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  • 🏠Getting Started
    • Important
    • Ideas, Roadmap, & Announcements
    • ChatHQ Affiliate Program
    • White Label Resources
  • 👋Learning The Portal
    • Overview
    • Profile Settings
    • Your Account
    • Engagement
    • Knowledge Bases
    • Conversations
    • Account Settings
    • Billing Management
  • 🚀Engagement Widgets™
    • Overview
    • Installing Widgets
    • Widget Settings
      • Main Settings
      • Widget Window
      • Office Hours
      • Widget Branding
    • Conversion Tools™
      • Add, Reorder, and Delete Tools
      • Single vs Multi-Tool Display
      • Title & Panel Title
      • Tool Visibility
      • Tool Icons
      • Tool Library
        • Advanced Livechat
        • Booking Calenders
        • Custom HTML
        • Dedicated iFrame
        • Extendly for HighLevel
        • Facebook Messenger
        • Forms/Surveys
        • Knowledge Library
        • Link Launcher
        • Reviews
        • Rich Content
        • Tawk.To Livechat
        • Video Showcase
        • Webchat
    • Smart Popups™
      • Creating Smart Popups™
    • Widget Analytics
  • 📖Knowledge Base Builder™
    • Overview
    • Building Knowledge Bases
    • Admin Settings
    • Knowledge Base AI
    • Finished Knowledge Base
  • 💬Advanced Livechat™
    • Overview
  • 🔄Integrations
    • Overview
    • HighLevel
    • Extendly
    • Capri AI
    • Tawk.To
  • 💪API & Developer Docs
    • Overview
    • JavaScript API
    • Custom Tracking & Analytics
      • Widget Events in Google Analytics
        • 1. Google Analytics & Google Tag Manager
        • 2. GA4 Custom Events & Definitions
        • 3. Tags & Triggers in Google Tag Manager
        • 4. Using the Data Layer to Define Custom Variables
        • 5. Creating Custom GTM Variables
        • 6. Testing Widget Analytics
      • Tracking Events from Facebook Ads
    • CSS and JavaScript
      • Floating Action Button (FAB)
  • 🆘Customer Support
    • Support Options
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On this page
  • Selecting an Account
  • Dashboard
  • Engagement
  • Knowledge Bases
  • Conversations
  • Account Settings

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  1. Learning The Portal

Your Account

PreviousProfile SettingsNextEngagement

Last updated 1 year ago

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Selecting an Account

Open the ChatHQ portal and log into your account. Once logged in, you can use the account table or the account selector on the left-hand side of your screen to navigate to your account.

Dashboard

The dashboard is currently not populated with much information, but future additions such as widget analytics will likely be added.

Engagement

Once in the Engagement section, you will see multiple options:

  • Conversion Tools:

  • Smart Popups:

  • Analytics:

Knowledge Bases

Conversations

Account Settings

Find and click on the "Settings" tab on the left-hand navigation bar.

Once in Settings, you will see multiple options:

  • Account: Here, you can view and copy your Account ID and even change your account name.

  • Plans: In this section you can upgrade or downgrade your portal subscription.

  • Team: Manage your team members here.

This section displays your billing information, including subscriptions and payment methods.

This is where you configure various integrations with other services.

👋
Widget Settings:
Billing:
Integrations: