Flowtlas · Customer experience extension

Give customers a secure place to follow their work

The Customer Portal extension provides an authenticated customer-facing surface for the visits, services, documents and support interactions exposed by your workspace configuration.

All extensions

Capabilities

What Customer Portal adds

Visit visibility

Expose the visit information appropriate for the signed-in customer.

Documents and services

Keep relevant service records and shared documents connected to the customer account.

Support access

Provide a consistent route into configured support and account workflows.

Connected workflows

Where Customer Portal fits

Review upcoming visits
Access shared service documents
Request support through the configured channel

Availability & scope

Discuss Customer Portal

Portal access, branding, exposed records and authentication options must be configured for each workspace.

Discuss Customer Portal