Customer Portal
Provide your customers with a centralized platform for tracking and managing their service requests
How does Portal works?
Clearfeed's Portal provides your customers with a centralized platform for tracking and managing their services requests.
Once the portal is enabled for your account and Settings have been done.
Your Customers can use the Portal link and log-in via multiple methods: Google Sign-in, Microsoft Sign-in, or a login link (magic link).
Once the customer is logged in, he will be able to see all the tickets/requests created by any of the users in the organization.
Incoming tickets from customer portal are directed to a dedicated Slack channel for easy access by agents.
Agents can promptly respond to these tickets from within the Slack channel.
Replies from Slack are automatically sent back to the requester and requester can view and reply back from the portal.
Tickets created through emails are not accessible from the portal as of now.
Customer Portal Setup
Customer Portal is available to customers on Professional and Enterprise plans and can be setup using the instructions below. If it is not available in your account, please reach out to us via support@clearfeed.ai or over Slack Connect.
To start setting up the Customer Portal - navigate to the 'Portal Setup' section located within the Account Settings. You can do the below settings from Portal Setup that will be shown to your customers when they try to access the Portal:
Assign a name to the Portal
Add your company logo
Whether the portal needs to be enabled for all your customers
Customize Customer Portal Link
Customer Portal Link is by default to <PortalName>.clearfeed.app . In case you want to change it, reach out to us at support@clearfeed.ai
Adding New Customers
For any new customers to access the Customer Portal, you need to add the customers from the "Customers" page. You can follow the below steps to add Customers:
Go to Customers -> click on Add New Customer.
Provide the name of the Customer
Select the Slack Channels where requests from the Customer is being monitored
Slack Channels shouldn't be assigned to another customer
Slack Channels should be monitored by Clearfeed
Add Email domains - Users with these email domains will belong to this customer
Restricting access to Support Portal
You can restrict the access to Customer Support Portal :
By disabling the Customer Portal for a particular customer
By allowing specific users the access to Customer Portal
Follow the below steps if access to Support Portal has to be restricted:
Go to Customers -> Find and click on the Manage button.
Click on the Edit customer details button to modify the customer's details.
For restricting access to all users, disable the "Enable Support Portal" and Click "Save".
For allowing specific users the access, change the "User Access" to "Specific Users"
Write the email addresses of the users that will have access to the Portal (Email Domain should be one of the domains associated with the Customer).
Click on "Save".
For Custom Fields to be displayed on Portal, please reach out to Clearfeed support via Slack or support@clearfeed.ai
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