Enabling or Disabling the Crisp Chat Widget in your Client Portal

How to Enable the CRISP Chat Widget in Your Client Portal

Enabling the Crisp Chat widget can be a great way to collaborate and support your clients. Its also another great reason for them to use your client portal more! Just follow the steps below to enable the chat widget!

Scroll Down for a video overview of how to do this

Step 1: Access Admin Settings 0:00

Click on your name in the top right corner.

If you are an admin, you will have access to the admin settings menu.

Step 2: Navigate to Integrations 0:15

Click on 'Admin Settings'.

Scroll down to find the 'Integrations' tab.

Step 3: Select CRISP 0:24

Click on 'Integrations'.

Click on 'CRISP'.

Ensure that CRISP is already enabled; if not, refer to the help desk video for guidance.

Step 4: Enable the Chat Widget 0:33

Toggle the switch to enable the chat box in the client portal.

Step 5: Confirm Client Access 0:40

When enabled, clients will see the chat widget in the corner of the client portal when they log in.

Step 6: Client Communication 0:54

Clients can use the chat widget to communicate directly with you (e.g., asking for help).

Messages will come into your CRISP inbox for you to respond.

Step 7: Disable if Necessary 1:11

If you decide you do not want the chat widget, you can toggle it off.

Step 8: Support Contact 1:24

For any questions regarding this process or other topics, contact support at support@staffupapp.com.

Video Overview

Updated on: 17/04/2025