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Getting Started with Concierge Agent

What is a Concierge Agent?

Concierge Agent is an AI-powered assistant that answers employee inquiries based on uploaded internal company documents specific to your organization, such as:

  • Employee handbook
  • Company policies
  • Training materials
  • Internal guidelines
  • HR-related documentation

It helps employees quickly access company information without manually searching through files.

Sample Queries

Employees may ask questions such as:

  • “What is our company history?”
  • “Can I go to the office daily?”
  • “What is our leave policy?”
  • “Where can I find onboarding materials?”
  • “What are the company work-from-home guidelines?”


Configuring Concierge (Admin Only)

Note: If you haven’t configured the agent yet, you will see the Incomplete setup tooltip.

 

 

  1. Click the kebab icon ( ⁝ ) on the Concierge card.
  2. Click Configure to set up the agent. 

 

 Want real-time responses? Explore Sidekick, your 24/7 guide for product inquiries!