Manage

AI Agent workspace

The AI Agent workspace brings Concierge persona, knowledge, behavior, visitor actions, and handoff rules into one operating view.

Persona

Set the visitor greeting, agent identity, accent, logo, and active mode that represent the business.

Instructions and guardrails

Review approved-learning state, answer permissions, gaps, and rules Concierge must follow before answering visitors.

Behavior

Control proactive greeting, engagement timing, suggested topics, and when Concierge should engage first.

Lead capture and handoff

Choose visitor actions, required ticket fields, human handoff behavior, and the connected routing destinations.