1. Product

The first step in setting up your Sales AI is defining your product. Each product requires a title and a description. The title should be clean and recognizable, as it will be referenced by the AI.

That said, it should be concise and should only hold references for the product. Any core details (product information, pricing, bonuses, etc.) should be uploaded as a separate PDF into your Knowledge Base (see: Uploading Content).

Think of the description as providing context and reference for the AI when generating messages.

Last updated