Add Chat Widgets to Client Portal

Add Chat Widgets to Client Portal

August 11, 20251 min read

Courses and communities involve numerous customer interactions, making them a significant venue for questions. Adding a convenient way to connect with help is key to maintaining customer satisfaction, and what better way than your Chat Widget!

⭐️ How To Add A Chat Widget To The Client Portal?

  1. Head to the Client Portal Settings tab inside the Memberships section.

    1
  2. Select the Chat Widget Settings.

    2
  3. Use the dropdown menu to select which widget you’d like to use.

    3
  4. Check the box next to the pages in which the chat widget will be visible, then click Save settings.

    4

⭐️Why Is This Feature Beneficial To Your Company?

  • Customer Care: Provide your customers with an easy way to reach out with questions and concerns, utilizing the embedded Chat Widget for enhanced communication.

  • Improved Moderation: This provides an easy way for members to report any issues with the platform or other users, simplifying the moderation process for your team.

  • Modular Management: Widget visibility can be toggled independently per child app, offering complete flexibility and control.

Manage members' requests from the comfort of your CRM, using a channel you’re accustomed to, and it's easy to integrate with your client portal. Increasing the satisfaction with your products and helping you ensure success.

Prestige Rep is an all-in-one sales and marketing platform powered by Ai

Prestige Rep Team

Prestige Rep is an all-in-one sales and marketing platform powered by Ai

Instagram logo icon
Youtube logo icon
LinkedIn logo icon
Back to Blog