• 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
                                    • 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
                                                                                                                                      • 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

                                                                                                                                                                                                    Creating New and Removing Concierge Bots
                                                                                                                                                                                                    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