Playbooks

Teach it the way your best people work.

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.

Start Concierge
Write once
used on every matching job
Pick agents
that should follow each one
Files
attach templates and examples
The problem

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.

Capabilities

What it does.

Plain-English steps

Write when to use it and what to do, the same way you would brief a new hire.

Choose who uses it

Turn each playbook on for the agents that need it, and off for the rest.

Attach files

Add templates, price sheets or examples the agent can open while it works.

Picked automatically

Concierge chooses the playbooks that fit each job and follows them.

Step by step

How it works.

1

Write the playbook

Describe when it applies and the steps to follow.

2

Assign it

Turn it on for the agents that should use it.

3

It follows the steps

Concierge loads the right playbook and works through it.

4

Improve it anytime

Edits apply to new work; work already started keeps the version it began with.

Outcomes

What you get.

Consistent work

Every job follows your proven process.

Faster onboarding

New agents are useful on day one.

Stays in bounds

A playbook guides the work; it can never grant extra permissions.

Common questions

What are Concierge playbooks?

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.

How does it work?

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.

Does Concierge follow my rules?

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.

How much does Concierge cost?

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.

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.

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