The PSAI Com Portal is designed to be your single source for start-to-finish communication with leads, which includes requesting reviews after a job has been completed. Follow the instructions below to request a review on Facebook, Google, Angie's List, your own website, and more—without ever leaving the Com Portal.
In order to request a review through the Com Portal, you'll first need to add your review sites to your company's PSAI account. Get instructions on adding review sites here.
1. Open the Lead's Engagement Page
In your Com Portal, find the customer from whom you'd like to request a review. (Use our searching and filtering tips if you need some help!)
Click on the lead's name to open their main engagement page, as shown below.
Keep in mind that your review request will be sent via the same communication channel as the thread that you are currently viewing. In the example above, the review request would be sent via email.
Alternate Method: Click the Pencil to Write a New Message
If you are not already on the lead's engagement page, you can instead start by clicking the pencil icon at the top of the lead queue. The pencil icon allows you to create and immediately send a new SMS or email to any lead, which can include a review request.
From the panel that pops up next, you can search for an existing lead or manually add a new lead contact if you're requesting a review from a customer that is not already in PSAI.
Once you've found your lead or added a new one, the rest of the instructions for requesting a review will be the same as below.
2. Click the Star Icon
Whether you're in the "new message" panel shown above or in the bottom of the dialogue box shown below, you'll click the star icon to open your company's review platform options.
Is the message box grayed out and the star icon unclickable? This means that this lead engagement has already been closed, and you cannot request a review from a closed lead. Learn more about what it means to "close" leads here.
3. Choose Your Preferred Review Site
Clicking the star icon will open a pop-up panel with all of your company's review sites. To send the review request, simply click on whichever site you'd like to request a review for.
You can only request a review from one site at a time. This keeps your customer from feeling overwhelmed and increases the likelihood that they'll actually take the time to leave you a review.
Want to add a review site to this list?
Simply click the plus sign (+) next to "Review Request" at the top of the pop-up panel, and you'll be taken to the page where you can edit your company's review sites.
By clicking the plus (+), you will be navigated away from the current page and onto your company's Review Sites settings page. You will have to return to this lead manually—so if necessary, make note of who it is before you leave the page to add a new review site.
4. Optional: Write Your Own Message
When you click on a review site, the Com Portal will automatically populate a default message and a link. You can't edit the link text, but you can edit the default message. Simply delete it and type in your own note, as shown below.
5. Click "Send"
As shown in the GIF above, you'll simply click the green "Send" button to send your review request.
After you've sent the request, it will be recorded and displayed in the dialogue box, as well as the Contact Activity panel to the right.
That's it! You've now requested a review from the lead. Depending on the current engagement type, your lead will receive an email, SMS, or chat containing your message and review site link.
If the lead directly replies to your request, then this reply will flow back into the Com Portal. However, if the lead leaves a review on your third-party site without directly replying to your request, you will not get a notification in PSAI. Instead, please check the review site independently.
A review request is often the final communication you'll have with a lead, at least for now. If you're ready to mark the current communication as complete, learn more about "closing" leads in the Com Portal.