For example: Small, Medium (+$2), Large (+$4). When an item has Sizes / Options, its base price comes from the option the caller picks, so the item's own pricing field is hidden.
• Add-ons: optional extras with their own prices, like Pepperoni (+$1.50), Mushrooms (+$1), Olives (+$1). Add-on groups are reusable: create one once, then attach it to any item with Attach existing add-on group. A "Toppings" group created for one pizza can be attached to all your pizzas.

Categories

Categories group related items. Your agent uses categories to answer questions like "What desserts do you have?" Type a category name when adding an item — existing categories appear as suggestions.

Location-Specific Catalog Items

If you have multiple locations, each catalog item can be assigned to a specific location or kept global. When creating or editing an item, a Location dropdown lets you choose. Items set to "All Locations (global)" are available everywhere. You can change an item's location at any time by editing it.

The sidebar location selector filters what you see — select a location to see only that location's items plus global items.

Editing and Deleting

Click the edit icon on any item to update its details. Click the delete icon to remove it. Changes take effect on the next call.

Active and Inactive Items

Toggle an item as inactive to hide it from your agent without deleting it. Useful for seasonal items or temporarily unavailable services.

Order Taking

If your business takes orders over the phone, the same catalog drives your agent's order-taking flow. Items become available for callers to add to carts, sizes and add-ons become customization options, and per-item Questions become prompts your agent asks while building the order. See Order Profiles for setup.