Deploy concierge journeys
The Signature Concierge hub gives you a full picture of your VIP customers and the tools to act on it — from spotting a birthday opportunity to deploying a win-back message — all without leaving one screen.
Premium Signature Concierge is available to selected accounts. Contact support to enable it.
The hub at a glance
Section titled “The hub at a glance”Open Signature Concierge from the sidebar to reach the hub at /business/:id/concierge. The top of the page shows 3 live counters: total VIP customers, active journeys, and total conversions.
The hub has these tabs:
| Tab | What it shows |
|---|---|
| VIP Customers | Your VIP customer cards, filterable by tier and churn risk. Default view. |
| Journeys | All concierge journeys you’ve created, with send, open, and click metrics. |
| Approvals | AI-drafted journeys waiting for your review before they go live. |
| Milestones | Upcoming customer milestones (birthdays, anniversaries, etc.) across your entire VIP list. |
| Settings | Configuration for VIP thresholds, automation, and alerts. |
VIP Customers tab — generate a journey
Section titled “VIP Customers tab — generate a journey”- Open the VIP Customers tab.
- Use the search field or the All Tiers / Churn Risk filters to find the customer you want.
- On the customer card, select a journey type (birthday, win-back, milestone, etc.) and click to generate.
- A preview modal opens showing the AI-generated journey: messages, channels, delays, and personalization notes.
- Review the content. Edit if needed.
- Click Deploy to send the journey live, or choose a scheduled start date.
Important If Auto-Deploy Journeys is off in Settings, generated journeys go to the Approvals tab for your review before going live. This is the default behavior.
Milestones tab — act on upcoming events
Section titled “Milestones tab — act on upcoming events”The Milestones tab lists every upcoming customer event across your VIP list — sorted by how soon they occur. Each row shows the customer name, milestone type, and how many days away it is.
- A red badge means the milestone is within 3 days.
- An amber badge means within 7 days.
- Click Create Journey on a milestone row to generate a journey for that customer and occasion immediately.
Journeys tab — track what’s running
Section titled “Journeys tab — track what’s running”The Journeys tab lists every concierge journey you’ve created. Each entry shows:
- Journey name and type icon
- Customer name and creation date
- Deployment status (Draft, Scheduled, Deployed, Paused, Completed, Failed)
- Messages sent, opened, and clicked
- A Converted badge if the journey achieved its goal
Approvals tab — review before deploying
Section titled “Approvals tab — review before deploying”When Auto-Deploy Journeys is off, AI-generated journeys appear here as pending approvals. Each approval shows:
- The proposed journey content
- A diff view if the journey was revised
- The trigger that created it (milestone, churn risk, manual, etc.)
- An expiry time — approve or reject before it expires
Click an approval to open the detail view, review the full journey, optionally edit it, and then Approve or Reject.
Next steps
Section titled “Next steps”- Configure Signature Concierge
- Journeys — standard automated journeys available on Growth and above