{"id":50902,"date":"2023-08-16T13:33:52","date_gmt":"2023-08-16T13:33:52","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&p=50902"},"modified":"2023-11-14T14:04:54","modified_gmt":"2023-11-14T14:04:54","password":"","slug":"add-chat-to-the-portal-and-start-communicating-with-clients","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/add-chat-to-the-portal-and-start-communicating-with-clients\/","title":{"rendered":"Add Chat to the Portal and Start Communicating with Clients"},"content":{"rendered":"\n

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.<\/p>\n\n\n\n

Adding chat to the portal<\/h2>\n\n\n\n

1) Go to the customizer of your portal.<\/p>\n\n\n\n

2) Go to the desired page or create a new one.<\/p>\n\n\n\n

3) Click on <\/strong>Chat in the Add block section.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

4) Next, you need to select the desired channel or team member that chat messages will be sent to.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on the desired channel or participant to select them.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
\ud83d\udea9 On different portal pages you can place chat widgets with different channels and directs<\/div>\n\n
\ud83d\udea9 You can read more about setting up chat in the web client and adding participants to it here<\/a>.<\/div>\n\n\n

5) Specify the name of the chat room.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

6) Click on Add to save the chat.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

8) Publish the changes to the portal.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

It’s done! Chat is added to the page. Visitors can send you messages and you can reply to them.<\/p>\n\n\n\n

The “Show only to workspace member” option<\/h3>\n\n\n\n

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

\"\"<\/figure>\n\n\n\n

Editing a Chat widget<\/h2>\n\n\n\n

If you wish, you can always:<\/p>\n\n\n\n

    \n
  • change the chat name<\/li>\n\n\n\n
  • choose a different channel or member of the organization<\/li>\n<\/ul>\n\n\n\n

    To do this, hover over the widget and click on the Edit icon.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Next, make the desired changes and save them.<\/p>\n\n\n\n

    Widget removal<\/h2>\n\n\n\n

    If you want to remove a widget from the chat page, click on the Delete widget icon.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Next, click on Delete<\/strong>.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Finally, publish the changes in the portal.<\/p>\n","protected":false},"excerpt":{"rendered":"

    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 Chat […]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-50902","docs","type-docs","status-publish","hentry","doc_category-client-portal"],"acf":[],"year_month":"2026-04","word_count":280,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Sabina Sher","author_nicename":"sabinasher","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/sabinasher\/"},"doc_category_info":[{"term_name":"Portals","term_url":"https:\/\/sales-ai-agents.com\/guides\/client-portal\/"}],"doc_tag_info":[],"yoast_head":"\nAdd Chat to the Portal and Start Communicating with Clients - Sales AI Agents<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/guides\/client-portal\/add-chat-to-the-portal-and-start-communicating-with-clients\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add Chat to the Portal and Start Communicating with Clients - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"In portals, you can fully communicate with your portal visitors through the chat widget. 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