📱 Advisor Mobile App – All-in-One Guide
This guide covers everything you need to know about using the Keen Advisor Mobile App—including key features, managing live sessions, and troubleshooting tips to keep your business running smoothly.
🛠 1. Features & Tools
The Advisor Mobile App is your command center for managing your Keen business on the go.
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Availability Manager: Toggle your status between Taking Calls, Taking Chats, or Offline.
⚠️ Note: Logging out of the app automatically sets your status to Offline (except for call status).
Schedule & Waitlist: Sync your call schedule from Keen.com and manage your Arranged Conversations.
Business Insights: Track your Balance & Transactions, send Free Minutes, and access your Customer List.
Accessibility: Customize your experience with Dark Mode, adjustable font sizes, and text-to-speech.
📞💬 How to Take Calls & Chats
Accepting sessions on mobile is seamless and comes with the added benefit of instant push alerts.
Incoming Calls
Alerts: You will receive a push notification and a sound alert.
Action: Simply tap the alert to answer. This works even if the app is running in the background.
Incoming Chats
Acceptance: You have 60 seconds to accept a chat request before it expires.
Efficiency Tip: Use Voice-to-Text to respond to customers faster while on mobile.
🔔 Notifications & Alerts
To ensure you never miss a connection, verify your settings:
Enable Push Notifications specifically for the Keen Advisor app.
Allow Sounds & Alerts so you can hear incoming requests.
Enable Lock Screen Notifications so you can see requests without unlocking your phone.
🚧 Troubleshooting: Technical Fixes
If you aren't receiving chats or calls, try these steps immediately:
⚡ Quick Fixes
Connection: Ensure you have a strong Wi-Fi or cellular signal.
Update: Check the App Store or Play Store for the latest version.
Focus Mode: Disable "Do Not Disturb," "Sleep," or "Focus" modes.
Single Device: Avoid logging into the app on multiple devices simultaneously.
📱 Device-Specific Tips
Android 🤖: Turn on Automatic Time Sync (Settings → Date & Time → Automatic).
iOS 🍎: Ensure Alerts, Sounds, and Badges are all toggled ON and Airplane Mode is OFF.
🆘 When to Contact Support
If issues persist after troubleshooting, please submit a request via the Support Form and include:
Device Type (e.g., iPhone 15, Samsung S24)
App Version (Found in app settings)
Timestamp of the missed session
Screenshots of your notification settings