Knowledge BaseSettings & Administration

Product Knowledge

Product Knowledge teaches Slokoto about what you sell. When the AI drafts emails, classifies leads, or evaluates pipeline stage changes, it uses your product catalog to write more relevant messages and make better decisions.

Where to find it

Open Settings from the sidebar, then select the Product Knowledge tab.

What it does

  • Gives the AI context about your products, pricing, and target audience
  • Improves AI-generated email drafts with accurate product references
  • Helps the pipeline classifier understand product interest signals
  • Keeps all product data in one place for your workspace

Adding products

There are three ways to build your product catalog.

Website crawl

The fastest way to get started. Enter your website URL and Slokoto will crawl your product and pricing pages, then use AI to extract structured product data.

  1. Enter your website URL in the Website URL field.
  2. Choose a scan depth:
DepthPages scannedBest for
QuickUp to 10Simple sites with a few products
StandardUp to 30Most company websites
DeepUp to 60Large catalogs or multi-page pricing
  1. Click Scan Website.
  2. Slokoto crawls the site, extracts text, and identifies products. Progress updates appear while the crawl runs.
  3. When finished, extracted products appear in the catalog below.

Each crawl costs 5 AI credits. The crawl runs server-side and validates all URLs for security before fetching.

Manual entry

Click Add Product to create a product record by hand. Fill in the fields that apply:

FieldWhat it does
NameProduct or service name
DescriptionWhat it is and what it does
CategoryOptional grouping (e.g. "Software", "Consulting")
Price displayHow the price appears to customers (e.g. "$99/month")
Price (cents)Numeric price for deal value estimation
FeaturesKey features, comma-separated
Value propositionWhy a customer would choose this
Target audienceWho this product is for

Shopify catalog sync

If you have the Shopify integration connected, Slokoto can import your product catalog automatically. See Shopify App Setup for details.

Editing products

Click the pencil icon on any product to edit its details. All fields can be updated after creation, whether the product was crawled, imported, or entered manually.

Enabling and disabling products

Each product has a toggle to include or exclude it from AI context. Disabled products stay in the catalog but are not sent to the AI. This is useful when a product is discontinued or temporarily unavailable.

Deleting products

Click the trash icon to remove a product from the catalog permanently.

Company overview

After a crawl, Slokoto generates a company overview that summarizes what your business does. This overview is included in AI prompts alongside the product list. You can edit it manually by clicking the pencil icon next to the overview text.

How the AI uses product knowledge

When product knowledge is available, Slokoto includes it in several AI operations:

  • Email drafts — references relevant products when composing or personalizing messages
  • Lead classification — identifies product interest from email conversations
  • Pipeline stage evaluation — considers product context when reviewing stage changes
  • Todo reasoning — factors in product fit when deciding what action to recommend

The AI receives the full catalog once per processing cycle, so changes take effect on the next AI run (within a few minutes).

Tips

  • Run a crawl first to get a baseline, then edit individual products for accuracy
  • Keep product descriptions concise — the AI works better with clear, factual data
  • Disable seasonal or out-of-stock products instead of deleting them
  • Update pricing after any price changes so AI-estimated deal values stay accurate
  • Use the company overview to set the tone for how the AI talks about your business

Next: Learn about Sales Rules