Follow the instructions below to update the products that your company offers.
How to Update Your Company's Product List
1. Navigate to Company Settings
After you've logged into the PSAI admin portal, click on the Account icon in the bottom left-hand corner of the screen. In the panel that pops up next, click Settings.
2. Add or delete products under the Products Served section
Toward the bottom of your company settings, you'll see a section called Products Served. Here you can add or delete products.
Click into the Products Served field to view the drop-down menu and choose your preferred product. You can also simply start typing your product, and the field will auto-populate with matching options for you to select.
When you've successfully chosen a new product, you'll see it appear above the field in a white box.
If you want to delete a product, click the gray X next to it.
3. Save your changes
Don't forget to scroll down and click "Save" to save the changes to your company settings.
Why Should I Keep My Product List Up to Date?
Your company's product list is used to help qualify leads, especially leads that interact with our AI chatbot Gia. Gia will ask website visitors which product or service they are interested in for two reasons:
- To check whether your company offers that product or service (and respond accordingly)
- To classify the lead when he or she flows into your Com Portal
Keeping your product list updated will help ensure that all interested leads are collected and automatically organized on your behalf.
The screenshot below shows an example of a chat interaction between Gia and a website lead, where she requests information on products desired and provides a response (based on the company's Products Served settings). This view is seen from the Com Portal.
I Don't See My Product or Service in the List
The Products Served options in PSAI are limited to what appears in the drop-down menu. You cannot enter just any product or service into the list.
This is to prevent the potential confusion of competing terminology referring to the same services (such as baths, bath remodeling, bathroom remodeling, etc.). Don't worry, Gia is very intelligent! She can match your lead's desired service even if what the lead types does not exactly match the product term as listed in the Products Served setting. Her machine learning capabilities allow her to connect related terms with a high degree of accuracy.
If you're trying to add a product that does not exist in the drop-down menu and has no comparable alternative, then please contact us for help. Submit a PSAI Support ticket using this link, or open the Help widget in the bottom right corner of the screen.