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Enhancement
today

Product swap automation now available in Concierge

Let customers swap subscription products directly over SMS—no portal required for common requests.



Concierge now supports guided, in-conversation product swaps, allowing customers to update their subscriptions over SMS without being redirected to the customer portal for straightforward changes.

When a customer requests a swap, Concierge walks them through the necessary steps: confirming the current product, selecting the new one, and adjusting details such as variant, selling plan, or quantity as needed. Once confirmed, the swap is completed directly within the conversation using Recharge’s standard subscription update flow.

For more complex scenarios, like bundle configuration or unsupported line items, Concierge will still direct customers to the customer portal, ensuring they always have a clear path to complete their request.

This update helps reduce friction by keeping simple subscription changes within SMS, creating a faster, more seamless experience for subscribers.

You can track successful product swaps in the Outcomes section of the Performance tab. This feature is enabled by default but can be turned off if needed.

See Understanding Concierge SMS for SMS subscription management for more information.