01The planned role
AI Concierge is intended to help organize the opening conversation around your business information and your team’s rules. The goal is to make the handoff more useful: what the person asked, the details they shared and the next step your team needs to review. This is a planned service, not an available service commitment.
02Start with a defined use case
A useful planning conversation begins with one type of inquiry. For example, a prospective customer asks to speak with the team. An illustrative flow could gather contact details, identify the request and guide the person toward an appropriate appointment or human handoff.
- Business information the assistant may use
- Questions it should ask before a handoff
- Booking rules and supported calendar requirements
- Situations that should go directly to your team
03Planned price: +$100 USD/month
The listed price is a planned monthly add-on, not an available purchase. AI Concierge is not available in checkout and will not be added by default. Included usage, extra charges and billing for annual-base subscribers must be confirmed before purchase.
04What still needs to be confirmed
Channels, activation steps and setup responsibility are still being defined. Training, testing, human handoff, supported booking behavior and usage limits also need confirmation. Do not assume 24/7 coverage, every messaging channel, immediate activation or unlimited conversations from this proposal.
05Keep the AI capabilities separate
AI tools, including Ask AI, are enabled in the base BUMS platform plan; applicable usage is additional. AI Concierge is a separate planned service, not a requirement to access those enabled tools. Mobile availability, call transcription and Labs-based Voice Intelligence have their own eligibility, setup and consent requirements. Concierge scope and included usage still need confirmation.
06Your team stays involved
Before any activation, review the business information and conversation rules, test representative inquiries and decide when a person should take over. Recording, transcription and analysis require appropriate setup and applicable consent. Core AI setup and training remain on desktop; mobile access is not a substitute for that configuration.
07Ask about the planned offer
Tell us which inquiries you want help with, the channels customers use and how your team handles appointments today. The next step is a scope discussion, not payment or automatic enrollment.