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

  1. Go to Manage a concierge and create a concierge using a website URL.
  2. Test it in the live preview using a few representative visitor questions.

Step 2: Customize the brand experience

  1. Refine the brand expression and brand profile drafted at creation. For more information, see Manage a concierge.
  2. Review and adjust concierge instructions and guardrails.
  3. Adjust tone and voice, visual style, and chat components to match brand requirements.

Step 3: Run evaluations

  1. Go to Evaluate a concierge and create an evaluation set for each evaluation type: functional, out-of-scope, and safeguard.
  2. Run the evaluations and review flagged results before proceeding.
  1. From Manage a concierge, generate a shareable link to the concierge’s current preview.
  2. 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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