Chat Widget Integration with the Client Portal

Bring real-time support into your Client Portal with the Chat Widget Integration. With this enhancement, users can now enable and use Chat Widgets across individual Client Portal child apps—empowering real-time communication and delivering better support experiences. Even better, widget visibility can be toggled independently per child app, offering complete flexibility and control. * * * ## Prerequisites & Permissions Confirm these basics before setup to avoid “widget not showing” scenarios later. - You have access to Client Portal settings in the sub-account. - (Optional) Channel requirements are met (e.g., WhatsApp number if you plan to use WhatsApp in your widget). * * * ## Limitations & Requirements - Single widget in the Client Portal: You can select only one Chat Widget for the Client Portal. - Per–child app visibility only: You can show/hide the widget per child app, but you cannot assign multiple different widgets to different child apps. - Widget content is global: The selected widget’s configuration (branding, greeting, channels) applies wherever it appears in the portal. - Website vs. Client Portal: Multi-widget setups for websites/funnels do not apply inside the Client Portal. * * * ## Frequently Asked Questions Q: Can I assign different widgets to different child apps? Not at this time. The Client Portal supports a single widget selection with per-child app visibility. Q: Do I need to paste any code to use the widget in the Client Portal? No. Selection happens in Client Portal → Settings → Chat Widget. No embed code is required for the portal. Q: Will the widget appear on every page inside a child app? It appears in supported views of that child app. If you don’t see it, refresh and confirm the child app toggle is enabled. Q: Can I still use multiple widgets on my public website or funnels? Yes, multi-widget setups apply to websites/funnels. They do not apply inside the Client Portal. Q: How do I change the widget’s greeting, color, or channels? Edit the selected widget in Sites → Chat Widget. The updates carry into the Client Portal after you save and refresh. Q: Does WhatsApp require extra setup? Yes. You need a properly configured WhatsApp number before enabling that channel in your widget. * * * ### Related Articles - How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article