Quick Start Guide

Getting Started

Step 1: Login and go through the onboarding process

1. Visit concier.ai and click "Sign in with Google" or "Sign Up" - both will create your Concier account.
2. You will see the onboarding screen once logged in - type in your website address
   

   Onboarding Process

3. Follow the instructions in the auto onboarding workflow.
   

   Onboarding Process

4. Welcome onboard! You will be able to talk to your AI teammate now!
   

   Onboarding Process

Step 2: Review your service menu

1. Navigate to the "Listings" section, which should list all your bookable services for customers to inquire about.
   

   Listing Management

2. The top left dropdown represents the locations/branches of your business. Click Settings to configure business hours and address.
3. Click Channels to view how you can make your customers access this AI agent.
4. Click on each service and add details including uploading pictures. Click "New" if you need to add more.

Step 3: Add your team members and assign a human manager for your AI teammate

1. Navigate to the "Team" section and click the '+ New Team Member' button to add a member.
2. Go to the "Listings" section -> Settings -> Supervisor -> Select one of the human members as the manager. The AI will contact this person when there is a need for escalation.
3. Add escalation rules
   

   Assign Human Manager for AI Teammate

What's Next?

Now that you're set up, explore these essential features:

Core Features to Configure

• Managing Customer Interactions - Learn to organize and track customer data effectively
• Analytics Dashboard - Monitor your business performance and insights
• Profile Settings - Customize your account preferences and notifications

Business Optimization

• Pricing and Billing - Understand plans and optimize your subscription
• Performance Tips - Get the most out of your Concier AI setup

Need Help?

If you run into any issues during setup:

Self-Help Resources

• Troubleshooting Guide - Solutions to common setup problems
• Video Tutorials - Visual walkthrough of key features

Direct Support

• Live Chat: Contact our support team through the chat widget in your dashboard

Welcome aboard! 🎉