We’re excited to introduce Live Chat, a built-in communication tool in Sydnee Client Portals that streamlines real-time conversations between you and your clients.
Sydnee does not add a separate per-seat charge within your plan’s team-member limit, so your team and clients can use a Slack-like chat experience designed for collaboration. Stay connected, organized, and in sync without the hassle of external messaging tools.
What is Live Chat?
Live Chat is an integrated messaging feature designed to keep your communications organized within each account. Instead of relying on emails or third-party chat apps, you can now communicate seamlessly inside Sydnee.
Each client account can have an account conversation for eligible account participants. Channels and direct messages are separate conversation types with their own membership rules.
You get the team view—a chat workspace that can include account conversations, channels, and direct messages available to you.
Your clients see a simple chat bubble with pop-ups, keeping things easy and intuitive for them.
Per Account Notification Control
Customize how you receive notifications per account:
- Always stay informed
- Get notified only when mentioned
- Mute notifications when needed
Your clients will be able to do the same.
Unread chat messages may trigger email notifications according to each recipient’s access and notification preferences.
Prioritized Chat Organization
Larger workspaces can have thousands of accounts, which can make live chats harder to manage. Your accounts in the backend view are organized as follows:
- Pinned conversations for quick access
- Unread messages so you never miss important updates
- Muted / disabled chats to minimize distractions
You can also disable prioritization and sort accounts alphabetically.
Who Can Use Live Chat?
- Team Members & Backend Users: Team members added to the account and backend users can access live chat from the power view at https://my.sydnee.app/chat
- Clients: Clients who have been granted access to the account can use live chat through a chat bubble available anywhere in their portal.
Control Live Chat Availability
Not everyone will need this feature and even if you do use it, not every account needs it either!
- Turn Off Live Chat for Your Entire Company – Owners and admins can disable live chat across all accounts in Company Settings → Features.
- Turn Off Live Chat for a Specific Account – If you want to disable chat for just one account, you can manage this in the chat settings.
Start Chatting with Your Clients Today
Live Chat in Sydnee Client Portals is designed to keep your client communications streamlined and organized, without a separate per-seat charge within your plan’s team-member limit. Whether you’re collaborating with your team, answering client questions, or keeping projects on track, everything happens in one workspace.
With notification controls, conversation membership, and workspace settings, Live Chat can be scoped to the people and accounts that need it. Review Live Chat availability before changing access.
Ready to simplify your client communication? Live Chat is available now—log in to your portal, enable the feature, and start the conversation!
