Introduction

Offering instant support to your leads and clients can be a game changer for your credit repair business. In this step-by-step tutorial, you’ll learn how to easily embed a live chat widget into your ScoreCEO portal using the built-in banner feature.

Why Add Live Chat?

Live chat allows your visitors to get real-time help, improving conversion rates and boosting client satisfaction. Whether you’re using Freshchat, PureChat, or another service, this integration makes you more accessible and trustworthy.

Step-by-Step: Add Live Chat to ScoreCEO

Step 1: Log Into ScoreCEO
First, sign into your ScoreCEO account.

Step 2: Navigate to Portal Banner Settings

  • Hover over the Configurations bubble at the top right.

  • Click Configurations

  • Select Portal Banner → then Configurations

Step 3: Choose or Create a Banner

  • If you already have an active banner, click the eye icon to edit it.

  • If not, click Create New to start from scratch.

Step 4: Open the Source Code Editor

  • Inside the banner editor, click Tools → Source Code

Step 5: Paste the Embed Code

  • Copy the embedded script provided by your chat provider (Freshchat, PureChat, etc.)

  • Paste the code into the Source Code window

  • Click Save

Step 6: Activate the Banner

  • Make sure the banner you edited is set as Active

  • Save all changes

Step 7: Preview the Customer Experience

  • Sign in as a customer to verify that the live chat widget appears in the portal view.

Final Tips

✅ Leave all other HTML and system tags untouched
✅ Test the chat widget functionality
✅ Customize the welcome message from your chat provider for branding

Conclusion

And that’s it! In just a few steps, you can make your credit repair CRM more interactive and responsive. If you need help, reach out via the ScoreCEO Solutions Center or leave a comment below.

? Stay connected—subscribe for more tutorials and CRM tips!