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Activate the Client Chat Live Integration
Activate the Client Chat Live Integration
Updated over a week ago

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.

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