Client Portal - Live Chat Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

In the Live Chat settings, you have the option to embed the code provided by your live chat provider. This allows clients to initiate and engage in live chat conversations with you directly from the CRM client portal.

Once you have set up the Live Chat settings, your clients can easily initiate a chat with you by clicking on the Live Chat icon within the CRM Client Portal. This provides a convenient way for them to communicate with you in real-time.