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                        • Helpdesk, LiveChat, & SMS
                          • Helpdesk
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                                  • Concierge
                                    • Concierge Set Up
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                                      • Best Practices
                                        • Concierge Developer Tools
                                          • Legacy Concierge Guides
                                          • CRM
                                            • Accounts & Contacts
                                              • Campaigns
                                              • AI in the Capacity Platform
                                                • Capacity's Approach to AI
                                                  • Generative AI Tools
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                                                          • Workflows
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                                                                • Org Management
                                                                  • Org Settings
                                                                    • Custom Fields
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                                                                    • 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 Management
                                                                                                                        • Knowledge Base
                                                                                                                          • Knowledge Base Tips
                                                                                                                            • 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
                                                                                                                                                            • Campaigns
                                                                                                                                                            • AI in the Capacity Platform
                                                                                                                                                              • Capacity's Approach to AI
                                                                                                                                                                • Generative AI Tools
                                                                                                                                                                  • AI Agents
                                                                                                                                                                  • App Center
                                                                                                                                                                    • Automations and Workflows
                                                                                                                                                                      • Automations
                                                                                                                                                                        • Workflows
                                                                                                                                                                        • Analytics
                                                                                                                                                                          • Baseline CSV Reports
                                                                                                                                                                            • Bot Reporting
                                                                                                                                                                            • Settings
                                                                                                                                                                              • Org Management
                                                                                                                                                                                • Org Settings
                                                                                                                                                                                  • Custom Fields
                                                                                                                                                                                • Email Templates
                                                                                                                                                                                  • 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

                                                                                                                                                                                                                            Concierge


                                                                                                                                                                                                                            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 Visual Editor Examples

                                                                                                                                                                                                                            Best Practices

                                                                                                                                                                                                                            Best Practices to Increase Chatbot Adoption
                                                                                                                                                                                                                            Best Practice to Remove "Powered By Capacity"

                                                                                                                                                                                                                            Concierge Developer Tools

                                                                                                                                                                                                                            Concierge 2.0 API Documentation
                                                                                                                                                                                                                            Concierge 2.0 Migration Guide
                                                                                                                                                                                                                            Concierge 2.0 Custom Attributes Guide
                                                                                                                                                                                                                            Concierge 2.0 Custom CSS Guide
                                                                                                                                                                                                                            Concierge 2.0 On-Click Trigger Guide
                                                                                                                                                                                                                            Concierge 2.0 Session Variables Guide

                                                                                                                                                                                                                            Legacy Concierge Guides

                                                                                                                                                                                                                            Concierge 1.0 Set Up View (Legacy 1.0)
                                                                                                                                                                                                                            Concierge Session Variables (Legacy 1.0)
                                                                                                                                                                                                                            Concierge Custom CSS (Legacy 1.0)
                                                                                                                                                                                                                            Concierge Attributes (Legacy 1.0)
                                                                                                                                                                                                                            Concierge On-Click Functions (Legacy 1.0)