Concierge

Request an Estimate

Estimate request forms say 'kitchen remodel.' Your concierge learns it's a full gut renovation, they want to move the gas line, budget is firm at $40K, and they're getting three quotes. Now you send the right estimator with realistic expectations—or pass on jobs you can't win.

1

Paste your form URL

We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.

No credit card required

2

Customize with natural language

Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.

Add conditional logic

If the job involves permits, ask if they've checked local requirements

If they mention water damage, ask about the source and timeline

Add mandatory questions

Always ask about their budget range and flexibility

Ask if they're getting other quotes and what their timeline is

Guide users based on their answers

If it's an emergency, route to on-call dispatch

If the budget doesn't match the scope, set expectations before scheduling

3

Add automations

Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.

Example automations

Create a Buildertrend project with scope, budget, and timeline details

Sync lead to Salesforce Construction Cloud with project classification and value estimate

Create a Jobber job request with service details and scheduling priority

Buildertrend
Salesforce
Jobber
+Any API

Embed your concierge

Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.

Build with AI-assisted code

Use the Perspective MCP Server to replace your current onboarding wizard with an intelligent concierge—directly from Claude Code, Cursor, or Windsurf.
Explore the MCP Server

Experience a request an estimate concierge