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Customer reference app / Requests & conversations

Accept or decline a reference request

Understand the offer, scheduled time, reward, and acceptance window.

2 min readUpdated October 26, 2026

01

Review the offer before deciding

A request shows the business, prospect, topic, format, scheduled time, net reward after fees, gross offer, and any conditional conversion bonus. Read the details before accepting.

The acceptance window is 15 minutes. The countdown is for accepting the offer, not for completing the conversation. In a first-to-accept request, another reference may take the opportunity first.

Your reference app

Requests, net rewards and scheduled conversations in one place.

Illustrative wireframe · Fictional details

02

Make your choice

  1. 1Open the request in Requests or follow its email link.
  2. 2Choose Accept if you can participate, or Decline if it does not work for you.
  3. 3After accepting, Messages opens. Confirm the details with the business.
  4. 4Use Join meeting on the accepted request or conversation when a meeting link is available.
Keep in mind

A decline is a valid choice. If a link has expired or shows an account warning, do not assume the request can still be accepted.

03

Email and text links

Email links open the same reference app. SMS delivery is currently paused pending sending-number and compliance setup. A created request is not confirmation that a text was delivered.

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