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Governance

Customer Concierge

Publish a customer-facing concierge for your workspace. Visitors never receive a workspace-member session.

Setup wizard (step 1 of 2) · Draft

One concierge profile per persona or workspace binding

IDs of published business sources (manage under Knowledge tab)

Readiness

Complete the wizard to evaluate readiness.

Live preview (visitor view)

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Business name · Persona
Agent context