Everything tagged Concierge
6 articles across the Help Center.
How do I create a Concierge questionnaire? Open Concierge, click Create new Concierge, choose a template or start from scratch, then set the name, stage, purpose, and guidance. Vai turns those details into an interactive client conversation. Concierge and forms
How do I send a Concierge questionnaire to a client? After you save a Concierge, use Send via email to send it from a Hub Message Center or through Visualist, or use Share to copy its public link. Concierge and forms
What is Concierge? Concierge runs guided client conversations that gather briefs, preferences, and feedback. Open it from the left rail, then use Dashboard to create conversations and Sessions to review responses. Working with Vai
How do I reuse a Concierge questionnaire? Reuse a Concierge in two ways: start a new one from one of the built-in templates for common workflow stages, or duplicate an existing Concierge to copy its stage, purpose, and questions into a fresh one you can edit. Concierge and forms
How do I use Concierge with a hub? Launch a Concierge from a Hub to use that Hub's context, or choose Link to hub when you send a Concierge. You can also link or unlink an individual response session from its details. Concierge and forms
How do I view a client's Concierge responses? Click View responses on a Concierge to open its sessions, then open a client's session to read Vai's summary and the full transcript. You can copy either one or save the transcript as a note. Concierge and forms