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Products Guide

Learn how to create, manage, and organize products in Hello Battle Card.

Overview​

Products represent your own offerings that you want to compare against competitors. Each product can have detailed information including features, capabilities, value propositions, and categories. Products are used to generate battlecards and build competitive matrices.

Creating Products​

Basic Product Creation​

  1. Navigate to Settings > Products
  2. Click "Add Product" button
  3. Fill in the required fields:
    • Product Name: The name of your product (e.g., "Hello Battle Card Enterprise")
    • Description: A clear description of what your product does
    • Primary Buyer Persona: Who buys this product (e.g., "Enterprise Sales Leaders", "SMB Founders")
  4. Click "Save Product"

Adding Value Propositions​

Value propositions are key benefits that differentiate your product:

  1. In the product form, find the "Value Propositions" section
  2. Type a value prop and press Enter (e.g., "AI-powered competitive intelligence")
  3. Add multiple value props as needed
  4. Remove value props by clicking the X icon

Adding Features​

Features are specific capabilities your product offers:

  1. In the product form, find the "Features" section
  2. Click "Add Feature"
  3. Enter:
    • Feature Name: The name of the feature
    • Feature Description: What the feature does
  4. Click "Add" to save the feature
  5. Repeat for additional features

Adding Categories​

Categories help organize competitive comparisons. Default categories include:

  • Pricing
  • Features
  • Integrations
  • Security
  • Support
  • Scalability
  1. In the product form, find the "Categories" section
  2. Select categories from the dropdown or type to create custom categories
  3. Categories are used in competitive matrices to compare capabilities

Adding Capabilities​

Capabilities are detailed descriptions of how your product performs in each category:

  1. Navigate to the "Capabilities" tab when editing a product
  2. For each category, you can add:
    • Summary: Bullet points describing your capabilities
    • Capability Status: How you compare (SUPERIOR, MATCH, INFERIOR)
  3. Capabilities are used in matrix comparisons

Product Discovery​

You can automatically discover products from your website:

  1. Navigate to Settings > Products
  2. Click "Discover Products"
  3. Enter your company website URL (e.g., https://yourcompany.com)
  4. Click "Discover"
  5. The system will analyze your website and suggest products
  6. Review discovered products and select which ones to create

Note: Product discovery uses AI to analyze your website content, product pages, and marketing materials. Results may vary based on website structure.

Editing Products​

Basic Information​

  1. Navigate to Settings > Products
  2. Click on a product card or click "Edit" on a product
  3. Modify any fields (name, description, audience, etc.)
  4. Click "Save Product"

Advanced Editing​

For detailed product management:

  1. Click on a product to open its detail page
  2. Use the tabs to navigate:
    • Basic Info: Name, description, audience, value props
    • Features: Add, edit, or remove features
    • Categories: Manage product categories
    • Capabilities: Define capabilities per category

Product File Upload​

You can upload product documentation to help the system understand your product better:

  1. Open a product's detail page
  2. Navigate to the "Overview" tab
  3. Click "Upload Product File"
  4. Upload PDFs, Word documents, or text files
  5. The system will extract product information from the file

Supported file types:

  • PDF (.pdf)
  • Word documents (.doc, .docx)
  • Text files (.txt)
  • Markdown (.md)

Product Management​

Viewing Products​

  • List View: See all products in a card grid on the Products page
  • Detail View: Click a product to see full details, capabilities, and related battlecards

Deleting Products​

  1. Navigate to Settings > Products
  2. Click "Delete" on the product you want to remove
  3. Confirm deletion in the modal
  4. Warning: Deleting a product will also delete associated battlecards

Product Associations​

Products are automatically associated with:

  • Competitors: When you add a competitor, you specify which products they compete against
  • Battlecards: Each battlecard is generated for a specific product-competitor pair
  • Matrices: Matrices compare competitors across product categories

Best Practices​

Product Naming​

  • Use clear, descriptive names (e.g., "Enterprise Platform" not "Product 1")
  • Include edition/tier if applicable (e.g., "Pro Edition", "Enterprise")
  • Keep names consistent across your organization

Descriptions​

  • Write 2-3 sentences describing what the product does
  • Focus on the problem it solves, not just features
  • Use language your customers would use

Buyer Personas​

  • Be specific (e.g., "Enterprise Sales VPs" not "Business Users")
  • Consider multiple personas if your product serves different markets
  • Match personas to your actual buyer profiles

Value Propositions​

  • Focus on outcomes, not features
  • Use customer language
  • Limit to 3-5 key value props per product
  • Make them measurable when possible

Categories​

  • Use standard categories when possible for better comparisons
  • Add custom categories for unique differentiators
  • Ensure categories align with how you sell

Capabilities​

  • Be honest about your strengths and weaknesses
  • Update capabilities regularly as your product evolves
  • Use evidence to support capability claims

Product Capabilities Analysis​

Hello Battle Card can automatically analyze your product capabilities:

  1. After creating or updating a product, the system queues a background analysis job
  2. The analysis examines your product's categories and capabilities
  3. Results help improve competitive comparisons and battlecard quality

You can trigger a manual reanalysis:

  1. Open a product's detail page
  2. Click "Reanalyze Capabilities"
  3. Wait for the analysis to complete (typically 1-2 minutes)

Multi-Product Setup​

If you have multiple products:

  1. Create each product separately
  2. Associate competitors with relevant products
  3. Generate separate battlecards for each product-competitor pair
  4. Use product filters in battlecards and matrices to focus on specific products

Tip: Start with your primary product, then add others as needed.

  • Battlecards: Products are used to generate product-specific battlecards
  • Matrices: Product categories determine matrix structure
  • Competitors: Competitors are associated with specific products
  • AI Chat: Products provide context for AI chat queries

Next Steps​