The customer portal
Customers submit and follow requests without a password.
For: Admins and agentsSteps
- Share your help centre with customers: it is your workspace address followed by /portal.
- Customers select Sign in and enter their email. They receive a 6-digit code and a sign-in link that expire in 10 minutes.
- Signed in, they see their requests, submit new ones with attachments and reply to your team.
- When a case is resolved, they can rate the help they received right on the case.
- The help assistant answers questions from your public articles and hands over to a request when it can't help.
Good to know
- Only email addresses already in your contacts can sign in.
- Customers only ever see their own requests and your public replies — never internal notes.
Still need help? Contact support