The Guru Customer Portal is a powerful tool that allows you to centralize self-service information and functionalities. This way, you can direct your customers to self-service, encouraging them to use the Customer Portal and enjoy the agility and ease of access to information. Additionally, you can integrate the Customer Portal into your application or platform.
On this page:
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How to direct your customers to self-service
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How to integrate the customer portal into your application or platform
How to direct your customers to self-service
When the customer contacts your support service, it may be necessary to direct them to self-service, available on the customer portal.
This option is useful, for example, when your customer needs to update credit card details for subscription payment or wants to confirm information provided about an order or subscription.
To direct a customer to self-service, your attendants should guide them through the following steps:
1 - Access the My Orders portal - available at https://digitalmanager.guru/myorders;
2 - Enter the email used for the purchase or subscription;
3 - Check your email inbox;
4 - Click on the received link to access the customer portal - the link expires after 10 minutes.
5 - Perform the desired operation.
We recommend sharing this tutorial with your customers or replicating it in your help center.
How to integrate the customer portal into your application or platform
If desired, you can integrate the customer portal into your application or platform through single sign-on (SSO) mode, available in the Guru API.
This way, your customer performs a single login and can navigate between your system and the customer portal seamlessly and securely.
To perform this integration, share this material with your developer.