Cloud Customer Portal - Private Customer Area - Helpdesk Help Center

Customer Portal

SERVICE OVERVIEW

Services included in our Customer Portal Solution. The Client’s Private Area.

  • Creation of Information or Incident Requests (type: question, incident, problem), to which a case status will be assigned (new, assigned, pending, closed, rejected, duplicated), a priority (low, normal, high , urgent) to carry out the assignment that allows a resolution of quality and in time.
  • Area designed for requests that require personal support attention. The Customer creates his own ticket from the Help Desk, being able to consult and follow up later.
  • There is the possibility of creating discussion groups between teams and clients, being able to ask and answer requests, suggest and comment, as well as solve problems or attach relevant information to share.
  • Instant messaging Allow your Premium Customers to interact with your Support Center, online.
  • Creation of Articles as a Knowledge Base to answer the most demanded questions or clarify the service offered to your clients
  • FAQ’s, Resolution of Frequently Asked Questions
  • Saving time for the Customer Support team, through the quick response to simple and repetitive questions, so that you can focus on helping clients with difficult resolution problems
  • How-to. Presentation of “Recipes” to issues that are repeated regularly
  • Issues or reported problems
  • It allows your clients to value the articles of the Knowledge Base, so that you can improve it continuously.
  • Structure in Tree, with folders to store documents..
  • Association of Documents at the Contact level of Clients.
  • Visualization by the Client of the Documents that the managers assign to a Client or Contact from their own file.
  • Consultation of the Service Orders of a Client.
  • Performance Notices or Customer Requests.
  • Certificates associated with Parts of Service.
  • Invoices associated with Service Orders./li>
  • Contracts of a Client.
  • Subscriptions: recurring fees of Contracts.
  • Documentation associated with Contracts.
  • Contract’ Schedule of Actions.
  • Secure Access
  • Configuration of Customer Account data
  • Client Address Update
  • Change of Password of Clientss
  • Integration of Contracts and Subscriptions
  • Order Integration
  • Invoice Integration
  • Synchronizing Accounts

CASES OF USE

Clients that use any of our Solutions.

SERVICE PLANS

The Light Scope is enough for Professionals and Entrepreneurs. For Companies the Enterprise or Premium Scope.

– LIGHT – – ENTERPRISE – – PREMIUM –
HELP DESK
KNOWLEDGE BASE
DOCUMENTS AND RESOURCES x
SERVICE ORDERS x x
INVOICE HISTORY x x
CONTRACTS AND SUBSCRIPTIONS x x
INTEGRATION x x