Client portal

Help your clients find what they need, fast, with Zendesk knowledge base software.

Zendesk portal software is designed to be intuitive and user-friendly, ensuring a seamless experience for both your customers and service teams. Even without technical expertise, you can quickly create a client portal tailored to your brand and audiences.

Once your portal is live, customers can effortlessly self-serve and access information. Our AI-powered search tools ensure they find answers instantly, eliminating the need for excessive clicking and making portal navigation frustration-free.

Our client portal solution prioritizes data protection with a foundation of key security practices like data encryption in transit and at rest to protect information around the clock. Zendesk also complies with rigorous standards like SOC 2 and GDPR, so you know we will handle your data responsibly.

You can also control who sees what. Zendesk lets you set granular access permissions for different user groups in your portal. You can safely upload confidential information for specific clients, ensuring only authorized users can view it. Role-based access controls also ensure that different levels of support personnel have access only to the information they need to perform their jobs.

Find out the strength of Zendesk advanced data privacy and protection.

Enhance your knowledge base with Zendesk AI.

Effective self-service relies on accurate and up-to-date information. Zendesk unlocks the power of AI to keep your knowledge base fresh.

With Zendesk Content Cues, you have your own AI-powered analyst to identify frequently asked questions and trending topics in your support tickets. That allows you to prioritize knowledge base updates based on what your clients are struggling with, ensuring your content remains relevant and addresses their most pressing needs. With generative AI, you can write higher quality knowledge base articles faster so your clients always have access to a comprehensive set of resources.

Zendesk AI agents are intelligent bots trained on billions of customer support interactions. They boost efficiency by deflecting portal tickets and streamlining the support experience. Your portal won’t overflow with tickets, and your agents will save time fielding repetitive requests.

These custom AI agents connect seamlessly with your knowledge base. They’ll answer common questions and troubleshoot issues—reducing your support team’s workload and giving clients instant solutions, saving everyone time.

Automation from Zendesk works hand-in-hand with AI agents to further deflect portal tickets. When a client submits a request, Zendesk can automatically suggest relevant articles based on keywords and context. Clients are empowered to find the answers they need independently without waiting for a support agent's response.

Deliver great service at scale with Zendesk AI agents.

Learn more about Zendesk customer self-service tools.

Zendesk gives clients a bird’s-eye view of their support interactions. The Zendesk client portal allows them to easily track the status of their support tickets and access past interactions. This transparency fosters trust and empowers clients to stay informed through the ticket resolution process.

You can also foster a sense of community and encourage your clients to participate actively with community forum software. Your portal can act as a solution for them to share knowledge, contribute to forum discussions, and even upvote helpful articles. Zendesk provides the tools to manage these contributions, allowing you to build a collaborative environment where clients can learn from each other and discover solutions together. Your people can monitor on the sidelines and intervene in discussions whenever necessary.

Unveil usage trends about how your clients interact with your portal. Zendesk reporting reveals usage patterns, popular knowledge base articles, and frequently submitted tickets. This data gives you the power to identify areas for improvement and optimize your portal content for maximum impact. You can tailor content based on what clients are actively searching for, thanks to the analytics you pick up from Zendesk.

Quantify the effectiveness of your self-service efforts with reports that track key metrics like ticket deflection and self-service resolution rates. You can measure how well your portal resolves client inquiries without needing agent intervention. At the same time, you can spot areas where your clients struggle with frequently encountered issues. By understanding your clients’ challenges, you can take preemptive action to meet their needs efficiently.

Gain data-driven insights with Zendesk reporting and analytics.

See how the Zendesk omnichannel Agent Workspace centralizes communication.

Clients can easily create tickets directly within the portal, providing detailed descriptions so you don’t miss any context. Beyond portal forms, they can also get help over the channels most convenient for them—email, live chat, voice, social messaging, and more.

Agents receive and manage portal requests alongside those submitted through other channels within a unified workspace. This eliminates the risk of missing portal inquiries and fosters a holistic view of each client’s interaction history.