Advisor Learning Center: Running Your Business

Calls
Customer calls are one of the most important parts of your business on PsychicCenter. We use an Interactive Voice Response (IVR) system to help you take calls and interact with customers.
Getting Started With Calls
Before you start receiving calls, make sure that you review how to manage your availability. It's important to know whether you're set up to start taking new calls or not. Toggle your call availability to Taking Calls, and your listings will immediately display to customers who are searching for advisors to call.
Basic IVR Instructions
Taking a call
When a customer calls you through PsychicCenter:
  • Your phone rings. When you answer, you'll be asked to press 1 or say "1" to accept the call.
  • You're connected! You can introduce yourself and get started.
Near the end of the call
When there is 1 minute left in the conversation, both you and the customer will be alerted.
  • This is a good time to bring closure to the conversation if you can, and say thank you.
  • When time is up, your customer will be asked if they wish to add funds to continue the conversation. The conversation will be put on pause while the transaction is completed.
Ending the call
If the customer hangs up, we will let you know, and we'll tell you your earnings for the session. To end the call on your end, press the * button on your phone. If other customers are waiting for you, we will tell you.
  • To accept your next call, press 1 on your phone.
  • If you do not want to take your next call, press 2 on your phone to change your availability.
Call Best Practices
  • While PsychicCenter uses a state-of-the-art telephony platform, the clarity of any phone connection depends on the strength of your signal. If you are in a remote area with poor cell reception, consider using a landline instead of a mobile phone.
  • We recommend finding a quiet place to take calls. Background noise is surprisingly easy to hear and can be very distracting to customers.
  • If you like to move around or use your hands when you take a call, consider using a headset.
  • Like any conversation, basic courtesies such as introducing yourself and actively listening to your customer will go a long way.
Do you have any questions? Click here to submit a question to our Customer Service team, or call (866) 692-7876.