Inbox work
Handle waiting, assigned, and active customer conversations with source context.
Portal
The daily workspace for human agents.
Portal gives employees the operating surface for inbox assignments, customer conversations, CRM, tasks, shifts, knowledge, action tools, and reporting.
How it works
Portal is where the work actually happens.
It turns AI handoffs and customer requests into owned work for the human team.
CRM and tasks
Use contacts, organizations, pipelines, notes, tasks, and internal assignment.
Shift controls
Track online status, breaks, active assigned chats, and agent activity.
Operations dashboards
Review live work, operations reports, agent activity, exports, and workspace pressure.
Start shift
Agents go online and receive assigned or routed conversations.
Work with context
The chat, customer record, CRM pipeline, notes, and AI summary stay together.
Take action
Agents use knowledge, tasks, and action tools to resolve work without leaving Portal.
Start from the Dashboard
Build with portal today.
Open the Dashboard to configure the workspace, then let your team run the daily work from Portal.