How to upload your catalog or menu to Ageentiq

Your AI worker sells from what's in its catalog. If a product isn't there, or has an old price, it can't offer it properly. That's why this part is worth some time.

The good news: you don't have to type products one by one. You can send them in its chat.

The easiest way: send it in its chat

1. Open the chat of the worker that sells (for example, the Sales funnel worker).
2. Send it whatever you have at hand:
   • the link to your website or online store,
   • photos of your menu or catalog,
   • the PDF of your menu or price list.
3. The worker reads the products and prices.
4. It shows you what it's going to save, before saving it. Check it.
5. If something is wrong, tell it in your own words: "the double burger is 28,000, not 25,000".
6. When it's right, click Save or reply "yes".

When it saves, it checks that everything landed where it reads it. If something didn't fit, it tells you.

Add-ons, flavors and sizes

Teach them the same way, by talking:

• "The burger can have extra cheese for 3,000."
• "The juice comes in blackberry, mango or lulo."
• "Pizza comes in personal, medium and family size."

When a customer orders, the worker builds the cart in the chat and charges the exact price, extras included.

Delivery

Tell it what you charge and where you deliver: "delivery to Laureles is 5,000 and to Envigado 8,000". The worker charges delivery by neighborhood (or by kilometers, if that's how you work).

Day-to-day changes: just say them

When something changes, you don't need to look for a screen. Tell it in its chat:

• "From today delivery costs 6,000."
• "We're out of lemon pie."
• "On Sundays we open at 10."

It shows you how it will look and only saves it once you confirm.

If you'd rather add things by hand

Everything the worker saves can also be seen and edited on screens. They're under My account > Your business:

What you have	Where it goes
Dishes and products	Products (combos, in the worker's Catalog tab)
Services with appointments (haircuts, consultations, classes)	Services & calendar
Your own lists and tables (zones, locations, delivery fees by neighborhood)	Data
Reference documents (policies, FAQs)	Knowledge, on the worker's profile

How to create products

1. Go to My account > Your business > Products.
2. If you don't have products yet, click Create my first product. If you do, click New product.
3. Type the name and the price. Use the same name your customers use when they order.
4. Assign it a category (for example: Starters, Burgers, Drinks).
5. Save and repeat for the rest.

Categories

Group your products by category. That way the worker shows the menu in parts instead of sending one long list, and it's easier for you to maintain.

Combos and stock

On the worker's profile, under How they work > Catalog, you manage combos (for restaurants) and stock control. If you track stock, the worker won't sell what's sold out.

If you sell services by appointment

For beauty, dentistry, veterinary, classes or consultations, the easiest way is to set up an Appointments worker and tell it in its chat your services, how long each one takes and your opening hours.

If you'd rather do it by hand:

1. Go to My account > Your business > Services & calendar.
2. In Services, click New service and create each one.
3. In Professionals, click New professional for each person who serves clients. Invite this professional gives them access.
4. Appointments booked by the worker show up in Bookings and Sessions.

If you connect Google Calendar, appointments land on your calendar. The worker reminds the customer one hour before.

If you have data in Excel

For lists that aren't products, such as delivery zones or locations:

1. Go to My account > Your business > Data.
2. Create a collection with New collection.
3. Use Import CSV/Excel to upload your file.

Tips so the worker sells well

• Up-to-date prices. When you change a price at the store, tell the worker that same day.
• Clear names. Avoid internal codes customers won't understand.
• One source of truth. If the menu is in the catalog, don't repeat it in a Knowledge document with different prices.
• Test it. In its test chat, ask about a product and check it answers with the right price.

Next step

With the catalog ready, define how the worker should talk and what it can't say: continue with How to write the manual.