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Services Concierge

How your agent serves people looking for a service: it helps them choose, asks your questions, and ends the way you set up each service.

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In the product: Appointments & quotes →

If your agent handles Services, it uses one workflow for all of them: the Services Concierge. Each service has its own price, questions, and outcome, and the agent adapts to what you set up in each one. Your services are in Catalog → Services.

How a conversation goes

  1. Presents your services. In the first message, the agent introduces itself and lists your services. The customer can reply with the number. It only shows the price of services with a visible fixed price.
  2. Selects the service. If the customer names one, it picks it; if it’s unclear, it offers options.
  3. Asks your questions. It asks for any missing required information, one question at a time. Optional questions don’t hold up the conversation. The customer can send files: PDFs, photos, or documents up to 20 MB.
  4. Ends the way you set up the service: it books an appointment, prepares a quote, collects payment, or hands the conversation to your team. The customer doesn’t have to choose; you decide for each service. Read How each service ends.
  5. Confirms the result. It only reports what’s already done, for example an appointment confirmed on the calendar.

Every service conversation creates a request in Sales → Service Requests, with the customer’s answers. Read Service requests.

Rules the agent follows

  • It asks at most one question per message.
  • It doesn’t make up prices, times, links, or accounts.
  • To book, buy, pay, or accept a quote, the customer has to confirm explicitly in their last message. “Ok” or “I guess” don’t count.
  • To book or buy, it asks for the customer’s email.

Which services it offers

The agent only offers services that are Active and have Available to AI turned on. Also, to turn on your agent, all active services must be complete. Read Service readiness and activation.

The Services page

In Catalog → Services you see all your services, with the All, Active, and Drafts tabs. The table shows each one’s Status, Customer outcome, Price, Requests, and the AI column, which shows whether it’s Ready or how many requirements it’s missing.

To create one, click New service. Read Create a service.

Services are created one at a time; for now, you can’t import them from a spreadsheet.

Related docs

  • Create a service In Catalog → Services, click New service and follow seven steps. Finish with Save and activate or Save draft.
  • How each service ends Each service ends in one of four ways: Book an appointment, Request a quote, Buy directly, or Talk to your team.
  • Service requests Every customer who asks for a service creates a request in Sales → Service Requests, with their answers, its status, and your team's actions.

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