• Getting Started
    • Onboarding
      • Webinar Recordings
        • Profile & Account
        • Knowledge Base
          • Exchanges
            • Guided Conversations
              • Guided Conversation Functions
                • Guided Conversation Cards
                • Cloud Drive
                  • Sites and Articles
                    • External Knowledge Base Integrations
                      • System Messaging
                      • Helpdesk, LiveChat, & SMS
                        • Helpdesk
                          • LiveChat
                            • SMS
                              • 10-digit long code (10DLC)
                                • Toll Free Number (TFN)
                                  • Short Code
                                • Concierge
                                  • Concierge Set Up
                                    • Concierge Visual Editor Examples
                                    • Best Practices
                                      • Concierge Developer Tools
                                        • Legacy Concierge Guides
                                        • CRM
                                          • Accounts & Contacts
                                          • AI in the Capacity Platform
                                            • Capacity's Approach to AI
                                              • Generative AI Tools
                                              • Automations and Workflows
                                                • Automations
                                                  • Workflows
                                                  • Analytics
                                                    • Baseline CSV Reports
                                                      • Bot Reporting
                                                      • Settings
                                                        • Org Management
                                                          • Org Settings
                                                            • Custom Fields
                                                          • Helpdesk Settings
                                                            • Interface Settings
                                                              • Chat Settings
                                                                • SMS Settings
                                                                  • Responders
                                                                • Developer Platform and Databases
                                                                  • Developer Platform
                                                                    • LiveDB
                                                                      • CapacityDB
                                                                        • Tutorials
                                                                        • GC in Apps
                                                                        • Integrations and Interfaces
                                                                          • App Integrations
                                                                            • Microsoft
                                                                              • Encompass
                                                                                • Other Apps
                                                                                • Interfaces
                                                                                  • Microsoft
                                                                                    • Slack
                                                                                      • Google Chat
                                                                                      • Authentication
                                                                                        • Capacity API
                                                                                          • Webhooks
                                                                                          • Troubleshooting
                                                                                            • Browsers
                                                                                              • Email
                                                                                                • Contact Us
                                                                                                  • Platform Status
                                                                                                  • Mortgage GSE
                                                                                                    • Capacity GSE Beta
                                                                                                    Knowledge Center
                                                                                                      • Getting Started
                                                                                                        • Onboarding
                                                                                                          • Webinar Recordings
                                                                                                            • Profile & Account
                                                                                                            • Knowledge Base
                                                                                                              • Exchanges
                                                                                                                • Guided Conversations
                                                                                                                  • Guided Conversation Functions
                                                                                                                    • Guided Conversation Cards
                                                                                                                    • Cloud Drive
                                                                                                                      • Sites and Articles
                                                                                                                        • External Knowledge Base Integrations
                                                                                                                          • System Messaging
                                                                                                                          • Helpdesk, LiveChat, & SMS
                                                                                                                            • Helpdesk
                                                                                                                              • LiveChat
                                                                                                                                • SMS
                                                                                                                                  • 10-digit long code (10DLC)
                                                                                                                                    • Toll Free Number (TFN)
                                                                                                                                      • Short Code
                                                                                                                                    • Concierge
                                                                                                                                      • Concierge Set Up
                                                                                                                                        • Concierge Visual Editor Examples
                                                                                                                                        • Best Practices
                                                                                                                                          • Concierge Developer Tools
                                                                                                                                            • Legacy Concierge Guides
                                                                                                                                            • CRM
                                                                                                                                              • Accounts & Contacts
                                                                                                                                              • AI in the Capacity Platform
                                                                                                                                                • Capacity's Approach to AI
                                                                                                                                                  • Generative AI Tools
                                                                                                                                                  • Automations and Workflows
                                                                                                                                                    • Automations
                                                                                                                                                      • Workflows
                                                                                                                                                      • Analytics
                                                                                                                                                        • Baseline CSV Reports
                                                                                                                                                          • Bot Reporting
                                                                                                                                                          • Settings
                                                                                                                                                            • Org Management
                                                                                                                                                              • Org Settings
                                                                                                                                                                • Custom Fields
                                                                                                                                                              • Helpdesk Settings
                                                                                                                                                                • Interface Settings
                                                                                                                                                                  • Chat Settings
                                                                                                                                                                    • SMS Settings
                                                                                                                                                                      • Responders
                                                                                                                                                                    • Developer Platform and Databases
                                                                                                                                                                      • Developer Platform
                                                                                                                                                                        • LiveDB
                                                                                                                                                                          • CapacityDB
                                                                                                                                                                            • Tutorials
                                                                                                                                                                            • GC in Apps
                                                                                                                                                                            • Integrations and Interfaces
                                                                                                                                                                              • App Integrations
                                                                                                                                                                                • Microsoft
                                                                                                                                                                                  • Encompass
                                                                                                                                                                                    • Other Apps
                                                                                                                                                                                    • Interfaces
                                                                                                                                                                                      • Microsoft
                                                                                                                                                                                        • Slack
                                                                                                                                                                                          • Google Chat
                                                                                                                                                                                          • Authentication
                                                                                                                                                                                            • Capacity API
                                                                                                                                                                                              • Webhooks
                                                                                                                                                                                              • Troubleshooting
                                                                                                                                                                                                • Browsers
                                                                                                                                                                                                  • Email
                                                                                                                                                                                                    • Contact Us
                                                                                                                                                                                                      • Platform Status
                                                                                                                                                                                                      • Mortgage GSE
                                                                                                                                                                                                        • Capacity GSE Beta
                                                                                                                                                                                                        1. Home
                                                                                                                                                                                                        2. Concierge
                                                                                                                                                                                                        3. Concierge Set Up

                                                                                                                                                                                                        Concierge Set Up

                                                                                                                                                                                                        How to Create, Add/Install, and Remove Concierge Bots to/from your Site
                                                                                                                                                                                                        Concierge General Settings
                                                                                                                                                                                                        Concierge Branding & Appearance
                                                                                                                                                                                                        Concierge Teaser Messages
                                                                                                                                                                                                        Concierge Feedback Settings
                                                                                                                                                                                                        Concierge Menus
                                                                                                                                                                                                        Concierge Visual Editor
                                                                                                                                                                                                        Concierge Advanced JSON
                                                                                                                                                                                                        Concierge Age Gate
                                                                                                                                                                                                        Change Default Concierge
                                                                                                                                                                                                        Concierge Survey Settings
                                                                                                                                                                                                        Concierge FAQs

                                                                                                                                                                                                        Concierge Visual Editor Examples

                                                                                                                                                                                                        HTML Card Examples - Twitter
                                                                                                                                                                                                        HTML Card Examples - LinkedIn