How do I add products in Sophiie?
You add products at Settings → Products in your Sophiie dashboard. You can add up to 100 live products — if you hit the limit, switch off or delete a product you no longer sell to free a slot.
Steps
- Go to Settings → Products. (If you have an old bookmark to Train Sophiie → Products, it will redirect you here.)
- Click Add product. There's no category step any more — Sophiie sorts that out behind the scenes.
- Enter a Product name — short and clear.
- Add a description (up to 6,000 characters). This is what Sophiie uses if a caller asks about the product. Keep it short — Sophiie reads the first 600 characters on a phone call, so put the important detail first. You can type it, dictate it, or — once the name is at least three characters — use the AI generate button to draft one for you (it aims for about 300 characters).
- Choose a Pricing mode:
- Fixed — one dollar amount, in your business currency. - Price range — a minimum and maximum price. - Not applicable — no pricing set or given out.
- For Fixed and Price range, check the Sophiie can disclose price switch — it's labelled with your assistant's name, so it reads differently if you've renamed her. With it on, Sophiie tells callers the price. With it off, she keeps the price to herself and deflects if asked.
- Add Product FAQs if callers commonly ask things about this product — up to 20 per product, question up to 255 characters, answer up to 500. Type the answers yourself (there's no AI generate for product FAQ answers).
- Click the save button in the drawer footer. If you close the drawer with unsaved changes, you'll be asked whether to discard them.
Your product is Live by default. Use the Live/Draft switch to park a product without deleting it — the page filters by all / live / draft so you can see what's actually in play. Only live products count toward the 100 limit.
Importing products in bulk
- Click Import on the Products page.
- Download the CSV or Excel template and fill it in. Keep the columns Product Name, Description and Price exactly as they are — only the official template avoids errors.
- Prices must be plain numbers with a full stop for decimals — no commas, no dollar signs. If a product has no price, leave the Price cell empty or write "not applicable" — it imports with the Not applicable pricing type.
- Upload your file (CSV, XLS or XLSX, up to 10 MB). You'll get a review screen showing what will be created before anything is imported — check it, then confirm.
Common Questions
How does Sophiie talk about my products on calls?
Your product names, prices and FAQs reach Sophiie exactly as you typed them. Descriptions are shortened for phone calls: Sophiie reads about the first 600 characters, and line breaks are removed — so put the important detail in the first few sentences. She phrases things naturally in conversation rather than reciting them.
How quickly do product changes take effect?
Within about 15 seconds of your last save. Products are rebuilt into Sophiie's knowledge shortly after saving, so a call placed straight after an edit may use the previous version.
Can I add unlimited products?
No — up to 100 live products per business, on every plan. The dashboard will tell you when you've hit the limit: disable or delete a live product before adding another. (Services, by contrast, have no cap.)
Why can't I open the Products page?
Your account doesn't have the Settings access item. Without it the Products page doesn't open at all — you're sent to a no-access screen instead. Ask your account owner or an admin to give you Settings access.
Need More Help?
If a product import keeps failing on the review screen and you can't see why, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email the file to support@sophiie.ai or call +61 7 5620 4640.