Self-Service Portal

The Callgoose SQIBS Self-Service Portal is a secure, customizable platform where end users can execute tasks themselves - without needing assistance from specialized staff. From simple requests to complex workflows, businesses can automate processes and make them instantly accessible to employees, partners, or customers.

How It Works?

Every business can create self-service options that trigger Automation workflows.

• When an end user clicks a request in the portal, they are prompted to provide any required information.
• Upon submission, the automation runs in the background - completing the task without human intervention.

Set up Self-Service Portal

To set up Self-Service Portal in Callgoose SQIBS, users must perform the following steps:

1. Create an Automation Workflow
2. Create Unique Handle for Self-Service Portal
3. Create Self-Service Portal Pages
4. Create Self-Service Portal Page Items

Each of these components plays a vital role in building a comprehensive automation process. You can follow the links below for detailed guides.

1. Automation Workflow

An Automation Workflow combines multiple actions and profiles to create a complete automation process. It allows you to sequence actions and define how they are triggered. We are executing a Workflow to run the Automation.

• Click here to learn how to create a Workflow

2. Unique Handle for Self-Service Portal

A unique handle is a custom identifier used to access your Self-Service Portal (e.g., https://selfservice.callgoose.com/zeazonz). The page created with this handle will serve as your Self-Service Portal home page.

• Click here to learn how to manage Unique Handle

3. Self-Service Portal Pages

A Self-Service Portal page is a web page that represents a set of functionalities within the Self-Service Portal. It can be configured with different security settings and provides access to Self-Service Portal items.

• Click here to learn how to manage Self-Service Portal Pages

4. Self-Service Portal Page Items

A Self-Service Portal page item represents an action that can be executed within a Self-Service Portal page. Items are created using Automation Workflows.

• Click here to learn how to manage Self-Service Portal Page Items

How To Use

After creating the portal and its pages, you can access it through a direct URL or embed it into your business website.

Direct URL access

You can access your Self-Service Portal directly using its unique URL. Share this link with users to allow them to reach the portal without embedding it into another website.

Embedding to website

The portal can be embedded directly into your business website using a simple <iframe> or provided JavaScript widget. This means end users don’t have to remember separate URLs - they access services where they already are.

HTML

<iframe src="https://selfservice.callgoose.com/zeazonz?i=1" style="border:0" width="100%" height="800"></iframe>

React

<iframe src="https://selfservice.callgoose.com/zeazonz?i=1" style={{border:0}} width="100%" height="800"></iframe>

With these options, you can access the page in any browser and run Self-Service actions/items.