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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?”

Adding Concierge (Admin Only)

Note: If you’re unable to see Concierge under the Added tab, you must first activate your free credits.

Steps to Add Concierge
  1. Go to the Directory tab.
  2. Locate the Concierge card.
  3. Click Add.
  4. You will be redirected to the Concierge setup page.
      

 

Configuring Concierge (Admin Only)

Administrators can configure Concierge anytime after adding it.

Note: Under the Added tab, click the kebab icon () beside Concierge, then click Configure.

Steps to Configure Concierge

  1. Navigate to the Added tab.
  2. Find Concierge.
  3. Click the kebab icon ().
  4. Select Configure.
  5. Update the necessary settings and upload documents as needed.
      

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