Concierge

Your AI-powered operations assistant — ask questions about your business, get data-driven suggestions, and take action on gap filling, reconnect campaigns, inbox replies, scheduling, retention, and reviews, all from a single chat interface.

Where to find it — Web: Sidebar → Concierge. Mobile: Concierge tab in the bottom navigation bar.

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Overview

The Concierge lets you:

• Chat with an AI assistant that knows your venue's data — bookings, revenue, clients, and schedule
• Get personalised starter questions based on your role and business metrics
• Receive action suggestions for gap filling, win-back campaigns, inbox replies, rescheduling, no-show follow-ups, and review requests
• Draft, review, and execute actions directly from the chat — with approval workflows for high-risk operations
• Resume previous conversations and pick up where you left off

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Getting started

Starting a conversation

1. Go to Concierge in the sidebar (web) or tap the Concierge tab (mobile).
2. Choose a suggested question from the starter chips, or type your own question.
3. Press Send (arrow icon) to start the conversation.

The Concierge responds with advice, data insights, or action suggestions based on your question and your venue's current data.

Starter chips

The Concierge shows personalised starter questions based on your role and your venue's metrics. Chips rotate daily for variety.

Data-aware chips appear when your metrics trigger them:

Condition	Starter question
Occupancy below 60%	"How do I fill my empty appointment slots?"
Declining revenue	"What can I do to boost revenue this month?"
Revenue concentrated on one staff member (>50%)	"How do I reduce my dependency on one team member?"
No-show rate above 10%	"How do I reduce no-shows at my salon?"
Low rebooking rate (<60%, staff only)	"How can I improve my rebooking rate?"
Gaps detected tomorrow (staff only)	"I have gaps tomorrow — how do I fill them?"

Tap "More" to see additional suggestions, including topics from your recent conversations.

If you have a recent session (within 48 hours), a "Continue" chip appears so you can resume your last conversation.

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Chat interface

Messages

• Your messages appear on the right
• Concierge responses appear on the left with a sparkles icon
• Each response includes a Copy button to copy the text
• Follow-up suggestions may appear as clickable pills below the response

Spark balance

The Concierge displays your remaining Spark balance at the bottom of the chat:

Balance	Display
Over 100 Sparks	"1 Spark per message"
10–100 Sparks	"~{N} messages remaining"
Under 10 Sparks	"{N} messages remaining"
0 Sparks	Chat input disabled

When your balance is low (under $5), a "Top up Sparks" button appears.

A disclaimer below the input reads: "Concierge may make mistakes — verify figures before acting."

Chat history

• Web: Previous conversations appear in a sidebar on the left. Click a session to reopen it.
• Mobile: Tap the chat history button (panel icon) to open a drawer with your conversation history.

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Actions

When your conversation relates to an operational task, the Concierge may suggest an action. Actions appear as cards below the chat response.

Action families

Family	Example action	What it does
Gap fill	Create Flash Deal draft	Offers a discounted slot to fill a cancellation
Reconnect	Draft win-back campaign	Sends an SMS/email to lapsed clients
Inbox reply	Draft inbox reply	Composes a reply to a customer message
Scheduling	Reschedule appointment	Moves a booking to a new time and notifies the customer
Retention	Follow up with no-shows	Sends a follow-up message to customers who missed appointments
Feedback	Request reviews from today's clients	Asks recent clients to leave a review

Risk tiers

Each action has a risk level that determines whether approval is needed:

Risk tier	Behaviour	Examples
Draft	You review and execute directly — no approval needed	Flash deals, inbox replies, review requests
Approval required	Queued for Owner/Manager review before execution	Win-back campaigns, rescheduling, no-show follow-ups

Owners always bypass approval, even for approval-required actions. Solopreneur venues (single-person businesses) also skip approval workflows.

Working with action cards

1. The Concierge suggests an action with a headline, reason, and risk badge ("Draft" or "Approval needed").
2. Click "Prepare draft" (for draft actions) or "Queue for review" (for approval-required actions).
3. Review the generated draft — you can edit the message text before proceeding.
4. Click "Save draft" or "Queue for approval" to finalise.
5. Click "Not now" to dismiss the suggestion.

Pending approvals

Owners and Managers see a "Pending approvals" section showing actions queued by team members.

1. Open a pending action and click "Review".
2. Edit the draft if needed.
3. Click "Approve" to execute or "Reject" (with an optional reason) to discard.

Pending actions expire after 24 hours (approval-required) or 7 days (drafts) if not actioned.

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Nudges

The Concierge proactively detects situations that need attention and shows nudge cards on your dashboard.

Gap detection nudge

When tomorrow's schedule has fewer than 4 bookings per staff member and waitlist matches exist:

• With a match: Shows "Waitlist match found" with a "Send offer" button
• Without a match: Shows "Gaps in tomorrow's schedule" with a "View gaps" button

Dismissing a nudge hides it for 24 hours.

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Role-aware context

The Concierge adapts its knowledge based on your role:

Role	Context provided
Owner / Manager	Full business metrics (revenue, occupancy, rebooking rate), today's schedule, service list, business memory
Staff	Personal performance metrics, service list, business memory

Starter questions also differ by role — Owners see marketing, growth, and team operations topics, while Staff see consultation, skill development, and client experience topics.

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Role access

Action	Owner	Manager	Staff
Chat with Concierge	Yes	Yes	Yes
Receive action suggestions	Yes	Yes	Yes (limited set)
Execute draft actions	Yes	Yes	Yes
Execute approval-required actions	Yes (bypasses approval)	Queued for review	Queued for review
Review and approve pending actions	Yes	Yes	No
Reject pending actions	Yes	Yes	No

Staff limitations: Staff members can access flash deals, inbox replies, and review requests. They cannot access reconnect campaigns, rescheduling, or no-show follow-ups.

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Platform differences

Feature	Web	Mobile
Navigation	Sidebar → Concierge	Concierge tab
Chat history	Persistent left sidebar	Drawer via chat history button
Action cards	Inline below messages	Inline below messages
Pending approvals	Dedicated section	Same
Nudges	Dashboard cards	Dashboard cards

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Troubleshooting

Issue	Solution
Concierge shows "Upgrade to PRO"	The Concierge requires a PRO subscription. Owners can upgrade from Settings → Billing. Staff members see: "Concierge is a PRO feature. Ask your account owner to upgrade to unlock it."
Chat input is disabled	Your Spark balance is empty. Top up your wallet from Settings → Billing on web. See Understanding Spark.
No starter questions appearing	Starter questions require at least 10 historical bookings for data-aware chips. New venues see generic topic suggestions instead.
Action suggestion not appearing	The Concierge only suggests actions when your question relates to an operational task (gap filling, reconnect, reviews, etc.). General advice questions do not trigger actions. Additionally, actions are gated by data — for example, gap fill requires future bookings, and reconnect requires lapsed clients.
Pending action expired	Approval-required actions expire after 24 hours. Draft actions expire after 7 days. Ask the Concierge to regenerate the action if needed.
"Not now" dismissed an action I wanted	Start a new message about the same topic — the Concierge will suggest the action again in a new conversation turn.

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Related Articles

• Concierge Actions & Backfill
• Intelligence Dashboard
• Understanding Spark (AI Credits)
• Using the Inbox
• Engage

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Last updated: March 2026