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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 Talk Chat with a Provider
  1. Locate

    Find a provider you want to start a

    talk

    chat with, and click Message.


    Message button on a provider's profile in Provider SearchImage Removed



    Image Added

    Info

    Some providers may not be available to chat — the Message button will be disabled. It may happen because a provider has not answered any messages for 14 days.


  2. In the live 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 Added


To invite a provider

.
Live chat window in Provider SearchImage Removed

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

Invite buttonImage Added

The Create Invitation page opens.

Further Communication with Providers

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

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title⦿ How to Send a Message to a Provider in a Live Chat
  1. Click the chat icon in Image Added 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 Removed
    Picture showing the chat pageImage Added
  2. Select a company that you reached out to earlier. If needed, use the search Search field to find the required provider.
  3. Type your message in the chat panel, and click .
  4. Click Send. Alternatively, press Enter on the keyboard. Your message is sent to the provider.


Note

Chats with unread messages are marked with a blue dot

, and the company

. Company names appear in bold.

Picture showing the chat with unread messagesImage Added

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

Once a provider joins your Private Network, messaging capabilities will be disabled
Warning

Be careful when deleting a chat: you will not be able to contact a provider from the Messaging Center. In the event of deleting a chat, go to the Provider Search again, find the needed provider, and send a new message.



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