Add the Knowledge Base module to your client portal. Create a help center only accessible by clients. Replaces Zendesk.
The Knowledge Base module is one of the most flexible Portal modules. It lets you set up one centralized place with knowledge base articles (including text, images, and videos) that you deem helpful for clients. It can be used to answer frequently asked questions, as a support center, as a help desk, or in any other way that fits your business.
The most common way to use the Knowledge Base is to create a repository of frequently asked questions and corresponding answers. With that in place, client users can now access all this information just by logging into your client portal.
Similar to using the Knowledge Base as a FAQ, many also use it as a help desk or customer support center. With this approach, you can, for example, answer questions about the software that your clients use.
A third way to use the Knowledge Base is to pitch your services. Especially if you offer a large number of different services, it makes sense to explain how each is performed, what the process is like, and potentially what the cost for the client is as well.
The main benefit of using the Knowledge Base module is that it is tightly integrated with the rest of your customer portal. Depending on which other modules you have enabled, this could mean that a client only needs to log into one place to see the Knowledge Base and also pay you, message you, share files with you, and more. In addition, the Knowledge base is white-label, can be customized to look exactly like your brand, and can be hosted on your own domain.