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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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