Yes. The Client Portal in the help desk system is available starting from the Starter plan, offering a comprehensive solution for customer or employee support, scalable from small businesses to large corporations.
24/7 Portal for Your Customers or Employees
IT help desk ticketing software allows you to offer your customers or employees 24/7 access from any device and location to the knowledge base, assigned assets, chat, messaging, and service ticket management.
Currently available software language versions
Overview of Assigned Assets and Documents
Read-only access to assigned assets and documents.
Item View
Your customers or employees can view their assigned assets and documents in item view, where clicking on an item reveals its detailed properties.
Tabular View
In tabular view, your customers or employees can also quickly access their assigned assets and documents. Clicking on a record reveals detailed data within the table.
Customizable Access Settings
You can precisely control the visibility of assigned assets and documents in the client portal according to your preferences.
The Client Portal Centralizes Communication and Information Exchange Channels with Customers or Employees
A unified platform for interactions with customers or employees. Knowledge base, assets, ticket management, and direct communication.
24/7 Customer Self-Service
- Available 24/7 from any device, the client portal offers your customers or employees instant access to support resources without installing anything.
- Efficient self-service options, from accessing the knowledge base and browsing assigned assets to direct access to chat and messaging, ensure quick problem resolution.
- Your customers or employees are constantly immersed in your company’s branding throughout the portal, reinforcing the company’s identity and the quality of services provided.
24/7 Self-Service Knowledge Base
Easily accessible solutions for your customers or employees at any time, from any device and location.
Article Organization
Knowledge base articles are carefully organized by types, categories, and tags, making navigation and searching easier.
Custom Filters
Using search and custom filters allows you to quickly find articles in the knowledge base, streamlining the information retrieval process.
Customer Ratings
Your customers or employees can rate the usefulness of articles, helping to continuously improve the quality of the knowledge base content.
Customizing the Client Portal to User Preferences
Attention to detail enhances how your brand is perceived by customers and employees.
Dark or Light Mode
Your customers or employees can choose between a dark or light theme in the client portal according to their preferences.
Color Scheme
The client portal allows customers or employees to personalize the color scheme to match their style.
Preferred Language
The client portal supports multiple languages, enabling customers or employees to select the one that suits them best.
User-Friendly Help Desk System
Comprehensive access to the help desk system with advanced filtering and grouping capabilities.
Tickets in Item View
Your customers can track their tickets in item view, with customizable visibility settings and options defined by you.
Tickets in Tabular View
Ticket management is also available in tabular view, offering your customers the flexibility to browse according to their needs.
Asset Assignment to Tickets
Your customers can easily attach their assigned assets and documents to their tickets, streamlining the entire help desk ticket management process.
Creating a New Ticket in the Help Desk System
User-friendly ticket creation and management on the client portal.
New Ticket
Your customers or employees can effortlessly generate a new ticket, directly attaching relevant assets and documents. This facilitates a quick and accurate process of ticket creation and management, ensuring that all essential information is available to the support team, enhancing the effectiveness of the provided assistance.
Integrated Real-Time Internal Chat Function in the Help Desk System
Quick communication between your customers and support without using external software.
Chat Efficiency
The built-in chat in the help desk software enables real-time conversations with customers or employees, centralizing them along with other key customer data within the platform. This eliminates the need for external communication tools, streamlining support interactions and ensuring that communication with customers is efficient, effective, and occurs in one easily accessible place.
Integrated Internal Messaging System in the Help Desk System
Providing an alternative to chat with file attachment capabilities.
Messaging Flexibility
The integrated internal messaging system in the help desk ticketing software offers customers or employees a robust alternative to chat. It consolidates communication on a single platform, eliminating the need to search through email inboxes for message threads or attachments. This approach ensures easy access to messages and files, enhancing the efficiency of customer support interactions and keeping all communication in one organized place.
Overview of Customer or Employee Activities
Comprehensive access to the activity history on the Client Portal.
Activity Overview
Your customers or employees can access a detailed timeline on the client portal, displaying all their actions and interactions within the system. This feature allows for easy tracking of their activities, including ticket management and any changes made to their profile or settings. It provides transparency and a sense of control over their engagement with help desk services, enhancing their experience and trust in the company.
Client Portal Branding - Only Your Company Is Visible
Client portal branding options reinforce your brand identity.
Branding Customization
The client portal by default hides any manufacturer data from your customers and employees. It offers branding customization options, including the ability to upload a company banner with your logo and select the default theme and color scheme to match your company’s identity and brand. This flexibility ensures that your client portal not only serves as an extension of your help desk services but also as a cohesive part of your overall brand presence, enhancing brand recognition and customer loyalty.
Frequently Asked Questions
1. Is the Client Portal available starting from the Starter plan?
2. What does it mean that I can manage two types of clients?
The help desk software is versatile enough to support both your internal employees and your external customers. You can provide both service ticket management and warranty or post-warranty support for your products. In the settings, you can define the customer support model (external customer or internal employee), which affects the program's terminology and the account creation process.
Choosing the help desk system setting for internal employees limits account registration options to support staff, while the help desk system setting for external customers allows clients to create accounts independently on the Client Portal.
3. How can customers or employees access the Client Portal?
Your customers or employees can access the Client Portal via the link: "main-path-to-your-application/portal". The help desk ticketing system's client portal supports both internal employees and external customers, offering separate account creation procedures for each.
Internal employees are added by program users (agents). Account details and initial login information are sent via email.
External customers can create their accounts autonomously by visiting the portal link, allowing them to register and manage their data directly.
4. Can my customers use the Client Portal on any device?
Yes, the Client Portal in the help desk system offers full access to a wide range of features, such as the knowledge base, assigned assets and documents, service ticket management, and more, ensuring your customers and employees can obtain information at any time, from any device.
5. Do my customers or employees need to install anything?
No, there is no need to install anything. The Client Portal in the help desk software is designed to be easily accessible via any web browser on any device, providing a seamless experience whether customers are searching for information in the knowledge base, using the company chat, or managing their tickets.
6. Are my customers' or employees' data secure?
By using Microsoft Azure, our platform ensures data security and privacy in dedicated environments. Access management is based on advanced authentication methods, protecting each customer’s and employee’s information.
7. Are the files uploaded by customers or employees secure?
Absolutely, file security is paramount in our system, and each uploaded file is stored in secure areas within Microsoft Azure. Enhanced security is achieved through the use of dynamic security keys, ensuring file access only via secure links.
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