Summary:
Providers are able to utilize the chat functionality on the Chat page of the provider dashboard. Within this functionality, you have the ability to view your client's interests right within the chat window and share their other company-sponsored benefits through chat.
1. The client's topics of focus are at the top of the chat window to help you to tailor your chats based on your client's needs or focus areas.
2. At the bottom right of the screen, is our Share Resources button. This allows the ability to recommend your client's other company-sponsored benefits. Benefits are automatically ranked and starred when they are relevant to your client’s interests. All you need to do is click send!
More information on sharing resources via chat can be found here.