Concierge + Microsoft 365.
Connect Microsoft 365 and Concierge reads OneDrive and SharePoint files, learns from shared documents and saves finished work back.
- integration type
- Files
- integration type
- to connect
- Minutes
- to connect
- approvals still apply
- Your rules
- approvals still apply
The problem
Finance and operations teams keep their workbooks in OneDrive and SharePoint. Concierge can read them where they are, so reports start from the real numbers.
What it does.
OneDrive and SharePoint
Chargezen asks for read and write access to your files and read access to SharePoint sites.
Shared with you
Background sync reads your documents and files shared with you, and adds their text to knowledge.
Excel and Word
Agents fetch a workbook or document into the workspace and work on it on their own computer.
Saves work back
Finished files go to the teammate's own OneDrive, never over an existing file.
How it works.
- 1
Sign in with Microsoft
Personal or workspace.
- 2
Sync runs
Shared documents become knowledge.
- 3
Agents fetch files
Workbooks and documents.
- 4
Results saved back
To your OneDrive.
What you get.
Answers in seconds
Customers get help right away, day or night.
Your team freed up
People focus on the conversations that need them.
Within your rules
Every action follows your policies and approvals.
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
Sign in with Microsoft.
Yes. Chargezen asks for read access to SharePoint sites as well as your OneDrive files.
No. It works on a copy and saves the result as a new file.
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.
