Work on your assistant with your AI assistant.

Connect your AI app once, paste the prompt, and it sets everything up, asking you only for what it can't find. It can do anything you can do in your portal, except send messages to your customers.

Setting up with Claude or ChatGPT (Claude shown): connect it, ask how your setup looks, answer its questions (75 seconds, narrated).

1 · Connect your AI app

The address to add: https://conciergr.com/mcp

  1. Claude: on claude.ai, the + in the message box, Connectors, Add connector (or Settings, Connectors). Paste the address, then Connect.
  2. ChatGPT: on chatgpt.com in a web browser, open Plugins, press Add, then Add custom MCP server. Name it Conciergr, paste the address, leave Authentication on OAuth, and sign in when Conciergr's page opens. The phone app can't add it yet, but uses it once it's added.
  3. Gemini: on gemini.google.com, Settings, Personal Intelligence, Connected Apps, then Custom. Paste the address, accept, and sign in when Conciergr's page opens.
  4. Any other AI app that can add a plugin or custom connector (sometimes called an MCP server): the same address.

Your AI app opens a Conciergr page: sign in with the address you use for Conciergr, choose the business and press Connect. Not sure where the setting is? Paste this into your AI app and it walks you through it:

I want to add Conciergr to you as a plugin or custom connector (I add it myself in your web version, in a browser; phone apps often can't add one yet, but use it once it's added. For example: Claude, the + in the message box, Connectors, Add connector; ChatGPT, on chatgpt.com, Plugins, Add, Add custom MCP server; Gemini, on gemini.google.com, Settings, Personal Intelligence, Connected Apps, Custom), so you can help me set up and run my WhatsApp assistant. Its MCP server address is https://conciergr.com/mcp. It signs in with OAuth: there is no API key, and any client ID and client secret fields stay empty, because Conciergr registers you automatically. Walk me through adding it in this app, one step at a time, and wait for me to say "done" after each step. When it's added, tell me how to use it in a chat.

2 · Paste this into a chat with Conciergr switched on

Set up my Conciergr WhatsApp assistant for me, using the Conciergr connector. 1. Start with Conciergr's overview and guide, so you know what is already set and what is missing. 2. Learn my business before asking me anything: read my website and look through my Google Drive for price lists, timetables, policies and FAQs. 3. Give my assistant its two documents: one Google Sheet (classes, schedules, fees, locations) and one Google Doc (policies, FAQs, how we handle common questions). Use my existing files if they fit; otherwise copy Conciergr's templates into my Drive and fill them in. Share both with the address Conciergr gives you, then link them. 4. Fill in every setting you can. Then interview me, a few questions at a time, for anything you couldn't find, such as how customers book a first visit, how they pay, our team hours, who should get urgent alerts, our signup and review links, and how we like to sound. 5. Check what the assistant learned from my documents and fix anything wrong or missing. 6. Remind me to switch off Greeting and Away messages in my WhatsApp Business app. 7. Give me a short summary of everything you set, and switch the assistant on only when I say so.

Your AI app can do only what you could do yourself here, never send messages to your customers, and your assistant stays paused until you say so.

Using an AI assistant built into your browser?

Chrome, Edge and ChatGPT's desktop app can have an assistant that works on the page you have open. With this page or your settings open and signed in, ask it to set up Conciergr: it can use the same actions, with your sign-in, without connecting anything.

Rather do it yourself? Open your settings. The AI assistant guide explains what it can and can't do.