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Taskologic

Concierge + Taskologic

Native handoff workflow

Send qualified Concierge moments into a Taskologic workspace where the team can own follow-up without creating noisy projects for every visitor.

Open TaskologicHuman handoffs

Native connection

Connect Taskologic

Connect Concierge to a Taskologic workspace so qualified visitor moments become trackable Concierge Desk tasks and team-visible chat updates.

Taskologic is the native work destination for Concierge. Slack and SMS are alerts; Taskologic is where handoffs can become owned follow-up.

Before you begin

  • You have a Concierge owner account for the site you are launching.
  • You can sign in to Taskologic and choose the workspace that should receive handoffs.
  • A Concierge administrator has enabled the Taskologic connection for your account.

Connect the workspace

  1. In Concierge, open the site's Human handoff page.
  2. Find Create tasks in Taskologic.
  3. Choose Choose workspace in Taskologic.
  4. Taskologic opens a secure connection screen. Sign in or create a workspace if needed.
  5. Choose Use this workspace.
  6. Back in Concierge, confirm the card says Taskologic workspace selected.
  7. Choose Connect Taskologic.

What Taskologic creates

Taskologic creates or reuses a persistent Concierge Desk. It should not create a new project for every visitor handoff.

  • Concierge Desk: a system project for Concierge-originated follow-up.
  • concierge-desk: a project channel where the team sees handoff updates.
  • Follow-up tasks: one task per received handoff, with source page and event context.

Verify the test

  1. In Concierge, choose Send test alert on the Taskologic destination.
  2. In Taskologic, open Chat and select concierge-desk.
  3. Confirm a new message appears with the handoff name, source page, and task ID.
  4. Open Projects, then Concierge Desk, and confirm the task appears.
  5. Send a second test and confirm Taskologic reuses the same Concierge Desk.

Before going live

  • Send one test handoff from Concierge and confirm it lands in Taskologic.
  • Confirm Taskologic created or reused the Concierge Desk.
  • Open the concierge-desk channel and confirm the update is visible to the right team.
  • Confirm the source page, task ID, and handoff type are clear.
  • Decide who owns first response when a Concierge handoff appears.