Client Portal

ServicersWeb Client Portal: Business Hours & Autoresponder

Business Hours & Autoresonder Enable Business Hours so that your Live Chat feature is only available when you’re in the office and send automated replies to text messages that come in after hours. This helps you keep clear communication with customers. Here’s what your Autoresponder will look like to customers: Use the table of contents …

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canned responses

ServicersWeb Client Portal: Canned Messages

Canned Messages Use canned messages to ensure friendly, quality conversations with customers. Your CSRs can use preset templates or ‘canned messages’ to communicate with customers in the SMS and Live Chat portals. This feature also saves your CSRs time. 💡 Pro Tip: Don’t forget that these messages are used repeatedly, so make sure they’re grammatically …

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live chat portal

ServicersWeb Client Portal: Live Chat Configuration

Live Chat Configuration You can customize your Live Chat window from your ServicersWeb portal at any time. Below you’ll find descriptions of each setting in the Live Chat Module tab as well as step-by-step instructions for how to update each setting. Use the table of contents on the right to quickly scroll to specific sections …

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