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How the product catalog works

Nahuel Gomez avatar
Written by Nahuel Gomez
Updated over 2 weeks ago

1) Open the Catalog in the Worker

Go to Workers → [your Worker] → Individual Knowledge Base → Products.

You’ll see the Products tab (cart). If nothing is loaded, it will say “No catalogs found.” (see 1st and 2nd screenshot)

2) Create or import the catalog

You have two options (buttons at the bottom right):

• Create Catalog: create an empty one and add products manually.

• Import catalog: upload a CSV with your products.

  1. Click Import catalog.

  2. Enter a catalog name (e.g., “DEMO”).

3. Attach the .csv and click Upload.

4) Connect the catalog to the Worker’s flow (from the last 2 screenshots)

The import creates tools that allow the Worker to search products in that catalog within a stage of the flow.

  1. Go to Stage Automations → [stage].

  2. In the right panel, Tools section, open Select Tool and add the tool(s) corresponding to your catalog(s).

Example for your case: “Sunglasses” and “Prescription Glasses”.

3. In the stage Objective, explicitly indicate when each tool should be used.

Example (as in your screenshot):

  • “If the human wants to see product variants, use the following tools: ‘Prescription Glasses’ to search prescription glasses and ‘Sunglasses’ to search sunglasses.” (see 6th screenshot)


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