Modules Tab

The Modules tab, located within the Client Portal tab of the Admin portal, is designed to help administrators manage and configure advanced modules for the client dashboard. This tab provides a centralized place to enhance the client experience by adding valuable functionalities tailored to your business needs. Administrators can easily add, edit, or remove modules as needed, providing a seamless and personalized client experience.

Client Quick Links

The Client Quick Links module allows administrators to provide clients with easy access to external resources or websites directly from the client dashboard. This feature enables clients to quickly dive into important sites and tools with a single click, improving overall efficiency and user experience.

Live Support Module

The Live Support module enables real-time assistance for clients through various communication channels within your portal. Administrators can assign agents to support live chat sessions, ensuring clients receive immediate help. Additionally, bots can be integrated to assist with these conversations, enhancing the support experience. 

Service Requests Module

The Service Requests module simplifies the process of clients requesting specific services from your organization. This feature allows clients to file service requests efficiently, reducing the need for ad-hoc communication and expediting service delivery. Administrators can set up various service request types, streamlining the process and improving client satisfaction.