Conversations

The Conversations feature allows you to communicate directly with consultants on Leadvisor Global. This guide explains how to start conversations, use messaging features, and manage your communications.

Accessing Conversations

Navigate to Conversations from the main navigation by clicking Conversations or the message icon. View your message inbox, start new conversations, or continue existing ones.

Starting a Conversation

You can start conversations in several ways:

From a consultant profile - Click the Contact Consultant button on any consultant's page

From content pages - Click Contact Consultant on service, report, or course pages to reach the provider

From the Conversations page - Click New Conversation, search for a consultant, and select them

Sending Messages

Type your message in the input field at the bottom of the conversation, then press Enter or click Send. Messages support text content, line breaks (Shift + Enter for new line), and links which are automatically detected.

File Attachments

Share files by clicking the attachment icon and selecting a file from your device. Supported attachments include documents (PDF, Word, Excel), images, and other common file types.

Custom Pricing

Consultants can offer custom pricing for their services through the messaging system. When a consultant assigns a custom price, this becomes the effective price for the service. The custom price is reflected on the service detail page and at checkout when you click Purchase Service.

For more information on purchasing, see Making Purchases.

Managing Conversations

Your conversation list shows all active conversations with unread message indicators, most recent message preview, and participant information. Use search to find specific conversations or messages. You can also archive individual messages for reference.

Notification Settings

Control how you receive conversation notifications. Click the notification settings in the conversation sidebar:

Setting	Description
Every 4 hours	Receive email digest every 4 hours
Every 12 hours	Receive email digest every 12 hours
Every 24 hours	Receive daily email digest
Off	No email notifications

You can also mute individual conversations to temporarily silence notifications for that specific conversation.

Maintain clear communication by being specific about your needs, providing context for inquiries, and responding promptly to messages.

Getting Started

Set up your account.

Browsing Consultants

Find consultants to contact.

Making Purchases

Complete guide to the checkout process.

Client Portal

Manage your activities.