How to Add a Chat Widget to the Client Portal

Courses and communities generate a lot of customer questions. The Chat Widget is the easiest way to handle them. Here's how to add it.

Accessing The Settings

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 tick the box next to it.

Once you've selected them, click Save settings.

Using The Chat Widget

After saving the settings, 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.

Messages from customers will appear as normal inside your CRM. The feature gives customers an easy way to get in touch with questions and concerns, which simplifies the moderation process for your team.