Customer self-service

Give customers one place to ask, track, and find answers.

Replace status-chasing email with a branded portal where customers can search approved knowledge, submit a request, sign in, and follow the work through resolution.

Branded portalSearchable knowledgeRequest tracking
The live FyneDesk HQ customer portal with knowledge search, frequently asked questions, request submission, and knowledge base access
Real customer portal dan.fynedesk.ai

Self-service with continuity

A contact form is not a customer portal.

01

Customers cannot see what happens next

A confirmation email does not show current ownership, progress, history, or whether another reply is needed.

02

Answers and request intake are separated

People open avoidable tickets when relevant knowledge is not available at the moment they need help.

03

Unstructured messages slow the first response

Agents begin by asking for details that a clear request form could have collected from the start.

One continuous experience

Let customers self-serve without cutting them off from the team.

The FyneDesk portal connects searchable knowledge to structured support intake and signed-in request tracking. When self-service is not enough, the request enters the same support workspace your agents already use.

01

Answer before intake

Publish the knowledge customers should find first

Organize public support articles with searchable categories, related content, and useful feedback signals.

  • Public articles, categories, tags, search, and related content
  • Rich formatting for steps, images, tables, code, and video
  • Helpful feedback, failed searches, and stale-content insights
  • The same approved knowledge can ground agent and AI assistance
Explore the Knowledge Base
02

Capture the right details

Turn a customer question into structured support work

Portal submissions create trackable work with the fields, attachments, category, and context the support team needs.

  • Support request submission through the portal
  • Custom ticket fields and forms by configuration
  • Attachments and conversation history kept with the request
  • Incident and service-request choices where the workspace enables them
Review portal setup
03

Keep progress visible

Give signed-in customers a dependable place to return

Pro Client Portal customers can sign in, review their submitted work, continue the conversation, and track the request instead of searching through old email threads.

  • Customer accounts and request tracking on Pro
  • Visible ticket history and updates
  • A consistent destination for knowledge and support
  • The agent works from the same underlying FyneDesk record
Compare portal plan access

Verified product scope

Public knowledge starts on Free. Customer request tracking starts on Pro.

FyneDesk separates public knowledge publishing from the signed-in Client Portal so teams can start with useful self-service and add authenticated customer tracking when needed.

Compare plans
CapabilityStarts on
Public knowledge publishing and article searchFree
Knowledge categories, feedback, and insightsFree
Client Portal submission and customer accountsPro
Signed-in customer ticket trackingPro
Project Management and connected delivery contextPro
Advanced workflow and administration controlsBusiness

Frequently asked questions

Customer portal questions

Can customers search help articles without signing in?

Yes. Public knowledge articles can be available without a customer account. Visibility can also be limited when an article should be internal or shared more narrowly.

Which plan includes customer accounts and ticket tracking?

The Client Portal, customer accounts, portal submission, and signed-in ticket tracking are Pro capabilities. Public knowledge publishing and search are available on Free.

Do portal requests enter the same queue as email tickets?

Yes. Portal submissions become trackable FyneDesk work with status, assignment, history, fields, and related support context.

Can the portal collect more than a subject and message?

Yes. Workspace configuration can use custom ticket fields and structured forms so the support team receives the details required for the request.

Does the portal replace email support?

It does not have to. Customers can continue using email while the portal provides a consistent destination for searchable knowledge, structured intake, and signed-in request tracking.

Make support easier to return to

Give every customer a clear way to ask for help and see what happens next.

Start by publishing searchable knowledge, then add the Pro Client Portal when customers need accounts, submission, and request tracking.

Free for up to 3 agents. No credit card required.