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Concierge

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.

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The launch path

Guided setup

  1. 01

    Choose your starting point

    Use Pages for a new public site, or Agent for an existing website.

  2. 02

    Review what Concierge knows

    Use Site Brain, Source Library, and Agent Test Lab to make sure answers are clear and accurate.

  3. 03

    Connect the response path

    Messages, Slack, Telegram, Taskologic, email, and custom destinations help the right person notice and respond.

  4. 04

    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

  1. 1Create or select the site
  2. 2Choose Agent or Pages
  3. 3Review Site Brain
  4. 4Add source details when the scan missed information
  5. 5Test real visitor questions in Agent Test Lab
  6. 6Connect at least one message destination
  7. 7Set brand, voice, and domain details
  8. 8Publish Pages or install Concierge
  9. 9Confirm visitor requests appear in Messages
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Existing websiteInstall Concierge after Site Brain, Preview, and Messages feel ready.Open guide New Pages sitePublish a clean public site and keep the contact path clear while you review Concierge.Open guide

Everything you need to operate Concierge

Written for people setting up Concierge, running a site, and responding to visitors.

Start

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.

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.

Agent Test Lab

Ask realistic visitor questions and confirm answers, source, confidence, and handoff route before launch.

Dashboard & Launch

Read site readiness, Launch Progress, install state, and the next action.

Install Concierge

Add Concierge to an existing website and confirm the visitor launcher appears on the live site.

Manage

Messages

Connect destinations, work the Inbox, and see whether alerts were delivered.

AI Agent workspace

Manage persona, guardrails, behavior, visitor actions, and handoff rules.

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.

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.

Connect

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.

Handoffs

Send visitor requests to Slack, Telegram, Taskologic, email, or another configured team destination, then reply from the right place.

Routing readiness

Configure destinations, test delivery, and understand connected and tested states.

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.

Connect Slack

Send Concierge alerts to the Slack channel your team already watches.

Connect Taskologic

Send qualified visitor moments to a Taskologic workspace so follow-up has a clear owner.

Contact-only mode

Keep Pages useful with clear contact actions while Site Brain and Preview are still being reviewed.

Support

Help inside Concierge

Use the Help panel to find the next action, ask setup questions, and jump to the right page.

Install check

Confirm Concierge is visible on the live website.

Sharing previews

Check the title, description, image, and page summary that appear when a Pages link is shared.

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.

Troubleshooting

Fix common setup, message, preview, and publishing issues.