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To communicate with providers in Provider Search, you can use our embedded messaging feature. With it, you can:

  • Message providers with questions or new business inquiries
  • Send text messages to mobile phones of business owners via SMS
  • Reduce unnecessary cold calls and speed up your engagement with a provider

All conversations are initiated either on the Discovery Search Results page or provider’s profile page, and all messages can be found in the Messaging Center.

Starting a Chat with a Provider

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title⦿ How to Start a Chat with a Provider

  1. Find a provider you want to start a chat with, and click Message.

    Message button to start a chat with a providerImage Modified

    Info

    Some providers may not be available to chat — the Message button will be disabled. It happens when a provider has not given their contact phone number to the ServiceChannel team for further communication.


  2. In the chat pop-up that appears, type your message, and click Send.
    Alternatively, press Enter on the keyboard. Your message is sent to the provider.

    Type the message and click SendImage Modified

After you send your first message to the provider, you immediately get a response from ServiceChannel to let you know that our team is here to help you establish communication with your prospective provider.

An immediate response from ServiceChannelImage Modified

If the provider you have messaged does not answer back, a member of the ServiceChannel team will contact them to jumpstart the conversation and get back to you with the follow-up information.

To invite a provider to your Private Network from the chat, click the + Invite button in the upper-right corner of the chat pop-up.

Invite buttonImage Modified

The Create Invitation page opens.

Further Communication with Providers

To continue your communication with a provider, go to the Messaging Center. To access it, click the chat icon in the upper-right corner from any page of Service Automation.

Chat icon in the navigation panel used to access the Messaging CenterImage Modified


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title⦿ How to Send a Message to a Provider in a Chat
  1. Click the chat icon in the upper-right corner of any page in Service Automation. The chat page appears.

    Chat with a provider in the Messaging Center of Provider SearchImage Modified
  2. Select a company that you reached out to earlier. If needed, use the search field to find the required provider.
  3. Type your message in the chat panel, and click Send. Alternatively, press Enter on the keyboard. Your message is sent to the provider.

Chats with unread messages are marked with a blue dot, and the company names appear in bold.

Unread messages appear with a blue dot in the Messaging CenterImage Modified

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