Features and Tools

 

All basic call/chat functions you expect from Keen.com can be found on the Advisor App. See below for the current list of features and tools available as you run your business. Check back often as our team is working on additional features to provide more flexibility and accessibility for advisors. 

 

New! Send Free Minutes

Now you can send Free Minutes anytime, anywhere. Visit Profile, click Transaction History, and select the customer you'd like to send minutes to. Once on the transaction details page, you'll see a “Send Free Minutes” button.

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Availability Manager

Similar to Keen.com, you can set your availability to "Offline/Arrange Calls/Taking Calls" and "Offline/Taking Chat"

You can select a primary phone number and switch among your existing phone numbers (which you've input via Keen.com)

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Schedule Access

If you've already created a schedule on Keen.com, you can turn it on/off on the app. We recently upgraded our Schedule feature on Keen.com so that you have the option to 1) sync and 2) display your schedule. Currently, the app does not align with the new schedule feature. If you toggle your schedule on in the app, it will only sync your availability but not your display. Coming soon!

 

Arranged Conversations

View and take arranged calls and chats on your waitlist queue of arranged conversations.

 

Account Balance

View the balance of your earnings for the day.

 

Accessibility

Font Size - Use your phone's factory settings to increase font size that works for you.

Dark Mode - Change the theme of the app from light to dark mode. Dark mode allows you to stay focused, reduce eye strain, and improve phone battery life.

Spanish Language - Use your phone's factory setting to change your preferred language to Spanish.

 

Contact Us

Easily submit questions or concerns using the Keen Customer Support Form

Have feedback for the Advisor Mobile App team? Send your feedback, any feature requests, and screenshots of any technical issues to our team directly through email.

 

 

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