The Concierge Chat Widget
Placing The Widget
By default, Concierge places the widget on every page of your site automatically. The launcher button appears fixed in the corner of the browser window — bottom-right by default, or bottom-left if you have changed the position in Settings. Visitors can open and close it at any point without leaving the page they are on.
If you prefer the widget to appear only on specific pages, untick the Inject on every page option in Settings. With this option off, the widget will only appear on pages where you have added the shortcode [concierge] to the page content. Place the shortcode anywhere in the page — Concierge will render the widget root at that location and the launcher button will appear as normal.
The widget will not appear on any page — regardless of the above settings — if the Widget enabled toggle is off, or if the licence is not active.
The Notification Bubble
If you have configured a bubble message in Settings, a small speech bubble will appear above the launcher button a few seconds after the page loads. The delay is configurable — the default is two seconds.
The bubble displays your message and draws attention to the widget for visitors who might otherwise not notice it. Clicking anywhere on the bubble opens the chat. Once a visitor dismisses the bubble by closing it or opening the chat, it will not reappear during that browser session.
Leave the Bubble Message field blank in Settings to disable the bubble entirely.
Starting A Conversation
When a visitor opens the widget, the assistant sends the welcome message you have configured in Settings. The visitor can then type a question in the input field and press Enter or click the send button.
The assistant responds based on the system prompt — the knowledge and instructions you have configured. Responses are streamed in as they are generated, so visitors see the reply appearing in real time rather than waiting for it to complete. Each response is limited to a maximum of 600 tokens, which produces replies of a natural conversational length.
Links In Responses
When the assistant refers to a product, service, or page on your site, it uses the name only — it does not include raw URLs in its responses. This keeps conversation natural and avoids the assistant generating links that may be incorrect or outdated. Your website handles all linking through its normal navigation.
The one exception is email addresses, which the assistant will include in full when directing a visitor to contact your team.
Session Persistence
The conversation is maintained throughout a visitor's browser session. If a visitor navigates to a different page on your site and then opens the widget again, their conversation continues from where it left off rather than starting fresh. This is particularly useful on sites where visitors browse multiple pages before making an enquiry.
The session ends when the visitor closes their browser tab or window. Opening a new tab starts a fresh conversation.
The Lead Capture Form
After a set number of messages — three by default, configurable in Settings — a contact form appears within the chat. The visitor is invited to leave their name, email address, and phone number so that your team can follow up.
Completing the form and clicking submit stores the lead in WordPress and triggers any additional routing destinations you have configured — email notification, webhook, or Cornerstone Forms. After submitting, the conversation continues as normal.
The lead capture form can be disabled entirely from Settings if you prefer the assistant to gather contact details conversationally without presenting a form.