Customer and Employee Service - Client Portal, Chat, and Messaging

The Codenica system keeps contact with customers and employees in one place. A user can open the Client Portal, send a message, start a chat, or continue the conversation directly on a ticket. The support team can see the contact history and return to it without searching through several inboxes. These channels work in Codenica Cloud and in the On-Premise version installed inside the company. On-Premise can operate 100% offline, keeping communication inside the company network without contacting Codenica servers or requiring the Internet.

Codenica system for customer service and employee communication
Available on Microsoft Marketplace

A Client Portal That Matches Your Company Brand

The Client Portal is a place where people contact your company, so it should look like part of the organization. In the Codenica system, you can set the logo, banner, colors, and interface so customers and employees immediately know whose portal they are using.

Your Company's Client Portal
The Codenica application lets you adapt the Client Portal to your company's visual identity. You can configure a custom banner with your logo, a default color scheme, and the interface so the portal fits the rest of your organization's communication. In a white-label setup, users do not see the software manufacturer's brand. For an external customer or an employee, it is simply your company's portal for contacting the support team, checking information, and communicating without losing context.
Screenshot Showing the Client Portal Appearance Settings.

Different Ways to Communicate With Customers in One System

A customer or employee does not always need the same contact channel. Sometimes a quick chat is enough, sometimes a message that can be answered later works better, and sometimes the entire exchange should be saved on a ticket. The Codenica system lets you match the communication method to the situation while keeping the contact history in one environment.

A Client Portal for Customers and Employees

In the Codenica system, the Client Portal is where a supported user can check their own matters and stay in contact with the team. They do not have to look for an email address or ask where to find the current ticket status every time.

One Place for Contact and Personal Requests
The Client Portal provides a dedicated environment for external customers and company employees. Users can view assigned assets, use the knowledge base, create tickets, and track the status of existing matters. The portal combines ticket conversations, chat, and messaging, so the contact history with the help desk stays in one place. The interface works responsively on computers, tablets, and phones. The portal can work with Codenica Cloud or the On-Premise version, according to the access rules used by the company.
Screenshot Showing the Client Portal.

Messaging for Structured Communication

Not every customer communication requires a real-time conversation. In many cases, it is more important to keep the full context and reply when the team has verified information. Messaging in the Client Portal supports this kind of exchange without pressure for an immediate response, while keeping contact with the customer or employee continuous.

Messages Without a Live Conversation
Codenica software supports an organized exchange of messages between a customer or employee and the help desk team. Messages are saved in the system and connected to the user, while email notifications tell participants about new replies. Nobody has to be logged in at the same time, and the team can keep the full correspondence history and return to earlier decisions. This channel works well for matters that require checking data, consulting someone, or preparing an answer in several stages.
Screenshot Showing Messaging in the Client Portal.

Real-Time Chat With a Customer or Employee

Not every matter requires a formal ticket or a long exchange of messages. In many situations, a quick conversation is enough to clarify a problem, confirm details, or provide an answer. Chat in the Client Portal enables direct contact with an available support agent.

Company Chat as a Fast Contact Channel
Company chat in the Codenica system shows available support staff and lets a user start a conversation with a selected agent. A customer or employee can ask a quick question, clarify a matter, or get help without starting a formal support process. If the topic requires further work, the conversation can become the starting point for a ticket while keeping its context. Chat complements the ticketing system but does not replace it.
Screenshot Showing Chat in the Client Portal.

Communication Saved on the Ticket

A ticket in a help desk system is not only a task to complete. It is also the place where the full conversation about the matter should remain. Messages saved on the ticket help the customer and support team work from the same context, regardless of how many replies have been exchanged.

The Entire Conversation in Ticket Context
Messages in Codenica tickets are part of the history of a specific matter. Replies, clarifications, decisions, and additional information stay with the ticket together with its status and the people involved in handling it. Participants can receive messages by email, so contact remains consistent even when someone is not using the Client Portal at that moment. The team does not have to reconstruct the support process from several inboxes, and the customer can check what has already been agreed.

Portal Access for Customers and Employees

The Codenica system lets you decide what information a customer or employee can see through the permissions system. This keeps the communication channel consistent and matched to the organization's actual rules.

Permissions Matched to Each User
The Codenica application lets you define which features and data are visible in the Client Portal. You can decide what customers or employees can access and what actions each user may perform.
Screenshot Showing Client Portal Access Settings.
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