When a person should step in, they arrive informed.
Concierge knows when to stop, who should take over, and what they need to know before the customer waits.
- escalation
- Smart
- escalation
- customer story
- Full
- customer story
- next owner
- Clear
- next owner
The problem
The best AI service does not pretend every issue should be automated. Concierge routes sensitive, unusual, emotional, or high-value moments to people with the customer story already assembled.
What it does.
Knows when to hand off
Urgency, frustration, unusual requests, VIP customers and account problems can all bring in a person.
Complete summaries
The receiving teammate gets the issue, history, customer state, and suggested next step.
Hands off from any channel
Pass a phone call, text, WhatsApp, email or chat to the right person on your team.
Knows its limits
Concierge stops before making promises or actions that need human judgment.
How it works.
- 1
Recognize the limit
Concierge knows when to stop and let a person take over.
- 2
Package the story
The handoff includes the request, customer memory, relevant policy, and suggested path.
- 3
Find the right person
The right teammate or team gets the case.
- 4
Keep continuity
The customer experience continues from the same facts instead of restarting.
What you get.
Better human moments
People enter with context, not a blank screen.
Less risk
Sensitive requests are handled with the right level of judgment.
More graceful service
Customers feel guided, not bounced between systems.
Put a digital employee to work.
Concierge answers your customers, runs back-office work on its own computer and gets better every week. See it on your own store.
Common questions
Concierge knows when to stop, who should take over, and what they need to know before the customer waits.
Recognize the limit: Concierge knows when to stop and let a person take over. Package the story: The handoff includes the request, customer memory, relevant policy, and suggested path. Find the right person: The right teammate or team gets the case. Keep continuity: The customer experience continues from the same facts instead of restarting.
Yes. Concierge only uses the tools and data you grant, answers from information you approve, asks for approval before consequential actions and keeps a record of every step. A teammate can take over any conversation.
Concierge Starter is $20 a month with 20,000 credits. Pro is $199 a month with 199,000 credits, or $1,990 a year. Phone and text charges are billed as used, and you can connect your own OpenAI or Anthropic account.
Explore more of Concierge.
