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Knowledge Centre

Practical guides, quick-read insights and the Friday Five. Everything you need to get the best out of Build Concierge's AI-powered customer engagement platform.

WorkflowsAutomations

Complaints Captured Into the CRM the Moment They Arrive

When a complaint arrives by email, Build Concierge recognises it, summarises the issue, and logs it against the right customer record straight away, so it is captured the moment it lands.

WorkflowsAutomations
Posted: 06.08.26Read time: 3 mins
WorkflowsAutomations

Parts Identified From a Photo, Priced and Ready to Order

When an engineer photographs the part they need, Build Concierge identifies it, finds the best price it can across UK suppliers, and writes it into the job ready for the office to order.

WorkflowsAutomations
Posted: 06.08.26Read time: 3 mins
WorkflowsAutomations

A Year of PPM, Loaded From a Spreadsheet in Minutes

When a client sends their PPM schedule as a spreadsheet, Build Concierge reads it and creates every job, visit and line in your job management system, mapped to the right contacts and contracts.

WorkflowsAutomations
Posted: 23.07.26Read time: 4 mins
WorkflowsAutomations

Damp and Mould Reports, Triaged the Moment They Arrive

When a damp or mould report lands, Build Concierge reads it, pulls out the property, resident details and severity, and creates the job at the right priority, flagging urgent cases straight to the right person.

WorkflowsAutomations
Posted: 22.07.26Read time: 4 mins
WorkflowsAutomations

Client Cancellations, Processed the Moment They Land

When a client cancels, Build Concierge reads the message, finds the matching job, cancels it, frees the diary slot, and tells whoever needs to know, so no engineer sets off to a job that was called off a week ago.

WorkflowsAutomations
Posted: 22.07.26Read time: 3 mins
WorkflowsAutomations

No-Access Visits, Regrouped and Rebooked Automatically

When an engineer can't get access, Build Concierge captures the no-access, groups it with the work still to do, and gets it rebooked, so wasted trips turn into a scheduled revisit instead of a job lost in limbo.

WorkflowsAutomations
Posted: 22.07.26Read time: 3 mins

TW Drainage Case Study

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