AI Agents
Create an AI Agent and Configure the Product Catalog
Create your AI sales agent, give it instructions, add your products and test it before customers see it.
8 min read
Your AI agent answers customers on every connected channel. It only uses facts from your own Catalog and Knowledge Base — it never makes up products, prices or links.
1. Create an agent
- Open AI Agents and create a new agent.
- Fill in Agent name, Type, Language (for example "Bangla + English"), Tone and Goal.
- Write Instructions: how to greet customers, what to recommend and what to avoid.
- Leave the status as Draft while you set it up.
2. Order settings
- Allow AI to create orders — lets the agent place orders.
- Require customer confirmation — the customer must clearly confirm before an order is placed.
- Human approval before order — a team member approves orders first.
Note:The agent always shows the price and delivery charge before the order summary, and only reports an order code that the system really returned.
3. Add products and services
- Open Catalog.
- Use Add Category, Add Product and Add Service.
- For each product add the name, price, stock, Variants (such as size or colour), Product images and the product link.
- If your store is connected, products sync automatically — the Knowledge Base shows "Product Catalog syncs automatically" and the Last synced time.
- Set the AI Catalog Rules to control how the agent talks about products.
How the agent uses this information
| Field | How it is used |
|---|---|
| Name | Matched to what the customer asks or sends |
| Price | Quoted exactly as saved |
| Variants | The agent asks which one before ordering |
| Stock | Out-of-stock items are not offered as available |
| Product link | Shown as View Product on product cards |
4. Add knowledge
In Knowledge Base add Websites (Add URL) or Documents with your policies, delivery information and FAQs. Websites are read when added or re-synced.
5. Test, then publish
- Use Test agent and ask real customer questions.
- Review the Publish checklist.
- Choose Publish agent to make it Live. Use Unpublish agent to stop it.
Troubleshooting
- Agent doesn't reply on a channel: it must be Live. For WhatsApp, check the agent chosen under Manage → AI Agent for WhatsApp.
- Wrong price: fix the product in the Catalog; the agent never overrides catalog prices.