ConciergeAI User Guide

Steps for using ConciergeAI to accomplish different booking tasks

Written By Ed Kinne

Last updated 26 days ago

ConciergeAI is your AI-powered booking assistant inside Microsoft Teams, Outlook, and the Korbyt Booking Web App. You can interact with it in two ways:

  • Type a request in natural language - Describe what you need, and ConciergeAI finds and books the right space.

  • Use the UI - tap cards, buttons, and quick actions on the home screen to browse and book without typing.

Both journeys lead to the same outcome: a confirmed booking in your Korbyt diary, with no form to fill in and no menus to navigate.


Getting Started

Accessing ConciergeAI

You can open ConciergeAI from any of the following:

  • Microsoft Teams - Search for the ConciergeAI app or open it from your pinned apps

  • Microsoft Outlook - Search for the ConciergeAI app or open it from your pinned apps

  • Korbyt Booking Web App - Click the ConciergeAI icon in the navigation bar

 

Signing In

ConciergeAI uses your organization's single sign-on. When you open it for the first time, you will be routed through your usual login page; no separate username or password is required unless you use a Username & Password to sign in to Korbyt Booking.


The ConciergeAI Home Screen

When you open ConciergeAI, the home screen loads with everything you need, no searching required.

Home Screen Layout

Feature

What does it tell me?

Greeting

Displays your first name with a welcome message (e.g., "Hello! Sarah"). This confirms you are signed in to the right account.

Available Desks

A card showing the number of desks available right now. Tap "Book This Desk" to go straight to the desk booking flow, or tap the card to browse all available desks.

Available Rooms

A card showing the number of rooms available (e.g., "35 Rooms Available"). Tap "Book This Room" to start a room booking, or browse all rooms.

Quick Actions

"Find a room for me today", "Find a desk for me today", "Find a room for 4 people". If you already have bookings, two additional options appear: "Find a desk for me tomorrow" and related shortcuts. Tapping any button places the request into the chat and triggers the booking flow automatically.

Input Box

Always visible at the bottom of the screen. Type anything here to start the natural language flow.

Tip: The quick action buttons are the fastest way to make a common booking. They trigger the same AI flow as typing, so you still get the full availability check and rules enforcement.


Booking a Space

Whenever ConciergeAI presents a room or desk, whether from a typed request or from browsing, it displays a space card. Cards give you all the information you need to make a decision without leaving the conversation.

Room Card

Feature

What does it tell me?

Room Name

The name of the room as configured in Korbyt Booking.

Floor / Area

The floor and location within the building.

Capacity

The number of people the room can accommodate.

Feature Icons

Icons for available amenities: WiFi, Projector, Video Conferencing, Whiteboard, TV, Phone, Air Conditioning, and others. These reflect the actual attributes configured by your administrator.

Photo

A thumbnail image of the space.

Availability

Confirms the room is available for your requested time.

Book This Room

Tapping this button moves to the booking confirmation step.

Edit Date

Opens an inline date picker within the chat. Select a new date, and availability is re-checked immediately.

Edit Time

Opens inline start and end time pickers within the chat. Adjust the time, and then availability is re-checked.

Desk Card

Feature

What does it tell me?

Desk Name

The name or number of the desk.

Floor / Area

The floor and the neighborhood or zone.

Desk Type

The category of desk (e.g., standard, sit-stand, quiet zone).

Photo

A thumbnail image of the desk or area.

Availability

Confirms the desk is available for your requested time.

Notes

Admin-configured notes for the resource, if any.

Book This Desk

Moves to the booking confirmation step.

Edit Date

Opens an inline date picker within the chat.

Edit Time

Opens inline start and end time pickers within the chat.

Note: Edit Date and Edit Time are available directly on the Room or Desk Card; you do not need to type a new request to adjust your booking before confirming.


Browsing All Available Spaces

If the first option presented is not what you need, tap View More Rooms or View More Desks to see the full list of available spaces.

View More Rooms

Feature

What does it tell me?

Room List

All available rooms for your requested date and time, each shown as a card with name, floor, capacity, features, and photo.

Filter

Filter by capacity and features (e.g., show only rooms with video conferencing).

Sort

Sort results by capacity or floor.

Book This Room

Select a room and proceed to confirmation.

Back

Returns to the chat without losing your original request.

View More Desks

Feature

What does it tell me?

Desk List

All available desks for your requested date and time, each shown with details

Filter

Filter by desk type and floor

Sort

Sort results by floor or area

Book This Desk

Select a desk and proceed to confirmation.

Back

Returns to the chat


Confirming a Booking

Whether you arrive at a space through the UI or a typed request, the final step is the same: a confirmation prompt.

  1. Review the space card, check the resource name, floor, date, time, features, and any notes.

  2. Use Edit Date or Edit Time if you need to adjust before committing.

  3. Tap Book This Room or Book This Desk to confirm.

  4. A confirmation card appears showing: resource name, floor/area, date and time, booking status (Confirmed), and options to View booking or Modify/Cancel.

The booking is created in Korbyt Booking immediately. If your organization uses Exchange, the calendar entry is created simultaneously.

Tip: The confirmation card stays in your chat history so you can find the booking reference later without opening the diary.


Booking by Typing: Natural Language

You can skip the home screen cards entirely and just type what you need. ConciergeAI interprets your message, checks availability against your booking rules, and returns the best match.

Below are examples of phrases that can be entered

Booking a Room by Typing

  • "Book me a room for 8 people with a screen, Friday at 2pm"

  • "Room with video conferencing and a whiteboard, 7th floor, tomorrow at 3"

  • "Book my usual room"

Booking a Desk by Typing

  • "Book me a desk tomorrow"

  • "Reserve a quiet desk at London on Friday from 9 to 5"

  • "Book my favorite desk"

  • "Same desk as last time"

  • "Book a desk on Floor 3 at Paddington"

How the Conversation Flows

ConciergeAI responds with a space card in the chat. The card sits inside the conversation as an AI response bubble. You can:

  • Confirm by tapping Book This Room / Book This Desk

  • Adjust by tapping Edit Date or Edit Time — the picker appears inline as a new bubble, availability re-checks, and an updated card is returned

  • Browse by tapping View More — takes you to the filtered list screen, back button returns to the chat

  • Redirect by typing a correction in the input box — "actually make that a room" or "try the 5th floor instead"

Note: Each exchange in the conversation is preserved as a bubble — AI responses and your replies appear in sequence, so the full booking context is always visible.


Editing Date and Time Inline

You can change the date or time of a proposed booking without restarting the request. Edit controls appear directly within the chat as interactive cards.

Changing the Date

  1. Tap Edit Date on the space card.

  2. A date picker card appears in the chat.

  3. Select the new date.

  4. ConciergeAI re-checks availability and returns an updated space card for the new date.

Changing the Time

  1. Tap Edit Time on the space card.

  2. A time picker card appears with start and end time fields.

  3. Adjust the times.

  4. ConciergeAI re-checks availability and updates the card.


Managing Your Bookings

Viewing Today’s Bookings

Your current day's bookings are shown on the home screen in the Your Bookings card. It shows the count of spaces booked and thumbnail images of the first two. Tap Modify/Cancel for quick access to any booking.

Modifying a Booking

Type your change or use the Modify button on the confirmation card:

  • "Move my Tuesday room to Wednesday"

  • "Change my 2pm desk to 3pm"

ConciergeAI identifies the booking, shows the current details alongside the proposed change, and applies it on confirmation.

Canceling a Booking

Type your cancellation request

  • “Cancel my desk booking for tomorrow”

  • “Cancel my 2 pm room on Friday”

ConciergeAI asks you to confirm the cancellation before removing the booking


Giving Feedback to the AI

After any AI response, you can rate the reply using the feedback option on the message. If a suggestion was not relevant or a booking failed unexpectedly, a thumbs-down and a short comment help your administrator identify and improve the configuration.


Quick Reference

Feature

What does it tell me?

Book a desk quickly

Tap "Find a desk for me today" on the home screen

Book a specific desk type

Type "Book a quiet desk" or use the View More Desks filters

Book a room with features

Type "Room with video conferencing for 6" or filter on View More Rooms

Change the date before confirming

Tap Edit Date on the space card

Change the time before confirming

Tap Edit Time on the space card

See all available rooms

Tap View More on the rooms card or type "show me all rooms tomorrow"

See your bookings today

Check the Your Bookings card on the home screen

Modify a booking

Tap Modify/Cancel on the home screen card, or type the change

Cancel a booking

Tap Modify/Cancel, then Cancel. Or type "cancel my booking"

Book your usual desk/room

Type "same desk as last time" or "book my usual room"