Add a Chat Widget to the Client Portal

Embed a live chat widget right inside the portal, connected to the same inbox you already use.

How it works

Every message routes into your regular inbox, like any other web chat conversation.

Setting it up

1. Go to Client Portal settings, find Chat Widget configuration.
2. Select which existing widget to use.
3. Choose exactly which sections should display it — Communities, Courses, Affiliates, account settings, toggled independently.
4. Save and refresh.

Things to know

Only one widget active at a time; its settings apply uniformly everywhere shown.

Why this is worth setting up

Support requests that require leaving the portal often just don't get sent — and become a bad review instead.