Product Update: Introducing New Customer and Partner Portals

We officially have a new customer and partner portal!

We appreciate your patience, and we are very excited to continue to build and deliver incremental improvements in the upcoming months.

This is the MVP (minimum viable product) of the new interface. We will continue to add additional features in the coming months. Stay tuned for more updates!

Analytics Dashboard for Partners

What are the advantages of this new portal design?

Our team is excited to offer a smoother process for both customers & partners to make changes on the fly. Our goal is to streamline the existing portal experience by making it easier to navigate and make changes to your accounts in a timely manner. 

 

Portal Overview

See the different viewing options for Customers, Partners, and Self-Serve Operators below:

Portal Roadmap

As we test this new layout, users will be allowed to navigate between the existing chat dashboard, portal, and the new portal.

Our team will continue to deliver incremental improvements and complete the original design over the coming months.

Once the new portal has been completed, all accounts will be gradually migrated over to the new portal layout.

What's new in this portal?

All users of the system will see a Navigation Bar on the top of the chat dashboard or portal. The users will see different options based on their account permissions.

Here is how the customers and partners will see the dashboard:

What can customers and partners edit?

  • Company Name
  • Website
  • Contact Information
  • Lead Emails
  • Time zone
  • Call Connect feature (enable or disable)
  • Call Connect Number
  • Call Connect Hours
  • Business Hours
  • GA Account & Domain
  • Account Code for FB Pixel Tracking
  • Custom Tracking
  • Facebook

Check out this tutorial video showcasing the different editing options available for both customers and partners.

Stay Tuned for New Updates

Understanding what matters most for our clients is our number one priority. Please reach out to your account manager for more information about the new client portal.

Thank you for choosing ApexChat!