Integrate a Chat Widget with Your Client Portal

What Is Chat Widget Integration?

Enhance your Client Portal with real-time support by integrating a chat widget. This feature allows you to enable a single chat widget across individual child apps—such as Communities, Courses, and Affiliates—giving your users immediate assistance without leaving the portal. You can control widget visibility independently for each child app, tailoring support to match your business needs.

Key Benefits

• Real-Time Assistance: Users can get help directly within Communities, Courses, or Affiliate portals, eliminating the need to switch tabs or applications.
• Granular Control: Choose exactly which child apps display the chat widget, aligning support with specific goals or user groups.
• Centralized Conversations: All chat messages are routed to your CRM inbox, keeping communication records unified for easier follow-up and reporting.
• No Code Required: Integration is managed entirely within your CRM settings—no manual embedding or technical setup is needed.
• Increased Engagement: Timely support can improve course completion rates, community participation, and affiliate performance.

How to Set Up Chat Widget Integration

Follow these steps to connect an existing chat widget to your Client Portal and configure its visibility:

1. Navigate to Memberships → Client Portal → Settings → Chat Widget.
2. Use the Select Chat Widget dropdown to choose the widget you want to use across the portal.
3. Under Select Pages, toggle visibility for Communities, Courses, Affiliates, and Home & Account settings as needed.
4. Click Save Settings to apply your changes.
5. Refresh your Client Portal page to validate that the widget appears correctly.

Tip: To modify the widget’s appearance or channels (such as Live Chat, Email/SMS, or WhatsApp), edit the widget directly under Sites → Chat Widget. Changes will reflect in the Client Portal after saving and refreshing.

Child App-Specific Visibility

You can customize where the chat widget appears to align with your support strategy. For example, you might enable it for Courses and Affiliates but disable it for Communities. Each child app’s visibility can be toggled independently, and changes take effect immediately after saving—just refresh the portal to see the results.

Prerequisites and Permissions

Before setting up the integration, ensure:

• You have created at least one chat widget in your sub-account.
• You have access to Client Portal settings within the sub-account.
• If using WhatsApp, your WhatsApp number is properly configured and enabled for the widget.

Limitations and Requirements

• Only one chat widget can be selected for the entire Client Portal.
• You can show or hide the widget per child app, but you cannot assign different widgets to different apps.
• The widget’s configuration (including branding, greeting message, and channels) applies globally wherever it is visible.
• Multi-widget setups available on public websites or funnels do not apply within the Client Portal.

Frequently Asked Questions

Can I use different widgets for different child apps?

No. The Client Portal supports only one widget, though you can control its visibility per child app.

Do I need to embed code in the Client Portal?

No. Integration is handled through the Client Portal settings—no code embedding is required.

Will the widget appear on every page of a child app?

It appears in supported views of the enabled child app. If it doesn’t show, refresh the page and confirm the toggle is enabled.

Can I use multiple widgets on my public website?

Yes. Multi-widget configurations are available for websites and funnels but do not apply inside the Client Portal.

How do I change the widget’s appearance or channels?

Edit the selected widget under Sites → Chat Widget. Changes will carry over to the Client Portal after saving and refreshing.

Does WhatsApp require additional setup?

Yes. You must have a properly configured WhatsApp number before enabling WhatsApp in your widget.