Self-Service Portal Chat Bot

This article will cover the specific use cases for the Self-Service chat bot. 

Overview:

We now have a chat bot within the Self-Service Portal that will allow you to contact Lockstep's Customer Support team directly. This option will be on the bottom right-hand corner of the dashboard as follows:

Chat Bot:

At this time, the Self-Service Portal chat bot can be utilized to speak with Lockstep's Customer Support team for general inquiries specific to dashboard navigation and utilization, along with reporting issues that are preventing the Self-Service Portal from performing as expected. 

Messages:

All other inquiries should be directed to your Vendor Company via the use of Messages within the Self-Service Portal. This feature will act as your direct link for inquires such as Printing Invoices, Canceling Payments, Updating Payment Methods, Editing Statement Receipts, etc. Simply navigate to the Messages tab within the portal:

From there, you will select the "Send message" bubble which opens a side window to input your message contents:

Once your message has been sent, your Vendor Company will be happy to further assist you through the Messages feature within the Self-Service Portal directly.