How To Add a Chat Widget to your Client Portal
You can seamlessly add chat widgets to individual child apps within your portal, empowering users with immediate access to support and communication. Whether it's for communities, courses, or affiliates, this feature offers a flexible and user-friendly solution that enhances engagement and streamlines your support process.
Key Features and Benefits
- Real-Time Communication: Users can initiate live chats directly from the Client Portal or child apps, providing immediate support and feedback without leaving the platform.
- Flexible Widget Placement: You have the freedom to toggle widget visibility independently for each child app, enabling customization based on the unique needs of each section (e.g., communities, courses, etc.).
- Enhanced User Experience: By integrating chat widgets into the Client Portal and its child apps, you can ensure that users have an easy and consistent way to reach support across various modules.
- Simplified Support Workflows: This feature helps streamline communication between your support team and clients, reducing response time and improving overall support efficiency.
Important Note: Currently, only one chat widget can be added to the Client Portal. While you can choose where the widget appears, multiple chat widgets are not supported at this time.
How to Use Chat Widgets in the Client Portal
1. Navigate to the Settings: Start by going to Your Products on the left and Client Portal at the top section. Hover on the Client Portal tab at the top menu, then click on the "Settings" menu.
2. Access Chat Widgets: In the settings menu, locate the "Chat Widgets" section.
3. Choose Your Widget: From the dropdown menu, select the widget that you want to integrate with your portal.
4. Select Child Apps: Choose the specific child apps where you want the chat widget to appear. For example, you can select different modules like Communities, Courses, or Affiliates to display the widget.
5. Save Settings: Once you've configured the widget and selected the appropriate child apps, click the “Save Settings” button.
What Clients see:
Pro Tips
- Choose Placement Wisely: To maximize the impact of the chat widget, consider where users are most likely to need support. For example, placing the widget in high-traffic areas like course modules or community spaces can drive better engagement and provide quicker assistance when users need help.
- Monitor User Feedback: Pay close attention to user interactions with the chat widget. Gather feedback regularly to understand their experience and identify areas for further enhancement.
- Test Widget Visibility: Before finalizing the widget’s setup, preview how it appears in each selected child app to ensure it's functioning as expected and is easy for users to access.
Frequently Asked Questions (FAQs)
Can I add multiple chat widgets to the Client Portal?
At the moment, only one chat widget can be added to the Client Portal, but you can toggle its visibility across different child apps.
Will the chat widget be visible in all modules?
No, the widget visibility can be customized. You can choose which child apps or modules will display the chat widget, ensuring flexibility in its placement
Do I need any technical knowledge to set up the chat widget?
No, setting up the chat widget is easy and doesn’t require any technical expertise. Simply navigate to Sites on the left > Chat Widget at the top and start creating your chat widget. For more details, see the article “How to Customize the Chat Widget.”
Is the chat widget available for both the Client Portal App and GoKollab App?
Yes, once set up, the chat widget will be visible across both the GoKollab App and the Client Portal App, making it accessible to users on both platforms.
How can I test if the chat widget is working properly?
After saving your settings, open the Client Portal and navigate to one of the selected child apps. If configured correctly, you’ll see the widget icon on-screen. You can send a test message to confirm that your team receives it in real time.