Agent Services

Agent services

Omni-channel support

Chat, call, email, message, or meet — pick the channel that fits, and your case follows you across all of them.

Reach us on any channel

One case, every channel. Start on chat, follow up by email, get updates by SMS — your conversation history stays connected.

  • Online

    Live chat

    Instant help from agent services, escalates to compliance specialists.

    Availability
    24/7 · AI assistant with human handoff
    SLA
    Under 1 min first response
  • Business hours

    Phone

    Dedicated agent services line for urgent licensing or payout issues.

    Availability
    Mon–Fri, 8am–8pm CT
    SLA
    Avg. 2 min wait
  • Async

    Email & tickets

    Tracked requests with case numbers, ideal for document reviews.

    Availability
    Always open
    SLA
    Reply within 4 business hours
  • Online

    WhatsApp

    Message us on WhatsApp — built for partners across the globe.

    Availability
    24/7 · Async replies
    SLA
    Reply within 1 hour
  • Online

    SMS alerts

    Compliance deadlines, payout confirmations, and case updates by text.

    Availability
    Outbound notifications
    SLA
    Real-time triggers
  • Business hours

    Video consult

    Scheduled screen-share sessions for onboarding and E&O walkthroughs.

    Availability
    By appointment
    SLA
    Next slot within 24 hours

Unified conversation history

Every interaction — regardless of channel — threads into one case record with full audit trail.

  1. Live chatEscalated

    Asked about E&O renewal upload — routed to compliance queue

    Today, 9:14 AM
  2. Email ticketIn review

    Case #48231 opened: E&O certificate renewal review

    Today, 9:16 AM
  3. SMSDelivered

    Deadline reminder sent: E&O expires in 21 days

    Yesterday
  4. PhoneResolved

    Commission reconciliation question resolved on first call

    Feb 12