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Build Concierge Overview

Build Concierge is an AI-powered, omnichannel customer engagement platform that helps businesses convert leads, automate processes, and scale, while delivering exceptional service 24/7.

The secure, cloud-based Workflow Builder connects and automates calls, chats, WhatsApp, SMS, emails, and bookings in real time. Use automation to understand intent, respond instantly, follow up automatically, and integrate with your existing tools, from CRMs to job management systems, without disrupting how you already work.

Core Features at a Glance

Workflow Builder

A visual, no-code tool to map, connect, and automate your processes. Triggers can be set by real-world events (like an incoming email) to launch sequences of actions, from sending quotes to updating your CRM, all without manual intervention.

 

Concierge Support

Brings all your customer communication into one unified inbox, covering SMS, WhatsApp, email, and voice. AI helps with live transcription, conversation summaries, and real-time prompts, ensuring your CRM is always up to date.

Concierge Advisor

AI assistant embedded on your website to answer FAQs, capture job requests, and escalate to your team when needed. Works 24/7 to handle enquiries, qualify leads, and schedule appointments, reducing repetitive tasks for your team.

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Concierge Receptionist

Handles inbound calls and messages 24/7, across phone, SMS, WhatsApp, and email. Instantly responds to customers, logs requests, and triggers workflows or escalations so no lead is ever missed.

Concierge Booking App

A branded, customer-facing app where clients can book and track appointments, communicate with your team, manage documents, and make payments, all in one place.

 

Reporting & Analytics

Real-time dashboards to track KPIs, team performance, customer engagement, and process efficiency. Consolidates data from across your business to help you make smarter decisions.

Payments

Covers the full quote-to-payment lifecycle. From generating and sending branded quotes to collecting payments via secure links and reconciling them in your job management system.

Form Builder

A no-code template editor for creating branded documents, forms, and messages. Supports dynamic fields and logic for personalised, automated communication.

ERP & Software Integrations

Seamlessly connects with your CRM, job management, finance systems, and lead generation platforms to sync data in real time and eliminate double entry.

Lead Generation Integrations

Connects to platforms like Checkatrade, Rated People, Bark, and Pinlocal to import leads automatically, trigger instant follow-ups, and convert opportunities faster.