Promotions
The offers the agent brings up on its own — announcements, buy-more-save and bundles, with their discounts, their schedule and their linked products.
A promotion is an offer the agent mentions without being asked. You write it once in the AI Center, and from then on it turns up in conversations at the moment it is relevant — when a customer hesitates on a price, asks what is included, or is about to order a single unit of something you would rather sell in threes.
Promotions live on the General Information tab, in the Active promotions card. The card states its own job: Agent mentions these proactively to boost conversions.
Create a promotion
The card offers two routes. Quick add starts from a preset, already filled in and ready to edit. Start from scratch opens the same dialog empty.
The presets depend on your business mode. An e-commerce workspace offers Buy more, save, Bundle & save, Flash sale, Seasonal, Free shipping and Custom. A services workspace offers Flash sale, Seasonal, New client and Custom.
Either way you land in the New promotion dialog, which explains what it is for: Your AI agent will mention active promotions — and any linked products — to customers automatically.
The three kinds
In an e-commerce workspace the dialog opens on three types, and the one you pick decides which fields you get.
| Type | What the dialog says | What it does |
|---|---|---|
| Announcement | A message the assistant mentions. | Carries an offer in words alone. There is no discount field — the agent says what you wrote, and your store applies whatever pricing you already set up. |
| Buy more, save | Discount for buying enough of one product. | The classic upsell. Set a minimum quantity of a single product and the discount that unlocks at that quantity. |
| Bundle & save | Discount for buying these together. | A discount that applies only when the customer takes every product in the set. |
What every promotion has
Three fields are common to all three types.
| Field | Notes |
|---|---|
| Promotion message | What the agent says. The hint under the field is exact: The assistant says this in chat, and it names the discount in your store. Write it the way you would say it to a customer. |
| Active | Available to the agent. Off keeps the promotion without offering it — the clean way to park a seasonal offer until next year. |
| Schedule (optional) | Starts and Ends. Leave both empty and the promotion runs until you switch it off. |
Products, quantity and discount
Buy more, save asks for one product, and is blunt about which one: Pick the exact item customers will order — the size or colour, not the parent product. Then a Minimum quantity and a Discount, which you express either as a percentage or as a fixed amount in your currency.
Bundle & save asks for the set instead: The customer has to buy all of these together to earn the discount. One discount covers the whole bundle.
Both refuse a discount of zero — the dialog answers with Enter a discount greater than zero.
Announcement has Linked products instead, and it is optional. The hint explains why you would bother: Link the products this offer applies to so the agent and win-back reminders can recommend them. Linking is what lets a follow-up reach for the right product later, rather than sending a generic nudge.
When two offers match
Both discount types carry Combine with other offers. Off — the default — means this is the only offer applied when several match. On lets the promotion stack with another.
Which stores apply the discount
A promotion that takes money off only counts if the order is charged that way. Unifunl creates the order in your store, so the store has to be able to apply the promotion, or the agent would promise a saving the customer never gets. The table says which platforms can.
| Store | Discount on the store order | Free delivery |
|---|---|---|
| BigCommerce | Yes | Yes |
| CodPilot | Yes | Yes |
| Converty | Yes | Yes |
| feeef | Yes | No |
| Lightfunnels | No | Yes |
| Magento | Yes | Yes |
| Odoo | Yes | Yes |
| PrestaShop | Yes | Yes |
| Shopify | Yes | Yes |
| TikTak PRO | Yes | Yes |
| Wix | Yes | Yes |
| WooCommerce | Yes | Yes |
| YouCan | Yes | Yes |
| Custom store | No | No |
| Manual products (no connected store) | Yes | Yes |
Discount on the store order means that the order created in your store carries the promotion's discount, under the promotion's name, and the customer is charged the discounted total. How it appears depends on the platform (a discount line, a code, a cart rule or a note on the order), but it always names the promotion.
Free delivery means that when a promotion waives delivery, the customer is not charged for delivery on the order created in your store. You set it with the Free delivery toggle on a Buy more, save or Bundle & save promotion, alone or on top of a discount.
When your store cannot apply a promotion
On a platform marked No for what a promotion asks, Unifunl does not make a promise the store would not keep.
- The agent does not offer it. On products sold through that store, neither the agent nor its follow-ups mention the promotion.
- Creating it is refused. Saving a Buy more, save or Bundle & save promotion with the Active toggle on is refused, with a message that names the products concerned. A promotion saved with Active off is only checked when you switch it on.
- A Product Offer follows the same rule. Launching a Product Offer campaign on those products is refused with the same kind of message, before anything is sent to a customer. It quotes a discounted price, so it depends on the Discount on the store order column.
An Announcement is never affected: it carries no discount, so it does not depend on the store. If you run several stores, each product is judged by the store it is sold through, and a promotion on all products is refused only when none of your stores can apply it.
Permissions PrestaShop, Magento and Odoo need
Putting the discount on the order takes permissions that syncing products alone does not. Three platforms need you to check them.
- PrestaShop. Open the key you gave Unifunl on the Webservice page, under Advanced Parameters. On
cart_rules, tick View (GET), Add (POST), Modify (PUT) and Delete (DELETE). Onlanguages, tick View (GET), so the discount can be named in every language of your shop. Ticking All covers both. Withoutlanguagesthe order still goes through, but the discount's name shows in one language only. - Magento. Under System, Extensions, Integrations, edit the integration you gave Unifunl. On its API tab, under Resource Access, tick Marketing > Promotions > Cart Price Rules (
Magento_SalesRule::quote), or choose All. Save the integration. - Odoo. The discount goes on a service product. Unifunl uses your Odoo's own discount product if it has one (the one behind Odoo's Discount button). Otherwise it creates a product named
unifunl.io discountthe first time, which needs the API user's right to create products. The recommended Sales: User role cannot. These can: Settings; Sales: Administrator or Inventory: Administrator (Odoo 17, 18); Product Creation (Odoo 18); Products / Create (Odoo 19). If that user cannot, create the product yourself once: type Service, Internal ReferenceUNIFUNL-DISCOUNT, price 0, no taxes, invoiced on Ordered quantities. Either way, keep it unpublished.
Add the permission to the key, integration or user you already use. There is nothing to reconnect in Unifunl.
Promotions in Services mode
A workspace set to Services & reservations has no product catalogue, so it has no product-based promotions. The New promotion dialog drops the three type tabs entirely and keeps the message, the Active toggle and the optional schedule.
That is the whole feature in Services mode, and it is enough for what service businesses actually run: a first-visit offer, a quiet-season discount, a package price mentioned when someone asks what a treatment costs.
FAQ and troubleshooting
The agent never mentions my promotion
Check Active first — a promotion saved with the toggle off is stored but never offered. Then check the schedule: an end date in the past retires the promotion silently. Last, check that your store can apply it: the agent does not offer a discount or free delivery on products sold through a platform marked No in Which stores apply the discount.
Where is the discount field on Announcement?
There isn't one. Announcement carries a message and optional linked products. Use Buy more, save or Bundle & save when a discount has to be applied.
Why can I only see one promotion type?
Your workspace is in Services mode. The three types are e-commerce only, because two of them discount products and a services workspace has none. See Services mode overview.
Two of my promotions could apply to the same order
The one with Combine with other offers switched off wins alone. If both allow combining, both apply. Decide which behaviour you want before you launch a second overlapping offer.
Do I have to link products to an announcement?
No, it is optional. Link them when you want follow-ups to recommend those products by name later.
What's next?
You have told the agent what to offer. Now decide how it speaks.