A branded self-service portal your customers actually use
A responsive portal carrying your institution’s own brand — an AI assistant, a searchable knowledge base, case tracking, e-forms with document signing, and a channel for complaints and feedback.
Capabilities
What Self-Service Portal gives you
Embedded AI chatbot
An assistant answers questions and captures requests conversationally, pre-filled with the signed-in customer’s profile.
Knowledge base
Full-text search over your help content, so customers resolve the simple things before they ever contact you.
Case tracking
Signed-in customers raise requests, follow every status change and message the agent handling them.
E-forms & document signing
Collect structured applications, upload supporting documents and sign them without leaving the portal.
Complaints & feedback
A dedicated channel for complaints, suggestions and compliments — complaints become tracked cases automatically.
Mobile-first & responsive
Works on any device, fully branded, with the knowledge base open to everyone and the rest behind sign-in.
How it works
From first touch to resolved
- 1
Ask
A customer searches the knowledge base or chats with the AI assistant.
- 2
Act
They raise a request, complete a form or upload and sign a document.
- 3
Track
Signed in, they follow every case through to resolution — and rate it afterwards.
In action
An AI assistant that feels part of your brand
The embedded assistant is themed to your institution and pre-filled with the signed-in customer’s profile — customers only ever see one product.
- Customer-branded portal, knowledge base and kiosks
- Embedded, brand-styled AI chatbot
- Full-text knowledge base search
- Case history and agent messaging
Included
Everything in the module
- Customer-branded portal, knowledge base and kiosks
- Embedded, brand-styled AI chatbot
- Full-text knowledge base search
- Case history and agent messaging
- Application e-forms with data capture
- Document upload and e-signing
- Complaints, suggestions and compliments
- Knowledge base open to all; case tracking behind sign-in
- Prefilled details for signed-in customers
- Fully responsive, mobile-first
See Self-Service Portal on your data
A 30-minute tailored walkthrough with our team — no commitment.