Help center
Guides for Concierge
Short task guides for admins, attendants, and decision makers — linked from the product where you need them.
15 of 15 guides
Setup checklist: take a new workspace live
Knowledge, a test chat, and a connected channel — plus the recommended polish: the path every new workspace follows.
Approved knowledge: what the agent is allowed to say
Paste FAQs, run site discovery, or start from a profile template. Only approved chunks ground answers.
Install the website widget
Copy the embed snippet from Widget studio and place it on the pages you want covered.
Connect Telegram, WhatsApp, and Instagram
Channels sit under the workspace Channels page; WhatsApp has official Cloud and optional personal options.
Human handoff and the Sessions desk
When a visitor asks for a person, claim the conversation in Sessions and reply with your name on the message.
Invite the team and pick the right role
Admin, support, developer, and marketing presets keep desk work separated from billing and product setup.
Leads and the CRM board
Captured contacts land as leads; the board is the pipeline view for stages, tags, and notes.
Outbound webhooks: push events to your systems
Signed HTTPS POSTs for new leads and pipeline stage changes. Full event catalog, payloads, signatures, and a Ciclo-style setup recipe.
Outbound Dispatch API: send proactive messages from your backend
Queue WhatsApp/Telegram sends with the same worker as the Outbound page. Auth, single/batch send, Meta templates, opt-outs, limits, and receipts.
What BentoKit Concierge is (for decision makers)
An AI support desk grounded in your approved knowledge, with lead capture and human handoff on web and messaging channels.
Attendant first steps: presence and where you work
The Agent handles everyone; you step in when a conversation needs a person. Set your presence and know your screens.
Rehearse in the Test chat before you go live
Play a customer in the Visitor tab and run an 8-step checklist; handoff is real and lands in Sessions.
Admin: bring your workspace live
Turn the decisions into a live Agent: knowledge, persona, channels, roles, rehearsal, go-live.
Copilot: summary and suggested reply
In Sessions, the Details panel summarizes the chat and drafts a reply you can send or edit.
Reading results (for observers)
Watch the funnel and reports without operating: what each number means and how to ask for a report.