Who This Is For / When to Use
Use this guide if you want to provide portal users with in-app chat support and control which areas of the Client Portal display the chat widget.
What the Chat Widget Does
The Chat Widget allows users to start a conversation directly from the Client Portal. You can select one chat widget and choose which portal pages display it, ensuring
support is available exactly where users need it.
Important: Only one chat widget can be active in the Client Portal at a time.
Enable the Chat Widget in the Client Portal
Step 1: Open Client Portal Settings
In your Kyrios dashboard, go to Settings.
Open Client Portal Settings.
Select Chat Widget.
Step 2: Select a Chat Widget
In the Select Chat Widget dropdown, choose the widget you want to display.
Available options may include AI Chat, Manual Query, or a custom widget you created.
Step 3: Choose Where the Chat Widget Appears
Select the portal pages where the chat widget should be visible:
Communities
Courses
Affiliates
Home & Account Settings
Unchecked pages will not display the widget.
Step 4: Save Settings
Click Save Settings to apply your changes.
What Portal Users See
Once enabled, users will see a chat icon in the bottom corner of selected portal pages. Clicking it opens chat options such as live chat or message-based support.
Common Issues and Fixes
Chat Widget Not Visible
Confirm a chat widget is selected (not set to None).
Ensure at least one portal page is checked.
Click Save Settings after making changes.
Widget Appears in the Wrong Pages
Review page selections in Client Portal Settings > Chat Widget.
Uncheck pages where the widget should not appear and save again.
Changes Not Updating
Refresh the Client Portal.
Clear browser cache if needed.