Each job below is a written instruction you can copy into Concierge and adjust to your store. Ask once in a conversation, or give it a schedule so it comes back every week. These are plain instructions to paste, not one-click templates.
The problem
The hard part of an AI agent is rarely connecting it. It is the blank box. What should you ask for, and how exactly? Start from a job that is already written, change the details and see what comes back.
Each one says what to check, what matters and what to hand back.
Ask in a conversation, or use the instruction for a scheduled task.
Your orders, subscriptions and any accounts you connect.
Swap in your thresholds, your channels and your wording.
Start with the one that eats your week.
Your numbers, days and people.
Paste it in a conversation, or make it a scheduled task.
Tell it what to change, as you would a new hire.
Copy the words in quotes. The line under each one says what it uses, and what you may need to connect first.
“Every morning, list open conversations waiting on us for more than a day, with who they are from and what they need.”
Uses your inbox and a scheduled task.
“Read last week's conversations and tell me the five most common reasons people wrote in, with one example of each.”
Uses your conversation history.
“Find customers who contacted us more than twice about the same order last month and list what went wrong.”
Uses your conversation history and orders.
“Compare what customers asked this week with our help articles, and list the questions we have no answer written for.”
Uses your conversation history and knowledge.
“Every weekday at 8:00, list orders that should have shipped by now and haven't, oldest first. Don't change anything.”
Uses Shopify fulfillment reports and a scheduled task.
“Every Monday, list SKUs likely to run out within two weeks at last month's sales rate.”
Uses Shopify inventory and sales by SKU.
“List last month's shipments by week and location, and flag any with no tracking number.”
Uses Shopify shipment reports.
“Log in to our supplier portal, download this month's price list and tell me which prices changed. I'll sign in when you hand me the screen.”
Uses the browser and its own computer.
“Every Monday, report last week's net sales, refunds and refund rate, and flag any product whose refund rate jumped.”
Uses your orders and the refund analysis playbook.
“Report this month's new, cancelled and paused subscriptions against last month.”
Uses the subscription analytics playbook.
“Compare the supplier invoices in this Drive folder with our purchase spreadsheet and list every difference. Don't pay or change anything.”
Uses a connected file account and its own computer.
“Build a spreadsheet of last quarter's sales by SKU with units, revenue and share of total.”
Uses Shopify sales by SKU and its own computer.
“Every Monday at 8:00, report last week's Meta and Google Ads spend by campaign next to our store's net sales, and flag campaigns whose spend jumped.”
Uses Meta Ads, Google Ads and your orders. It reads ads and never changes them.
“Every Monday, check these three competitors' websites and tell me what changed in their prices, offers and new products.”
Uses the browser and a scheduled task.
“Which landing pages brought the most sessions last month, and which queries bring people to them?”
Uses Google Analytics and Search Console, if connected.
“Which products do customers most often buy together? Suggest three bundles and show the numbers.”
Uses your orders and the product affinity playbook.
“Every morning at 7:30, send me yesterday's sales, refunds, new subscribers and anything unusual, in five lines or fewer.”
Uses your store data and a scheduled task.
“Each month, show how many customers from each of the last six monthly cohorts bought again.”
Uses the cohort retention playbook.
“Go through my unread email, tell me which messages need my answer, and draft a reply to each. Don't send anything.”
Uses your connected Gmail or Outlook account.
“Find 30 minutes with Dana next week during working hours and book it, with a video link.”
Uses your connected Google or Microsoft calendar.
Refunds aren't on this list because a teammate approves them: agents open returns and never move money. Names and times are examples.
Results from your own store on the first day, not a blank box.
Give a job a schedule once and it keeps coming back.
Every job runs within the access you gave the agent.
Concierge answers your customers, runs back-office work on its own computer and gets better every week. See it on your own store.
Concierge can report late orders, flag low stock, sum up why customers wrote in, compare ad spend with real sales, watch competitors' websites and send a morning summary. This page has 20 jobs written out to copy.
No. They are written instructions. Copy one, change the details and give it to your agent in a conversation or as a scheduled task.
Brief it like a new hire: say what to check, what counts as worth reporting, what to hand back and what not to touch.
Yes. Use an instruction as a scheduled task and choose when it runs, or run it only when you start it.
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.
