Watch the video: How to Set Up Your Brand in Concierge AI
What is Concierge AI?
If you’ve ever used ChatGPT, think of Concierge as your own customized version — but built directly inside the Automation Agency platform and connected to your account, your brands, and your ongoing projects.
Concierge doesn’t just answer questions — it can take action. It helps you create and delegate tasks, draft content, and even plan strategies — all while using your brand’s unique context.
Meet Your AI Team
Inside Concierge, you’ll meet your dedicated AI team — each one focused on a specific part of your workflow:
Alex — Your Delegation Assistant
Alex helps you describe what you need clearly and sends your tasks straight to the right human team. You can even start by recording a Loom or short voice note — Alex will do the rest.Sam — Your Strategist
Sam reviews your websites, funnels, or social channels and provides actionable insights to improve conversions and marketing performance.Clara — Your Copywriter
Clara writes and refines your content — from email copy to social media posts — while keeping your tone and voice consistent with your brand.
Together, they make sure that every task you delegate flows seamlessly from idea → strategy → implementation.
Setting Up Your Brand
Setting up your brand is one of the most important things you can do to get the most out of Concierge AI and here’s how: add link of “How to set up your brand”
Step 1: Delegating a Task Using Concierge
One of the first and most useful things Concierge can do is help you delegate tasks — even if you’re not sure how to word them.
For example, you can simply type or say:
“Hey, I’m having a problem on my website — when a user fills out our contact form, it redirects to the wrong page. I want it to go to a thank-you page instead, and trigger an automation that sends an email. Can you get the team onto fixing that?”
Concierge will then:
Transcribe and format what you’ve said into a properly written task.
Ask clarifying questions (e.g., “Which website is this for?”).
Draft a full task description — including any relevant details.
Offer to send it for you (including marking it as a Priority Task if applicable).
You can review the task it’s written and simply say:
“Send it.”
Concierge will submit it to the team, just like you would through the regular process — saving you the manual typing and formatting.
Tip: Use Loom Links for Visual Tasks
You can record a quick Loom video describing the issue and paste the Loom link into Concierge.
For example:
“Hey Concierge, I’ve recorded a video showing a website issue. Can you use this and create a task for the team?”
Concierge will:
Watch and understand the Loom video (about 80% accuracy so far)
Write the full task description
Attach the Loom link for reference
This helps the team get the full context faster without needing to replay your video repeatedly.
Step 2: Using Concierge for Strategic and Copywriting Tasks
Concierge can also analyze and optimize your content — for example, your LinkedIn profile.
You can ask:
“Optimize my LinkedIn profile to better reflect what you know about my business. My goal is to get more leads and inquiries.”
It will:
Review your LinkedIn profile link.
Use your saved brand details (Ideal Client Profile, mission, etc.) to guide its suggestions.
Generate detailed recommendations — e.g., rewriting your “About” section, improving clarity, emphasizing your transformation or results.
If something seems off or if it forgets details, you can remind it:
“You have my ICP on file in our brand settings.”
It will then re-check and update accordingly.
Step 3: Setting Up and Using Brand Voices
Your brand voices help Concierge produce content that sounds like you.
To set one up: add the portal link of the “How to set up your brand”
And to use brand voices”
Step 4: Refining and Sending Your Content
Once Concierge has created the post (and image, if requested), you can:
Review both versions of your content
Copy them to your clipboard for posting
Or send them to the Design Team for final visual adjustments
You can continue the same conversation to request edits:
“Can you make the LinkedIn version sound more results-focused?”
“Can you add emojis to the Facebook version?”
Concierge remembers context and tone within your ongoing session (although see below for current limitations).
⚠️ Known Limitations (for now)
Concierge AI is still in beta, which means a few things are being improved:
Long conversations: It may sometimes forget earlier context if the thread runs long.
Image generation: Works ~80% of the time, but being refined to 100%.
Profile lookups: Sometimes mismatches names or pulls unrelated results; you can fix this by pasting the correct URL.
Display polish: Some settings pages (like the brand editor) may look dense, but are being visually improved soon.
Despite these, Concierge is already a huge time-saver and continually learning from your usage.
✅ Key Takeaways
Concierge is your AI-powered teammate — capable of writing, delegating, and strategizing.
You can delegate tasks by voice or video (Loom) — it writes and sends them for you.
You can analyze or optimize existing content like LinkedIn profiles.
You can create branded content using multiple voices for different platforms.
The system is actively improving — expect faster performance and smoother memory soon.