A signed-in portal
Orders, invoices, documents, and open requests, scoped to the customer who logged in. Your branding, your language, your navigation.
Portal
A customer portal with an AI chatbot
Customers sign in and see their account. The chatbot answers from your knowledge and from that customer’s orders, invoices, and requests.
What customers get
Their account, and someone who can explain it
Portal is the place you send customers instead of another shared inbox. The pages show the record. The chatbot talks about that record.
An AI chatbot on the account
“Where is order 4412?” gets a tracking answer, not a generic article. The assistant can offer the invoice, the delivery window, or the form to change a request.
Your answers, kept current
Product guides, policies, and the procedures your team already uses. The chatbot stays inside what you allow it to say and do.
A conversation in the portal
Customer
Can I still change the delivery address on order 4412?
Portal
Order 4412 shipped yesterday, so the address is locked. I can start a redirect request with the carrier, or open a note for your account manager.
How we set Portal up
1. The customer record
We connect the systems that already hold orders, invoices, subscriptions, or tickets. Each customer only sees their own data.
2. The knowledge
Policies, product docs, and the answers your support team repeats. You decide which sources the chatbot may use.
3. What the chatbot may do
Some answers are information. Some start a request. We agree the actions up front, so the assistant stays inside the process your team owns.
4. Go live with your brand
The portal carries your name and your tone. We stay while the first real customers use it, and you can change answers as the business changes.
If the work still arrives by email, Mail can label and route it. If your own staff need help with internal systems, that is First Line.