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Add Chat to the Portal and Start Communicating with Clients

In portals, you can fully communicate with your portal visitors through the chat widget. It’s very simple to set up and only takes a couple of minutes.

Adding chat to the portal #

1) Go to the customizer of your portal.

2) Go to the desired page or create a new one.

3) Click on Add page widget.

4) Select Chat.

5) Next, you need to select the desired channel or team member that chat messages will be sent to.

Click on the desired channel or participant to select them.

🚩 On different portal pages you can place chat widgets with different channels and directs

🚩 You can read more about setting up chat in the web client and adding participants to it here.

6) Specify the name of the chat room.

7) Click on Save to save the chat.

8) Save the changes to the portal.

It’s done! Chat is added to the page. Visitors can send you messages and you can reply to them.

The “Show only to workspace member” option #

By default, only members of your organization can see the chat content. However, you can uncheck the Show only to workspace member checkbox, then all visitors will be able to see the chat content, but only organization members will be able to reply.

Editing a widget #

If you wish, you can always:

  • change the chat name
  • choose a different channel or member of the organization

To do this, open the widget page and click on the edit icon.

Next, make the desired changes and save them.

Widget removal #

If you want to remove a widget from the chat page, click on the edit widget icon.

Next, click on Delete.

Finally, save the changes in the portal.

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