Sign-in is the line between a tool you use and a product other people use. It confirms who someone is. Which records they see is a separate step you configure, and it is the step people skip.
What's Included
- Account creation and sign-in available on every plan, Free included.
- Records matched to the signed-in customer which is the part you configure.
- A profile they can manage so support stops handling it.
- An assistant that answers questions from that customer's own records only.
How To Use
- Set up sign-in first, then configure which records each account can see.
- Test with a second account before you launch. Every time, without exception.
- Give people a way to update their own details or you become the help desk.
- Add your own domain on Business plans and above, at $25 per month billed annually.
Build the paid side with plan and trial prompts, and extend the portal with client portal prompts.