Chat features within portal
B
Brooke Nuzie
Context: This advisor is using 2 portals currently because her other, Finance Cents, allows for communication and chats within the portal itself (https://financial-cents.com/client-tasks/).
Impact: Having a way to chat directly in the portal would allow for quicker communication between advisor and client for questions that may not require an ad hoc task.
Desired Outcome: Having a chat feature within the portal for advisors to immediately message their clients.
Autopilot
Merged in a post:
Ask me anything in the client portal
markm@busadvisory.com
We should change the wording on the "Ask me anything" chatbot in the client portal. This implies an AI answer engine where the client can ask and get answers to tax questions. We don't want the client to think they can use our portal for tax guidance or planning.
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