The Products Agent is a chat helper on the Products page. You tell it what you want in plain words, and it works with your project's product list and the global catalog for you.
What it can do
- Search the global catalog and add products to your project.
- List, open, edit, or remove products in your project.
- Create new products from what you type, or from a file you attach (PDF, Excel, or CSV).
- Find a cutsheet for a product and attach it.
- Set part numbers.
- Group products, and save products to your library.
How to use it
- Open the Products page.
- Type what you want in the agent bar. For example:
- "Find a 2x4 LED troffer and add it to my project."
- "Attach a cutsheet to the WC-1 toilet."
- "Import these products from the file I attached."
Want to build a submittal? The Products Agent does not build submittals — it points you to the Submittal Builder, which does that.