Skills

Skills for the work you need done.

15 skills across acquisition, retention and operations. Most work the moment your bot goes live; a few start when you connect a calendar, email or CRM.

Customer acquisition

Win new customers

Lead Qualification

Works now

Learns what each visitor needs and tells you which inquiries are worth your time.

Used byConcierge

Technical details

Structured intake fields; scoring rubric generated from your services; no external calls.

Sales Assistance

Works now

Answers buying questions with facts from your website, any hour of the day.

Used byConciergeGuide

Technical details

Retrieval over verified website knowledge; refuses unapproved claims (prices, availability, policies).

Consultation Booking

Needs connection

Turns interest into booked consultations without back-and-forth emails.

Needs: your calendar

Used byConciergeSchedulerVIP Host

Technical details

Calendar connection, read free/busy and create events; your approval is required.

Product Discovery

Works now

Guides visitors to the projects, products or services that match what they describe.

Used byConciergeGuide

Technical details

Catalog and portfolio index built from approved pages; links only to pages that exist.

Customer Follow-Up

Needs connection

Checks in with prospects who didn’t book, so warm leads don’t go cold.

Needs: email or SMS, plus customer opt-in

Used bySchedulerVIP HostClient Care

Technical details

Messages through your connected email or SMS; a consent record per contact; send limits.

Customer retention

Bring customers back

Personalized Recommendations

Works now

Suggests what each returning customer is most likely to love.

Used byGuideVIP HostClient Care

Technical details

Uses Customer Memory when it is on; otherwise only the current conversation.

Customer Memory

Works now

Remembers preferences and past conversations, with the customer’s permission.

Used bySupportVIP HostClient Care

Technical details

Per-customer profile; consent prompt; retention period you set; deleted on request.

Loyalty Engagement

Needs connection

Rewards regulars and invites them back for what’s new.

Needs: your loyalty program or CRM

Used byVIP HostClient Care

Technical details

CRM or loyalty connection; reads tiers and points; no balance changes without approval.

Rebooking

Needs connection

Prompts returning clients to book again at the right time.

Needs: your calendar

Used bySchedulerClient Care

Technical details

Calendar connection and scheduled outreach rules you approve.

Customer Support

Works now

Resolves common questions instantly and hands off anything sensitive.

Used bySupport

Technical details

Hands off to your inbox with the conversation attached.

Business operations

Run the business

Appointment Management

Needs connection

Confirms, reschedules and reminds, without phone tag.

Needs: your calendar

Used bySchedulerTeam Assistant

Technical details

Calendar write access; your staff are told about every change.

Inquiry Summaries

Works now

Delivers a clear brief of every qualified conversation to your inbox.

Used byConciergeSchedulerSupportTeam Assistant

Technical details

Sent to verified addresses only; daily digest option.

Knowledge Management

Works now

Keeps answers accurate as your services, team and policies change.

Used byGuideSupportTeam Assistant

Technical details

Source review queue; the facts you approve override what was read from the website.

Website Intelligence

Works now

Shows what visitors keep asking that your website doesn’t answer.

Used byGuideSupportTeam Assistant

Technical details

Questions grouped by topic; no personal data in reports.

Business Reporting

Works now

Reports outcomes, like leads and bookings, not just chat counts.

Used byTeam Assistant

Technical details

Workspace analytics and CSV export.

Which skills fit your business?

Enter your website and we’ll suggest five to start with.

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