Help center
Guides for Concierge
Short task guides for admins, attendants, and decision makers — linked from the product where you need them.
21 of 21 guides
Agenda: meetings the assistant booked
Browse Concierge bookings as a list or a calendar, filter them, and cancel or reschedule without leaving the console.
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.
Page awareness: answer about the product on screen
Turn on page context for the website widget so visitors can ask about “this product” without naming it. Rules are optional; good titles and Knowledge still matter.
Connect Telegram, WhatsApp, and Instagram
Channels sit under the workspace Channels page; WhatsApp Cloud supports coexistence (Business App + API) and multi-number fan-in.
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, Pipeline, and Conversations
Conversations and Pipeline show every chat; Leads is who you can reach (captured or imported).
Outbound webhooks: push events to your systems
Signed HTTPS POSTs for new leads and pipeline stage changes. Full event catalog, payloads, signatures, and a 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.
WhatsApp go-live checklist
Modality, coexistence connect, Verify setup, templates, consent, and a real smoke test before the number goes to market.
Automation best practices
Start from validated templates, test on the live engine, stay supervised until proven, and treat proactive sends as a consent duty.
Database MCP best practices
Connect a read-only database MCP, approve tools carefully, gate public chat, and write Directives so the support agent verifies identity before private data.
Instagram setup & comment automations
Professional account requirements, connecting your page, mandatory mobile message permissions, DMs vs. post comments, and building public or private comment campaigns.