1. Sellora AI Platform User Manual
Sellora Manual
  • Sellora AI Platform User Manual
    • Introduction
    • Getting Started
    • Home
    • Organisation
    • Products & Services
    • Brand Guidelines
    • Sellora Labs Testing
    • Wizard
    • Companies
    • People
    • Campaigns
    • Outreach
    • Opportunities
    • Content Library
    • Reports
    • Imports
    • Connected Tools
    • Outreach Settings
    • Billing
    • Audit
    • Manage Account & Organization Settings
    • Ask Nora
    • Notifications
  1. Sellora AI Platform User Manual

Products & Services

The Products & Services section under Org Intelligence is where you create and manage the products, solutions, and services offered by your organization.
The information stored here can be used throughout Sellora AI, including lead targeting, campaigns, customer records, content creation, and other sales workflows.

Access Products & Services#

From the left navigation menu, go to:
Org Intelligence → Products & Services
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The page provides two ways to view your products and services:
Dashboard View
Table View
Use the view that is most convenient for reviewing and managing your product catalogue.
Tip: Add complete product information before configuring lead targeting or campaigns. This gives Sellora AI better context about what you are selling and who each product is intended for.
At the top of the page, you can review:
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Products — the total number of products and services currently configured.
Active — the number of products and services currently marked as active.
Products & Services Readiness — an indicator showing the current completion level of your Products & Services information.

Dashboard View#

Each product card displays key information such as:
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Product name
Product type
Description
Active campaigns
Awaiting opportunities
Select a product card to open the product profile and review its complete information.
Use the More options (...) menu to access additional available actions.
Tip: Use Dashboard View to quickly browse products and understand both their product industry and target market at a glance.

Table View#

The Table View displays products and services in a structured format for easier comparison and management.
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The table can display:
Product
Code
Industry
Target Industries
Target Regions
Target Company Sizes
Target Revenue Ranges
Pricing
Status
Action
Use Search products to locate a specific product.
You can also use Filter, Sort, and Fields to control which products and information are displayed.
Use the Action toggle to manage the active status of a product.
Tip: Use Table View when you need to compare product and target-market information across multiple offerings.
...

Product Actions#

Products can be managed from both the Dashboard View and Table View.

Product Actions in Dashboard View#

In the Dashboard View, use the More options (...) menu on a product card to manage the product.
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To access the available actions:
1.
Locate the required product.
2.
Select the More options (...) icon.
3.
Choose the required action.
The available actions include:
Discontinue
Delete

Discontinue a Product from Dashboard View#

Select Discontinue when the product or service is no longer actively offered but you want to retain its information.
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To discontinue a product:
1.
Locate the required product in the Dashboard View.
2.
Select the More options (...) icon.
3.
Select Discontinue.
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4.
Review the confirmation message.
5.
Select Discontinue to confirm.
The product will be marked as Discontinued.
Tip: A discontinued product can be reactivated later if required.

Discontinue a Product from Table View#

In the Table View, the Action column contains a switch that can be used to change the active status of a product.
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To discontinue an active product:
1.
Open the Table View.
2.
Locate the required product.
3.
Go to the Action column.
4.
Turn off the switch for the product.
Screenshot 2026-09-21 at 12.49.44.png
5.
The Discontinue [Product Name]? confirmation window opens.
6.
Review the confirmation message.
7.
Select Discontinue to confirm.
The product will be marked as Discontinued.
Select Cancel if you do not want to discontinue the product.
Note: A discontinued product can be reactivated at any time using the switch in the Action column.

Delete a Product#

A product can be permanently removed from Products & Services.

Delete from Dashboard View#

To delete a product from the Dashboard View:
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1.
Locate the required product.
2.
Select the More options (...) icon.
3.
Select Delete.
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4.
Review the confirmation message.
5.
Select Delete to confirm.

Delete from Table View#

In the Table View, products can be selected using the checkbox beside each product.
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To delete a product:
1.
Open the Table View.
2.
Select the checkbox beside the required product.
3.
The selection bar appears at the top of the table.
4.
Select Delete.
Screenshot 2026-09-21 at 12.51.22.png
5.
Review the confirmation message.
6.
Select Delete to confirm.
Select Cancel if you do not want to delete the product.
Important: Deleting a product permanently removes the product and its details. If you only want to stop offering the product while retaining its information, use Discontinue instead.

Add a Product#

The Products & Services section allows you to add and manage the products and services offered by your organisation.
Existing products are displayed in the Dashboard View as product cards.
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To add a new product or service:
1.
Open Org Intelligence → Products & Services.
2.
Select Add product in the top-right corner.
3.
The Add product or service window opens.
4.
Enter the product information.
5.
Define the target market.
6.
Select Create.
After the product has been created, it appears in the Products & Services area.

Product Information#

The Add product or service window allows you to enter the core information about the product or service.
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Enter the following information:
Name – Enter the name of the product or service. This is a required field.
Description – Describe what the product or service is and what it does.
Industry – Select the industry the product or service belongs to. This information is shown under Key facts.
Note: The Name field is required. Other available fields can be completed based on the product or service being added.

Product Target Market#

The Target market section defines who the product or service is intended to be sold to.
Target market information can be edited later from the Target Market tab of the product.
Screenshot 2026-09-21 at 13.10.23.png
The available target market fields include:
Target industries
Company sizes
Revenue ranges
Regions / Specific Countries
Applicable positions

Target Industries#

Use Target industries to select the industries that the product or service is intended to target.
Select the required industries from the Select industries... field.

Company Sizes#

Use Company sizes to define the preferred company size ranges for the product's target market.
Select the required company sizes from the Select company sizes... field.

Revenue Ranges#

Use Revenue ranges to define the annual revenue ranges of the companies you want to target.
Select the required ranges from the Select revenue ranges... field.

Regions#

The Regions section allows you to define the geographical target market.
There are two targeting options:
Regions
Specific Countries

Select Regions#

Select Regions when you want to target broader geographical areas.
Screenshot 2026-09-21 at 13.11.05.png
Available region options include:
North America
Latin America
Europe
Middle East
Africa
Asia Pacific
South Asia
Oceania
Select one or more regions that are relevant to the product or service.

Select Specific Countries#

Select Specific Countries when you want to target individual countries instead of a broader region.
Screenshot 2026-09-21 at 13.11.39.png
To select specific countries:
1.
Select Specific Countries under Regions.
2.
Use the Search countries... field.
3.
Search for and select the required countries.
Note: Use Regions for broader geographical targeting or Specific Countries when you need more precise country-level targeting.

Applicable Positions#

Use Applicable positions to specify the job roles or positions that are most relevant to the product or service.
Select the required roles from the Select positions... field.
These positions represent the people who may buy, influence, or champion the product within the target organisation.

Create the Product#

After entering the required product information and target market details:
1.
Review the information entered.
2.
Select Create at the bottom of the Add product or service window.
3.
The product is added to Products & Services.
The newly created product can then be viewed and managed from the Dashboard View or Table View.
Important: Keep the product and target market information accurate, as these details help define how the product is positioned and who it is intended to target.

View a Product#

After adding a product, it appears in the Products & Services interface.
Screenshot 2026-09-21 at 13.13.56.png
Important: Select a product to open its detailed product profile.
Screenshot 2026-09-21 at 13.18.33.png
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The product profile allows you to review the information previously entered and add further product intelligence.

Edit the Product Description#

Inside a product profile, the existing product information is displayed.
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To update the description:
1.
Open the required product.
2.
Locate the product description.
3.
Select the Edit icon.
Screenshot 2026-08-19 at 07.32.38.png
4.
Update the description.
5.
Save the changes.
This allows the product description to evolve as your offering changes.

Key Facts#

The Key Facts section displays the core details recorded for the product or service.
Screenshot 2026-09-21 at 13.21.16.png
The Key Facts section includes:
Type — identifies the type of offering, such as a product.
Product code — displays the code assigned to the product or service.
Industry — shows the industry category associated with the product.
Pricing model — shows the pricing model configured for the product or service.
Price — displays the recorded price.
Launched — shows the launch date of the product or service.
If a value has not been configured, it is displayed as -.

Edit Key Facts#

To update the Key Facts:
1.
Select the Edit icon in the top-right corner of the Key Facts section.
2.
Update the required product details.
3.
Select Save changes to save the updates.
Screenshot 2026-09-21 at 13.23.48.png
The updated information is displayed in the Key Facts section.
Tip: Keep the Key Facts up to date to maintain an accurate product or service profile.

Unique Selling Points#

You can add and manage the product's Unique Selling Points (USPs).
Screenshot 2026-09-21 at 13.24.59.png
Use this section to describe the key characteristics, benefits, or advantages that differentiate the product from competing alternatives.
Clear USPs provide stronger context for sales messaging, campaigns, and content creation.
To update the Unique Selling Points:
1.
Select the Edit icon in the Unique Selling Points section.
Screenshot 2026-09-21 at 13.25.50.png
2.
Add, remove, or update the required selling points.
3.
Select Save changes to apply the updates.
Tip: Keep your USPs clear and specific, focusing on the strongest reasons a customer would choose your product.

Marketable Points#

You can add and manage Marketable Points for the product.
Screenshot 2026-09-21 at 13.26.10.png
Marketable Points capture important product messages, benefits, or positioning statements that can be used in campaigns, sales materials, content creation, and customer conversations.
To update the Marketable Points:
1.
Select the Edit icon in the Marketable Points section.
Screenshot 2026-09-21 at 13.26.34.png
2.
Add, remove, or update the required points.
3.
Select Save changes to apply the updates.
Tip: Keep Marketable Points focused on customer-facing benefits and messages that can be easily used in sales and marketing communication.

Product Visuals#

The Product Visuals section allows you to add and manage visual assets associated with the product.
Product visuals provide additional context for the offering and keep relevant product assets together with the product information.
Screenshot 2026-08-19 at 07.44.37.png

Add a Product Visual#

To add a product visual:
1.
Open the Product Visuals section.
2.
Select Add Product Visual.
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3.
In the Add visual window, drag a file into the upload area or select the area to browse for a file.
4.
Select the required file.
5.
Enter a Title for the visual.
6.
Save the visual to the product profile.
The upload area supports the file types displayed by Sellora AI, including:
JPEG
PNG
GIF
WEBP
PDF
TXT
Both the File and Title fields are required.
Tip: Add clear and relevant product images and other supporting visual assets that accurately represent the product and can be used as context for sales and content-related activities.

Target Market Tab#

Select Target Market inside the product profile to review the targeting information associated with the product.
Screenshot 2026-08-19 at 07.48.37.png
The target market details entered during initial product creation are already available here.
You can edit these details if your target market changes.
Target market information can include:
Industry
Regions
Company size
Revenue range
Applicable positions
Tip: Review the Target Market section periodically so lead generation and campaign targeting continue to reflect your current go-to-market strategy.

Documents#

The Documents tab allows you to add and manage files and collateral related to the product or service.
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Use this section to build a central library of supporting product materials, such as:
Product documentation
Product information files
Sales and marketing collateral
Supporting reference documents
Other relevant product files

Add a Document#

To add supporting material:
1.
Open the Documents tab in the product profile.
2.
Select + Add document.
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3.
Choose and upload the required document.
4.
Complete the upload process.
Once added, the document becomes part of the product's document library.
If no files have been uploaded yet, the section displays No documents yet.
Tip: Keep relevant product documentation and collateral attached to the product so supporting information is organised and easy to maintain.

Return to Products & Services#

After reviewing or updating the product, you can return to the main Products & Services interface.
Select ← All products at the top-left of the product profile.
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This returns you to Org Intelligence → Products & Services, where you can:
View all products and services.
Switch between Dashboard and Table views.
Open another product or service.
Add a new product or service.
Continue managing your product catalogue.
Tip: Use All products whenever you want to leave the current product profile and return to the main Products & Services page.

Why are Products & Services Important?#

The Products & Services section provides Sellora AI with structured information about what your organization sells.
Maintaining complete product information helps:
Define the target market for each product.
Support lead generation and enrichment targeting.
Associate products with companies and people.
Select relevant products when creating campaigns.
Provide product context for AI-assisted content creation.
Maintain consistent sales messaging.
Store product documentation and visuals in one place.
Together with Organisation and Brand Guidelines, Products & Services forms an important part of your organization's intelligence inside Sellora AI.
Modified at 2026-09-21 07:58:42
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