Receptive can easily be used without giving customers access to the platform. You simply create, vote and prioritize requests on behalf of customers and prospects.
How it works
To create a request on behalf of a customer, simply click the "you" button on the request form here:
And select the correct user:
Once you've selected the user, the form will look like this:
To add a customer to an existing request simply use the "Add user" button on the right side of the request page:
This data is also populated from the integration. See setup instructions below.
To update a customer's priorities, navigate to their profile page, either by searching for their name, or going to Customers > Account > User name, and click "Edit":
Click "Priorities" and update their priority sliders:
When you return to the user's profile page you'll see their updated priorities.
It’s really easy to set Receptive up to be used internally only.
Step 1 - Integrate our small JavaScipt snippet but do not add a button or link to give your customers access. Doing this means we get all the data we need but the customers will have no visibilty of Receptive.
Step 2 - Disable email notification sent to customers.
To do this, log into your Receptive account, go to Settings and check the "Disable notification emails to customers" box.