AI Concierge - Brand Training Session

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Tasting room managers saying YES - We're Ready for a Helping Hand!

Answer a few questions, and we'll build a first draft of a custom AI Concierge tailored to your business.

No obligation...just wine industry veterans sharing ideas:)

If you're ready to boost customer engagement with an affordable AI Concierge customized for your brand, you're on your way!

Complete this confidential form, and you'll receive a link to your new AI Concierge ASAP.

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Please confirm your identity* This field is required.Only authorized brand representatives are allowed to train an AI Concierge

Your Name

Company/Brand Name

Enter your email address

Enter your business phone number

Please enter the name of the brand executive who authorized this training session

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Please confirm the persona, style & overall vibe of your brand's AI Concierge* This field is required.Yes...you can change these settings later:)

What do you want to name your AI Concierge?

What's the official job title of your AI Concierge?

Describe your AI Agent's personal appearance, apparel & overall vibe. Provide as much detail as you want...

Choose your AI Agent's conversation style

Choose the length of your AI Agent's responses

What's the primary function your AI Concierge should focus on? (ex: customer service, sales, engagement, etc...)

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For faster Agent customization, choose a persona that fits your brand:If you have a specific look in find, skip to the next page & upload at least one image conveying the look you want.

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If you want your AI Agent to have a specific look, please upload at least one image that conveys the style you're looking for:PDFs or image files work just fine...

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

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Please confirm how your AI Concierge should communicate with consumers* This field is required.Select all that apply

Pop-up chatbot

Standalone web page

Email

Shopify Agent

Mobile app

Messenger/FB/IG Agent(s)

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What other topics should your AI Concierge be trained on?This is a chance to fine-tune your Agent's knowledge base...

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Please describe any underlying brand values/rules/scripts that your AI Concierge should always follow:Please describe and/or paste link(s)

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AI Concierge Training: Telling Your Brand Story* This field is required.Please answer these common questions asked by consumers interested learning about your brand If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about your BRAND STORY that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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Please upload any brand orientation materials you want your new AI Concierge to understand and follow:We'll add these materials to the knowledge base of your custom AI Concierge

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Select files to upload

Max. file size: 10.6MB

Browse Files

pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, mp3, wma, mpg, flv, avi, jpg, jpeg, png, gif

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AI Concierge Training: Planning a Visit* This field is required.Please answer these common questions asked by consumers planning a visit. If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about PLANNING A VISIT that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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AI Concierge Training: Tasting Experiences* This field is required.Please answer these common questions asked by consumers interested in wine tasting If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about TASTING EXPERIENCES that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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AI Concierge Training: Purchasing Wine* This field is required.Please answer these common questions asked by consumers interested in purchasing wine If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about PURCHASING WINE that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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AI Concierge Training: Event Planning* This field is required.Please answer these common questions asked by consumers interested in hosting events at your facility If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about EVENT PLANNING that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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AI Concierge Training: Wine & Food Pairings* This field is required.Please answer these common questions asked by consumers interested in wine & food pairings If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about WINE & FOOD PAIRINGS that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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AI Concierge Training: Membership Options* This field is required.Please answer these common questions asked by consumers interested in wine clubs/allocation lists If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about MEMBERSHIP OPTIONS that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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AI Concierge Training: Local Recommendations* This field is required.Please answer these common questions asked by consumers interested in local recommendations If the answer is available online, please enter the URL where your AI Concierge can find it. If not, please type your answer so your AI Concierge knows what to say.

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Are there any other questions about LOCAL RECOMMENDATIONS that your AI Concierge should be prepared to answer?Enter additional question(s) & answer(s) below, then we'll ensure your AI Concierge is trained to answer correctly

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How should your AI Concierge respond to a customer complaint?* This field is required.Include a customer service phone number & email address, if available

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AI Concierge Training: Wine Club Specials* This field is required.Please include a link to the web page describing your weekly/seasonal/ongoing wine club specials

Paste all applicable links here

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AI Concierge Training: Retails Sales Specials* This field is required.Please include a link to the web page describing your weekly/seasonal/ongoing retail sales specials

Paste all applicable links here

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If you forgot to upload any important training files, here's your last chance...FYI - once your AI Concierge is active your team can provide feedback and updated training materials anytime

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Browse Files

pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, mp3, wma, mpg, flv, avi, jpg, jpeg, png, gif

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SCHEDULE YOUR LAUNCH MEETINGPLEASE GIVE US 7 DAYS TO CUSTOMIZE YOUR AI CONCIERGE to meet your needs. At our launch meeting, you'll get the owner's tour, a quick-start checklist, links to support resources, and answers to any questions you have. Let's go!