In This Article

Different Ways to Communicate with Leads in the Com Portal

From the Com Portal, you and your company's PSAI users can communicate with leads through many different channels. Learn more about the various Com Portal communication options below.

Did you know? The Com Portal is mobile-friendly, so you can add a PSAI shortcut to your mobile device. If you're new to PSAI, start by understanding the benefits of the Com Portal.

Sending and Receiving SMS Messages

start_new_text_message.jpg

An easy way to communicate with leads through the Com Portal is via SMS/text message. There are a couple of ways to do this:

Sending and Receiving Emails

Just like you can send and receive SMS messages, you can also send and receive emails in the Com Portal. All responses from the customer will be categorized into the same activity thread, and you can reply directly from the Com Portal.

As with SMS messages, you can initiate a new email conversation with any lead, or you can reply to continue an existing email conversation.

Create_new_email_modal.jpg

Communicating with Leads by Phone

If you've set up a PSAI phone number, you can also get notifications of phone calls in real time within the Com Portal. While you cannot directly answer calls or place outbound calls through the Com Portal, you can monitor calls, view their source, and listen to call recordings and voicemails.

listen_to_phone_call.jpg

If you would like to place a phone call, you can use the Com Portal to find the lead's phone number and then call from your regular office phone or mobile phone. At this time, you cannot call directly from the Com Portal.

Chatting with Website Visitors in Real Time

If you've added our AI chatbot Gia to your website, she'll receive and qualify leads 24/7. In most cases, you'll likely leave the entire interaction to Gia, as she'll automatically collect everything you need to know to follow up with the lead by email, SMS, or phone.

Gia_from_frontend.jpg

However, if you happen to be logged in when a chat lead flows in, then you can take control from Gia by typing your message. The screenshot below shows an example of a PSAI user, Ann S., jumping into an active web chat conversation. 

Rep_taken_over_from_Gia.jpg

Note that this is only possible after the chat lead has entered the Com Portal and before the customer closes the chat window.

 

 


Explore More Features of the Com Portal

This article is part of a loosely ordered series on understanding and using your Com Portal:

Next: Taking Advantage of Predictive Technology in the Com Portal