Catalogs: your products, services, and prices

Catalogs in the sidebar are structured tables for the things your business sells or works with: products, services, price lists, plans, locations. Each catalog is a type of record with its own fields, and the AI agent can look records up to answer questions like “how much is a cleaning?” with the right number.

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Catalog or knowledge base?

This is the first decision most people face, and the two are for different jobs:

• Use a catalog for structured, repeating things with attributes you would put in a table: a service and its price, a product and its stock, a plan and what it includes. The agent can look up a specific record and read a specific field (like price) from it.
• Use a knowledge base for prose the agent reads to explain things: policies, hours, how a treatment works, frequently asked questions. See Knowledge bases.

A dental clinic, for example, puts its treatments and prices in a catalog, and puts “how to prepare for a whitening” or its cancellation policy in the knowledge base. Prices belong in a catalog because they change and are looked up exactly. Explanations belong in the knowledge base.

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Create a catalog

Open Catalogs and create one. You give it a name (for example “Services”), a singular form for single-record labels (“Service”), an icon, and a short description. Write the description carefully: it tells the AI what these records represent, so it knows when to use them. How many catalogs you can create depends on your plan.

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Add fields and records

Each catalog has properties, the fields every record can carry. Add the fields you need, such as Name, Price, Duration, or Category. Then add records one by one, or bring an existing list in with Import CSV / XLSX. Saved views let you choose which columns to show, and a Board view can group records into columns by a single-select property. Keep prices and details current here. The agent quotes from what is in the catalog, so an out-of-date price in the catalog is an out-of-date price to your customer.

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Let an agent use a catalog

A catalog is only used by the agents you connect it to. When you configure a qualifier, sales, or FAQ agent in Control center > Agent team, use Catalogs this agent can access to grant it each catalog. From then on, that agent can search the catalog and read a record’s fields to answer questions and quote the right price. Agents without access to a catalog cannot see it. Access is read-only by default. Per catalog you can additionally allow the agent to Add content (register new records, for example a sales agent logging an order) or Edit content (update existing records). Grant write access only where it clearly helps. Read-only is the safe default. See Your AI agent team for how catalogs fit alongside business context and knowledge bases.