Creating the Concierge

Introduction

The Concierge module allows service providers to offer additional value to users by providing URLs (websites) to helpful external resources in a convenient and structured way. These links can for example lead users to:

• The service provider’s website
• Their online store
• External support pages, documentation, or partner platforms

When a user clicks a Concierge link, the linked website opens in a new browser tab, taking them outside the platform while ensuring seamless access to relevant services.

Users can access Concierge elements:

• Via the module button in the main menu. (picture)
• Via action buttons in the Assistant.
  Note: The Assistant can reference both individual concierge elements and concierge groups, allowing flexible navigation options.

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How to Get There

1. Select TEMPLATES from the side menu.
2. Select a template.
3. Open the Modules Tab.
4. Select URL from the side menu.

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How the Concierge Works

Concierge Structure

The Concierge consists of groups and elements, with each element being assigned to a Concierge group.

Concierge groups act as categories, helping organize links into structured sections.
Note: The Assistant can reference both individual concierge elements and entire concierge groups, making it easy to integrate Concierge links into structured guidance systems.

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Creating the Concierge

Step 1: Create Concierge Groups

1. Click + NEW GROUP.
2. Enter a title for the group.
3. Click SAVE.

Note: Groups remain invisible to users until at least one element is added.

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Step 2: Add Concierge Elements

Once you have created at least one group, an element editor appears at the top of the page.

1. Enter a title.
2. Enter the URL to which the element should link.
3. Select a group from the drop-down menu.
4. Click + ADD ELEMENT.
5. (Optional) Add an image to visually enhance the element.
6. Click SAVE.

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Tips & Tricks

• Use drag & drop to rearrange Concierge groups or elements for better organization.
• Use the Preview to see the Concierge module from the user's perspective and ensure a smooth experience.
• Integrate the Concierge into the Assistant to provide seamless access to external resources within structured guidance flows.

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Good to Know

• The Assistant can reference both Concierge elements and groups, making integration flexible.
• Users can access Concierge elements via the module button or the Assistant.
• Concierge links open in a new browser tab, taking users outside the platform.
• Groups remain hidden until at least one element is added.