Concierge

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Clone a site for staging

Clone a Concierge site when the business wants to test the same setup on a staging URL before using it on the live website.

Cloning saves time. It creates another real Concierge site with the approved knowledge and settings already copied over.

When to clone

  • The customer wants to test Concierge on a staging or preview website.
  • The live site and staging site should use the same business information.
  • You do not want to repeat scanning, review, source uploads, Quick Find setup, and routing configuration from the beginning.

What copies over

  • Approved Site Brain details and owner-added source information.
  • Quick Find topics, widget behavior, voice settings, ticket form, and routing setup.
  • Brand and launcher settings.

What starts fresh

  • The website URL and install code are specific to the cloned site.
  • Messages, visitor activity, install checks, custom domains, and analytics start clean.
  • The staging site can later be kept, changed, or deleted like any other Concierge site.

How to test staging

  1. Clone the existing Concierge site.
  2. Set the staging website URL on the cloned site.
  3. Copy the cloned site's install code into the staging website.
  4. Open the staging site and confirm Concierge appears.
  5. Ask real visitor questions, test Quick Find, and send a handoff.