AI Concierge
Give your WhatsApp, Instagram and Facebook an agent that answers questions and books appointments from your live catalog — and hand any chat back to your team in one click.
The AI Concierge is an agent that replies to your customers on the channels you have already connected, answering from your real services, prices and availability — and booking the appointment when the customer is ready. Open Settings → AI Concierge. It is an add-on: if it is not on your plan yet you will see the upgrade page instead of the settings.
Build an agent
The Agents tab is where an agent is created. Give it a Name, choose a Type — Customer-facing replies to your customers, Staff copilot answers your own team on the dashboard chat — then write its Persona & instructions: the tone, the house rules, what to say and what to avoid.
Under Model you pick the brain. Each model shows an estimated cost per message before you choose it, so you can weigh a Recommended model against a Premium one with the price in front of you.
What it may do is the list of things the agent is allowed to do — quote services and prices, check real availability, create a booking, reschedule or cancel the customer's own booking, or hand the chat to a person. Switch off anything you do not want it doing; a switched-off tool is simply unavailable to it.
A new agent is created as a Draft. It goes Live only when it is enabled and assigned to at least one number or page — until both are true it answers nowhere.
Choose where it answers
Numbers & pages lists every WhatsApp number, Instagram account and Facebook page you have connected under Integrations. Assign an agent to switch it on there. One number or page belongs to exactly one agent, so two agents can never answer the same customer; to move a surface, unassign it first.
A surface with no branch assigned stays off — the agent needs to know which branch's catalog, staff and opening hours it is speaking for. You set that under Integrations.
Teach it your policies
FAQ & policies holds the short, exact answers your team repeats every day: parking, payment methods, the late policy, what to bring. Each entry can apply to All branches or to one branch, and you can list extra words customers might use so the right entry is found. When a question is not covered, the agent says it does not know and offers a person rather than inventing an answer.
Take a chat back
In the Inbox, every thread the agent is handling names it in a badge at the top, next to a Take over button. Press it and the agent stops replying to that conversation immediately, leaving it to you. When you are finished, Hand back to AI returns it. The agent also hands off on its own when a customer asks for a person or when it is not confident.
What it costs
Each agent reply is metered and drawn from the same messaging wallet your WhatsApp sends use. You can see exactly where that credit went on Settings → Messaging usage: the AI concierge has its own spend tile, and the surface filter narrows the ledger to just its messages.
It can never invent a price or a free slot
Prices, durations, staff and available times are read from your live catalog and calendar at the moment of the reply — the agent has no way to make them up, discount them, or promise a time that is not really free. What it may say about anything else is bounded by the persona you wrote and the entries in FAQ & policies.