Customer Portal
Empower customers to get the help they need, when they need it, to minimize repetitive tasks for your team and increase customer trust.
- Set up your portal without developer resources
- Connect your help desk and shared inbox
- Give access to your knowledge base from within the customer portal
Give customers ownership over their service experience.
Customers crave information about the status of their service experience, and want to be able to solve problems on their own, without needing to reach out to customer support.
Connected to your TXF shared inbox, your customer portal keeps ticket conversations going between customers and reps, and gives your customers clarity on how their issues are being handled. Connect customer portals to your company’s knowledge base, customize it to match your brand's look and feel, and provide a seamless experience for your customers.
Increase transparency and trust.
Customer portals are a go-to resource for your customers to interact with your support teams. Give your customers a secure place to track and manage all of their open and closed support tickets — or file a new ticket — so they can move issues along quickly and be reassured that their problems are being addressed.
Minimize your service team’s repetitive tasks.
Working efficiently and focusing on high-impact work is crucial for customer support teams. Automate repetitive tasks, create workflows, and share knowledge base articles with customers to provide quick resolutions. And leverage the customer portal — which is seamlessly connected to TXF’s Smart CRM and shared inbox — to enable customers to self-serve.
Related Resources
Frequently asked questions
A customer portal refers to a web page behind a login where customers can view, open, and reply to their support tickets.
A customer portal will inherit the primary language of the connected domain it lives on, and default content will be translated accordingly. There are over 40 supported languages.
Yes. Only tickets associated with conversations will be shown in the ticket listing page. Only conversations associated with a ticket will be accessible in the ticket detail pages. Emails sent through a connected email channel will appear in the customer portal; however, emails not sent as a part of a conversations thread will not appear.
This feature is currently in beta for a select group of customers who have purchased TXF's Service Software Professional or TXF's Service Software Enterprise.