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 on the provider’s profile page, and all messages can be found in the Messaging Center.
⦿ How to Start a Talk with a Provider
- Locate a provider you want to start a talk with, and click Message.
- 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.
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.
⦿ How to Send a Message to a Provider in a Live Chat
- Click the chat icon in the upper-right corner of any page in Service Automation. The chat page appears.
- Select a company that you reached out to earlier. If needed, use the search field to find the required provider.
- 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.
Once a provider joins your Private Network, messaging capabilities will be disabled.
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