How do I create a Concierge questionnaire?

Concierge, powered by Vai, turns your notes and goals into an interactive client conversation. Vai adapts the questions as the client answers.

Create a Concierge

1. Start a new Concierge. Press ⌘K (Ctrl+K on Windows) and type Concierge, or open Business Center from the rail, select Toolkit, find Concierge, and select Open. If you haven’t made a Concierge yet, Toolkit shows Set up with Vai instead of Open. On Dashboard, click Create new Concierge. When the conversation belongs to a project, you can launch it from the Hub instead. See How do I use Concierge with a Hub?. Choose a template, or pick Start from scratch to build a custom conversation.
2. Name it. Fill in Name your Concierge. This name is visible to the people who answer it, so keep it brief but descriptive, like “Project Kickoff”.
3. Set the stage. Under 1. Stage, choose where in your workflow this runs, such as Intake (Pre-Kickoff), Onboarding, or Project Check-In. This helps Vai set the right tone and pacing.
4. Describe the purpose. Under 2. Purpose, say what you want the conversation to achieve, for example “Understand the client’s goals and preferences before kickoff”.
5. Guide Vai (optional). Add private 3. Notes to shape the tone, list 4. Must ask topics Vai should cover, and 5. Must avoid topics it should avoid.
6. Save it. Click Preview and save changes.

How the fields shape the conversation

The stage and purpose tell Vai what the conversation is for. Notes are private cues that the client never sees. Use Must ask to guide Vai toward topics it should cover and Must avoid for topics it should avoid, such as budget. Click See how Vai asks these to preview the phrasing. Review the preview before sharing.

Once it is saved, learn how to send it to a client in How do I send a Concierge questionnaire to a client?.