Customer portal
What do I actually have with you?
Their products, their plan, their renewal date, their contacts. Questions customers should not have to ask, and which generate a surprising number of cases when they cannot see the answer.
Shown, not editable by default
Seeing a renewal date is safe; changing a subscription is not. Read is the default and each write is a deliberate, verified action.
Their contacts, managed by them
Who at the customer can raise cases and see invoices is something they should control. Managing it by emailing your support team is how stale access persists for years.
Change requests become cases
Where something cannot be self-served, asking for it creates a proper case with the account context attached rather than an email to a generic address.
Customer portal
The rest of this area.
A signed-in home for the customer, so the answers can be specific.
Take better care of every customer.
Give your team the context, knowledge and AI they need to resolve problems properly — and know who needs attention before they ask.
Keep the mailbox you already use · The AI is never metered · [email protected]