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    Customer reviews are one of the best ways to establish trust, credibility, and professionalism among your target audience. That's why PSAI makes it easy to request third-party reviews from any lead, directly through the Com Portal.

    In order to request a third-party review via chat, SMS, or email, you'll first need to add your company's review sites to your PSAI admin account. To learn how, follow the instructions below.

    1. Go to "Review Sites" Under Your Account

    From the left-hand toolbar, click "Account" and then "Review Sites."

    PSAI_account_and_review_sites.png

    2. Add Your Review Site URLs

    On the Review Sites page, simply add your review sites' URLs into the appropriate fields. You can add as many or as few URLs as you want.

    Add_your_review_sites_URL.png

    To make sure you input the full and correct URL, we recommend opening your review site's web page in another tab of your internet browser. Then copy the URL directly from the navigation bar and paste it here into PSAI.

    Don't see your favorite review site on this list? Fill out a Support ticket to let us know which review site you'd like to see added.

    3. Save Your Changes

    After you've pasted all of the URLs you want, click the blue "Save" button at the bottom of the page.

    Save_your_review_sites.png

    Alternate Method: Add a Review Site Directly from the Dialogue Box

    If you're already on a lead's engagement page, you can also access your Review Sites page directly from the dialogue box. Simply click the star icon at the middle bottom of the screen, and then click the plus sign (+) next to "Review Request" to edit your company's current review sites.

    Click_the_star_and_then_the_plus.png

    When you add a review site in this way, you will be navigated away from your lead's engagement page and to the Review Sites page of your PSAI admin account. After you've saved your review site changes, you will have to find the lead again manually—you cannot just hit the back button in the browser. Please keep this in mind and make a note of the lead you are working on, if needed.

    Now that you've added your company's review sites to your PSAI account, you and your team can seamlessly request reviews on Google, Facebook, Angie's List, and more—without ever leaving the Com Portal. Learn how to request a review here.