---
title: "Concierge documentation | Chargezen"
description: "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."
url: "https://chargezen.com/docs/concierge"
lang: "en"
updated: "2026-10-18"
---

Canonical URL: https://chargezen.com/docs/concierge

# 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](https://chargezen.com/docs/concierge/getting-started), then set up the channels you need.

Pricing

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](https://chargezen.com/pricing).

## Get started

[

### Getting started

Find your way around Concierge, set up an agent and connect a channel

Learn more



](https://chargezen.com/docs/concierge/getting-started)[

### Finn iPhone app

Sign in, work the inbox, join live calls and talk to your agents

Learn more



](https://chargezen.com/docs/concierge/finn-iphone-app)

## Phone

[

### Set up your number

Add a voice number and choose the agent that answers

Learn more



](https://chargezen.com/docs/concierge/phone/set-up-your-number)[

### Toll-free verification

The carrier review your toll-free number needs before it texts

Learn more



](https://chargezen.com/docs/concierge/phone/toll-free-verification)[

### 10DLC registration

When a local number needs 10DLC, and how to get it registered

Learn more



](https://chargezen.com/docs/concierge/phone/10dlc-registration)[

### Bring your number

Move the number you use today from TextMagic, Twilio or another provider

Learn more



](https://chargezen.com/docs/concierge/phone/bring-your-number)[

### Call recording policy

Record after your notice, or not at all, and set how long to keep it

Learn more



](https://chargezen.com/docs/concierge/phone/call-recording-policy)[

### Join and transfer calls

Listen in, join the call, transfer it or hand it back

Learn more



](https://chargezen.com/docs/concierge/phone/join-and-transfer-calls)

## Channels

[

### Text messages (SMS)

Chargezen SMS numbers, or connect Twilio, Telnyx or Klaviyo

Learn more



](https://chargezen.com/docs/concierge/channels/sms)[

### WhatsApp

Connect a WhatsApp Business number through Meta

Learn more



](https://chargezen.com/docs/concierge/channels/whatsapp)[

### Email

Your own domain, or Google Workspace, Microsoft 365 and IMAP

Learn more



](https://chargezen.com/docs/concierge/channels/email)

## Work with agents

[

### Approvals

How agents ask before consequential actions, and who says yes

Learn more



](https://chargezen.com/docs/concierge/approvals)[

### Playbooks

Write a method once and choose which agents follow it

Learn more



](https://chargezen.com/docs/concierge/playbooks)

Was this page helpful?

Need more help? [Contact support](https://chargezen.com/docs/checkoutos/troubleshooting/support)