# Products and coupons from chat

> Ask the AI to create a product or a coupon in your ESTAGE CRM, or to give someone access tags, without leaving the builder.

Source: https://knowledge.estage.com/commerce/from-chat/
Part of the ESTAGE knowledge base (https://knowledge.estage.com). Full corpus: https://knowledge.estage.com/llms-full.txt

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The AI can create a **product** or a **coupon** directly in your [CRM](/commerce/catalog/), so you can
sell something from the page you're building without switching to the CRM first. It can also
give a person access **tags**, or take them away.

These are changes to your live CRM, not to your site's code: what the AI creates is there for
every order form, checkout and automation in the project.

## How to trigger it

Describe it with the details. The AI acts only when you ask for one explicitly and give it what
it needs — it never invents a product or a price. For example:

- *"Create a product called Starter Coaching, $49 a month, with a 7-day trial"*
- *"Add a free product called Workshop Replay"*
- *"Make a coupon SUMMER25 for 25% off the Starter Coaching product"*
- *"Create a coupon that gives 14 extra trial days on my subscription"*

## What happens

**Products.** The AI first checks your product list, so it doesn't create a duplicate. Then it
creates the product with:

| Detail | What you can give |
| --- | --- |
| **Name** and **price** | Required. A price of 0 makes a free product. |
| **Billing** | One-time, or recurring every day, week, month or year. |
| **Trial** | Trial days on a recurring product. |
| **Currency** and **description** | Optional. |
| **Price options** | Several prices for one product — *Monthly* and *Yearly*. |
| **Payment providers** | Which connected gateways sell it. Leave it out and every connected gateway is used. |

A paid product needs at least one connected gateway in
[Payment Processing](/commerce/payments/). Without one, the AI says so and creates
nothing.

**Coupons.** The coupon gets a code, a discount — a percentage, a fixed amount, or extra trial
days — and, if you name them, the products it's valid on. It can also carry a coupon type
(product, plan or subscription), a duration for subscriptions, and a maximum number of uses. It's
active straight away unless you ask otherwise. A code must be unique in the project.

**Access tags.** Ask the AI to give a person access tags, or to remove them, and it adds to (or
removes from) the tags they already have — the rest stay. It needs the person's ESTAGE user ID.
These are the tags products grant on purchase, not contact tags for segmenting.

## Tweaking without chat

Everything the AI creates is an ordinary CRM record. Open it in the CRM to change it — see
[Products, coupons & tags](/commerce/catalog/). Then wire the product into a checkout with an
[order form](/order-forms/).

## Things worth knowing

- **Claude only.** These actions work with the **Claude** agent. With **Codex** or **Kimi**, the AI tells you to create the product or coupon in
  the CRM yourself.
- **Check the payment providers after a paid product is created.** The AI says so too: open the
  product in the CRM and confirm the gateways it sells through.
- **Store products are not created this way.** The AI creates digital products; physical store
  products are set up in the CRM's store editor — see [Products & inventory](/store/products/).
- **Create and describe tags in the CRM.** The AI gives and removes tags on a person; the tag
  catalog itself is under **Manage Tags**.