Live chat lets the signed-in customers in your Members Portal reach your team without leaving the page or hunting for an email address — a chat launcher sits in the corner of the portal so they can start a conversation right where they already are. Best of all, every conversation lands in the same Live Chat Inbox as chats from your website and external embeds. Turning it on takes a single toggle. This guide shows you how.
How to add live chat to your Members Portal in CornerSpot
The portal 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.
The portal is authorized automatically
You don’t need to add your portal’s web addresses to Allowed Domains — the Members Portal is authorized for live chat automatically. Allowed Domains are only for embedding the widget on external websites; your portal works out of the box.
Portal members are identified for you
Because portal customers are already signed in, conversations from the portal arrive in your inbox identified — tagged with the customer’s name, email, plan, and recent activity. You get this enrichment without writing any code, so your team always knows who they’re talking to. (For chats on external sites, you can achieve the same with the identify API and your Identify Secret.)
Customizing the launcher and copy
The portal launcher uses your shared chat branding. To change its colors, launcher style, and visitor-facing wording, head to Live Chat Settings → Branding — those settings apply everywhere the widget runs, including the portal.
What you need on your plan
Portal live chat requires both the Live Chat feature and the Members Portal on your plan. If either isn’t included, you’ll see an upgrade prompt instead of the toggle.
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.