Where customers self-serve, check status, and stop emailing.
Every Echo plan ships with a branded customer portal — ticket submission, status tracking, knowledge base search, and account overview. Customers solve their own problems; your team handles the harder ones.
What's in the Customer Portal module
Every capability shipped with Echo. Configure to your business, extend with custom fields, automate with Pulsar.
Customers submit, track, and update tickets through a branded portal. Single sign-on or email-based authentication, configurable per account.
Full-text search across your knowledge base with auto-complete and category browsing. Article views recommend related help inline.
Real-time ticket status with timeline view. Customers see exactly where their issue sits and what's expected to happen next.
Customers view invoices, subscription status, and account details — pulled live from Atlas without a separate login required.
Custom domain, logo, colors, and email templates. The portal looks like your brand, not Echo's. Enterprise plans only.
Drop a help widget on your product or marketing site. Same KB, same ticket submission, same identity — embedded with one script tag.
Customers solving their own problems
Portal usage, self-service deflection, and which features your customers actually use day to day.
How it flows end-to-end
Real examples of how Customer Portal fits into your day — connecting with the rest of FLAIRE Orbit so nothing falls between systems.
Customer signs in via SSO → sees ticket history, invoices, and KB in one personalized view
Ticket status changes → portal updates live → email and push notification sent
Customer can't find answer → submits ticket from portal → routed via Echo workflow rules
Connected to the rest of FLAIRE
Customer Portal doesn't sit alone. Every event flows to and from the other modules.
Atlas account data populates the portal account view with live invoice and order status
Nova contact data syncs sign-in identity and ensures portal access matches account permissions
Vega knowledge base feeds the portal's article library with synchronized publishing
More of Echo to explore
See every module Echo ships with — pipelines, contacts, quotes, and more — connected by FLAIRE Orbit.
15-day trial · No credit card required