Concierge & AI Conversion Agents
Give visitors useful answers and a clear next step. Then use the monthly report to improve the experience.
Two types. A shared standard of care.
Choose how the agent should help and what a good outcome looks like.
Guidance and service discovery
Answer questions, explain services and help people find the right provider. A useful answer may be the whole job.
For example: A medical concierge can match a visitor with a therapist, then link to that therapist's Jane booking page.
Guidance with a defined action
Guide the conversation toward a call, booking, inquiry or approved checkout. Direct requests get a direct path.
For example: The agent can explain the right offer, then open a call scheduler or Stripe checkout.
A Concierge Agent may share a booking link. A Conversion Agent is designed around the action from the start. Your provider completes the booking or payment.
The monthly report
See what visitors wanted, where they hesitated and what deserves attention next.
I LOVE the info provided in this report. I'm really looking forward to future reports to better understand our prospective client habits/patterns!
The report excludes tests, names coverage gaps and keeps interest separate from a confirmed booking or payment.
Why Customer Equity Labs
Approved content grounds every answer. Branding, tone and service rules sound like your business.
The agent asks only what it needs, then explains the right offer or next step.
When information is missing, the agent says so and offers a human handoff.
The report turns real inquiries and answer gaps into specific improvements.
Protection built into the experience
We harden the agent against attempts to change its rules or redirect a visitor.
Clickable links are limited to approved booking, checkout and source pages.
Replies block remote images and embedded HTML.
Tests cover instruction theft, forged message roles and payment-link redirects.
These controls reduce risk. No AI system is immune to manipulation. The agent cannot execute payments or change your records.
Before you get started
No. A question, a link click and a completed appointment are different evidence. Confirmed bookings, payments and revenue require records from the relevant systems.
We validate chat inputs, keep clickable links to approved destinations, and block remote images and embedded HTML. We also test attempts to reveal instructions and redirect visitors. These controls reduce risk; no AI system is immune to manipulation.
Yes. We can configure approved links to booking and checkout pages such as Jane, Cal.com and Stripe. The visitor completes the action with that provider.
The agent says when approved information is missing and offers a way to reach a person. The unanswered question becomes part of the monthly review.
The agent uses approved source documents and website content. We agree during setup which sources matter and how often they should be refreshed.
Tell us where visitors need help and which action matters most.
Review customer equity results or meet Allison Hartsoe.
