No passwords
A 6-digit code by email or the link in any ticket email signs a client in.
Client support portal
A client support portal with no passwords to forget
Clients sign in with a 6-digit email code, pick a service, see the reply time you promise and track every request to the end. Your team works each request with SLA timers and the client's full context.
Password-free sign-in by email code
Promised reply time on every request
Ratings after every resolution
How can we help?Team is in now
Website
SEO
Ads
Other
P2Urgent: reply within 2 working hoursPromised on every request
How did we do?GreatOKNot good
- is all a client needs to sign in
- 6 digits
- Great, OK or Not good, with a comment
- 3 ratings
- urgency with a promised reply time
- P1–P4
- of service metrics on the home page
- 30 days
Why teams switch
Support clients can see, not just email into
Email threads hide status. A portal shows clients what is happening and shows you whether you kept your promise.
Promises up front
Choosing urgency shows the promised reply time, and the portal shows whether the team is in now.
The whole client company
Contacts can raise requests, see their company's requests, or be blocked.
Feedback on every request
Clients rate each resolution, and satisfaction rolls into your 30-day service card.
What is included
What clients see and what your team gets
The portal is part of Helpdesk, so every request lands with SLA timers and routing.
For clients
- Portal address with a grid of services
- Raise with urgency, website, files and colleagues copied
- Track, reply, resolve and reopen
- Optional urgent phone line
Portal settings
- Open to anyone or known contacts only
- Per-contact access levels
- Services customers can choose
- Reply-time table from your SLA
For your team
- Routing by client pod and service
- SLA timers on business hours
- Side panel with the client's contracts and history
- Saved replies and internal notes
Reporting
- Satisfaction from ratings
- SLA compliance by client
- Breakdowns by service and channel
- CSV exports
How it works
Up and running in three steps
- 1List your services
What clients can ask for, with urgency and reply times from your SLA.
- 2Add client contacts
From Projects or by email domain, with the access each contact should have.
- 3Share the link
Clients raise and track requests; your team works them in Helpdesk.
Better together
Connected to the rest of your apps
Every XCodefix app shares people, companies and sign-in, so data entered once is used everywhere.
Do clients need to create an account?
No. They sign in with a 6-digit code sent to their email, or with the link in any ticket email.
Can a client see their colleagues' requests?
If you allow it. Each contact can raise requests only, see the whole company's requests, or be blocked.
Can we limit the portal to existing clients?
Yes. The portal can be open to anyone or limited to known contacts and email domains.
Is there a mobile app for clients?
The portal works in any mobile browser, with no app to install.
Free 30-minute demo
Give clients a portal they will use
We will set up a sample portal with your services and reply times.
- Set up around your company, not a generic tour
- Help moving data from spreadsheets and other tools
- Already a customer? Sign in to your apps