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

⦿ How to Start a Chat with a Provider

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

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.
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.

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 button

The Create Invitation page opens.

Further Communication with Providers

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

⦿ How to Send a Message to a Provider in a 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.
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. Company names appear in bold.

Picture showing the chat with unread messages

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.

In this Article

Related Articles

Page:

Accepting or Declining the Provider into Your Network
Page:

Adding Labels to the Invitations
Page:

Changing the Invitation Expiration Date
Page:

Communicating with Providers
Page:

Comparing Providers in Provider Search
Page:

Exporting Invitations
Page:

Filtering and Sorting the Search Results
Page:

Inviting Providers into Your Network

Browser not supported