Set up Catalog tools

Catalog tools give customers estimates from your approved rules or a directory of relevant places.

Catalog editing permission also lets you set up and edit tools at type, category and item level. Publishing uses the separate Catalog publishing permission. Preview is read-only; open the item for editing to change its tools.

Where do the settings apply?

Open Catalog, choose a type, category or saved item, then Tools. Type settings apply to items of that type; categories and items can use different settings. Review affected items before publishing.

The Tools list shows the tools attached here, inherited from shared settings, turned off here or awaiting publication. Creating a tool from an item saves its attachment to that item; it does not add it to other items.

You can save a calculator or public directory, test its examples and review where it will apply. Customer conversations, Bots and linked Forms also need their own connection enabled; publishing a tool alone does not enable a channel.

Prepare a calculation with Qyra

Describe the result you need, every question customers should answer, the permitted choices and limits, the business rules and complete examples with expected results. Qyra uses a stated calculation family and type where clear, and asks for unresolved choices. Number, One choice and Yes/No questions can be combined in one Price calculator, up to six questions.

Currently only Price calculator can be created. If your request needs a different calculation, Qyra should explain that limit and keep your request unresolved. It should not replace it with a Price calculator.

Review the generated draft and its preview before applying it. Saving, attaching and publishing remain separate steps. Give Qyra complete example answer combinations and independently expected results; it should not invent rates or expected totals.

Add a price calculator

Choose Calculation (currently Price calculator), then Create Tool, and name it. Add the questions customers should answer: a number, one choice, or yes or no. Set number limits and name each choice.

Add your price rules in order. You can charge for each one, multiply quantities such as guests and hours, set different prices for choices, add an amount for an answer, or add a percentage to the subtotal. A fixed starting amount and quantity price breaks are also available. Set an optional lowest or highest estimate.

Enter your approved rates, or choose an available live item price. A live price uses the item's current amount and currency; typing a price creates a stated rate that you maintain here. Qcom does not choose your rates. Use the business currency and the same currency for every price.

Search live prices by the item name or an option name. If there are more results, narrow your search to find the price you need.

Add answers and expected amounts from your business rules. Cover every question, choice and conditional charge. Check examples checks the exact draft on the server. See Price calculator examples.

Use the Availability section to choose the start date and, if needed, a stop date. In Input forms, choose a published Form, match its questions and select Link form. Linked Forms appear as rows. Remove asks for confirmation and removes only the Tool connection after you save and publish; the Form and its responses stay available. Rules start and stop at midnight UTC at the beginning of each date. Explain the result and its limitations.

Open Language, then under Question and limitation language, choose the language you wrote in. Use business language uses the business communication language for a new tool, independently of your interface language.

Older tools may show Not recorded. Check their wording before choosing. The choice doesn't translate questions or limitations.

Use Preview to try customer answers in the calculation form, then save the draft. The preview shows your questions and result without a messaging or phone frame. Saving doesn't publish. An estimate is an illustration, not an official quote, an amount to pay, a booking price or an eligibility decision.

Add a public directory

Choose Public directory. Add approved public business entries with descriptions, addresses and public contact details, or select your own saved business locations. Directory entries stay separate from your physical places; a listing does not mean your organisation operates the business. It doesn't find the nearest place or check live availability. See Set up a public directory for setup and current limits.

Reuse or change a saved tool

Add existing Tool opens a searchable chooser of tools available to add here. Use Preview before adding one. Choose Add here for the tool you want, then review and publish the attachment. The close icon dismisses the entire chooser; use Add existing Tool to open it again. Appearing in the chooser does not make a tool active on this item.

Use Edit on an attached tool to change its rules or choose another saved version when supported; previously published rules stay unchanged.

Turn off here prevents this tool from applying here. Use inherited settings restores the current type or category rules. At type level, Remove type default removes the type's default. These changes require publication too.

What happens before publication?

Link an input Form

Open Input forms (optional), find a published Form, then choose Link form. Map each calculator question to the matching required question in the Form. Number, choice and yes-or-no answers must match the calculator question. You can link more than one input Form. Customers can still use permitted questions in chat; linking a Form does not make it mandatory.

You can't require a Form before a customer sees an estimate. To collect the Form before an order or booking, add Complete a form as a customer action on the item. See Customer actions on an item.

The same Form must be a published customer action on each affected Catalog item. The publication review shows the Form and its mapped questions. Items missing that action need the connection completed before the tool can be published. Form permissions and any separately required plan capabilities still apply.

When a customer uses an authorised Continue on WhatsApp transfer, the tool uses that Form's confirmed response. A later authorised correction replaces the earlier answer. An estimate already shown remains a record of what was shown; a new estimate checks current answers and prices.

This connection uses a Form that saves a response. It does not create or publish a Form, open a Case, or add another action. Creating a Form, continuing into an application and running a tool partway through a Form use their own setup paths.

Choose Use this version to review rules, examples, locations and affected items. Items keeping their own settings are listed separately. Confirm the results match your rules, then publish once. Catalog publishing permission is required.

If rules, items or locations change after review, reload and review again. Regulated estimates need an approved calculation connection; a disclaimer doesn't enable an unsupported calculation. Publishing doesn't place orders, make bookings or request payments.

If setup is interrupted

If a save's outcome is unclear, reload tools and look for the draft before creating another. If saving succeeded but review didn't, reopen that version. If publication confirmation was interrupted, retry the same reviewed publication before starting a new change.

A saved draft can be reopened later. Closing without saving discards your latest edits.

Why isn't a tool available?

• It's turned off for this type, category or item. Choose a saved version, or use the type or category settings again, then review and publish the change.
• The item can't be used. Check that it's published and within its availability dates. For location checks, use the location finder guide above.
• An example does not match. Check the answers, rates, rule order, limits and rounding against your expected amount.
• A price is temporarily unavailable. Check the linked item and try again. This does not turn the tool off.
• An answer is needed. Complete the missing question or correct the answer within its limits.
• Qcom couldn't save or publish. Reload and check for the saved change before retrying. Review again if its details changed.

See Test a Catalog tool, Catalog type settings or Why a Catalog change won't save for other settings and recovery steps.