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Website Concierge (/settings/concierge) lets you put an AI-powered chat widget on your real estate website. Visitors are greeted, walked through qualification questions, and captured as scored leads in your CRM — without any agent effort.

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What it does

The concierge runs 24/7 as a floating chat bubble on your site. When a visitor opens it:
  1. The AI greets them using the persona and greeting you configure.
  2. It detects buying or selling intent and walks through your configured question set.
  3. Once qualified, it asks for name, email, and phone number.
  4. A Person record is created in your Winnerr CRM automatically, with lead score and timeline bucket set.
  5. You receive an in-app hot-lead alert the moment the contact is captured.

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Step 1 — Create your site

  1. Go to Settings > Website Concierge.
  2. Under Setup, select the Growth Studio site you want to add the widget to from the dropdown. This links the concierge to your site’s domain so the embed is authorized automatically.
  3. Toggle the status to Active when you are ready to go live. You can pause or archive the widget at any time from this toggle.

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Step 2 — Pick an avatar and soul

Under the Persona tab:
SettingDescription
AvatarChoose from a set of pre-built avatars (Alex, Morgan, Sam). The avatar image appears in the chat bubble and message thread.
Display nameThe name shown to visitors in the chat header (e.g., “Alex from [Your Agency]”).
Greeting messageThe first message the concierge sends when a visitor opens the chat.
Accent colorThe color of the chat bubble and primary buttons.
Agent photo uploads are not supported in the current version. Custom avatar uploads will be available in a future release.

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Step 3 — Configure qualification questions

Under the Questions tab, you have two separate question lists: Buyer and Seller. The concierge detects which path a visitor is on from their messages and uses the matching list. Default questions are pre-populated when you create your site. Default buyer questions:
  • Are you pre-approved for a mortgage, or would you like help with that?
  • What is your ideal timeline to move in?
  • What neighborhoods or areas are you most interested in?
  • What is your approximate budget range?
  • Is this your first home purchase?
Default seller questions:
  • What is the address of the property you are looking to sell?
  • When are you hoping to list?
  • Have you spoken with any other agents yet?
  • Are there any upgrades or renovations you have done recently?
To customize: add, remove, or drag-to-reorder questions in either list. Toggle questions as required or optional. Changes take effect immediately — no code update needed.

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Step 4 — Copy the embed snippet

Under the Install tab, you will see your embed snippet: 
<script
  src="https://cdn.winnerr.ai/concierge/loader.js"
  data-key="pub_xxxxxxxxxx"
  async
></script>
Paste this snippet into the <body> of your website. That is all — the widget loads automatically on every page where the script is present. One-click copy is available in the Install tab. A preview link opens a test page where you can see the widget running before your visitors do.

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Allowed origins

When you connect a Growth Studio site, your site’s subdomain and custom domain are added to the allowed origins list automatically. The embed snippet only works from those domains — requests from other origins are blocked before any processing. To add an additional domain (for example, if you embed the widget on a second site):
  1. Go to Settings > Website Concierge > Install.
  2. Under Allowed Origins, click Add origin and enter the full domain (e.g., https://yourdomain.com).
  3. Save. Changes take effect within 60 seconds.

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Appointment booking

When a visitor asks to schedule a showing or meeting, the concierge captures their preferred time as part of the lead payload. Fully integrated calendar availability and one-click booking (powered by Nylas) is available on supported plans — check Settings > Website Concierge > Routing to see if appointment booking is enabled for your account.

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Where leads show up

Every lead captured by the concierge appears in your CRM as a standard Person record:
  • Source is set to Website so you can filter and segment concierge leads.
  • Lead score and timeline bucket (Hot / Nurture / Watch) are assigned automatically based on the qualification answers.
  • A hot-lead in-app alert fires immediately when a lead is captured with a score above the hot threshold (default: 70).
To view concierge leads: go to People, filter by Source = Website, or check the notification bell for hot-lead alerts.

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Notifications

In-app hot-lead alerts are always on. When a qualified lead is captured, you receive a notification in the Winnerr notification bell that links directly to the Person record and conversation summary. Email alerts are listed as “coming soon” in the Notifications section — selecting that option will show a notice rather than sending email silently.

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Pricing

ScopePrice
Agent site (one Growth Studio site)$19 / mo per site
Brokerage (multiple agent sites)From $149 / mo
You can enable Website Concierge from Settings at any time. Usage is metered per qualified conversation and tracked in Settings > Billing.

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Pausing or archiving

  • Pause — the widget stops responding to new visitors but your configuration is preserved. Existing lead records are unaffected.
  • Archive — the widget is deactivated and hidden from the Install tab. Use this when decommissioning a site.
Both options are available from the Setup section status toggle.