Features
A customer portal where people follow their requests
From your help centre, a customer signs in with a link sent to their email and sees every request they made, with its status and history. They reply there, and the reply reaches the team as part of the same ticket.
Get startedPart of the help centre, from Starter.
From a question to the portal
- 1
A customer asks for help
They use the request form on your help centre, which suggests articles while they type.
- 2
A ticket opens
The request becomes a numbered ticket for your team.
- 3
They come back
They sign in with an email link and see all their requests.
- 4
They reply there
The answer lands in the same ticket, in the same thread.
What the portal shows
A customer sees their own requests and nobody else’s.
- All their tickets
- Every request they made, open and solved, with its status.
- History
- The messages exchanged on each request.
- Replies
- They answer from the portal and the reply joins the ticket.
- Email link sign-in
- No password to remember: a link sent to the address on the request.
- Your help centre’s look
- It sits in the help centre, in the brand’s colour, or at help.yourbrand.com from Pro.
- Case status
- For a case, return or application checked by its number, see the case status page.
With the help centre
The portal is part of the help centre, available from Starter. The help centre at your own address comes with Pro.
Questions
Do customers need an account?
No. They sign in with a link sent to their email.
Can a customer see other people’s tickets?
No. A customer sees only their own requests.
Where do replies go?
Into the same ticket, so your team answers in the inbox as usual.
Goes well with
- Workflows
- Campaigns
- AI knowledge
- AI procedures
- AI quality
- Routing and supervision
- WhatsApp calls
- CRM sync
- Known issues and case status
- Reporting and API
- Content library
- Website analytics
- Reviews
- Employee advocacy
- Paid ads
- Listening
- Analytics and reports
- Plan and publish
- Links and link in bio
- Ticket processes
- Ticket apps
- AI memory
- Configuration sandbox
- Staffing forecasts
- The shared inbox
- Webhooks: Zapier, Make, n8n
Let customers follow their own requests
