Concierge documentation
Set up Concierge: get a business number, verify it for texting, connect SMS, WhatsApp and email, record calls by your rules and work with agents from Finn.
Last updated: 2026-10-18
Concierge gives your business digital employees that answer customers and do the work behind the answer: on the phone, by text, on WhatsApp, by email and in your team inbox. These guides follow the Chargezen admin screen by screen, so the menu names and buttons match what you see. Start with Getting started, then set up the channels you need.
Concierge Starter is $20/month with 20,000 credits. Pro is $199/month with 199,000 credits, or $1,990/year. Phone and text charges are billed as used. See pricing.
Get started
Getting started
Find your way around Concierge, set up an agent and connect a channel
Finn iPhone app
Sign in, work the inbox, join live calls and talk to your agents
Phone
Set up your number
Add a voice number and choose the agent that answers
Toll-free verification
The carrier review your toll-free number needs before it texts
10DLC registration
When a local number needs 10DLC, and how to get it registered
Bring your number
Move the number you use today from TextMagic, Twilio or another provider
Call recording policy
Record after your notice, or not at all, and set how long to keep it
Join and transfer calls
Listen in, join the call, transfer it or hand it back
Channels
Text messages (SMS)
Chargezen SMS numbers, or connect Twilio, Telnyx or Klaviyo
Connect a WhatsApp Business number through Meta
Your own domain, or Google Workspace, Microsoft 365 and IMAP
Work with agents
Need more help? Contact support