Live chat gives the customers in your members portal a fast, direct way to reach you — a chat launcher sits in the corner of the portal so they can ask a question without leaving the page or hunting for an email address. Turning it on takes a single toggle. This guide shows you how.
How to enable live chat in your member portal in Cornerspot
The live chat setting lives in Portal Settings, on the Live chat tab. Here’s the quickest path, start to finish.
1. Open Portal Settings
From the dashboard, open Members Portal in the left-hand menu, then choose Portal Settings.
2. Go to the Live chat tab
Portal Settings opens on the Branding tab. Click the Live chat tab to find the live chat option.
3. Turn on “Enable live chat in the portal”
Flip the Enable live chat in the portal toggle to the on position. That’s the only choice you need to make here.
4. Save your changes
Click Save changes. Live chat is applied to your portal on each member’s next load — there’s nothing for your customers to do.
What your customers see
Once live chat is enabled and saved, a chat launcher appears in your members portal the next time a customer opens it — typically a small chat button in the corner of the screen. They can click it to start a conversation with your team right from the portal, without leaving the page. The launcher is added automatically by Cornerspot, so there’s nothing else to install on the portal itself.
Turning live chat back off
To remove the chat launcher from your portal, return to Portal Settings → Live chat, switch the toggle off, and click Save changes. The launcher disappears for your members on their next portal load.