Web Concierge (site chatbot)

Coming soon - an embeddable, brand-grounded chatbot for your website that will answer questions and capture leads.

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Web Concierge is a chatbot you embed on your website. It answers visitors' questions in your brand voice, captures leads into your CRM, and learns from every conversation - all from approved knowledge, never your raw internal data.

Where it stands

Web Concierge shows in the Studio zone as Coming soon. The tool is built, but it has not yet been proven on a live website with real visitors, and a tool that speaks to your customers in your name does not go live until it has been. There is nothing to set up yet. While it is marked coming soon, its leads do not appear on Today and it has no card on the Attribution tab.

The rest of this page describes how it will work when it launches.

Setting it up

  1. Configure the bot - its persona, goal and guardrails, the website origins it's allowed to run on, and a per-session message cap.
  2. Approve knowledge - the platform suggests safe, public-friendly snippets (rewritten from your brand info and data); you approve what the bot is allowed to say. It works on a default-deny basis, so nothing goes live until you approve it.
  3. Copy the embed code and drop it on your site.
  4. Test it right in the dashboard before you go live.

What it does for you

  • Answers visitor questions, grounded only in approved knowledge.
  • Captures leads straight into your CRM (HubSpot, Salesforce or GoHighLevel).
  • Learns - logs conversations and unanswered questions, feeding the Brain so gaps get filled over time.
  • Hands off to a human when needed.

Safety built in

The bot only ever reads (1) public brand fields and (2) knowledge your team has approved - never the raw Brain. It's also protected by origin checks, rate limits, per-session caps and spend safeguards, so it can't be abused.

What counts toward your allowance

Everything Web Concierge does with AI shares one Web Concierge allowance: replies to visitors, Suggest knowledge (drafting snippets from your brand info), and Learn from conversations (mining logged chats for gaps). The allowance is generous enough that ordinary use won't reach it, but the two buttons are AI work like any reply, so they count. See Usage & limits.

Availability

Web Concierge is part of the Insights + Studio plan - see What's in Creator's Studio.

An agency-managed client sees a status card on the tab - whether the assistant is live on their site, and its greeting. Setup, the knowledge base, the embed code and the chat history stay with your team.