Create and edit products

A product has a name and a description. The description follows a persona template so your team and the assistant get clear, actionable details.

Create a product

1. Open Products and select Add product.
2. Enter a name (for example, "Enterprise SaaS").
3. Fill in the description. A template is already inserted.
4. Save to create the product.

The description template

The template helps you capture the essentials:

• Target persona: the department and title of the person you sell to
• Pain points: concrete problems your product solves
• Value props: key outcomes or benefits
• Use cases: real-world scenarios
• Killer questions: discovery questions that reveal the need
• Why now: triggers that make prospects more ready to buy

Edit a product

1. Select a product from the list.
2. Adjust the name or description.
3. Save your changes. Unsaved changes are confirmed before you leave.

Tips

• Write pain points and value props from the target persona's perspective.
• Keep the description precise — it feeds directly into assistant drafts.