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!

Frequently Asked Questions #

Where do I configure the chat widget for the Client Portal? #

Go to the Client Portal Settings tab inside the Memberships section and select Chat Widget Settings.

How do I choose which chat widget to use? #

Use the dropdown menu in Chat Widget Settings to select the widget you’d like to display, then click Save settings.

Can I show the widget only on certain products? #

Yes. You can control which products the chat widget appears on individually by checking the box next to each product you want to include.

Where does the widget appear after setup? #

After saving and refreshing the Client Portal, the chat bubble appears in the bottom right corner and is visible across both the GoKollab App and the Client Portal App.

Where do chat messages go? #

Messages from the widget are located as normal inside your CRM, so your team can respond from the usual place.

Why add a chat widget to the portal? #

It gives customers an easy way to reach out with questions and concerns during courses and community interactions, simplifying moderation for your team.