Note: Only one agent can be set as “Primary” at a time. You can either:
– Make your preferred Channel Concierge agent Primary and let it handle all channels,
– or clone the agent and assign different channels to each bot for a tailored experience.
Answers instantly on all major channels (WhatsApp, Facebook, Instagram, SMS, Live Chat) and greets each visitor in the right tone.
Collects essentials automatically: name, contact info, service type, urgency, budget, consent.
Qualifies & routes: flags hot leads, escalates support issues, triggers follow-ups and updates your CRM in real time.
Books & confirms appointments directly on your calendar and sends confirmation messages (optional SMS with consent).
Contact details, service type, urgency, preferred channel, budget range, best time to reach back, consent – all mapped to your Custom Fields and Custom Values automatically.
Primary Agent: Only one Channel Concierge agent can reply to inbound messages at a time. Either set one agent as Primary (it can handle multiple channels) or run separate agents per channel for different tones/styles.
Knowledge Base: Add your website URLs or help-center articles to the Knowledge Base so the agent can answer FAQs and sound personalized to your business.
Tag: channel_concierge_ai (autocreated; or add manually).
Custom Fields: Ensure all fields exist (intent, page URL, appointment interest, review intent, handover reason, NPS, convo summary).
Custom Values: Fill your business specifics (business name, services, hours, support email/phone, calendar link, review link).
Calendar: Set to Active, assign a user; if renamed, update the matching Custom Value.
Pipeline: Pre-set stages for clarity at scale.
Workflow: Channel Concierge After Chat (no trigger needed — the agent triggers it after each chat).
“I’d like to book a hair appointment via Instagram for Friday at 3pm.”
“Can I get pricing for your cleaning service? I’m messaging you on WhatsApp.”
“I need urgent support for my order – I’m on Live Chat right now.”
Start qualifying leads, routing support and booking the right next steps automatically – across all channels.