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Automation
Self-Service Portal
FAQ
Self-Service Portal Unique Handle
A unique handle is a custom identifier used to access your Self-Service Portal. The page created with this handle will serve as your Self-Service Portal home page.
You can only use one unique handle under your workspace.
Example:
https://selfservice.callgoose.com/zeazonz
* Here zeazonz is the unique handle
Location
You can find this option in your dashboard by navigating to:
Dashboard → Self-Service Portal under the Automation category → HOME Section
Setting or Updating Your Unique Handle
Only Global Admin can update the unique handle
Setting up or updating your Unique Handle is quick and simple:
- Enter any desired name in the Unique Handle textbox.
- If the value is valid and not already in use, you’ll be able to save it.
Changing your Unique Handle will also update the URL of your self-service portal. Make sure to review and update any links, bookmarks, or integrations that rely on the old URL.
Direct URL and Embed Option
Once you’ve set up your Unique Handle, the system will automatically generate two links for you:
- Direct URL – This is the public link to your self-service portal. You can share it directly with users or add it to your website.
- Embed URL – Use this link if you want to embed the portal inside another webpage or application (for example, within an iframe).
💡 Tip: Always test both URLs after updating your Unique Handle to make sure they work correctly and are pointing to the right version of your portal.
For embedding, we recommend using the Self-Service Portal Page URL directly, as it ensures better compatibility and reliability.
