---
title: Products List
description: The “Products” section allows you to view the list of all active products, create new ones, and manage existing products.
---
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# Products List
## The “Products” section allows you to view the list of all active products, create new ones, and manage existing products.
A Product is a set of rules, templates, and filters that are applied to traffic to process and redirect it.
To view the list of active products, go to the **System Management \> Products** section.
[.png?width=670&height=304&name=unnamed%20(1).png)](https://support.phonexa.com/hubfs/Knowledge%20Base%20Import/unnamed%20(1).png?hsLang=en)
You can narrow down the search results using the following filters:
- **ID:** Enter the unique identification number of the Product.
- **Name:** Enter the name of the Product.
- **Component:** Select the component to which the Product is related *(LMS Sync, Call Logic)*.
- **Posting Type:** Select the posting type for the Product (*Direct Call, Direct Post, Ping-Post, Ping-Post Call, Smart, Smart Legs*).
- **Industry:** Select the industry related to the Product.
The Products list contains the following information:
- **ID:** The unique identification number of the Product.
- **Status:** The status of the Product (*Active, Disabled*).
- **Name:** The name of the Product.
- **Component:** The component of the system to which the Product belongs.
- **Industry:** the industry related to the Product.
- **Posting Type:** The posting type of the Product.
- **Bundle:** The Product bundle status.
To view the Product configurations, click the **“Settings”** button in the **“Actions”** column. *Read more about the “Product Configuration” tab in our Knowledge Base* [*articles*](https://support.phonexa.com/general-information?hsLang=en#product-customization)*.*
### Preset Products
You can use Products that are already set up in the Phonexa system and customize them according to your business needs.
To add a preset Product, click the **“Add Product”** button and click the **“Use Preset Product”** button in a pop-up window.
.png?width=668&height=272&name=unnamed%20(2).png)
Select the Product from the **“Product”** drop-down list.
.png?width=668&height=279&name=unnamed%20(3).png)Click the **“Continue”** button to complete the action.
.png?width=666&height=300&name=unnamed%20(4).png)
To configure the Product, click the **“Settings”** button in the **“Actions”** column.
To disable the preset Product, click the **“Disable”** button in the **“Actions”** column, enter **“YES”** into the **“Enter “YES” to disable product”** field, and click the **“Yes”** button to complete the action. After the Product is disabled, it is removed from the Products list.
.png?width=666&height=380&name=unnamed%20(5).png)
*Note: This action cannot be completed if the Product is currently linked to any Campaign with the following statuses: Active, Paused, Temp Paused, Disabled.*
[](https://support.phonexa.com/hubfs/undefined-Feb-24-2026-11-09-26-0184-AM.png?hsLang=en)
### Custom Products
You can create a custom Product using the Product Builder feature and customize it according to your business needs. Also, you can duplicate, export, and import custom products.
To add a new custom Product, click the **“Add Product”** button. In the **“Add Product”** pop-up window, click the **“Create Product”** button, and fill in the data fields. *Read the detailed instructions on how to create a new Product using the Product Builder feature in this Knowledge Base* [*article*](https://support.phonexa.com/product-builder?hsLang=en)*.*
.png?width=668&height=272&name=unnamed%20(2).png)
*Note: If the* ***“Ping-Post”*** *option is selected in the* ***“Posting Type”*** *field, the regular and the smart tree options will be available for the appliance to the Ping-Post Product in the* ***“Ping-Post Mode”*** *field. *
*Read more information about the regular and smart tree ping-post processing models in the following Knowledge Base* [*article*](https://support.phonexa.com/ping-post-products-regular-and-smart?hsLang=en)*. *
.png?width=667&height=430&name=unnamed%20(6).png)
To configure the Product, click the **“Settings”** button in the **“Actions”** column.
To duplicate the custom Product, click the **“Duplicate”** button in the **“Actions”** column, select the Product you want to duplicate from the **“Origin Product”** field, and enter the name of the new Product.
Click the **“Create”** button to complete the action.
[](https://support.phonexa.com/hubfs/Product%20List%206.png?hsLang=en)
To rename or change the Industry for the Product, click the **“Edit”** button in the **“Actions”** column, enter the new name into the **“Product Name”** field, or select the Industry from the drop-down list, and click the **“Yes”** button to complete the action.
[](https://support.phonexa.com/hubfs/Product%20List%207.png?hsLang=en)
To rename the Product created from the template, click the **“Rename”** button in the **“Actions”** column, enter the new name of the Product, and click the **“Yes”** button.
[](https://support.phonexa.com/hubfs/Product%20List%208.png?hsLang=en)
To delete the custom Product from the system, click the **“Delete”** button in the **“Actions”** column, enter **“YES”** in the **“Enter “YES” to delete product”** field, and click the **“Yes”** button to complete the action.
.png?width=667&height=380&name=unnamed%20(7).png)
*Note: This action cannot be completed if the Product is currently linked to any Campaign with the following statuses: Active, Paused, Temp Paused, Disabled.*
[](https://support.phonexa.com/hubfs/undefined-Feb-24-2026-11-10-21-3557-AM.png?hsLang=en)
To export the configurations of the custom Product from the system, click the **“Export**” button in the **“Actions”** column, add a description and integration URL to the appropriate fields, and click the **“Download”** button to complete the action.
*Note: The Custom Product will be downloaded in JSON format.*
[](https://support.phonexa.com/hubfs/Product%20List%2010.png?hsLang=en)
To open the AI Agent page for the particular Product, click the **“AI Agent”** button, and the system will forward you to the corresponding AI Agent page.
*Note: AI Agents are available only for Call Logic Products. Read more about the AI Agents in the Knowledge Base* [*article*](https://support.phonexa.com/ai-agents?hsLang=en)*.*
*.png?width=654&height=831&name=unnamed%20(8).png)*
### Imported Products
You can import a custom Product (created using the Product Builder feature) to your system and customize it according to your business needs.
To import a new Product into the system, click the **“Add Product”** button. In the **“Add Product”** pop-up window, click the **“Import a Product”** button.
.png?width=668&height=272&name=unnamed%20(2).png)
Enter the name of the Product, and select the JSON file with product configurations to upload.
.png?width=668&height=278&name=unnamed%20(9).png)Click the **“Continue**” button to proceed.
To configure the Product, click the **“Settings”** button in the **“Actions”** column.
To duplicate the custom Product, click the **“Duplicate”** button in the **“Actions”** column, select the Product you want to duplicate from the **“Origin Product”** field, and enter the name of the new Product.
Click the **“Create”** button to complete the action.
[](https://support.phonexa.com/hubfs/Product%20List%2012.png?hsLang=en)
To rename or change the Industry for the Product, click the **“Edit”** button in the **“Actions”** column, enter the new name into the **“Product Name”** field, or select the Industry from the drop-down field, and click the **“Yes”** button to complete the action.
[](https://support.phonexa.com/hubfs/Product%20List%2013.png?hsLang=en)
To delete the custom Product from the system, click the **“Delete”** button in the **“Actions”** column, enter **“YES”** in the **“Enter “YES” to delete product”** field, and click the **“Yes”** button to complete the action.
.png?width=667&height=380&name=unnamed%20(7).png)
*Note: This action cannot be completed if the Product is currently linked to any Campaign with the following statuses: Active, Paused, Temp Paused, Disabled.*
[](https://support.phonexa.com/hubfs/undefined-Feb-24-2026-11-10-38-3162-AM.png?hsLang=en)
To export the configurations of the custom Product from the system, click the **“Export**” button in the **“Actions”** column, add a description and integration URL to the appropriate fields, and click the **“Download”** button to complete the action.
*Note: The Custom Product will be downloaded in JSON format.*
*[](https://support.phonexa.com/hubfs/Product%20List%2015.png?hsLang=en) *
To open the AI Agent page for the particular Product, click the **“AI Agent”** button, and the system will forward you to the corresponding AI Agent page.
*Note: AI Agents are available only for Call Logic Products. Read more about the AI Agents in the Knowledge Base [article](https://support.phonexa.com/ai-agents?hsLang=en).*
*.png?width=654&height=831&name=unnamed%20(8).png)*
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