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Concierge is Klarstig.ai's AI guide.

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Use it to explain a process, plan a form, or investigate a problem.

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Give it enough context to understand the task, then
review the answer and verify any resulting change.

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This lesson shows a practical way to work with that guidance.

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Describe the purpose of the form, the information you need, and the outcome you expect.

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For example, ask for a volunteer application that
collects contact details and weekend availability.

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Ask for a draft you can review before publishing, and
identify any information the form should avoid collecting.

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Review the explanation or proposed configuration.

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If Concierge creates a draft, open that draft and
inspect its fields, required answers, and wording.

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Check any workflow steps separately.

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A helpful chat response is the beginning of the review,
and the resulting application state provides the evidence.

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For troubleshooting, explain what you expected and what happened instead.

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Identify the relevant form or delivery and include the visible error reference.

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A useful request might say that a test submission
exists but its intended follow-up did not complete.

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Avoid repeatedly submitting the same form while investigating.

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Share the error wording and the reference needed to locate the problem.

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Keep passwords, access tokens, and unnecessary
customer details out of the conversation.

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When account information is needed, use the authenticated
application and its supported access controls.

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Ask for an explanation if the requested context is unclear.

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When Concierge offers an action that the application supports,
read what will change and which record or workflow it affects.

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Use the confirmation step when the application requires one.

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A request in chat should not replace the workspace's
permissions or the normal checks for publishing a change.

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After the response or action, inspect the relevant draft, record, or status.

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Confirm that it matches your intended outcome.

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If the issue remains unresolved, use the available
support route and include the useful reference.

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Keep a short note of what you tried and what you observed.

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Choose one task and describe the result you want.

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Review Concierge's proposed change or explanation, then verify the outcome in Klarstig.ai.

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Keep the written guide nearby as a checklist.

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Return to Klarstig.ai Academy whenever you need the related
lesson on forms, workflows, signatures, or integrations.