The self-service portal is available in Service Creatio customer center, Service Creatio enterprise, and Financial Services Creatio customer journey.
The self-service portal can act as a primary means of supporting users or as an extension of your support service. On the self-service portal, users can find answers to their questions in the knowledge base, create and track the progress of their support cases or communicate with the support staff via the feed. Unlike support agents, self-service capabilities and information are available to your customers 24/7. The self-service portal configuration enables you to add the following sections to the portal:
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The [Portal Cases] section, where portal users can register support cases on their own, as well as track the case resolution progress and communicate with support employees.
The [Portal Cases] section is a counterpart to the [Cases] section in the main Creatio application. You can choose which fields and details from the [Cases] section to display in the [Portal Cases] section via the Section Wizard.
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The [Portal Knowledge base] section, where portal users can receive reference information, search for answers to frequently asked questions, find rules and regulations, templates or advertising materials.
Note
You cannot add custom sections to the self-service portal. However, you can customize the base sections.
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