Concierge documentation
Build, review, route, and launch with confidence.
Clear operating guides for turning a passive site into a live Concierge presence: Pages, Site Brain, routing, preview, install, and production checks.
Launch path
Owner-controlled
Choose your starting point
Use Pages for a new public site, or Agent for an existing website.
Approve before live traffic
Site Brain, preview, and routing should be owner-reviewed before launch.
Connect the response path
Slack, Taskologic, SMS, email, and webhooks turn visitor intent into team action.
Test as a visitor
Use real questions, trigger handoffs, and confirm requests appear in the selected site.
Launch checklist
What needs to be true before visitors arrive
Guides
Everything you need to operate Concierge
Written for owner setup, production QA, and the moments where a visitor needs a real response path.
Launch Pages
Create a focused public site, publish it on a Concierge subdomain, and keep Concierge included from the first page.
Approve Site Brain
Review what Concierge learned, tighten voice and guardrails, then approve the knowledge used in preview and launch.
Route human handoffs
Send high-intent visitor moments to Slack, Taskologic, SMS, email, or webhooks without losing the queue record.
Preview safely
Ask realistic questions, inspect source-backed answers, and test escalation before visitors see the experience.
Install one tag
Add Concierge to an existing website, verify the script, and confirm the live visitor layer is connected.
Contact-only mode
Understand how published Pages stay safe when the Agent is not approved yet and visitors still need a clear path.
Connect Taskologic
Authorize a Taskologic workspace, create the Concierge Desk, and verify handoffs land as owned follow-up.
Connect Slack
Create a Slack Incoming Webhook and send Concierge alerts to the channel your team already watches.
Widget install QA
Verify the launch code on a real page, check accent color, trigger a conversation, and inspect owner requests.
Open Graph and SEO
Confirm published Pages titles, descriptions, preview images, and fallback metadata before sharing links.