Customer portal
"Can you send me last month's invoice?"
An enormous share of support volume in any business is document retrieval. It is also the easiest to remove, because the customer is entitled to the document and the system already has it.
Read from the finance system
Invoices are shown from the ledger that owns them, not copied here. What the customer sees is what the accounts system says, which is the only version worth showing.
Payment status included
Paid, outstanding, scheduled. "Was this actually paid?" is answerable without anybody opening the accounting system.
Only their own
Access is scoped to the account the signed-in contact belongs to. For a company with several contacts, who may see invoices is a setting, not an assumption.
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]