What it helps with
Visitors get a more useful first response while the business controls the facts, boundaries, and next step.
Cadizo Lead Concierge is a paid, connected WordPress workflow. It uses the Cadizo account connected through Hub, so there is no provider key to paste into the site and no free inference path to manage.
How to use Lead Concierge
Define the business facts, approved pathways, and consent-aware escalation options, then review how the concierge represents them.
- Install the package. Download the ZIP, open WordPress Plugins → Add New → Upload Plugin, and activate it.
- Connect through Hub. Install Cadizo Hub if it is not already active, then connect the site once to the Cadizo account.
- Review before acting. Use the workflow with your own evidence and policy, then let the responsible editor decide what happens next.
Example: A consulting firm helps a visitor distinguish between a project fit question and a support request before a staff member takes over.
What stays in your control
It does not make binding offers, collect unnecessary sensitive data, contract, schedule, or replace human sales judgment.
One account across the factory
Cadizo Credits are shared across compatible workflows. Standard work costs 1 credit, Better costs 3, and Best costs 5. The workflow tells the site its tier before it starts; a refused or failed request is not charged.
