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Products

If you’re a company that sells goods, you can make use of the product page of Jeffrey AI, which will list and details all the goods you have available to sell. The product page can be found by clicking the cube icon on the taskbar.

The table displays all the added products. You can filter this by cost or product type. 

Product details on the table include their cost price, selling price, any related attachments, and tags. Tags are used in matchmaking on the engagements page, but you can also search and filter by them.

If you select a product, the product details will appear in more detail on a side column on the right-hand side of the screen. Here you will be able to see the details in full, including extended descriptions and attachment previews.

Creating a new product

You can create a new product by selecting the “Create Product” button in the top right-hand corner. Doing so will open a side column on the right-hand side of the screen.

From here you will be able to fill out the product details, including name, cost and sales price, description, and attachments. Tags are used in the “Matchmaking” feature which can be found on the opportunities page. For more details about matchmaking please see the Opportunities section of this guide.

Once you have filled out all the details, you can save your new product by clicking “Create” in the bottom right-hand corner. You can also cancel at any time by pressing the button in the bottom left corner.

You can make changes to any of these fields later by selecting the edit button on the product’s line in the table on the main page.

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