Concierge

/journey

See what Concierge can do now—and what we are building next.

Verified against the current product on August 26, 2026. Actions and integrations are derived from the same public capability catalog.

Live Now

Generally available capabilities customers can use today.

Agent experience

8

AI Website Agent

Embeddable visitor Agent with owner-approved answers, guided decisions, safe fallback, and clear next steps.

Live

Quick Find and guided decisions

Owner-defined shortcuts help visitors reach pricing, services, promotions, contact paths, demos, and FAQs faster.

Live

Launcher modes and trigger rules

Choose the launcher experience, customize mode copy, and control when Concierge appears by page and visitor behavior.

Live

Voice Concierge

Per-site voice entry and short spoken answers can move handoff-worthy moments into the right human path.

Live

Human handoff and availability

Concierge recognizes specialist intent, checks availability, captures context, and sets visitor expectations before routing.

Live

Call and contact requests

Visitors can request a call or leave contact details when a live response is not the best next step.

Live

Agent Test Lab

Owners can test questions, answers, confidence, sources, routing decisions, and the visitor-facing response before launch.

Live

Flexible website installation

Install snippets and guided instructions support WordPress, Shopify, Webflow, Wix, Squarespace, Framer, and other site builders.

Live

Knowledge and launch

7

Guided onboarding

A step-by-step launch path covers account creation, website learning, knowledge review, preview, routing, settings, and install.

Live

Site Brain crawler

Concierge reviews public website pages and prepares useful knowledge for owner approval.

Live

Source Library

Public crawl sources and owner-managed sources stay separated, searchable, reviewable, and removable.

Live

Source editing and approval

Open source details, inspect content and metadata, then edit, approve, ignore, or remove owner-managed material.

Live

Document and pasted knowledge

Owners can paste content or upload source files for extraction and review.

Live

Site cloning and staging

Clone an existing site to a staging URL while retaining approved knowledge and configuration.

Live

Launch readiness and install health

Readiness maps, guided progress, install detection, routing checks, and continuation links show what remains before launch.

Live

Inbox and teamwork

7

Customer Inbox

A focused conversation workspace includes compact customer rows, search, filters, country context, and readable conversation history.

Live

Live team replies

Human agents can join, reply, send links, leave, and return a visitor to Concierge when AI help should continue.

Live

Conversation controls

Assign owners, set priority, mark waiting states, resolve, reopen, retry, and preserve delivery feedback.

Live

Live navigation and customer context

Agents can see page context and live visitor navigation when the conversation supports it.

Live

Inbox alerts

Unread state, counters, notification sound, and a sound toggle help teams notice customer activity.

Live

Contacts

Search and filter captured visitors, review source and conversation status, and reopen related context.

Live

Team access

Invite account or site teammates with explicit permissions for Messages, Routing, Preview, Insights, Settings, Pages, Billing, and Team.

Live

Routing and notifications

6

Email routing

Send qualified requests and handoff alerts to monitored team email destinations.

Live

Slack alerts

Deliver selected Concierge events into configured Slack destinations.

Live

Telegram alerts and replies

Teams can receive Telegram alerts and reply to the visitor conversation through the supported reply command.

Live

Webhooks and custom destinations

Send signed operational alerts to HTTPS endpoints and other owner-managed destinations.

Live

Delivery history and retry visibility

Review test and live delivery attempts with destination-level sent, failed, and retry states.

Live

Routing readiness

Connection tests, coverage, destination health, and needs-work labels make handoff readiness visible.

Live

Pages and publishing

7

Concierge Pages

Create a hosted website with templates, public URLs, embedded Concierge, and guided setup.

Live

Pages Studio

A dedicated workspace combines structure, content, templates, brand, review, preview, drafts, and publishing.

Live

Flexible Pages sections

Add, duplicate, delete, and reorder content sections while keeping draft changes separate from the live site.

Live

Multi-page websites

Published Pages support child pages, navigation, calls to action, social links, and media areas.

Live

Draft, preview, and publish

Preview changes safely, keep drafts separate, publish updates, and inspect the public result.

Live

Pages SEO and sharing

Unique titles, descriptions, canonical URLs, social previews, public sitemaps, and editable search details support discovery.

Live

Custom domains

Connect business-owned domains with domain state and publishing controls in Site Settings.

Live

Insights and account

7

Concierge Insights

Executive and marketing views explain visitor, session, request, conversation, and value signals.

Live

Asked Questions and dynamic telemetry

Database-backed activity and question feeds show what visitors ask and how they use the site.

Live

Geographic and acquisition insights

Country, source, campaign, device, and journey signals help teams understand where demand originates.

Live

Multi-site owner dashboard

Review sites, readiness, requests, insights, and setup entry points from one account workspace.

Live

Billing, plans, usage, and invoices

Account-level checkout, plan changes, payment details, usage, and invoice access are available to authorized owners.

Live

Profiles, themes, and session security

Manage profile details, Concierge Light, passwords, active sessions, and session timeout controls.

Live

Privacy and safety center

Public privacy, terms, cookies, AI disclosure, acceptable use, abuse reporting, and verified data-deletion workflows are available.

Live

Growth

7

Growth workspace

Turn real website evidence into visibility, business-presence, traffic, and customer-growth actions.

Live

Guided website scanning

A staged scan experience validates the site, discovers pages, inspects content, analyzes health, and prioritizes findings.

Live

Content Strength Checker

Evaluate offer clarity, headings, descriptions, proof, and page-level content evidence.

Live

Technical SEO Checker

Review metadata, indexability, links, and technical page evidence with prioritized findings.

Live

Business Information and Structured Data Checker

Normalize visible business details, inspect structured-data types, and flag inconsistent or missing information.

Live

Local Presence Checker

Review address, phone, service-area, hours, and local-presence signals independently of external profiles.

Live

Customer Growth

Turn Concierge relationships into lightweight lifecycle tracking, ownership, follow-up actions, reviews, referrals, re-engagement, value, notes, and CSV export without replacing a CRM.

Live

Native collaboration

2

Taskologic Customer Inbox

Map Concierge sites to Taskologic projects and work customer conversations in a dedicated project-aware inbox.

Live

Taskologic two-way operations

Reply, identify the responding product, assign, resolve, join live, preview typing, and view live navigation across the native connection.

Live

Integrations and platform

16

Developer Platform and Ticket API

Public documentation, OpenAPI, scoped API keys, tickets, comments, CRM inbound, and webhook contracts support custom workflows.

Live

Durable connector operations

Connector jobs support idempotency, retries, delivery attempts, dead letters, replay, audit history, pause, and disconnect.

Live

Built-in Help, Docs, and tutorials

Contextual help, public customer guides, developer documentation, and video tutorials explain the supported workflows.

Live

CRM Webhook integration

Send approved Concierge outcomes to secure CRM middleware. Available.

Live

Airtable integration

Send approved contacts and inquiries to a restricted Airtable base. Available.

Live

PayPal integration

Open an owner-verified PayPal payment destination. Verified link available.

Live

Square integration

Open an owner-verified Square checkout destination. Verified link available.

Live

Google Calendar integration

Use a verified Google Calendar appointment schedule. Verified link available.

Live

Calendly integration

Open a verified Calendly scheduling page from Bookings. Verified link available.

Live

Cal.com integration

Open a verified Cal.com scheduling page from Bookings. Verified link available.

Live

YouTube integration

Play an approved YouTube video through the Videos action. Built in.

Live

Vimeo integration

Play an approved Vimeo video through the Videos action. Built in.

Live

Slack integration

Deliver selected Concierge alerts to a Slack destination. Alerts available.

Live

Telegram integration

Receive Telegram alerts and reply through the supported workflow. Alerts and replies available.

Live

Taskologic integration

Work Concierge customer conversations in a project-aware inbox. Native two-way workflow.

Live

Google Search Console insights

Bring verified search performance into Concierge Growth. Available.

Live

Concierge Actions

8

Concierge Action: Bookings

Help visitors choose a time or prepare a booking request. Configure it once and reuse it across AI Agent, Concierge Pages, Website triggers.

Live

Concierge Action: Payments

Send visitors into a connected checkout or verified payment flow. Configure it once and reuse it across AI Agent, Concierge Pages, Website triggers.

Live

Concierge Action: Promotions

Show an approved offer, announcement, coupon, or campaign message. Configure it once and reuse it across AI Agent, Concierge Pages, Website triggers.

Live

Concierge Action: Videos

Play an overview, explainer, or contextual customer video. Configure it once and reuse it across AI Agent, Concierge Pages, Website triggers.

Live

Concierge Action: Requests

Collect a structured service, support, quote, or lead request. Configure it once and reuse it across AI Agent, Concierge Pages, Website triggers.

Live

Concierge Action: Call requests

Let visitors call now or leave details for a callback. Configure it once and reuse it across AI Agent, Concierge Pages.

Live

Concierge Action: Messages

Start an email or Concierge conversation with the right context. Configure it once and reuse it across AI Agent, Concierge Pages.

Live

Concierge Action: Human handoff

Route a visitor and their context to the right person or team. Configure it once and reuse it across AI Agent, Concierge Pages, Routing.

Live

Beta & Limited Availability

Implemented and usable, with beta, pilot, provider, or distribution limits.

Partner distribution

1

Agency partner workspace

Pilot agencies can manage client relationships, commercial terms, invoices, API keys, and a portfolio connection model.

Beta

Mobile

1

Mobile Inbox entry point

Routing includes a Mobile Inbox path and store-link experience while production mobile distribution is completed.

Beta

Integrations and platform

2

Stripe integration

Create a controlled server-side Stripe Checkout session. Native checkout beta.

Beta

Google Ads insights

Review supported advertiser performance in Growth. Limited beta.

Beta

In Development

Actively being completed, approved, packaged, or prepared for release.

Messaging

2

Mobile app store launch

App Store and Play Store distribution must be completed before Mobile Inbox download links become generally available.

Building

Telegram seamless replies

Reply handling is being simplified so specialists do not need to copy a command for every response.

Building

Content and Pages

2

Brand asset library

Reusable logos, photos, uploads, and safer media guidance will reduce reliance on external image URLs.

Building

Managed Pages forms

Native Pages form blocks will connect directly to supported routing destinations.

Building

Knowledge

1

Large-site source grouping

Repeated public crawl sources will be grouped to keep Source Library readable on larger websites.

Building

Integrations and platform

5

Google Business Profile connection

Compare approved business information with an accessible Google profile. Provider access required.

Building

WordPress native listing

Prepare a native WordPress installation and management path. Native app in development.

Building

Shopify native listing

Prepare a native Shopify installation and management path. Native app in development.

Building

Webflow native listing

Prepare a native Webflow installation and management path. Native app in development.

Building

Wix native listing

Prepare a native Wix installation and management path. Native app in development.

Building

Planned

Defined future work that is not yet available to customers.

Communication

2

SMS and managed WhatsApp

Consent-aware messaging remains hidden until provider approval, templates, policy, and production delivery are complete.

Planned

Slack two-way replies

Extend Slack from alert delivery into fuller visitor reply workflows.

Planned

Agent intelligence

1

More natural voice and faster repeated answers

Continue improving spoken turn-taking, safe answer selection, and speed for common visitor patterns.

Planned

Integrations and platform

5

HubSpot native connector

A native CRM connection defined for future delivery. Planned.

Planned

Meta / Facebook / Instagram

Future presence, advertising, and publishing capabilities for approved Meta products. Planned.

Planned

LinkedIn

Future organization, campaign, and publishing capabilities. Planned.

Planned

Social publishing

A shared publishing calendar with provider-specific delivery adapters. Planned.

Planned

Email marketing platforms

Consent-aware audience sync and campaign outcomes for supported platforms. Planned.

Planned

Tell us what you want next

Your feedback helps shape Concierge. Keep it practical: feature ideas, bugs, and customer moments.

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