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 using the Google or Microsoft account

• 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.

Portal Configuration

Enabling Portal for your account

Customer Portal is a new feature launched by Clearfeed and is not available by default to all the customers. To start using up the Portal, reach out to us via [e-mail]

Setting up the Portal

To start setting up the Customer Portal - head over to Customers

Global Settings

As soon as the Portal is enabled for the account, you will start seeing the "Customers" icon on the left side menu bar.

You can do the below settings from Global Settings 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 [e-mail]

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

For Custom Fields to be displayed on Portal, please reach out to Clearfeed support via Slack or [e-mail]