Identity verification
Secure your session before chatting.
We use magic links to bind every session to a verified identity so the concierge can personalize responses, keep transcripts organized, and hand off sensitive items to Roy.
Verify to start
Share your details to get a secure magic link. Verification binds this session to your client profile so transcripts and tasks stay organized.
After you click the link, the concierge will take over, continue the conversation, and escalate anything that needs Roy's review.
We'll email a secure link
Only verified sessions can proceed. Finance or legal topics will always be escalated to Roy.
What happens after verification
The chat at
/chatunlocks for this verified session.Your concierge greeting will address you by name and pick up where you last left off.
Finance and legal topics still pause for Roy to review personally.
Magic-link requiredIdentity bound to threadsGuardrails stay enforced