Service Portals
Smart Portal
5min
The Smart Portal is a feature of the solution that makes the Service Catalog (Business and Support) available to the system users and allows to execute several actions, including:
- Opening a ticket (service request);
- Receiving news about the System;
- Evaluating service request;
- Accessing the knowledge about the tickets to clarify potential doubts.
- Menu Button - clicking this button allows you to hide/display the Smart Portal menu
- Knowledge Portal - shortcut to access the Knowledge Portal, allows the user to perform the search of information generated within the organization
- Docs - directs the user to the 4biz product documentation
- Access System – shortcut to enter the system
- Notifications - location where system alert messages are displayed
- User Identification - clicking this option displays the functions to change the access password and exit the system
- Search - allows the user to search for the services available in the portal
- Portal - return to the Smart Portal's start window
- Smartbox - shows the amount of requests that are in the user's shopping cart (active option only when parameter 292 is set to "YES")
- My requests – directs the user to view their service requests and perform some actions on them
- Approvals – directs the user to view only those service requests that require approval
- News - where the news are made available, for example, concerning the organization, the system, etc.
- Active Campaigns – view active satisfaction surveys
- Chat - allows the user to create a service request and interact with the attendant about it
- VoIP - allows the user to make calls directly from the Smart Portal, however integration with VoIP tools is required
- Language - allows the user to choose the language they want for the system (Portuguese, English or Spanish)
It's necessary to have a contract previously registered, the definition of the time of attendance for the request/incident activities.
It's also necessary to have registered, in the Smart Portal, the portfolio with services and activities for requests and incidents.
Click here for more information about thye configuration of Smart Portal parameters
- Access the main menu Processes > Portfolio and Catalog Management > Smart Portal;
- Menu", shortcuts to some actions will be presented. It is allowed to view the requests created by the user when click on the icon "My Requests", view ticket approvals made by the user, observe news and active campaigns (questionnaires) about the organization.
