SlimbotPlatform › Customer Portal › Dashboard KP
Customer portalWhat is Dashboard CP?
The CP Dashboard is the personal home screen your customer sees after logging in. At a glance, they see their outstanding invoices, ongoing projects and latest messages, without having to search. This saves you phone calls and gives your customer peace of mind and overview.
How does it work?
- You decide which components on the dashboard are visible per customer or customer group.
- The customer logs in and lands directly on his personal overview.
- Our AI puts the most important updates and action points at the top.
- You customise the layout and branding so it fits your brand.
Use cases
Installation company: customer immediately sees the status of their maintenance subscription.
Marketing agency: customer finds campaigns, invoices and documents at a glance.
Car dealership: customer sees their outstanding appointments and service history.
Consultant: client immediately opens their ongoing projects and latest reports.
Benefits
- Fewer questions and phone calls because everything is clearly laid out.
- Customers feel taken seriously through a personal environment.
- Important updates stand out automatically.
- Fully in your brand style for a professional impression.
Frequently asked questions
Does every customer see the same dashboard?
No, each dashboard is personal and only shows that customer's data. You can also determine per customer group which sections are visible.
Can I get the dashboard in my own style?
Yes, we customise colours, logo and layout so it seamlessly matches your brand. Customers feel like they're in your own environment.
Also within Customer Portal
Deploy Portal Dashboard for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.