EZLynx has created the EZLynx Virtual Agent also known as Eva. Eva will help you spend less time on manual tasks and more time on customer relationship management.


TABLE OF CONTENTS

Please note: Eva is a feature in our Text Messaging product, which is part of the Communication Center.


Request for Coverage, Vehicle, or Driver Information


Eva has the ability to assist insureds with requests for their Coverage, Vehicle, or Driver information. Eva will generate responses to insureds which will vary depending on if your agency has our Client Center product. 


  • If your agency has our Client Center product, Eva will direct the insured to your Client Center portal in which the insured can retrieve the requested information about their policy. 


  • If you agency does not have our Client Center product, Eva will let the insured know that an agent will contact them soon to follow-up on their request. A task will automatically be created and assigned to the agent based on the "Assigned To" field on the customer's account in EZLynx. The due date for this task will default to the following day the request was made. 


To tell if your agency has our Client Center product, please see: How to Access Client Center

Eva's Settings Page - Admin Only Feature


The Text Messaging Admin will be able to see Eva's Settings page under the Communication Center icon. In the Settings page, you can see the phone number Eva is assigned to, the status of Eva, and the option to disable or enable Eva.


Enabling & Disabling Eva


When enabled Eva will monitor your assigned number for text messages from your customers and will respond to them accordingly. To learn more, please see: EZLynx Virtual Agent (Eva)


When disabled, Eva will be immediately disabled and will no longer assist your customers with Eva-enabled actions such as downloading ID cards. 


1. To enable Eva, click the Enable button. A pop-up will appear.



2. Check-mark the box if you agree to the terms. 

3. Click the Enable button. 


Please Note: To assist with the COVID-19, EZLynx is waiving the monthly $20.00 fee until beginning of next year.



4. Once enabled, you will see a status that says EZLynx Virtual Agent has been enabled. 

5. To disable Eva, click the Disable button. A pop-up will appear.



6. Click the Disable EZLynx Virtual Agent button.


7. Once disabled, you will see a status that says EZLynx Virtual Agent has been disabled.