Web Chat
Name three Web Chat Customizations.
Enabling/Disabling Web Chat
Avatar
Color
Display Name
Business Hours
Zip Code
Messaging
Enabling Multi-Loc
Articles: https://broadlyhelp.force.com/s/article/Web-Chat-Settings
How can you access the Broadly app? (in other words, where can you log into the Broadly app?)
Download Broadly app on your phone
Article:
https://broadlyhelp.force.com/s/article/downloading-the-broadly-app
In the Broadly inbox, how can a user tell if a customer left them a review?
There is an icon next to their name.
Article: https://broadlyhelp.force.com/s/article/Inbox
What review websites can we connect to? (Name 6)
Google, Facebook, Yelp, Nextdoor, Trip Advisor, Custom Ask
Article: https://broadlyhelp.force.com/s/article/Connecting-Online-Profiles
What are the fees associated with Broadly's Payments feature?
How are customers notified of Web Chat leads?
Depends on their notification settings. But they can receive emails, push notifications, and red indicator to let them know they have an unread message.
Article: https://broadlyhelp.force.com/s/article/notifications
How can a customer respond to Google reviews using Broadly?
Dashboard and in the Reviews in the Broadly app?
Articles: https://broadlyhelp.force.com/s/article/Responding-to-Google-Reviews-through-Broadly
What can Broadly users search for in their Broadly inbox? (name 2)
- info listed in Contact Info
- keywords in conversations
- Notes
Article: https://broadlyhelp.force.com/s/article/search-for-contacts
How does Broadly decide which review website to customers to?
Broadly's technology scans the customer's internet browsing history to determine which review site your customer most likely already logged into.
How do you request a payment in Broadly?
Inbox > Customer Conversation View > invoice image > "Send Payment Request"
Article is: https://broadlyhelp.force.com/s/article/Broadly-Payments
Where do Broadly users respond to Web Chat Leads?
Inbox
Article: https://broadlyhelp.force.com/s/article/Responding-to-Leads
Can a "Member" in the Broadly app Add customers into the Broadly app via File?
Can you block a contact in Broadly?
How can customers respond to Google Reviews through Broadly? (2 methods)
Reviews in the main left hand menu
Dashboard > Reviews
Article: https://broadlyhelp.force.com/s/article/Responding-to-Google-Reviews-through-Broadly
What payment methods are accepted by Broadly Payments?
Apple Pay, Google Pay, we accept all major credit/debit cards
Complete list:
Article: https://broadlyhelp.force.com/s/article/What-methods-of-payments-are-supported-through-Broadly
How does Web Chat for Multi-Location Businesses differentiate between locations?
After the customer inputs their initial inquiry it will give them the option to select between locations.
Article: https://broadlyhelp.force.com/s/article/Web-Chat-for-Multi-Location-Businesses
Can you send Files and Images via Broadly?
How do you maximize your review response rate?
Create an Excellent Customer Experience
As for Review Effectively
- verbal prompt
- Request reviews ASAP (integration)
Article: https://broadlyhelp.force.com/s/article/what-are-some-best-practices-to-maximize-my-response-rate
Can we integrate with bookkeeping software?
You can export your Invoices report and import that into your bookkeeping software. We are also accepting beta customers to test out a feature that will automatically send paid invoices to Quickbooks Online accounts.
How is Web Chat installed on a website?
Paste script provided by Broadly into the head element of website HTML. Located in Settings > Web Chat > scroll down to install on a website.
What if a customer doesn't want to receive texts?
Designate a contact method in inbox
Articles: https://broadlyhelp.force.com/s/article/Contact-Method
Why would you add a customer into the Broadly app?(List at least four reasons)
In order to send a review request, campaign, payment request, or text
What happens if my customer cancels a payment through Broadly or disputes the charge with their Bank?
Work directly with your customer to have them reverse the dispute through their bank
Work directly with that customer to have them reverse the dispute through their bank