Customer Portal
Your customer's portal changes with their journey.
Each Playbook that starts brings its pages there, and each page shows what matters at that moment. Your customer follows their plan and asks their questions there.
7-day free trial.
Each Playbook brings its pages at the right time.
The portal follows the customer's journey. When a Playbook starts, its pages arrive there, grouped under its name. A page can have several states: the Playbook moves it from one to another, or hides it, at the moment you set. You build each page in a visual editor, with sections and blocks, in your brand.
Build the portal your customers need.
A Kanban to follow the work, a calendar for meetings, an introduction to the team supporting them. Add blocks, combine section layouts and arrange each page in the visual editor.
The composition changes from page to page, then with the Playbook’s states. Your company’s identity stays consistent across the portal, forms and emails.
Your customer does their part without waiting for a follow-up.
When a step is theirs to do, they receive an email that takes them to it. In their portal, they upload a file, fill in a form, make a decision or mark the step as done. Your emails bring them back to the portal, with a summary of their open steps.
They ask their questions where they work.
Your customer writes under each step and mentions a colleague or someone on your team. Their messages arrive in your team's inbox. Your internal notes stay between you: they never see them.
- Chat in the portalSoon
- Gmail, Slack, Outlook, Teams and WhatsAppSoon
What the Customer Portal does
Visual editor
Sections and blocks: Kanban, calendar, Customer Outcomes, milestones, team, videos, images, carousel, Drive, files and rich text.
Home and journeys
A home page with its banner and quick links, then a group of pages for each started Playbook. A customer followed on several journeys switches from one to another.
Pages that change with the moment
A page has several states. The Playbook moves it from one to another, or hides the page, at the moment you set.
The customer's steps
They upload a file, fill in a form, make a decision, join a meeting or mark the step as done.
Writing on a step
They write under the step and mention a colleague or someone on your team. They can add participants.
Internal notes
A message marked internal never reaches the portal.
Shared documents
They find the documents shared with them in one place.
Notifications and emails
They are notified when a step is theirs to do or when someone mentions them. Your emails carry a button to their portal.
Your brand
Logo, colors, fonts, corner radius and spacing: your visual identity on the portal, carried into your forms and your emails.
Your domain
The portal on a subdomain of your own, for example portal.your-company.com.
See what the customer sees
Your team opens the portal on behalf of a contact.
Built by your AI assistant
Through the MCP connector, your assistant creates and edits the portal pages.
Chat in the portal
SoonYour customer writes to your team from their portal.
Gmail, Slack, Outlook, Teams and WhatsApp in the inbox
SoonExchanges with the customer on these channels, in your team's inbox.
Frequently asked questions
What your customer sees
When the portal changes
What stays between you
Your customer's access
Several journeys
Your brand and your domain
AI Teammates and your customers
Before opening it to the customer
Show each customer where they stand.
7-day free trial.