How can I chat with clients live on the client portal?

By using the free you can enhance client communication.

By using you can communicate with clients while they are on their client portal page.

1. Sign up for a account.



Configure as desired:



Find the “Site ID”



You will now enter this “Site ID” into PrimaFacie here:  

Go to the Administrator Panel.



Select “Update Social Information”


Paste in the Site ID here:



Now you can test the feature by creating a contact and using a test email address:


Review the website and learn about the other features contains like:

  1. File Transfers
  2. Setting business hours
  3. Video Chat / Screen Sharing
  4. Automation
  5. And more.