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Communicating with Providers

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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.

⦿ How to Start a Talk with a Provider
  1. Locate a provider you want to start a talk with, and click Message.
    Message button on a provider's profile in Provider Search
  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.

    Live chat window in Provider Search

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 Center


⦿ How to Send a Message to a Provider in a Live 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 Search
  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 Center

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