Client portal for your team: answer your clients from one place

Austin W

For team members: see which clients you own, get their portal messages under the bell, and reply in their chat. Recorded on a demo workspace.

Transcript

00:00
When a client writes from their portal, the message comes to you and your reply goes straight back to their portal.
00:07
Each client's page shows who owns that client.
00:10
Open the owner menu to see who gets this client's messages and comments.
00:14
With no owner, the whole team gets them.
00:20
When your client writes from their portal, the message shows up under the bell at the bottom of the left rail.
00:26
Click it and their chat opens.
00:33
Type your reply right there and send it.
00:36
It lands in the client's chat with your team, and your client sees it in their portal.
00:43
Your clients' messages come straight to you.
00:53
The bell is at the bottom of the left rail.
Client portal for your team: answer your clients from one place — Tella