Features

Concierge

Turn qualified customer signals into work

Route approved visitor and customer context into a dedicated workspace surface instead of creating noisy projects.

What it changes

Move from customer signal to owned follow-through.

  • Keep intake separate from delivery noise.
  • Preserve the original customer context.
  • Create follow-up work when a signal is qualified.

How it works

  1. 01Receive a qualified Concierge signal.
  2. 02Review it in the Concierge Desk.
  3. 03Choose the owner and next action.
  4. 04Move approved follow-through into Taskologic work.
Start with TaskologicRead the guide