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, Source Library, and Agent Test Lab to make sure answers are clear and accurate.
Connect the response path
Messages, Slack, Telegram, Taskologic, email, and custom destinations help the right person notice and 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.
Concierge Actions
Understand each customer outcome, connect its owner, place it across Agent or Pages, and test it before customers see it.
Integrations overview
See which providers are available, which use verified links, and where each connection is configured.
Clone for staging
Copy approved knowledge and settings to test the same Concierge experience on a staging URL.
Review Site Brain
Review what Concierge learned, add missing source details, and approve the answers visitors can receive.
Messages
Connect destinations, work the Inbox, and see whether alerts were delivered.
Agent Test Lab
Ask realistic visitor questions and confirm answers, source, confidence, and handoff route before launch.
Site Settings
Manage brand, launcher, Quick Find topics, behavior, voice, insights, 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, or another configured team destination, then reply from the right place.
CRM integrations
Connect a customer system, map fields, choose safe sync rules, test the result, and activate live delivery.
Connect Airtable
Connect a restricted Airtable base and verify one marked test record before sending live contacts.
CRM inbound updates
Choose the limited CRM fields that may update an already-linked Concierge contact.
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.
Dashboard & Launch
Read site readiness, Launch Progress, install state, and the next action.
AI Agent workspace
Manage persona, guardrails, behavior, visitor actions, and handoff rules.
Routing readiness
Configure destinations, test delivery, and understand connected and tested states.
Contacts & Insights
Review captured contacts, conversation status, activity, requests, and value signals.
Team access
Invite teammates with the correct scope, role, and permissions.
Dark & Concierge Light
Choose the authenticated app theme and understand which surfaces it affects.
Pages Studio
Work with structure, flexible sections, drafts, previews, publishing, and search details.
Profile & account
Update personal details and understand site effects before destructive actions.