WalletPush Help

Help/Engage

AI Concierge setup

Set up WalletPush AI Concierge — agents, knowledge bases, iMessage / widget connections, and an inbox that can answer members and take actions.

Open AI Concierge (/business/ai-concierge).

AI Concierge is the member-facing assistant (iMessage, website widget, connected inboxes). It is separate from the staff AI Assistant in the sidebar, which helps you operate the dashboard.

Tabs

  1. Conversations — inbox. Turn AI on/off per thread, pick an agent, approve or edit drafts.
  2. Agents — persona, model, tools, knowledge bases, widget settings.
  3. Knowledge — URLs and text you upload. Concierge searches this when it replies to members.
  4. Connections — HighLevel, website widget snippet, channel wiring.
  5. Analytics — recent runs and spend.

First-time setup

  1. Open AI Concierge. Complete the onboarding wizard if it appears.
  2. Create or edit an agent (voice, what it is allowed to do).
  3. Add a knowledge base with your hours, location, offers, and FAQs.
  4. Attach that knowledge base to the agent.
  5. Connect a channel (widget snippet on your site, or iMessage / HighLevel in Connections).
  6. Send a test message from a real phone or the widget. Confirm the reply before you leave AI on for all threads.

Hierarchy

You can run a main “front desk” agent that routes to specialist sub-agents. Set that in the agent hierarchy controls, not by creating duplicate inboxes.

Staff how-to questions (“how do I send a push?”) belong in AI Assistant, not Concierge.