How-To GuideBeginner5 min read

How to Create Offerings Your AI Can Discuss Accurately

Set up services and products in Local Business Pro so your AI receptionist can accurately describe and quote them to customers.

Quick Answer: Go to AI Logic > Offerings > Add New Offering. Enter the service name, type, description, pricing, and duration. Your AI will immediately use this information in customer conversations.

What You'll Learn

Offerings are the foundation of what your AI knows about your business. This guide shows you how to create offerings that help your AI have accurate, helpful conversations with customers.

Step-by-Step Guide

  1. Navigate to AI Logic > Offerings
  2. Click the Add New Offering button
  3. Enter a clear, customer-friendly Name (e.g., 'AC Tune-Up' not 'HVAC-SVC-001')
  4. Select Type: Service (work you perform) or Product (items you sell)
  5. Write a Description explaining what's included - your AI reads this to customers
  6. Set the Pricing: Fixed price, price range, or estimate-based
  7. Enter the Duration for services (used for appointment scheduling)
  8. Click Save to add the offering

Best Practices

  • Use customer language: Name offerings the way customers ask for them
  • Be specific: 'Water Heater Installation' is better than 'Plumbing Service'
  • Include details in descriptions: What's included, what to expect
  • Set accurate durations: This affects how appointments are scheduled
  • Keep it current: Deactivate services you no longer offer

Frequently Asked Questions

Q: How many offerings should I create?
A: Create one offering for each distinct service or product you want your AI to discuss. Most businesses have 5-20 offerings.

Q: Can I edit an offering after creating it?
A: Yes, click View on any offering to edit its details. Changes take effect immediately.

Q: What's the difference between Service and Product?
A: Services are work you perform (repairs, installations). Products are items you sell (equipment, parts).

Bizzy Bot

Bizzy Can Do This For You

Instead of doing this manually, just tell Bizzy:

"Help me create a new offering"

Or navigate to: AI Logic > Offerings

Tags:

offeringsservicesproductsai-setupconfiguration

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Last updated: February 1, 2025