Submitting an Assist Request from the Posh Online Portal
Written by Maya Pagtakhan
Updated at June 9th, 2023
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 Online Portal:
1 After logging into your portal, click on the person icon 
near the top right-hand corner of the portal,
2 A blank Request Assist box should populate on your screen
3 Modify your Assist Request. There are five 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. |
| Language | Do you have clients who primarily speak Spanish? Changing the language selection from English to Spanish will prompt the system to send your Assist Request to a Spanish-speaking receptionist. |
| 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. |
4 Click the SUBMIT button to send your request
5 To view your request after it's been submitted, click on the request under Activities on your Dashboard.
6 You will be able to see the Assist Request, and updates will populate at the bottom of the box when it is received by a member of our team. At the top of the request, it will say “Assist 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
7 A new item will appear in the Activities section of your Dashboard with name of the receptionist who completed the Assist. Clicking that message will open an update from the receptionist, detailing what they completed.
Having difficulty accessing your Posh Online Portal? Click here to email Client Support for further assistance.
Looking to submit a request on the Posh Mobile App? Click here to learn more.