Concierge documentation
Build, review, route, and launch with confidence.
Clear guides for setting up Concierge, publishing Pages, connecting messages, managing settings, and helping visitors get the right response.
Launch path
Guided setup
Choose your starting point
Use Pages for a new public site, or Agent for an existing website.
Review what Concierge knows
Use Site Brain and Preview to make sure answers sound clear and accurate.
Connect the response path
Messages, Slack, Telegram, Taskologic, SMS, and email help the right person respond.
Test as a visitor
Ask real questions, trigger a handoff, and confirm the request appears in Messages.
Launch checklist
What needs to be true before visitors arrive
Guides
Everything you need to operate Concierge
Written for people setting up Concierge, running a site, and responding to visitors.
Quick Launch
Choose Agent for an existing website or Pages for a new Concierge-powered site, then keep moving one step at a time.
Build Pages
Create, edit, preview, and publish a focused public site with Concierge included from the start.
Review Site Brain
Review what Concierge learned, adjust the voice, and approve the answers visitors can receive.
Messages
Connect destinations, work the Inbox, and see whether alerts were delivered.
Preview safely
Ask realistic visitor questions and confirm answers, tone, and handoffs before sharing Concierge.
Site Settings
Manage brand, launcher, behavior, voice, insights, custom domains, and publishing from one place.
Billing and plan upgrades
Review the current plan, usage, invoices, payment details, and available plan changes.
Voice Concierge
Turn spoken Concierge on for a site, choose the voice and tone, and set the right handoff path.
Custom Domains
Connect a business-owned domain to Concierge Pages and check the publishing state before sharing it.
Handoffs
Send visitor requests to Slack, Telegram, Taskologic, email, SMS, or another team destination.
Install Concierge
Add Concierge to an existing website and confirm the visitor launcher appears on the live site.
Contact-only mode
Keep Pages useful with clear contact actions while Site Brain and Preview are still being reviewed.
Connect Taskologic
Send qualified visitor moments to a Taskologic workspace so follow-up has a clear owner.
Connect Slack
Send Concierge alerts to the Slack channel your team already watches.
Help inside Concierge
Use the Help panel to find the next action, ask setup questions, and jump to the right page.
Sharing previews
Check the title, description, image, and page summary that appear when a Pages link is shared.