P2/Conversations
      Back to home
      1. Botdoc Service Desk
      2. P2/Conversations

      P2 Conversations

      Meet the newest and greatest version of P2, called P2 Conversations. 

      Remotely and digitally transact ALL phases of business within ONE encrypted container/session

      • Push Data/Docs

      • Pull Data/Docs

      • Chat – real-time with your customers

      • E-Sign (DocuSign) or (Adobe Sign)

      NEW Features:

      • Create Queues so that multiple users or management can access containers

      • Use automated flows to collect documents via your General Document URL or Queue URL

      • Create “remote” users (salespersons) to collect documents without needing to have direct access to the Conversations Product.

      • Allow users and remote users to initiate containers via a short-code from their mobile phones

       

      P1 white-label configurations are now synced to your P2 Conversation containers.  This includes:

      Logo, background color, profile photos, email templates including custom email templates, Disclaimer message, and SMTP configurations (SPF configurations not included)

      * User Dashboard Not supported by Internet Explorer (consumer experience is supported)

      * Videos will be updated or new videos will be added when updates are LIVE and available.

      *All P2 requests will come from noreply@botdoc.io unless your SMTP is enabled on your Main Push/Pull account

      *SMTP feature will change the “sent from” or sender email from noreply@botdoc.io to your company’s email address noreply@yourcompany.com

       

      AUTO DEALERSHIPS only

       

      BANKS AND OTHER VERTICALS only