How to Chat with Prospects - webinar (classic version)

💬 Overview

• Agents cannot initiate chats from the platform
• Chat is prospect-initiated only
• Chat happens on the Website (Classic version)
• Requires phone number + verification code

👤 Prospect Experience

1. Access the Funnel

• Prospect opens your Website (Classic version) link

  👉 Example: https://samplesite.annuitiesgenius.com

Once a prospect reaches the final step whether they viewed quotes and rates, about or went through the guided questions like “what’s important to you” they’ll be taken to a final contact page.

This page is where they enter their basic information, such as their full name, email, and phone number, so you can capture the lead and follow up with them. No matter how they got there, all paths lead to this same final step.

Please note that the system does not have the capability to track visitor activity on your page.

The screenshot below shows the different paths a prospect can take

all leading to this final contact page.

2. Enter Information

• Prospect enters their phone number

3. Verification

• They receive a text message from (225) 535-4832
• Message may include:
  • 👉 “Your verification code: 6232”
  • 👉 A login link (sometimes included)

4. Return to the Website

The prospect must return to your site to re-enter the code.

Option A: Click the Link (if provided)

• If they receive a message like:

  👉 “You got a message in the annuities chat: https://samplesite.annuitiesgenius.com/my/login?phone=…”

  
  
• They should click the link
• This brings them back to the site

Option B: Enter Code Manually

• If they only receive a verification code (no link):

1. Return to your website (e.g., https://samplesite.annuitiesgenius.com).

   Note: This is only an example  be sure to use your own personal landing page.

2. Click “Sign in” (top right)
3. Enter their phone number
4. Enter the verification code from the text

Option C: Link + Code (Most Common)

• If they receive both:
  • Click the link
  • Then enter the verification code if prompted

5. Start Chat

• Once logged in, they can choose to start a chat session
• Chat is optional — they must initiate it

🔓 Returning to Chat Later

If Still Logged In

• Go back to the website
• Click “Cabinet”
• Chat appears automatically

If Logged Out

1. Go to the website
2. Click “Sign in”
3. Enter phone number
4. Click “Text me login code”
5. Enter new verification code
6. Chat will appear

👉 A new code is required each time they log out

🧑‍💼 Agent Experience

Where to Find Messages

1. Open the client (case)
2. Scroll down
3. Click “Website Messages”

👉 This is where you view and respond

• The number (e.g., 7) shows message count

⚠️ If No Messages Appear

• Prospect has not entered phone number
• Prospect has not verified code
• Prospect has not started chat

👉 No chat initiated = nothing visible

🔄 Alternative Ways to Engage

• ✉️ Use AI to draft/send emails
• 📋 Share the suitability questionnaire

✅ Summary

• Chat is prospect-initiated only
• Requires verification via (225) 535-4832
• Prospect must return to the website to chat
• May need to enter code manually or click link
• Agent responds via Client → Website Messages