Products — Experience
Customer Portal
A self-service front door for your customers.
Configurable product foundation
A branded customer portal where your clients can view accounts, submit requests, track status, and get answers from an AI assistant — reducing inbound load while raising the quality of service.
Product architectureDesigned to configure
01
Account overview and self-service actions
02
Request submission and status tracking
03
AI assistant for instant answers
The interface, modules, permissions, integrations, and AI behavior are adapted to the operating model behind the product.
Features
- Account overview and self-service actions
- Request submission and status tracking
- AI assistant for instant answers
- Document sharing and e-sign
- Single sign-on and role-based access
Benefits
- Deflect routine requests from your team
- Give customers 24/7 self-service
- Raise satisfaction with faster answers
Built with
Next.jsNodeSupabaseOpenAI