Customer Support Portal

Customer Support Portal

The Enterprise package also comes with your own customer support portal. To set this up, go to "Setup > Company Settings" and click the edit button on one of your companies.

Enter something in the "Subdomain" field.

For example, if you entered "acme-industries", your customer support web address would be http://acme-industries.xploite.net.

The following sections are available on your portal:
  • Support
    • Create Ticket - Your visitors can create a support ticket that will appear in your Xploite system
    • Knowledge Base - Create articles inside Xploite for your customers to view on your portal
    • View Tickets - Customers can view all of their tickets
  • Invoices - Customers can view their invoices
  • Prices - Customers can view their custom prices
  • Login - Customers can login to your portal (you need to give them a login inside Xploite)
    • Related Articles

    • Knowledge Base Articles

      Create help articles to display on your customer support portal.
    • Canned Responses

      Canned responses allow you to save things that you find yourself repeating over and over when replying to support tickets. When you create a canned response (Setup > Canned Responses) and you view a support ticked from your customer portal, when you ...
    • Users Overview

      You can add as many users as you require to run your businesses and you are charged a set fee per month per user. To add users go to "Setup > Users" and click on the + Add User button. If you add a user and set "Administrator" to yes, that user will ...
    • People Overview

      People are all the people or contacts that you deal with. People have to be assigned to organisations. To add a person click on the + button at the top right. Avatars By default the system uses Gravatar's but you can override that by uploading an ...
    • Sales Orders Overview

      To sell something to a customer, you need to create a sales order for them. Click on the + Add Sales Order button on the main sales orders page. Select the customer (organisation) and other options and click the Add Products button. On the next page ...