> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aifocus.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Products and Appointments

> Manage products, values and appointments directly in conversations

# 💰 Products and Appointments

Link **products** and **appointments** directly to conversations, facilitating sales and service tracking.

***

## 💼 Products in Conversations

### What are Products?

Products are items you can link to a conversation to track:

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

### 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"**

### View Products

All linked products appear:

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

### Edit or Remove Products

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

***

## 📅 Appointments in Conversations

### What are Appointments?

Appointments allow creating commitments linked to conversations:

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

### 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"**

### Types of Appointments

<Tip>
  **Automatic Appointments**: You can create automations to schedule follow-ups automatically based on rules!
</Tip>

Examples:

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

### 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

### Notifications

You'll receive notifications:

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

***

## 🎯 Use Cases

### For Sales

**Scenario**: Customer showed interest in product

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

**Result**: Organized sales pipeline with trackable values!

### For Support

**Scenario**: Customer needs technical 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

**Result**: Complete service history!

### For E-commerce

**Scenario**: Customer wants to buy multiple products

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

**Result**: Complete order management in Chatwoot!

***

## 📊 Reports and Metrics

### Total Pipeline Value

In Funnels system, you can see:

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

### Future Appointments

View all commitments:

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

### Top-Selling Products

Identify:

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

***

## 🔌 API Integration

Manage products and appointments programmatically:

### Add Product via API

```bash theme={null}
POST /api/v1/accounts/{account_id}/conversations/{conversation_id}/products
```

```json theme={null}
{
  "product_name": "Premium Plan",
  "product_value": 299.90,
  "quantity": 1,
  "notes": "Customer requested upgrade"
}
```

### Create Appointment via API

```bash theme={null}
POST /api/v1/accounts/{account_id}/conversations/{conversation_id}/appointments
```

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

📖 **View complete documentation**: [API Reference - Conversation Products](/en/api-reference/introduction)

***

## 💡 Tips and Best Practices

### Products

✅ **Use clear names**: "Premium Plan" instead of "PP"\
✅ **Always include value**: Facilitates sales reports\
✅ **Update as negotiation progresses**: Keep values current\
✅ **Remove irrelevant products**: Keeps history clean

### Appointments

✅ **Be specific in title**: "Demo - Feature X" instead of "Demo"\
✅ **Set reminders**: Never miss commitment\
✅ **Add contextual notes**: Helps preparation\
✅ **Mark as complete**: Maintains organization

***

## 🚀 Next Steps

<CardGroup cols={2}>
  <Card title="Funnels System" icon="columns" href="/en/user-guide/funnels">
    Organize products in visual pipeline
  </Card>

  <Card title="Automations" icon="robot" href="/en/user-guide/automations">
    Automate product and appointment creation
  </Card>
</CardGroup>