Crisp
Integrate Crisp live chat so your clients get fast replies and your team stays organized.
Overview
Crisp helps you add live chat to a client portal so clients can reach the right team faster and your agency can keep conversations in one place. Use it when you want a simple support channel that fits into an existing client experience.
Use Crisp when your agency already has a Crisp workspace and someone on your team can change integration settings. It works best when you want client conversations to stay visible and easy to manage without adding a separate support process.
Set up Crisp
Connect Crisp
Open the Crisp integration in your portal settings and start the connection flow. Use the workspace your team already manages so the chat channel lands in the right place.
Authorize access
Approve the connection so the portal can work with your Crisp account. After authorization, the integration should show as connected and ready to configure.
Choose what appears
Select the conversation experience you want clients to see and decide how the chat should behave in the portal. Keep the setup focused on the support flow your team actually uses.
Test a live conversation
Send a real test message from the portal and confirm your team receives it in Crisp. A successful test shows that clients can reach you through the same path you will use in production.
What gets shared
- Client conversations reach your team in one place.
- Support requests are easier to track and respond to.
- Your agency can keep the client experience consistent across accounts.
- Team members can handle questions without switching between tools.
Setup checklist
- You have access to the Crisp workspace.
- You can change integration settings in the portal.
- The connection is authorized and active.
- The chat experience appears where you expect it to.
- A test conversation arrives in Crisp.
Common setup issues usually come from three places: the connection was not authorized, the widget does not appear where you expected, or the test conversation did not reach the workspace. Recheck the authorization flow first, then confirm the visibility settings, then send another test message.
Next steps
Last updated 1 day ago
Built with Documentation.AI