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💰 Products and Appointments

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💼 Products in Conversations

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What are Products?

• Products/services of customer interest
• Commercial proposal values
• Sold items
• Sent quotes

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How to Add Products

1. Open Conversation you want to add product to
2. Right Side Panel → “Products” tab
3. Click “Add Product”
4. Fill in information:
   • Product Name: Ex: “Premium Plan”
   • Value: Ex: $299.90
   • Quantity: Ex: 1
   • Description: Additional details (optional)
5. Click “Save”

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View Products

• In conversation side panel
• On Kanban card (if conversation is in funnel)
• In sales reports

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Edit or Remove Products

• Edit: Click product and change information
• Remove: Click trash icon next to product

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📅 Appointments in Conversations

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What are Appointments?

• Presentation meetings
• Product demonstrations
• Scheduled follow-ups
• Scheduled deliveries
• Return calls

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How to Create Appointments

1. Open Conversation
2. Right Side Panel → “Appointments” tab
3. Click “New Appointment”
4. Fill in:
   • Title: Ex: “Presentation Meeting”
   • Date and Time: When commitment will be
   • Duration: How long (optional)
   • Notes: Important details
   • Reminder: Be notified before (optional)
5. Click “Create”

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Types of Appointments

• Demo: Show product to customer
• Follow-up: Return contact after X days
• Delivery: Schedule product delivery
• Support: Schedule technical support

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Manage Appointments

• View All: “Appointments” tab in side panel
• Edit: Click appointment to change
• Mark as Complete: After completing commitment
• Cancel: If no longer necessary

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Notifications

• ✉️ By email (if configured)
• 🔔 In Chatwoot panel
• 📱 Push notification (if enabled)

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🎯 Use Cases

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For Sales

1. Add Product with estimated value
2. Create Appointment for demonstration
3. Move to Funnel “In Negotiation”
4. Track progress on Kanban

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For Support

1. Create Appointment for technical visit
2. Add Product if there’s exchange/repair
3. Set Reminder not to forget
4. Mark as Complete after service

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For E-commerce

1. Add each Product with values
2. Automatic Total is calculated
3. Schedule Delivery with date and time
4. Send Confirmation to customer

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📊 Reports and Metrics

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Total Pipeline Value

• Total value of each stage
• Sum of all products in funnel
• Revenue forecast
• Conversion rate by value

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Future Appointments

• Monthly calendar
• List of upcoming appointments
• Appointments by agent
• Appointments by status

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Top-Selling Products

• Which products have most interest
• Average values per product
• Average sales time
• Conversion rates

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🔌 API Integration

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Add Product via API

POST /api/v1/accounts/{account_id}/conversations/{conversation_id}/products

{
  "product_name": "Premium Plan",
  "product_value": 299.90,
  "quantity": 1,
  "notes": "Customer requested upgrade"
}

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Create Appointment via API

POST /api/v1/accounts/{account_id}/conversations/{conversation_id}/appointments

{
  "title": "Product Demo",
  "scheduled_at": "2025-01-20T14:00:00Z",
  "notes": "Customer wants to see advanced features"
}

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💡 Tips and Best Practices

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Products

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Appointments

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🚀 Next Steps