Write a playbook once, like how to handle a warranty claim or close the books, and choose which agents use it. Concierge picks the right playbook for each job and follows it step by step.
Your best people know exactly how things should be done, but that know-how lives in their heads. New hires and AI improvise. Playbooks put your methods in writing so every job, done by a person or by Concierge, follows the same proven steps.
Write when to use it and what to do, the same way you would brief a new hire.
Turn each playbook on for the agents that need it, and off for the rest.
Add templates, price sheets or examples the agent can open while it works.
Concierge chooses the playbooks that fit each job and follows them.
Describe when it applies and the steps to follow.
Turn it on for the agents that should use it.
Concierge loads the right playbook and works through it.
Edits apply to new work; work already started keeps the version it began with.
Every job follows your proven process.
New agents are useful on day one.
A playbook guides the work; it can never grant extra permissions.
Write a playbook once, like how to handle a warranty claim or close the books, and choose which agents use it. Concierge picks the right playbook for each job and follows it step by step.
Write the playbook: Describe when it applies and the steps to follow. Assign it: Turn it on for the agents that should use it. It follows the steps: Concierge loads the right playbook and works through it. Improve it anytime: Edits apply to new work; work already started keeps the version it began with.
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.
Concierge answers your customers, runs back-office work on its own computer and gets better every week. See it on your own store.
