Channel Concierge AI - the multi-channel chat team that books, routes, and captures leads for you

Turn WhatsApp, Facebook, Instagram, SMS, and Live Chat into one effortless concierge. Channel Concierge AI greets visitors, qualifies intent (sales / support / review), proposes/bookable times, creates clean handovers, and nudges happy customers to leave reviews without extra tools or staff.

What it does

• Understands intent fast (sales, support, review, other) and keeps the convo moving toward one clear outcome.

• Books or proposes times and shares your calendar link for self-serve scheduling.

• Captures qualified leads (name, email/phone) and writes a short summary for follow-up.

• Creates clean human handovers when policy/account specifics are needed - no dead ends.

• Asks for reviews when sentiment is positive and logs NPS (0–10) if provided.

• Works everywhere you chat: WhatsApp, Facebook, Instagram, SMS, and Live Chat.

What you get

• Five pre-tuned agents (one per channel) with channel-appropriate tone and message length.

• Prebuilt actions for Appointment Booking, Contact Info updates, Human Handover, Auto Follow-up.

• Contact fields the bot fills silently (no field values shown to users):

  • fdai_intent

  • fdai_page_url (or “chat-widget” on non-web channels)

  • fdai_appointment_interest (Yes/No)

  • fdai_review_intent (Yes/No)

  • fdai_handover_reason (short phrase)

  • fdai_nps (0–10)

  • fdai_convo_summary (1–2 sentences)

Required company values (fill before going live)

• {{ custom_values.calendar_link }} – direct booking link

• {{ custom_values.review_link }} – public review URL

• {{ custom_values.support_email }} / {{ custom_values.support_phone }} – visible to users

• {{ custom_values.business_hours }} – used in replies

• {{ custom_values.privacy_link }} – shared when asked

How to deploy (≈10 minutes)

1. Install Channel Concierge AI.

2. Fill the Custom Values listed above.

3. Choose your operating pattern:

   • Single Primary (recommended): Only one agent can reply to inbound by default. Set your favorite channel’s agent as Primary, then add additional channels to that same agent so it covers everything.

   • Channel-by-Channel: Keep each agent on its native channel for demos/tests. Only the Primary agent answers inbound; others respond when you switch Primary.

4. Connect Appointment Booking: select your calendar. Prefer proposing two times + share the calendar link; you can enable direct booking if you want full automation.

5. Human Handover: enable the three scenarios (Human requested, Lack of information, Failed to resolve) and assign a user/queue. Keep the bot asleep for a while after handover, and create a task automatically.

6. Auto Follow-up (optional): add 1–2 nudges if the visitor stops replying (e.g., 15–30 minutes).

7. Knowledge Base (recommended): add your website URLs, pricing/FAQ pages, or docs so answers reflect your business.

8. Publish: add the live chat widget to your site and, if desired, connect WhatsApp/SMS/IG/Facebook.

Channel-tuned personalities (already built in)

• WhatsApp Concierge: friendly, concise, light emojis; quick buttons/links where possible.

• SMS Concierge: ultra-brief, plain text, one action per message.

• LiveChat Concierge: slightly richer formatting; can propose times and show links.

• Instagram Concierge: upbeat and compact; mindful of short replies.

• Facebook Concierge: clear and service-oriented; proposes time + link early.

Sales / Support / Reviews - the core flows

• Sales: ask goal (pricing, demo, booking), offer 2 time options, then provide {{ custom_values.calendar_link }}. If agreed → fdai_appointment_interest=Yes.

• Support: collect essentials (issue + short description, any order/invoice ID, device, urgency), give 1–3 steps max, share {{ custom_values.support_email }} / {{ custom_values.support_phone }}, or hand over with fdai_handover_reason.

• Reviews: when praise/NPS ≥9 → send {{ custom_values.review_link }}; log fdai_review_intent=Yes. If negative/uncertain → route to Support.

Data, privacy, and safety

• The bot never asks for passwords or full payment data and shares your privacy link on request.

• All field updates happen silently via actions; users never see raw field values.

Tips for best results

• Add 2–5 key site URLs to the Knowledge Base (home, pricing/services, FAQ, policies).

• Keep your booking link and support contacts current in Custom Values.

• Use Auto Follow-up sparingly (one nudge is often enough).

• If you want multi-channel coverage with one active agent, set your preferred agent as Primary and add the other channels to that same agent.

What to expect

• More booked demos/appointments, fewer dead ends in support, and a steady trickle of new public reviews.

• Clean CRM notes via fdai_convo_summary that make human follow-ups fast and personal.

Channel Concierge AI is the fastest way to turn every chat channel into a helpful, on-brand concierge - ready to answer, qualify, book, and follow up.