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Platform
CallsQueues and routingIVR (phone menu)Smart transferAuto dialerBrowser-based softphoneClick-to-call
Messaging and customer dataUnified inboxForm builderCustomer portalCustomer success platform
ManagementHistorical reportingReal-time monitoringShift scheduling
Deployment and securityIn our cloudOn your serversHybrid deploymentData security
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Solutions
IndustriesRetailReal estateBanking and insuranceTravelHealthcareEducation
Customer serviceFAQ self-serviceOrder status without an agentAfter-hours coveragePeak days without overloadConversation quality assurance
SalesLead qualificationAppointment bookingRepeat salesLoyalty program
Outbound communicationPayment and overdue remindersNotifications and confirmationsPost-interaction survey
Who it's forBy company sizeBy role
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AI agents
For customersVoice AI consultantAI consultant in chat
For employeesAI assistant for calls and salesAssistant for work questionsNew hire onboarding
TechnologyKnowledge baseSpeech analyticsAI connectorModelsData security
ServicesAI agent trainingMachine learning
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Integrations
CRM systemsSalesforceHubSpotDynamics CRMSAP CXZoho CRMPipedrive
ERP systemsSAPNetSuiteBusiness CentralSageOdoo
Help desk and team chatZendeskFreshdeskServiceNowSlackMattermost
Messaging and socialWhatsAppViberInstagramFacebookSMSLive chat
Telephony, API, and AIAsteriskAMI, AGI, and ARIKamailioFreeSWITCHAPI and protocolsMCP connectors
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Language: English
Demo

Glossary

Customer portal

A customer portal is a secure area of a company's website where a customer or partner signs in and sees their open requests, where each one stands, and past inquiries. They no longer have to call just to ask where things stand.

Why it mattersCustomers check the status themselves, without calling an agent.

Also called: Client portal, Partner portal, Travel agent portal

Features

What customers see in the portal

  • Their requests and where each one stands
  • Their inquiry history
  • Documents and orders

Partners

A portal for partners

An agency or branch sees only its own requests and its own customers. Partners can't see each other's data, while the head office sees the full picture.

Value

Business value

  • Fewer "what's my status?" calls
  • Requests from the portal go straight to an employee
  • One inquiry history for each customer

In CONTACT.WORK

How it works in CONTACT.WORK

In CONTACT.WORK, the portal is connected to the platform: a request submitted in the portal goes straight to an employee, and a travel agent sees only their own bookings and can message support right from there.

More

Where to use it

Customer portal Request tracking for customers and partners Learn more Travel industry solution Portal for travel agents Learn more

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Glossary

Related terms

Customer recordCRM – customer relationship managementCustomer success platform (CSP)

Blog

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