Setup Concierge — the autonomous agent

Reading time: 8 minutes. Hands-on time: 5 minutes. What you'll have at the end: A 7-day content plan auto-proposed for your business. You approve, it queues. From "I have nothing to post this week" to "everything's drafted" in 90 seconds.

This is one of the most-loved features once customers know it exists. It's also the easiest "wow moment" for week 1. Spend the 5 minutes.

What the concierge actually does

You click Run Setup Concierge. The agent then, autonomously:

1. Reads your brand voice doc
2. Reads your Shopify products (top 5 by featured + recent activity)
3. Reads your locale, currency, free-shipping threshold
4. Reads your connected channels (Meta, Klaviyo, Mailchimp, etc.)
5. Reads your locale-specific calendar (national holidays, regional events, your business's typical seasonal cadence)
6. Reads your connected reviews (top 5★ photo reviews if Judge.me)
7. Proposes a 7-day content plan — what to post, when, where, what angle
8. Drafts every asset in the plan — ad creatives, emails, social posts
9. Stages everything in your Approval queue awaiting your nod
10. Streams progress live as it works (server-sent events; you watch the agent reason)

Total wall-clock: 60-120 seconds for the proposal, then 5-15 minutes for asset drafting (depending on how much it's drafting).

Cost: ~£0.40-£1.20 against your Gemini key for the whole run. The cost shows up in /admin/health after.

When to run the concierge

The first time: in week 1, after you've connected Shopify + at least one publishing channel + your brand voice is sharp. The concierge needs context to be useful.

Recurring: every Monday morning. Pair it with reading the Strategy memo (/strategy — see tutorial 12).

Ad hoc: after any major change — new product launch, sale event, founder pivot. The concierge re-reads the latest profile + products + replans.

Step 1 — Open the concierge

Dashboard nav → 🤖 Setup Concierge (or /concierge directly).

You see a card explaining the next 90 seconds and a big Run Concierge button.

Below the button, there's a Mode selector:

For your first run, pick Plan + draft — most informative without committing to publish.

Step 2 — Click Run

Watch the live stream:

[concierge] Reading brand voice…           ✓
[concierge] Reading 47 products…           ✓
[concierge] Picking 5 hero products…       ✓
[concierge] Reading review highlights…     ✓
[concierge] Reading regional calendar…     ✓
[concierge] Drafting 7-day plan…           thinking…

The agent is using Gemini Pro 2.5 with grounded search — it can actually look at your competitors' current content to avoid repeating angles they're using right now.

When the plan is drafted, you see a markdown summary like:

# 7-day plan for Acme Coffee

## Theme: Morning rituals
Most of your reviews mention drinking your coffee first thing
in the morning. Lean into that this week — every post is part
of one larger morning-rituals narrative.

## Day 1 (Mon) — Hero ad: founder-direct
Sarah talking to camera about her own morning routine. 1:1 image,
~80-word copy. Place: Meta feed.

## Day 2 (Tue) — Email: campaign launch
Subject: "What I drink at 6am" (Sarah, founder voice).
Body: 200 words about morning rituals, links to top 3 products.

## Day 3 (Wed) — UGC quote ad
Quote from review #4711 — "tastes like the coffee shops in Hove
but cheaper" — overlaid on the customer's photo. Place: IG story.

[…etc…]

If you picked Plan + draft mode, drafting starts immediately after the plan locks. You'll see each asset progressing:

[concierge] Drafting Day 1 hero ad…        ✓
[concierge] Drafting Day 2 email…          ✓
[concierge] Drafting Day 3 UGC quote ad…   ✓
[…etc…]

Step 3 — Review in the approval queue

When the concierge finishes, you'll see a green toast:

✓ Concierge complete — 7 assets drafted, queued in /approvals

Click the toast (or open /approvals). You'll see:

• 7 cards, one per draft, in chronological order
• Each card has the full draft (copy + image, or email subject + body)
• Each card has Approve / Reject / Edit / Regenerate

Read every card. The agent is right ~70% of the time on first run. The other 30% needs your edits — your phrases, your specific knowledge, your taste.

For each:

• Approve — the asset moves to the publish queue at its scheduled time
• Edit — opens an editor; you tweak copy/image; save; auto-approves
• Reject — the asset is discarded; nothing publishes
• Regenerate — re-rolls with feedback; keeps the same time slot

Approving 5/7 and rejecting 2/7 is normal and good. The agent isn't trying to win 7-for-7; it's trying to give you a starting point that's 70% right.

Step 4 — Watch the publish queue

Once you've reviewed, open 📅 Publish queue to see your week:

Mon 09:00  →  Hero ad (Meta feed)            [Approved] [Edit] [Cancel]
Tue 11:30  →  Email — "What I drink at 6am"  [Approved] [Edit] [Cancel]
Wed 14:00  →  UGC quote ad (IG story)        [Approved] [Edit] [Cancel]
[…etc]

Each scheduled post shows a count-down. Hitting Cancel up to 5 minutes before the publish time pulls it from the queue. After 5 minutes the post fires (so a small window of "I changed my mind" is preserved for last-minute regrets).

What the concierge gets right

After running the concierge ~10 times, you'll notice it's strong at:

• Tying daily posts into a single weekly narrative (vs. 7 disconnected one-offs)
• Choosing the right concept type per platform (founder-direct on Meta, UGC on IG story, ingredient close-up for ads pointed at top-of-funnel)
• Adapting to your locale (Bonfire Night for UK brands, Thanksgiving for US, Diwali if your customer base skews South Asian)
• Pulling the strongest review quotes (it picks 5★ reviews with photos and a non-generic comment)

It's also strong at NOT proposing things you've recently posted — it reads your last 14 days of analytics and avoids angle-repetition.

What the concierge gets wrong

Honestly:

• Time-of-day picks are statistical, not your-customer-specific. It defaults to industry-typical post times. If you know your customers open emails at 6am not 11am, edit each post's time before approving.
• Specific product knowledge beyond the AI creative brief. If you have inside info ("we're selling out of Espresso Blend X by Friday"), the concierge doesn't know — feed it via the Brief override field at /concierge.
• Major campaigns / launches. The concierge plans a "normal week." For a product launch, use the bigger autonomous Campaigns agent (tutorial 15) which plans 4-week multi-channel campaigns.

Brief override — when you want to direct the agent

Below the Run Concierge button there's an expandable Custom brief.

Use this when:

• You're launching a new product → "Plan around launching Espresso Blend X on Friday"
• A specific event is happening → "Tease our Bonfire Night sale all week"
• You want a particular vibe → "Make this week feel quiet — we've over-pushed lately"
• You want a content type emphasis → "Heavy on UGC this week, light on founder-direct"

The brief gets injected into the planning prompt as additional context. The agent treats it as a soft constraint.

Recurring concierge runs

Open /admin/scheduler → enable Weekly concierge → pick a day/time (default: Monday 7am).

The system will:

1. Run the concierge automatically each Monday morning
2. Email you a link to the proposed plan
3. Wait for your approval before drafting (so it doesn't auto-spend tokens)
4. After approval, draft + queue everything

This is the "set and forget" mode. Most customers run weekly + a one-off custom-brief run for product launches.

Cost rule of thumb

Per concierge run:

• Plan only: ~£0.05
• Plan + draft (5-7 assets): ~£0.40-£1.20
• Plan + publish: same as Plan + draft (publishing itself is free; the cost is in drafting)

Weekly use: ~£40-£60/month. That's the heaviest single feature in the product.

If that exceeds your spend cap on its own, lower the asset count: /concierge → expand options → set "Max assets to draft" to 3 or 5. The plan still covers 7 days; the agent just drafts the highest-priority ones.

When NOT to use the concierge

A few honest scenarios:

• You're a copywriter who likes drafting yourself. The concierge is for time-poor founders, not pros who'd rather write.
• You haven't sharpened your brand voice yet. Run the concierge with a generic voice doc and you'll get generic outputs. Do tutorial 05 first.
• You're launching a complex multi-channel campaign. Use tutorial 15 — a different agent built for that.

Where to next

• Tutorial 12 — Your weekly strategy memo (pairs with the concierge — read the memo first, then run the concierge informed by it)
• Tutorial 14 — Personas (pre-flight test concierge outputs against synthetic customers)
• Tutorial 15 — Autonomous campaigns (the bigger sibling agent for launches)