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Prices & services

Open Prix et prestations in the sidebar after selecting your company and chatbot. This workspace separates price drafts from approved versions. Only the company Propriétaire can change or approve prices; other authorized users can inspect the entries.

Review the list

Use Statut de la dernière révision and Filtre par catégorie to narrow the list. Open Détails to inspect:

  • Dernière révision: the newest saved version, which may still be a draft
  • Révision approuvée: the separately approved version
  • Admissibilité: whether the item is active, scheduled, expired, unapproved, archived or trial-locked
  • Historique and Sources: the versions and source information behind the entry

Use Précédent, Suivant and Actualiser to navigate or reload the list.

Create or edit a draft

  1. Choose Nouveau brouillon, or open an existing item and choose Modifier le brouillon.
  2. Enter the Nom and Type de prix: 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 Texte de prix original, tax note, conditions and source information. Add validity dates if needed.
  5. Choose Enregistrer le brouillon.

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

Import CSV drafts

  1. Choose Import CSV.
  2. Select a file or paste its contents.
  3. Explicitly choose the Séparateur and Séparateur décimal used by the file.
  4. Choose Valider et prévisualiser and inspect the rows and any row/column errors.
  5. Choose Importer les brouillons 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 Détails and choose Approuver la version, or select entries and choose Vérifier les versions sélectionnées.
  2. Compare Actuellement approuvée with Version sélectionnée, including amounts, units, conditions and validity.
  3. Choose Confirmer les versions exactes 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 Archiver 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 Aperçu 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.