Client Portal Live Chat for Your Team and Clients
Let clients message your team from their branded portal. Keep account chats, group channels, and direct messages beside the requests, tasks, and files they relate to.
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Give Clients a Place to Ask Questions in Their Portal
Clients open Live Chat beside the requests, tasks, and files in their branded portal. Your team replies from Sydnee.
- Clients message without leaving their portal
- Invited channels and team direct messages appear in chat
- Each client sees only conversations available to them
One Place to Catch Up and Reply
Open a client account chat from the sidebar, read the thread, and reply with the account and participants in view.
- Account chats
- Group channels
- One-to-one direct messages
- Branded portal chat
- @mentions and attachments
- Unread message indicators
- Client-presence notices
- Conversation alert settings
Find the Right Chat and Stay on Top of Replies
Browse people and accounts, answer in the client conversation, and choose which chats send you alerts.
Find people and accounts
- Browse account chats, channels, and direct messages
- Open the People directory to find a contact
Reply in the account chat
- Read the thread beside your account list
- See when a client can read the conversation
Choose this chat's alerts
- Get every message, only @mentions, or mute
- Change alerts for this chat alone
Use the Right Chat for Each Kind of Work
Use the account chat for ongoing client questions, a channel for a focused group, and a direct message when one person needs the answer.
- Account chats keep the client relationship together
- Open or private channels give group work its own place
- Direct messages support one-to-one follow-up
Know When a Client Can See the Chat
A client-presence notice flags conversations that include portal contacts. Check it before sharing an internal note.
- See client participation in the conversation header
- Check the participant list before adding someone
- Use a team-only chat for internal discussion
Decide When Chat Should Interrupt You
Choose alerts for every new message, only when someone @mentions you, or mute an account chat or channel. Unread messages stay marked.
- Set a rule for each account chat or channel
- Get all-message alerts or mute a direct message
- Pause team alerts for a set time when you need focus
FAQ
Yes. When portal Live Chat access is on, clients can open the chat button in their branded portal. They see the account conversation, invited channels, and direct messages available to their portal access.
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Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick BenskeBenske Agency, FounderWhether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven DiamondDiamond Ai Media Group, FounderBetween the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo SantosCo-found Council of MarketersIt's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael RapinoHoneyQuill Agency, FounderSydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Luis LeonPromise Pixel, FounderSydnee offers our Clients a clean simple platform that is easy to understand and navigate.
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