Submitting an Assist Request in the Posh Mobile App
Written by Maya Pagtakhan
Updated at March 27th, 2025
You can request an Assist from our free virtual receptionist app as well as through our online portal. We can do things like follow up with your contacts to gather additional information, or reach out to clients to confirm their appointments. Simply provide us with the details for the call(s) you need us to make. We'll handle the rest and provide a recap once the task is complete.
Follow the steps below to learn how to submit an Assist Request in your Posh Mobile App:
1 Open the mobile app on your device, and press on the hamburger menu in the top left-hand corner
2 In the left sidebar, select the Assist tab
3 A new Request Assist form will populate, and an Assist tab will appear in the bottom panel of your app, allowing you to navigate through your app without losing progress on the form
4 Modify your Assist Request. There are four different fields you can adjust. Refer to the chart below for more information on what each feature entails:
| Team | Select the department you would like to send your request to. Typically, the options in this field are the Assist Team (comprised of receptionists) and the Customer Service Team (comprised of Customer Service personnel). |
| Account / Location | Some companies have more than one business on an account, a user may have access to more than one account, or a business may have different locations. Specify which account and location the Assist falls under. |
| Originating Number for Outcalls | Some companies will have multiple phone numbers associated with their Posh account. If that applies to you, you'll have the option to select which phone number you would like the receptionist to use when making the outbound call on your behalf. |
| Request | In this field, you will type out your request. This is the field where you should enter details such as the name and phone number for the person you would like the receptionist to call, any details to prepare the receptionist to speak with your client, and information you would like the receptionist to relay to your client. |
5 Press the paper airplane icon 
in the top right-hand corner to send your request
6 To view your request after it's been submitted, navigate to the Home on your app by pressing the house icon in the bottom panel. Then, press on the task in the My Activity list
7 You will be able to see the Assist, and updates will populate at the bottom of your screen when it is received by a member of our team. At the top of the request, it will say “Customer service request - ____________”. The word in that blank will describe the status of the task.
QUEUED - In the queue to be received by a receptionist
RESERVED - Assigned to a receptionist
WORKING - Opened by a receptionist and actively being reviewed/worked on
COMPLETED - Assist has been completed, and the task has been closed out
8 A new item will appear on your Home page with name of the receptionist who completed the Assist. Pressing on that item will open a message update from the receptionist, detailing what they completed.
Having difficulty accessing your Posh Mobile App? Click here to email Client Support for further assistance.
Looking to submit a request on the Posh Online Portal? Click here to learn more.