Prices & services

Open Prices & services in the sidebar after selecting your company and chatbot. This workspace separates price drafts from approved versions. Only the company Owner can change or approve prices; other authorized users can inspect the entries.

Review the list

Use Latest revision status and Category filter to narrow the list. Open Details to inspect:

• Latest revision: the newest saved version, which may still be a draft
• Approved revision: the separately approved version
• Eligibility: whether the item is active, scheduled, expired, unapproved, archived or trial-locked
• History and Sources: the versions and source information behind the entry

Use Previous, Next and Refresh to navigate or reload the list.

Create or edit a draft

1. Choose New draft, or open an existing item and choose Edit draft.
2. Enter the Name and Price type: fixed price, from price, range, on request or free.
3. Fill the relevant amount, maximum amount for a range, currency and unit.
4. Preserve the Original price text, tax note, conditions and source information. Add validity dates if needed.
5. Choose Save draft.

Saving creates an unapproved draft. It never approves the item automatically or silently replaces the separately approved version.

Import CSV drafts

1. Choose CSV import.
2. Select a file or paste its contents.
3. Explicitly choose the Delimiter and Decimal separator used by the file.
4. Choose Validate and preview and inspect the rows and any row/column errors.
5. Choose Import drafts when the preview is correct.

An import creates drafts only. Correct validation errors before retrying. If a response is interrupted, use the existing import workflow to retry rather than starting duplicate imports.

Approve exact versions

1. Open Details and choose Approve version, or select entries and choose Review selected versions.
2. Compare Currently approved with Selected version, including amounts, units, conditions and validity.
3. Choose Confirm exact versions to approve the displayed selection.

If another edit changed a version, refresh the data and review it again. A stale selection is rejected rather than silently approving different values.

Use Archive when an entry should no longer be eligible. The version history remains available for review.

Check the result

Only eligible approved information should be relied on for answers. Check status and validity, then ask a representative question in Preview and compare the answer with the source. This workspace does not collect payments, check inventory or confirm appointments.

Programmatic access

The REST API and MCP tools provide price read, draft-write and approval operations with separate permissions. Existing access keys do not receive these permissions automatically. The company owner controls write and approval access.