SaaS Customer Portal
SaaS Customer Portal: Plans, Usage Limits and an Admin Console. Give your customers a login with their plan, usage against the limit and invoices, and run it from one admin console. Free to clone.
SaaS Customer Portal is a Taskade app kit built from one prompt: 8 projects that remember, 2 AI agents that think, and 5 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 8 projects, 2 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Churn Watch and Plan Guide. Its automations include Plan change request alert, Daily customer checks and New account welcome.
by @taskade
What you can do with SaaS Customer Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How SaaS Customer Portal works
- Plan change request alert: when a plan change request arrives, then Email the owner.
- Daily customer checks: when Every day at 7 AM, then Find trial accounts and Ask AI to pick trial nudges.
- New account welcome: when an account is added, then Write a welcome notice and Email the owner.
Built with Taskade Genesis
- Category: Portals
- AI agents: Churn Watch, Plan Guide
- Automations: Plan change request alert, Daily customer checks, New account welcome
- Workspace: 8 projects, 2 AI agents, 5 automations