What actually gets loaded?
The customer should not need to “train an AI”. We collect the useful business material, structure it, approve it, and make it available to the right Concierge role.
Business facts
What is true?
Company information, locations, hours, services, pricing boundaries, offers, product facts and operational details.
Conversation rules
How should it behave?
Tone, qualification boundaries, forbidden claims, escalation rules, opt-out behaviour and what must always be confirmed by a human.
Customer context
What should it remember?
Lead source, original enquiry, preferences, timing, prior interactions, current stage and the next logical step.
Example: what the Concierge sees
structured context · not a giant promptBUSINESS KNOWLEDGEPremium Costa del Sol estate agency · Marbella / Mijas / Estepona · multilingual buyer support · connected property inventory.
ROLE RULESNever invent property facts. Keep replies concise. Remember every property discussed. Move naturally towards useful next steps.
CUSTOMER MEMORYLooking in La Cala · under €500k · sea views preferred · one property remembered · viewing timing not yet known.
CURRENT CONVERSATION“Show me the bedrooms on the second one.” The active-property reference is already resolved before the model answers.
The client supplies the truth. AI Concierge does the organising.
Knowledge can come from forms, documents, existing website copy, CRM context or connected systems. The goal is low effort for the customer and high confidence for the Concierge.