How to Add a Chat Widget to the Client Portal
Efrelie
Last Update 3 maanden geleden
Courses and communities involve numerous customer interactions, making them a significant venue for questions. So, what better way to handle them than your Chat Widget? Let's check how to add it!
Accessing The Settings
To start, head to the Client Portal Settings tab inside the Memberships section.
Select the Chat Widget Settings.
Use the dropdown menu to select which widget you’d like to use.
You can control which products the chat widget is shown for individually; to include one, simply check the box next to it.
Once you've selected them, click Save settings.
Using The Chat Widget
After saving the settings, you can refresh the Client Portal, and you'll see the bubble in the bottom right corner. Once configured, your widget will be visible across both the GoKollab App and Client Portal App.
Their messages will be located as normal inside your CRM. The feature provides customers with an easy way to reach out with questions and concerns, simplifying the moderation process for your team. We hope you enjoy using it!