Overview
As an Admin, you may need to help your Agents communicate with their contacts. Using CoreHome makes it even easier - now you can reach out as your Agents using the CoreHome Chat.
Please Note: Admins can only impersonate the Agent to the contacts within their entity.
Ex: Team Admins can use CoreHome Chat with Team-owned leads.
Company Admins may impersonate the Agent for Company-owned, and Team-owned leads
Team Admins may impersonate the Agent for Team-owned leads
Office Admins may impersonate the Agent for Company-owned leads
Company Admins, Please Note: These settings only apply to accounts with duplication turned on. For information on your account duplication setting please reach out to Support at corehome@insiderealestate.com!
How to Access & Respond to Agent Chats
From your Contacts, Agent chats that you have access to will be automatically available in the contact record.
Navigate to the contact record of the lead you'd like to chat with and find the 'View Conversation' button.
The chat box will open with the past conversation readily available.
From there, you can respond to the chats as needed and they will be shown as sent from the Agent they're assigned to.
