Customer Self-Service Portal
The Customer Self-Service Portal gives your customers a centralized help center where they can track their open support requests, search your Knowledge Base, and reply to existing tickets online.
Key Portal Capabilities
- Ticket Tracking: Customers can log in with Magic Link or SSO to view the status, assignee, and complete transcript history of all their open and resolved tickets.
- Knowledge Base Search: Built-in search bar with instant autocomplete across all published help articles.
- New Request Submission: Custom ticket submission forms with file attachment support.
Enabling the Customer Portal
- Go to Settings → Channels → Customer Portal.
- Set your custom domain (e.g.
support.yourcompany.com). - Upload your brand logo and configure accent colors.
- Choose authentication options (Email Magic Link, Google SSO, or Username/Password).
Related Guides
| If you want to… | Read |
|---|---|
| Track tickets internally | Tickets |
| Manage knowledge articles | Knowledge Sources |