Gather what you need with Concierge.
Send Concierge questionnaires and intake forms to collect briefs, preferences, and details from clients, then bring their answers straight into your workspace.
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All articles in Concierge and forms
How do I create a Concierge questionnaire? Open Concierge, click Create new Concierge, choose a template or start from scratch, then set the name, stage, purpose, and guidance. Vai turns those details into an interactive client conversation.
How do I send a Concierge questionnaire to a client? After you save a Concierge, use Send via email to send it from a Hub Message Center or through Visualist, or use Share to copy its public link. Also in: Messages and emails
How do I reuse a Concierge questionnaire? Reuse a Concierge in two ways: start a new one from one of the built-in templates for common workflow stages, or duplicate an existing Concierge to copy its stage, purpose, and questions into a fresh one you can edit.
How do I use Concierge with a hub? Launch a Concierge from a Hub to use that Hub's context, or choose Link to hub when you send a Concierge. You can also link or unlink an individual response session from its details. Also in: Hubs and projects
How do I view a client's Concierge responses? Click View responses on a Concierge to open its sessions, then open a client's session to read Vai's summary and the full transcript. You can copy either one or save the transcript as a note.
What is Concierge? Concierge runs guided client conversations that gather briefs, preferences, and feedback. Open it from the left rail, then use Dashboard to create conversations and Sessions to review responses. Also in: Working with Vai
How do I create and share a form with Vai? Open the Hub that should contain the form, then ask Vai to create it. Edit and preview the form beside your chat, share it through a direct link, and review every submission from the Hub's Forms page. Also in: Working with Vai
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Getting started Set up your studio and learn the basics. Canvas The editor, layouts, and Magic AI tools. Moodboards Create, arrange, and share moodboards. Lookbooks Create, share, and collect comments on lookbooks. Files and library Images, files, design sets, tags, and imports. Color palettes Extract, save, and reuse color palettes. Notes Meeting notes, scratch pads, and documents. Hubs and projects Workspaces, boards, and action items. Permissions and access Members, roles, sharing, and client access. Messages and emails Workspace email, project threads, drafts, and scheduled sends. Meetings and bookings Notetaker, summaries, and meeting notes. Working with Vai Chat, Pulse, Concierge, and what Vai reads. Browser extension Clip images from the web into your library. Account and settings Profile, brand, notifications, and integrations. Billing and plans Plans, credits, invoices, and subscriptions.