How do I create a Concierge questionnaire?

Concierge, powered by Vai, turns your notes and goals into an interactive client conversation. Vai adapts the questions as the client answers.

Create a Concierge

1. Start a new Concierge. Open Concierge from the left rail, then click Create new Concierge from Dashboard. You can also Launch a Concierge from a Hub when it belongs to a project. Choose a template, or pick Start from scratch to build a custom conversation.
2. Name it. Fill in Name your Concierge. This name is visible to the people who answer it, so keep it brief but descriptive, like “Project Kickoff”.
3. Set the stage. Under 1. Stage, choose where in your workflow this runs, such as Intake (Pre-Kickoff), Onboarding, or Project Check-In. This helps Vai set the right tone and pacing.
4. Describe the purpose. Under 2. Purpose, say what you want the conversation to achieve, for example “Understand the client’s goals and preferences before kickoff”.
5. Guide Vai (optional). Add private 3. Notes to shape the tone, list 4. Must ask topics Vai should always include, and 5. Must avoid topics it should never raise.
6. Save it. Click Preview and save changes.

How the fields shape the conversation

The stage and purpose tell Vai what the conversation is for. Notes are private cues that the client never sees. Vai includes every must-ask topic and adapts the wording to the conversation. You can click See how Vai asks these to preview the phrasing. Vai excludes any must-avoid topic you list, such as budget.

Once it is saved, learn how to send it to a client in How do I send a Concierge questionnaire to a client?.