Sell products in chat consultant - how to show products and take orders in chat | Blog

Sell products in chat consultant - quick outcome

Sell products in chat consultant, this tutorial shows how to stop missing sales and take orders from visitors while you focus on clients. You will set up an AI assistant that answers questions from your business information, shows a product catalogue, takes bookings if needed, and captures leads 24/7 on your website and messaging apps.

Why this matters for a consultant selling products

Consultants who sell products - digital templates, toolkits, printed guides, or packaged services with productised elements - lose customers when questions go unanswered. Having an AI assistant means fewer missed buyers, bookings while you are with a client, and fewer repetitive questions to handle. An Echo is your own AI assistant, trained on your information, answering customers 24/7 on your website and messaging apps, and able to show products, take calendar bookings, capture leads and hand a conversation to a human.

Prepare your product information

Before you build the chat assistant, collect the assets you need. This saves time during setup and keeps the product catalogue tidy.

Product titles and short descriptions - one sentence each, focused on benefits.
Prices and SKU or product code for your records.
Images - one good thumbnail per product, accessible via URL or on your website.
Fulfilment notes - is this a digital delivery, shipping, or a scheduled service?
Any booking links if a product requires a calendar appointment - Google Calendar, Outlook, or Calendly.
Payment options you accept - Stripe, Square, PayPal are available on the Business plan if you want payments in chat.

Step by step - set up an Echo that shows products and takes orders

Follow these steps to create an Echo and configure it to show a product catalogue and take orders in chat. The tutorial assumes you are a consultant creating a sales flow for productised offerings.

Create your Echo
Go to https://echoai.so and create an account, or sign in if you already have one. Use the quick setup to create your first Echo by entering your website or describing your business. The Echo becomes your own AI assistant that answers customer questions from your business information, 24/7, in the visitor's language, and appears on your website as a chat widget and a public Echo page.
Tell your Echo about your products
Within the Echo builder, add your product information so the assistant can show a catalogue. Input product titles, short descriptions, prices, and images. If you have product pages on your website, paste those URLs so the Echo can read the product details directly from your site. Keep descriptions concise and benefit-led so the assistant recommends the right products quickly.
Create the product catalogue in the Echo
Use the catalogue feature to organise products into categories - for example templates, printed guides, and add-on services. For each item include the price and a short fulfilment note. If a product requires a calendar appointment, add the booking link so the Echo can offer the booking as part of the purchase flow.
Enable booking flows if needed
If any product requires scheduling - onboarding sessions, delivery calls, or install appointments - connect Google Calendar, Outlook, or Calendly in the Echo settings. The assistant will be able to propose available slots and take bookings during the chat, so prospects can buy and schedule without switching apps.
Decide whether to accept payments in chat
If you want to accept payments directly in chat, upgrade to the Business plan and connect your Stripe, Square, or PayPal account. Payments in chat let customers complete an order without leaving the conversation. If you prefer invoices or external checkout, provide clear next steps in the chat such as a payment link or invoice request.
Set up lead capture and handoff
Make sure the Echo captures customer contact details and consent during the conversation. Configure it to create a support ticket or collect leads when someone expresses buying intent, so you can follow up quickly. On paid plans the Echo can also hand a conversation to a human if the prospect needs a live consult.
Test product discovery scripts
Write a few short prompts the Echo should use when a visitor asks what to buy - for example, "I help clients who need X" or "Which template is right for Y?" Test these in the chat widget and refine the wording until the assistant consistently suggests the correct product and shows the catalogue entry with image, price, and a buy or book button.
Publish the chat widget and connect messaging channels
Enable the website chat widget so visitors can start buying immediately. If you want the same experience on messaging apps, connect WhatsApp, Instagram, Messenger, Telegram, Slack, or Discord on paid plans. The Echo will answer in the visitor's language and show the product catalogue across channels where you are available.
Run live tests and role play
Run through common scenarios: a returning customer wanting a repeat order, a new lead wanting a recommendation, and a buyer who needs a schedule. Test the full flow - product display, booking if required, lead capture, and payment if enabled. Fix any gaps: missing product images, unclear buying buttons, or booking conflicts.
Go live and monitor conversations
After testing, let the Echo go live. Monitor the conversations and lead captures during the first week, and refine product descriptions and prompts. Use the public Echo page for paid traffic or social links, and the website widget for visitors who arrive organically.

Examples of product flows for consultants

Consultants can use a few specific flows depending on the product type. Each example shows what changes for you and what to configure in the Echo.

Digital template sale
Outcome - buyers can preview and purchase a template immediately. Configure the product as a digital fulfilment, show an image and short benefit statement, and provide a download link or email delivery instructions after purchase. Capture email on checkout so you can deliver the file.
Package plus onboarding call
Outcome - clients buy a package and schedule an onboarding call in one conversational flow. Add the product with a booking link to Google Calendar or Calendly and make the assistant prompt for available slots after purchase. Capture client details as part of the order.
Physical product or printed guide
Outcome - visitors see product images and confirm shipping. Add a fulfilment note about shipping options and how you will contact them for details. If you accept payments in chat, connect Stripe, Square, or PayPal on the Business plan so the sale completes inside the conversation.

FAQ

Can the assistant show my full product catalogue?

Yes. Add your products to the Echo catalogue or point the Echo at product pages on your website so it can read and show the details. Organise items into categories so customers find what they need quickly.

Can customers book a call during the purchase?

Yes. Connect Google Calendar, Outlook, or Calendly and add booking links to the relevant products. The Echo can offer available slots so buyers schedule a time as part of the checkout flow.

Do I need the Business plan to take payments in chat?

Yes. Payments in chat are available on the Business plan, which lets you connect Stripe, Square, or PayPal. You can still capture leads and send payment links on lower plans, but inline payments require the Business plan.

Next steps and related reading

Start by collecting your product assets and creating an Echo so conversations become sales when you are busy with clients. For more focused guides, read how to handle after hours messages for product stores and how to capture leads from every message:

Create your own Echo for free and start showing products and taking orders in chat at https://echoai.so. Your Echo will answer customer questions from your own information, 24/7, on your website and messaging apps, and can show a product catalogue, take calendar bookings, capture leads and hand a conversation to a human.