Create a service

Open Catalog → Services and click New service. Configure service opens with seven steps. Move forward with Continue and go back with Back; your changes are saved when you finish.

1. Outcome

What should the customer accomplish? Choose Book an appointment, Request a quote, Buy directly, or Talk to your team. The next steps depend on this. Read How each service ends.

2. Price and payment

How is the price determined?

• Fixed price: an exact price.
• Starting at: a minimum price.
• Range: a minimum and a maximum.
• Human quote: your team sets the price.
• Free: the service costs nothing.
• Private price: the agent doesn’t mention the price.

You also choose the Currency, which is MXN by default.

Depending on the outcome:

• Buy directly only allows Fixed price, and here you choose the payment methods: Card or Bank transfer.
• Request a quote shows how it’s quoted instead of prices. We recommend Human quote.
• Book an appointment with a Fixed price lets you charge before confirming: the full price or a deposit.

3. How it works

Only for appointments:

• Duration (minutes).
• Attendance: In person, Google Meet, Phone, or External video.
• Calendars and resources: the calendar where appointments are created. If you don’t have Google Calendar connected, you’ll see Connect Google Calendar.
• In-person locations: the locations where you serve customers, if the appointment is in person.

4. Questions

What do you need to know from the customer? Write each question with Add question. Questions come marked as Required; uncheck it if a question is optional. You can reorder or delete them.

The agent asks the required ones one at a time before finishing. If you don’t add questions, the customer continues directly. Write short, specific questions, for example “How many people is it for?” or “What neighborhood is the property in?“.

5. Details

Name, Full description, and Category. You can choose a category from the list or create a new one. The description is what the agent uses to explain the service, so include what’s included, what’s not, and who it’s for.

6. Image

Optional: a cover image in JPEG, PNG, or WebP up to 5 MB. The agent can show it if you have the Visual catalog cards skill turned on.

7. Review

Check the summary and leave Available to AI on if you want the agent to offer this service. Then:

• Save and activate: the service becomes active. If something is missing, it’s still saved as active and you’ll see Setup incomplete with what’s missing.
• Save draft: saves it without activating it.

An active, incomplete service keeps you from turning on your agent. Read Service readiness and activation.

Edit a service

Open the service from the table, change what you need, and click Save changes. Conversations already in progress finish with the setup they started with.