The concierge
An AI assistant in your chat bubble. It answers visitors from your own pages and a short card you write, asks for their contact details, and hands over to you when it should.
Switching it on
The concierge belongs to a website, so it lives under Your website. You need a live chat on that site first (see Live chat & Inbox).
Go to Your website, open the site, and find Concierge.
Click Fill it in from my pages. It reads your website (your sitemap, or the pages linked from your home page), keeps the text, and writes the card from it: what you do, who it's for, your hours, the questions worth asking, when to hand over. It fetches the pages again every week, so a changed price or a new service reaches it without you doing anything.
Read the card and change what's off: your service area, how you prefer to be reached, what the pages don't say. Two or three sentences each is plenty. This is the part it trusts most, so keep it true.
Add the questions to ask someone who's interested, in order: for example Which room is it?, When would you like it done?, Where are you? It asks one at a time, and every question can be skipped.
Add what the pages don't say under Notes and files. Type a note, or click Add a file for your price list as a PDF, an FAQ in Word, or a CSV of products (up to 8 MB). Only the text is kept, and the weekly fetch leaves notes and files alone. A scanned PDF is a picture with no text in it, so paste those prices as a note.
If you take bookings, add your booking link (Calendly, Google, Cal.com or any other). It offers the link; the booking itself happens there.
Give it a name, or keep the default, and switch it on. From then on it answers first in every new chat on that site.
What it answers, and what it won't
Every answer comes from the pages it fetched, the card you wrote, and your notes and files. When a question isn't covered, it says so and offers to pass it to you, rather than guessing. It does not quote prices, delivery times or policies that aren't on your site, your card or your files, and it never promises something on your behalf.
- It answers: what you do, where, when you're open, how it works, what something costs when your site says so, how to get in touch.
- It hands over: complaints, refunds, quotes it can't find on your site, legal or medical questions, anything the visitor asks a person for, and anything it doesn't know.
It replies in the visitor's language. Dutch, French, German and English work out of the box.
Collecting the contact
When a visitor shows interest, it asks once for a phone number or email address, and whether it's fine to follow up. The contact appears under Contactswith what they said, your automatic emails run as they would for any form, and your phone gets the notification. It doesn't ask again in the same conversation.
The AI label and taking over
In its first message the concierge says it's an AI assistant and that a person can take over. In the chat bubble and in the Inbox, its messages carry a small AIlabel, so nobody mistakes them for yours. The iPhone app shows them with the team's messages until its next update.
Reply in a conversation yourself and the concierge steps back for that conversation. The visitor sees your reply as usual, and by email once they've left. You can also mark one of its answers as wrong; the correction goes into what it knows.
One credit a conversation
Only what you gave it