Using the Customer Service Portal
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- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- Customer Service Management
Search for information about a question or an issue, or request assistance from a customer service agent.
From the Customer Service Portal homepage, you can access and use the following features:
UI component | Description |
---|---|
Knowledge | Clicking Knowledge on the header or the main page takes you to the Knowledge homepage. You can search the knowledge base or view a list of top-rated or most viewed knowledge base articles. |
Requests | Displays all your requests. You can also request items and services from the catalog. |
My Lists | Lists all your cases. |
Case | Provides access to all cases and quick links to create a product or order case. |
Support | Navigate to appointments, contacts, work orders, install base, and other quick links. The list view of the Install Base items provide details related to customers like account and contact. |
Notification | Displays notifications sent for resolved cases, cases awaiting information, publications, and approvals. |
Tours | View a tour for additional guidance on how the Customer Service Management application works. Your administrator determines whether tours appear on pages. |
Live Chat | Click Live Chat to chat with a virtual agent or a customer service agent. |
Callback request | Request a callback when the wait time to reach agents is long or agents are unavailable. |
Profile menu | Click your profile photo to either view your profile or log out. |
Search | Enables you to search. Either enter a keyword to use the type-ahead search or enter one or more words to view all search results. |
Ask the Community | Provides access to the Community homepage where you can ask questions and get answers fast, connect with people who share similar expertise, and join forums and participate in discussions. |
Get help | Click Get help to make a request or report a problem by opening a case. |
Request something | Request items and services from the catalog. |
Most viewed articles | View a list of the most viewed articles. |
Featured articles | View featured Community content. |
Most useful articles | View the most useful knowledge articles based on the usage count of the articles. |
The following components are available if you have installed the Communities application: | |
Recent solved discussion | View a list of recently solved discussions. |
Recent community blog | View a list of recently published community blogs. |
Community featured content | View a list of featured community content. |