Client portal
Customers can see the answer without asking twice
The portal carries your logo and colours, not ours. Customers raise a ticket, watch it move, attach files, read the help centre and rate the resolution - and every one of those actions lands in the same queue your agents already work.
- Branded with your logo, colours and support URL
- Public submission form with validation and file attachments
- Full ticket history per person, or per company for account leads
- Star-rated CSAT captured the moment a ticket is resolved
Branded self-service portal
Track a ticket
Live status, replies and attachments.
Help centre
Answers before anyone raises a ticket.
Rate the reply
One-tap CSAT on every resolution.
Inside the workspace
What your team actually sees
Portal submissions arrive as normal tickets with the customer, company and channel already attached - no separate tool to check.
Good morning, Adam
Last 7 days9
Assigned to me
3
Due within 4h
1
SLA at risk
0
Unassigned
184
Resolved (7d)
4.7
CSAT (7d)
My queue - due first
- Invoice total looks wrong12m left
- Cannot sign in to the portalbreached
- Order SO-88213 never arrived1h 40m
- How do I add a teammate?3h 05m
Setup health
- Mailboxes connected3 syncing
- Routing rules active11
- Pending invites2
- Portallive at help.northwind.co
Capabilities
Built for this job, not bolted on
Help centre first
Published articles sit above the form, so the easy questions get answered before a ticket exists.
Scoped access
Individuals see their own tickets; account leads can be given company-wide visibility.
Per-client desks
Agencies can run a separate branded portal for each client from a single workspace.
Attachments
Up to five files per submission with clear size limits and inline previews for agents.
CSAT built in
A one-tap star rating with an optional comment, reported by agent, client and tag.
Themeable
The portal follows the workspace theme, so it looks like your product rather than a helpdesk vendor.
How it runs
From arrival to answer
- 1
Search
The customer searches the help centre before the form is even shown.
- 2
Submit
A validated form captures the issue, priority hint and any attachments.
- 3
Track
They watch status, read agent replies and respond without email ping-pong.
- 4
Rate
On resolution they rate the outcome, and the score lands in your reports.
End to end
Everything this part of the platform covers
Each block below is a working part of the product, not a roadmap item.
Public request capture
A branded submission page per workspace that turns a form into a tracked ticket immediately.
- Public support form with validation and attachments
- Automatic customer and client matching on submission
- Reference issued on submit and echoed in the confirmation email
- Spam and abuse protection before anything reaches the queue
Customer accounts
Customers sign in properly instead of relying on a guessable tokenised link.
- Email and password sign-in with a forgot-password flow
- Session management with automatic timeouts
- Access scoped to that customer's own tickets, enforced by row-level security
- Profile details reused on every new request
Self-service
Most portal visits should end without creating a ticket at all.
- Help centre grid with searchable articles
- Search across published docs before the form is shown
- Ticket history with status, owner and full conversation
- Reply, add attachments and reopen from the portal
Branding and feedback
The portal looks like your company, and it closes the loop after resolution.
- Workspace logo, name and theme applied throughout
- Star-based CSAT prompt when a ticket is resolved
- Comments captured alongside the rating and attributed to the agent
- Custom domain-friendly links in every notification email
Who it is for
What each person gets out of it
Customers
One place to raise, track and answer, without chasing an inbox.
Agents
Structured requests with the details already filled in.
Team leads
Deflection through self-service, measured rather than assumed.
Admins
Branded, secure access with real sessions and scoped permissions.
Features inside this area
Go a level deeper
CSAT and feedback
Star ratings and comments after resolution.
Knowledge search
The help centre behind the portal.
Custom fields
Ask for the right details up front.
Notifications
Keep customers updated automatically.
Roles and permissions
Scoped access, enforced server side.
Email channel
Portal and email as one conversation.
Detail
The small print that matters
Sign-in
Email-based portal access with magic-link style sign-in; no extra password for customers to forget.
Anonymous requests
Public submission works without an account, then links to the customer record once verified.
Visibility rules
Internal notes never appear in the portal - customers only ever see public replies.
Custom domain
Serve the portal on your own support subdomain so the experience stays on-brand end to end.