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What are the portal and help center?

The help center is where your customers go to raise a request online. They can access any service project they have permission to send requests to by going to the respective portals.

Portals are where you go to get help for a specific service project. Customers can help themselves here by searching for how-tos and FAQs, or raise a request to ask your team for help.

For example, an employee might come to their company's help center to get help with VPN. After they raise the request, they get a confirmation email and can correspond with the agent via email.

You can create as many service projects as you like in your site. When you sign up for your site, your help center gets created automatically. Once you create a service project, a corresponding portal also gets created automatically.

To share the help center URL, select Channels from your service project and copy the help center URL.





Last modified on Oct 12, 2021
Cached at 3:36 PM on Oct 18, 2021 |

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