P2 Conversations
- Wendy Jean
Meet the newest and greatest version of P2, called P2 Conversations. This product is still in beta but it is fully being used by our customers.
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 (salesperson) 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
VIDEO 1 Click here for: SALES INSTRUCTION VIDEO - FTC Industry Changes (Sales managers and Sales associates)
VIDEO 2 Click here for: SHORT-CODE DEMO SETUP on mobile (Sales managers and Sales associates)
VIDEO 3 Click here for Backend Overview of how to use P2 Conversations/How to access your sales associates documents (Sales Managers Only)
BANKS AND OTHER VERTICALS only
Click here for HIGH-LEVEL OVERVIEW Training Video
Note: P2/Conversations are still in Beta but fully operational.