Build and test your first Brand Concierge
This article walks through creating a concierge and preparing it for review, from initial setup through sharing it for feedback.
Before you start
Gather the following information before creating your first concierge.
- The brand’s website URL: This is the only required input to create the first concierge. Composer reads it and drafts most other settings automatically.
- Confirmation that access to Brand Concierge has already been granted: See User and Access Management. If login is not possible, that is an IT or administrator task and is not resolved in this guide.
- Product-card information: For product cards in responses, prepare either an AEM Sites or Content AI connection, or a spreadsheet of products containing the name, description, image, and link for the Product Catalog.
- Adobe Commerce details: For Adobe Commerce customers, obtain the environment ID, store codes, and API key from the commerce or IT team.
- 15-30 minutes of uninterrupted time: Most of the setup involves reviewing and lightly editing AI-generated drafts rather than authoring content from scratch.
Step 1: Set up a concierge and test it in preview
- Go to Manage a concierge and create a concierge using a website URL.
- Test it in the live preview using a few representative visitor questions.
Step 2: Customize the brand experience
- Refine the brand expression and brand profile drafted at creation. For more information, see Manage a concierge.
- Review and adjust concierge instructions and guardrails.
- Adjust tone and voice, visual style, and chat components to match brand requirements.
Step 3: Run evaluations
- Go to Evaluate a concierge and create an evaluation set for each evaluation type: functional, out-of-scope, and safeguard.
- Run the evaluations and review flagged results before proceeding.
Step 4: Create a shareable preview link
- From Manage a concierge, generate a shareable link to the concierge’s current preview.
- Share the link with stakeholders for feedback, without requiring them to have Composer access.
Once the concierge has been customized, evaluated, and reviewed, see Deploy a concierge to make it available to real visitors, followed by the go-live checklist and Analyze concierge performance.
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