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SUPPORT / HELPDESK FORMS & CUSTOMER PORTAL

A better request.
A simpler follow-up.

Collect the details your team needs with branded Helpdesk forms, then let customers follow their request through a private ticket link.

Choose your plan after signup · AI allowances depend on your plan

Your workspace, your control Built for your website
ChatSonnet / Helpdesk Forms & Customer PortalPREVIEW
SUPPORT WORKSPACESample data

Help with an order

Select a step to explore this example.

REQUEST DETAILS

Email · Request type · Order reference

Conditional fields collect the details your team needs.

Customer conversation

Public updates stay connected to the request.

Team context stays private

Internal notes and staff activity are for your team.

Interactive product preview · illustrative content
Helpdesk Forms & Customer PortalFrom a complete request to a private conversation.
01Forms that fit the request02Publish where customers are03Private customer follow-up
MORE THAN A FEATURE

From a complete request to a private conversation.

Useful details. Thoughtful decisions. A clear next step.

01 / SUPPORT

Forms that fit the request

Build up to 20 fields with text, long text, email, telephone, dropdown and checkbox inputs, required fields and conditional visibility.

Helpdesk Forms & Customer Portal
Your customer journey
Connected to the way your team works.
02 / SUPPORT

Publish where customers are

Use a hosted form link, inline embed or support popup. Set default department and priority, with up to 10 answer-based routing rules.

03 / SUPPORT

Private customer follow-up

Let customers view status, read public replies and reply through an optional private link. Staff can revoke access.

FROM IDEA TO EVERYDAY WORK

Make the next step
part of the conversation.

  1. 01

    Build the form.

    Add and reorder the fields, set conditional visibility, and preview the customer experience before publishing.

    Connect the starting point
  2. 02

    Publish your support entry point.

    Choose a hosted link, inline embed or popup. Configure routing and optional confirmation receipts when email delivery is available.

    Shape the experience
  3. 03

    Share private follow-up access.

    Enable customer tracking when appropriate. Private links expire after 30 days; internal descriptions and staff notes stay private.

    Bring it into your workspace
A PLAN THAT FITS YOUR JOURNEY

Find your room to grow.

Check the current plans for these modules and their allowances.

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A FEW USEFUL ANSWERS

Before you get started.

How do I get started with helpdesk forms & customer portal?

Add and reorder the fields, set conditional visibility, and preview the customer experience before publishing. Choose a hosted link, inline embed or popup. Configure routing and optional confirmation receipts when email delivery is available. Enable customer tracking when appropriate. Private links expire after 30 days; internal descriptions and staff notes stay private.

Which plan includes these tools?

Compare the current plans to see enabled modules and usage allowances. New plans bundle standard AI credits with explicit usage limits.

Can I connect this to my team’s workflow?

Yes. Use the connected features on this page to combine website conversations, customer context, guided flows, and a clear path to your team.

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