How to activate the Client Chat Live Integration.
NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.
Navigate to the
Icon in the top right corner of your account and select Account Settings from the drop-down menu.
Click on the Settings header.
Toggle the setting for Leads to ON.
Scroll down to the Integration section and find the Client Chat Live integration.
Click Activate and log in with your Client Chat Live credentials.
Click View Key and give the key to your Client Chat Live representative.