Your clients' requests.
Your brand, every channel.
Bring your clients into AI automation through a portal and mobile app branded as your MSP, with each tenant deployed in minutes. Tickets, knowledge base articles, invoices and chat connect to your PSA, your professional services automation system.
- Setup for each client
- 10 min
- Your clients, your branding
- ∞
- Conversations on each ticket
- 2-Way
READY TO PUT TO WORK
Everyday client requests.
One familiar place.
Bring six everyday features together so your clients can raise requests, follow conversations and handle billing through your branded portal.
Your portal, your branding
Get set up in minutes with unlimited client portals, each with its own branding and configuration, using your logo, domain and colors.
- Your logo, domain and colors
- Individual branding for each client
- Separate settings for each portal
Conversations with ticket context
Your clients can open a chat on any open or closed ticket, with every interaction recorded in your PSA.
- Chat on open ticket threads
- Conversations on closed tickets too
- Every interaction in your PSA
Your brand on mobile
Your clients can submit, update and chat on tickets through your branded iOS and Android app, with push notifications for status changes.
- Your branding on clients' phones
- Ticket submissions, updates and chats
- Push notifications for status changes
Answers within your portal
Your clients can find knowledge base articles alongside their tickets, invoices and conversations in a portal branded as your MSP.
- Knowledge base articles for clients
- Tickets and conversations alongside articles
- Your branding throughout the portal
Requests with useful detail
Configure ticket templates for each client so your team receives consistent, complete requests and spends less time asking for missing details.
- Ticket templates for each client
- Consistent details in incoming requests
- Complete requests for your team
Billing within easy reach
Your clients can view and download invoices and follow their status inside your branded portal, with fewer billing requests for your team.
- Invoice access within your portal
- Invoice downloads for your clients
- Invoice status in one place
BUILT INTO THE WORK
A request comes in.
The right checks follow.
For a password reset ticket, your team uses patent pending two-way verification before privileged work, with the record kept in your PSA.
Before your team acts
Your client confirms their identity through an authenticator push, Duo, photo ID or a secure one-time link before the action button becomes available.
- 1. Client identity before sensitive actions
- 2. Action button unavailable until confirmation
- 3. Audit trail in your PSA
Before remote access begins
Your client matches the "help desk" caller's face, name and live token in the portal before granting remote access to your technician.
- 1. Your technician's face and name
- 2. Live token in your portal
- 3. Client confirmation before remote access
IN EVERYDAY USE
Less chasing by email.
More requests captured.
- −47%
- Incoming tickets by email
- Captured in the portal instead, with full metadata.
- 3.4×
- Faster first response
- Threaded chat replaces email back-and-forth.
- 96%
- Adoption by your clients
- Branded portal & app feel like the client's own.
- 100%
- Actions synced to your PSA
- Every chat, ticket, and invoice, auditable.
“Patrick and his team have been where we are and know the challenges of supporting thousands of users across the country. To achieve world-class SLAs, you have to meet your customers where they are, and that's on their mobile.”
Hunter Thevis
COO, S1 Technology
LET'S TALK AUTOMATION
Your brand, ready to use.
Your portal, ready for a walkthrough.
Book a demo and we'll show a sample tenant in your colors on your domain.
Walkthrough
Product walkthrough
Your quote
Tell us about your MSP.