The Product tile in Flow Agents → AI Knowledge Hub holds your catalogue — the names, prices and details of everything you sell. Once it’s filled, your flow agents recommend real products with real prices whenever a customer asks — “do you have…”, “how much is…”, “which one is cheapest?” — in whatever language the customer writes, even when they misspell the product name.
Adding products one by one
Open the Product tile and click Add entry. Each product has:
- Product name — what the item is called, e.g. Widget Pro 2024.
- Description — a short description of what it is.
- Price and Currency.
- Remarks — specs and attributes, e.g. Color: Red, Year: 2023, Aluminium.
Put the details that tell similar items apart — model year, colour, size, storage — in the name or remarks. That’s what lets the AI pick the exact variant when a customer is specific, and ask which one they mean when they aren’t.
Importing your price list
For a bigger catalogue, click Import CSV/Excel and upload the file you already have — a CSV or Excel (.xlsx) price list exported from your POS or maintained in a spreadsheet. You don’t need to reformat it first:
-
Choose file — or click Download example CSV if you’re starting from scratch.
-
Match the columns. Each column from your file is matched to a product field — Product name, SKU / item code, Price, Currency, Description, Remarks. The matching is guessed for you; anything unmatched is set to Add to remarks so no data is lost, and columns you don’t want can be set to Skip this column.
- Preview changes. Before anything happens, you see exactly what the upload will do.
- Apply changes. The import runs in the background — a notification tells you when it’s done, e.g. Product import finished: 24 added, 3 updated, 1 removed.
Prices can stay in your file’s own format (e.g. RM 3,299.00) — they’re tidied up on import.
Keeping the catalogue in sync
Your file is the source of truth. When prices change or items come and go, just upload the latest version of the same file:
- Products already in the catalogue are updated in place.
- Products not in the file are removed — the preview lists them by name before you confirm.
- Nothing changes until you click Apply changes.
Two tips for reliable syncing:
- Include a SKU / item code column. The SKU is how a re-upload recognises a product you’ve renamed. Without SKUs, products are matched by their exact name.
- Keep names unique (or use SKUs). If two rows share a name and have no SKU, only the first row is imported — the preview flags the rest under row(s) can’t be imported, with the row number, so you can fix the file.
Recommending products in a flow
You don’t have to change your flow at all — once the catalogue exists, agents answer product questions whenever customers ask them, then carry on with the flow.
To recommend at a specific moment — say, right after asking what the customer is looking for — open the flow designer, select the step, and set Tool type to Product in the step’s Tool section. That step then recommends live from your product catalogue: real names and prices, based on what the customer needs. Optionally, set Search from variable to a variable your flow collects (e.g. product_need); leave it blank to search from the customer’s latest message.
Note: an OpenAI API key (added under Settings → Integrations → AI Providers) is required for the AI to search and use your catalogue.