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The catalog is the products or services your agent can recommend and quote. With it, your agent answers “do you have this?”, suggests options, and shares prices. You set it up in your agent’s Catalog tab.

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Connect your products

There are two ways to bring in your catalog:

File upload

The fastest way. Upload a file with your products, such as an Excel or CSV.

API

Connect your product system to keep everything synced automatically.
1

Choose your source

In the Catalog tab, choose between File upload or API.
2

Set up search

Tell Eva which field to use to find products (for example, the name or the code).
3

Save and train

Click Save and train. Eva learns your catalog and gets it ready.
When you connect by file or API, Eva keeps your catalog current and refreshes it periodically. While it learns, you’ll see the Updating status.

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Review and adjust products

Inside the catalog you can view and edit each product with Add product and search by name. The View as agent option shows you exactly how your agent sees each product, so you can confirm the information is right.
Include useful details on each product: description, variants, availability. The clearer your catalog, the better your agent’s recommendations.