Concierge Actions
Configure an outcome once, then reuse it across your AI Agent, Concierge Pages, and existing website. Each placement uses the same approved behavior and destination.
One source of truth
Actions never create duplicate settings. Bookings reuses your verified schedule, Videos reuses Site Settings, and customer requests reuse Routing. The Actions workspace shows readiness, visibility, and placement in one place.
Action 01
Help visitors choose a time or prepare a booking request.
Available across
Works with
A reusable customer action for appointment and consultation intent.
Concierge confirms what the visitor needs, then opens the verified scheduling destination you configured or routes the request to your team.
Action 02
Send visitors into a connected checkout or verified payment flow.
Available across
A controlled path from a Concierge conversation to payment.
Concierge confirms the visitor wants to continue, then creates a server-side Stripe Checkout session or opens an owner-verified PayPal or Square destination.
Action 03
Show an approved offer, announcement, coupon, or campaign message.
Available across
A customer-visible presentation action using promotion content already approved in Site Settings.
A button, page placement, or website trigger asks Concierge to open the configured promotion without duplicating its content.
Action 04
Play an overview, explainer, or contextual customer video.
Available across
A reusable video action backed by the video configured for the site.
Concierge opens the approved YouTube, Vimeo, or direct video experience when a visitor selects a placement or matches the intended context.
Action 05
Collect a structured service, support, quote, or lead request.
Available across
Works with
A guided request action that captures useful visitor context before team follow-up.
Concierge asks for the relevant details, creates the request in the existing conversation workflow, and uses configured routing for delivery.
Action 06
Let visitors call now or leave details for a callback.
Available across
Works with
A call-intent action using your site contact details and routing configuration.
Concierge can present a verified call path or capture a callback request and send its context to a configured destination.
Action 07
Start an email or Concierge conversation with the right context.
Available across
Works with
A message action for visitors who want to contact the business without calling.
Concierge gathers the message and contact context, keeps it in the conversation, and alerts the destinations already enabled in Routing.
Action 08
Route a visitor and their context to the right person or team.
Available across
Works with
The shared escalation action used when a customer needs a human next step.
Concierge identifies the intent, captures context, checks your routing configuration, and hands the conversation or request to an available destination.
Ready when you are
Concierge checks the owning settings before an action becomes customer-visible. Provider availability and native execution are always labeled separately.
