All platform capabilities
Serve

A self-service front door for every workspace

One public URL per tenant — submit a ticket, track it by link, and browse the knowledge base, no login required.

Client portal is the public, unauthenticated surface of Service desk and Knowledge base: a support-request form, a knowledge base browser, and a token-based ticket tracker, all scoped to a single tenant's data via the workspace's slug in the URL (/portal/{tenant}). Every route behind it — submit, track, reply, list articles, read an article — only ever touches that one tenant's records.

Scoped to one workspace

The portal's tenant slug is resolved to a tenant on every request, and all reads and writes are then scoped to that tenant's data — there's no cross-tenant lookup path, even though none of these routes require a login.

Submit and track without an account

The submit form collects name, email, subject, and description. The customer is matched to an existing contact by email or a new one is created, and the response carries a one-time tracking token plus a ticket number — that token, not a password, is what lets the customer come back later at /portal/ticket/{token} to see status and the full customer-visible comment thread, and to post a reply.

Built-in abuse protection

A hidden honeypot field silently drops bot submissions, and both the submit and reply endpoints are rate-limited per tenant and per ticket respectively.

  • Ticket submissions: 10 per hour, per tenant
  • Ticket replies: 30 per hour, per ticket token

Knowledge base browser built in

The portal home lists every published knowledge-base article for that tenant, with its category shown inline; clicking one opens the full article at /portal/{tenant}/kb/{slug}.

What you can do
  • Give customers one link to submit requests instead of a shared inbox
  • Deflect repeat questions with searchable, published help articles
  • Let customers check on a request themselves instead of emailing to ask for status
FAQ

Client portal — common questions

No. Ticket tracking works off a one-time opaque token issued at submission — there's no customer login or password.

A honeypot field on the form plus hourly rate limits on both new submissions (per tenant) and replies (per ticket token).

No — the portal thread only ever shows non-internal comments.

No. Every portal route resolves and filters by the tenant slug in the URL, so a workspace's tickets and articles are only reachable through its own portal link.

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Client portal — GENECRM