> For the complete documentation index, see [llms.txt](https://help.ringtonic.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.ringtonic.app/guides/products-and-services.md).

# Products & Services

### What are Products & Services?

The Products & Services catalog is your pricing menu that powers AI-driven deal value estimation. By maintaining a catalog of what you offer and how much it costs, Ring Tonic's AI can analyze customer calls and automatically estimate potential revenue for each lead.

<figure><img src="/files/DxIY4Q5qdMyCDo1Gr5pO" alt=""><figcaption></figcaption></figure>

### How It Works

When a customer calls and discusses specific needs, Ring Tonic will:

1. **Send the conversation to OpenAI API** (via the transcription)
2. **Identifies mentioned products/services** from your catalog
3. **Understands the context** (repair vs replacement, urgency, scope)
4. **Estimates the deal value** based on your pricing ranges
5. **Displays the estimate** in your call log for quick prioritization

**Example:**

**Your Catalog:**

* Water Heater Repair: $150 - $400
* Water Heater Replacement: $1,200 - $3,500
* Emergency Service Call: $150

**Customer says:**

> "My 15-year-old water heater just died and I need a new one installed today. Can someone come out this afternoon?"

**AI estimates:** $1,500 - $3,650 (replacement + emergency service)

Now you know this is a high-value lead that needs immediate attention.

{% hint style="info" %}
**Requirements:** Deal value estimation requires:

1. "Automatically estimate deal value" field enabled in your workspace settings under AI Automation tab
2. Calls must be transcribed (transcription must be enabled)
3. Products & Services catalog is **optional** but highly recommended for accurate estimates
   {% endhint %}

{% hint style="warning" %}
**Without a Catalog:** The AI can still estimate deal values if customers explicitly mention budgets or prices (e.g., "I have a $3,000 budget"). However, these estimates are less reliable and depend on customers volunteering pricing information. For best results, set up your Products & Services catalog.
{% endhint %}

### How to Add Products & Services

**Step 1: Navigate to Products & Services**

1. Click **Products & Services** in the left sidebar
2. Click the **Add Product/Service** button

<figure><img src="/files/CapFbDxbCN4NMm4esQ5P" alt=""><figcaption><p>The Products &#x26; Services catalog page</p></figcaption></figure>

**Step 2: Fill Out the Product/Service Details**

You'll need to provide the following information:

**Name (Required)**

The name of your product or service. Be specific and descriptive.

**Good Examples:**

* "Roof Inspection & Estimate"
* "Full Roof Replacement (Asphalt Shingles)"
* "Emergency Leak Repair"
* "Gutter Installation"

**Avoid:**

* "Service" (too vague)
* "Repair 1" (not descriptive)
* "Thing" (not helpful)

{% hint style="info" %}
Use names that customers would actually say during a phone call. The AI matches based on how people naturally speak.
{% endhint %}

**Description (Optional)**

Add details about what's included, typical duration, or any other relevant information. This helps the AI make more accurate estimations.

**Examples:**

* "Complete tear-off and replacement of existing roof, including underlayment, drip edge, and cleanup"
* "Emergency service call for urgent plumbing issues (24/7 availability)"
* "Comprehensive HVAC system inspection with written report"

**Category (Optional)**

Group related items together for easier organization. Common categories:

* Installation
* Repair
* Maintenance
* Consultation
* Emergency Service
* Inspection
* Upgrade

You can create your own categories that match your business structure.

<figure><img src="/files/ecWfYBVZLL6jvlacUILy" alt=""><figcaption><p>Add a new product or service with pricing details</p></figcaption></figure>

**Price Range (Required)**

Set minimum and maximum prices in your workspace currency. The AI uses this range to estimate deal values based on what the customer describes.

**Minimum Price:** The lowest price you'd typically charge for this service (best-case scenario, simple job)

**Maximum Price:** The highest price you'd typically charge (worst-case scenario, complex job)

**Examples:**

| Product/Service       | Min Price | Max Price | Why the Range?                       |
| --------------------- | --------- | --------- | ------------------------------------ |
| Roof Repair           | $500      | $3,000    | Small patch vs extensive damage      |
| HVAC Installation     | $3,500    | $12,000   | Single unit vs whole-house system    |
| Plumbing Service Call | $150      | $800      | Simple fix vs major repair           |
| Website Design        | $2,000    | $15,000   | Landing page vs full e-commerce site |

{% hint style="success" %}
**Tip:** Use realistic ranges based on your actual past jobs. The AI is smart enough to estimate within the range based on job complexity mentioned in the call.
{% endhint %}

**Status (Optional)**

Toggle whether this product/service is active:

* **Active (default):** Included in AI deal value estimation
* **Inactive:** Excluded from estimation but kept in your catalog

Use inactive status for seasonal services or products you're phasing out.

**Step 3: Save Your Product/Service**

Click **Create Product/Service** (or **Update Product/Service** if editing)

You'll see a success message and return to the catalog page.

### When Deal Values Are (and Aren't) Estimated

**The AI WILL estimate a deal value when:**

**With a Products & Services Catalog:**

✅ Customer discusses specific products/services from your catalog

✅ Customer mentions needs that clearly match your offerings

✅ Customer asks for quotes, pricing, or estimates

✅ Conversation includes enough context to make an educated guess

**Without a Products & Services Catalog:**

✅ Customer explicitly mentions budget amounts (e.g., "I have $5,000 to spend")

✅ Customer states how much they're willing to pay

✅ Customer references specific dollar amounts for their project

**The AI WON'T estimate a deal value when:**

❌ Call is too general ("just gathering information")

❌ Customer doesn't mention specific services OR pricing/budget

❌ Wrong number or misdirected call

❌ Complaint call without service discussion

❌ No Products & Services catalog AND customer doesn't mention prices/budget

❌ Transcription quality is too poor to analyze

{% hint style="success" %}
**Best Practice:** While the AI can work without a catalog, you'll get far more accurate and consistent deal value estimates by maintaining a Products & Services catalog. The catalog allows the AI to estimate based on your actual pricing structure, even when customers don't mention specific dollar amounts.
{% endhint %}

### Enabling Deal Value Estimation

To activate automatic deal value estimation:

1. Navigate to **Workspace Settings**
2. Go to the **AI Automation** tab
3. Make sure you have an OpenAI API key configured
4. Find "Automatically estimate deal value"
5. Toggle the switch to enable it
6. Click **Save** or **Update Workspace**

Once enabled, the AI will automatically estimate values for all new transcribed calls where customers discuss your products or services.

See the [AI Automation Setup Guide](https://help.ringtonic.app/guides/pages/crg7tMxXMDacQLAiSpgl#id-3.-set-up-ai-automation-with-openai) for complete details on enabling AI features.

{% hint style="success" %}
**What's Next?** After setting up your Products & Services catalog and enabling AI automation, Ring Tonic will automatically estimate deal values for every qualified call. Use these estimates to prioritize follow-ups, forecast revenue, and close more high-value deals.
{% endhint %}


---

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