Yes. As long as your retainer packages live on WordPress, SleekAI returns the right tier with hours, monthly cost, and overage rate. A prospect describing a one-principal household with weekly errands gets the Personal tier; a multi-principal family with frequent travel gets the Family tier. The math is explained honestly so the discovery call starts with the retainer choice already understood.

It declines politely and routes to your published partner network. House cleaning gets a referral to your cleaning partner, pet care gets a referral to your dog-walker partner, and medical coordination gets a referral to a licensed geriatric care manager if that's outside your services. The bot doesn't book retainer hours for work the team isn't equipped to deliver.

It's transparent that the conversation logs into WordPress for the discovery call. For prospects who need an NDA before any substantive conversation, the bot routes to your published NDA process or offers to book a confidentiality-first discovery call where intake stops at high-level needs only. That keeps the principal's specifics off the record until the right framework is in place.

Yes. First-time hourly rates and minimum-visit math surface for prospects who aren't ready for a retainer. The conversation explains that one-offs are welcome and that most clients move to a retainer by the second request because the math gets better. That positioning lets the prospect choose without feeling pressured into a recurring commitment they're not ready for.

Travel scope is part of the prompt: itinerary booking, restaurant reservations at destination, gift coordination for hosts, ground transport. The bot doesn't make actual reservations in chat because retainer clients book through the concierge team directly, but it confirms travel coordination is in scope and routes prospects to the discovery call to set up the arrangement.

Yes. Multibot scopes each office to its own pricing, hours, and partner network. A multi-city concierge firm keeps each bot tied to the right city so a New York prospect doesn't get quoted San Francisco's overage rate, and the partner referrals stay local.

Into your WordPress conversation log alongside the discovery-call booking. The principal headcount, geography, recurring needs, retainer interest level, and any specific upcoming requests carry into the customer record so the concierge running the meeting has the full picture without a 20-minute intake.

No. The instruction tells the bot to recommend the tier that matches actual stated needs, not the most expensive one. A one-principal prospect with light needs gets the Personal tier suggested; pushing Family to a prospect who'd burn 6 hours a month is exactly the wrong call. Honest tier recommendations make the discovery call easier because the prospect arrives without resenting an upsell.