How to set up the "Product Sales" skill

The "Product Sales" skill is needed if the AI agent should not only answer questions about products, but also help the customer move toward a purchase. With this skill, the agent can find products, open product cards, suggest and compare options, add products to the cart, open the order page, and help place an order. After checkout, orders appear in CRM under "Orders".

When this skill is needed

Add the skill if the AI agent should:

• help find products;
• open the right product;
• answer questions about product cards;
• suggest and compare options;
• add products to the cart;
• open the order page;
• help place an order.

If the agent is only needed for general answers about products, without help in choosing and buying, you can leave this skill disconnected for now.

What should be ready in advance

Before adding the skill, make sure you already have a product source the agent can work with.

• Products have already been added.
• There is a website or catalog that will be used for products.
• This catalog is suitable for the specific AI agent you are adding the skill to.

If the catalog is not prepared, the agent will be able to talk about products too generally, but will not be able to properly help with selection and ordering.

How to add the skill

1. Open the AI agent and go to the "Skills" tab

Open the required AI agent and go to the "Skills" tab. This section contains the list of available skills that can be connected to the agent.

2. Find the "Product Sales" skill and click the + button

In the list of skills, find "Product Sales" and click + to add the skill to the agent.

3. Open the skill settings

After adding it, open the skill settings. This is where the main product-related settings are configured.

4. Select a catalog

Specify the catalog or website from which the agent will take products. This is the main skill setting: without it, the agent will not be able to reliably find products, open product cards, or help with orders.

5. Check Auto mode if it is available

If Auto mode is available in the interface, check whether it suits your scenario. Do not enable it automatically without checking: base your choice on how the agent should work in your channel and with your catalog.

6. Save the changes

Save the skill settings. After that, you can move on to testing the agent in a real conversation.

Why the skill needs a catalog

The catalog is the foundation of the skill. The AI agent takes products, their descriptions, and the necessary context from the catalog. Without a catalog, the agent may answer too vaguely or fail to find the products the user expects.

A catalog is not just a list of products somewhere in the business. The agent needs to understand exactly where to get product data from.

What to consider by channel

The skill behavior depends on the channel in which the AI agent works. Working with products on a website, in Telegram, and in other channels may differ. So first check the main actions in the channel where you plan to use the agent.

What to consider for costs

Add the skill when you really need help with products and orders, not just answers to questions. More complex scenarios may slightly increase the agent's operating cost. The cost is also affected by the agent model, and this is especially important in skills scenarios.

How to check that the skill works

1. Open the channel where the AI agent works.
2. Start a conversation as a customer.
3. Ask for help finding a product.
4. Check whether the agent finds the right products and opens them.
5. Make sure it helps choose, compare, or add a product to the cart.
6. Check whether it helps you move to checkout.
7. After a successful test, open CRM → "Orders" and make sure new orders appear in this section.

What most often causes issues

• The skill is added, but no catalog is selected.
• It is expected that the skill will find any catalog automatically without additional setup.
• The same behavior is assumed across all channels.
• The agent is given tasks for product selection and ordering, but the skill itself is not connected.

What not to confuse

• The "Product Sales" skill is not just for answering questions about products. It is needed so the agent can help find products, choose them, add them to the cart, and help with checkout.
• Adding the skill does not guarantee ready-to-use operation. If the catalog is not prepared or is selected incorrectly, there will be no good result.
• A catalog is not the same as just a list of products somewhere in the business. The AI agent needs a clear source of product data.