Services overview
Manage the services your team offers in Interlinked, including appointments, quotes, direct purchases, handoffs, pricing, and AI readiness.
What the Services catalog is for
Open Services in the Operations section of the panel. Services is the catalog for what your team offers when a customer needs an appointment, a quote, a direct purchase, or a conversation with a person.
The catalog is separate from product orders. A service can use scheduling, intake questions, a price, a deposit, payment methods, a customer address, manual confirmation, or a handoff depending on how you configure its journey.
Screenshot: Services page with All, Active, Drafts views, the readiness notice, and New service
Read the Services page
The page includes:
- All, Active, and Drafts views;
- search, filter, sort, refresh, and More options controls;
- a New service action;
- a table with Service, Status, Journey, Price, AI, and Requests information; and
- a View requests action that opens Service Requests.
Service statuses can include Active, Draft, Inactive, Archived, or Review. An active service is visible to the configured agent only when the rest of its journey is ready.
What a service can accomplish
When you create or edit a service, choose the outcome that matches the customer’s intended result:
| Outcome | Customer journey |
|---|---|
| Book an appointment | The customer chooses an available time and configured attendance option. |
| Request a quote | The agent collects the required information and your team or configured pricing rule prepares the quote. |
| Buy directly | The customer confirms a known service and supported payment method. |
| Talk to your team | The agent gathers context and hands the request to an authorized teammate. |
The outcome controls which pricing, calendar, payment, and question fields appear in the setup wizard.
Keep service catalog and service requests distinct
Services describes what you offer. Service Requests shows customer conversations and requests created from those service journeys. Editing a service does not delete existing requests. Read Service Requests overview for the operational queue.
Prepare the dependencies
Before activating an appointment service, connect Google Calendar and select a calendar or resource. For in-person appointments, add a location with an address and business hours. If a service collects payment, configure an eligible method in Customer payments.
For the complete setup, continue with Create and configure a service, then Review service readiness and activation.
Related in Interlinked
Connect this documentation topic to the relevant product, workflow, or commercial context.