SAA Marketing

Self Service portal

What is a Self-Service portal? Quick first guide

What is a Self-Service portal? Quick first guide

Self-service portal is a site with the functionality to help staff, clients and providers to quickly and effectively access documents and data to work with them. The online self-administration interface provides customized data such as requests, strategies, welcome packages, orders, support tickets and exchange history to facilitate working efforts and direct the interaction of representatives, clients and providers with your organization.

Division of SSP into two large categories

CSS (Customer Self-service) portals

Customer Self-service

These sites are used for clients. Decent customer installation is done to provide clients with everything they need. Such portals are easily accessible without contacting your support staff.

Self-administration should not be about saving the client cost, but about delivering the best client skill that means seeing things from their point of view. For constructing an effective self-administration system, corporates should define clear objectives for themselves, comprehend and upgrade client journeys, select the appropriate commitment channels, and utilize accurate measurements to assess achievement. Most importantly, the organization makes sure that self-assistance is easily accessible by the client.

Usually, customers apply to this portal. Customers are capable of resolving their queries In addition to contacting any employees immediately. Generally, it allows clients that they select along with this to propose an enhanced client experience by letting them conduct a trade independently with quick access amid such a manner, which best suits them to interact with employers.

HighQ designed knowledge-base is the best illustration of CSS.

ESS (Employee Self-service) portals

This option is for company representatives only. It helps them get acquainted with your company, keeps them up-to-date with the latest developments, adds details about the services, contributions, and much more. Under normal circumstances, representatives need to contact management or partners via text messages or phone calls for information. Independent entry makes this task surprisingly easy by empowering your representatives to work autonomously.

The concept of self-regulatory customer support has gained a lot of popularity over time. All things considered, the customers may find out that they are simply taking care of the problems themselves. Accessible data shows how fast clients dispose of standard types of their issues by self-regulatory intervention.

As indicated in the Microsoft Report, 77% of customers have applied for autonomy in 2017. With 88% of clients currently expecting brands to improve themselves, you might lose your clients to your competitors. 

Why customers like SSPs

There are numerous advantages of self-service portals. Customers simply love them! Let’s see why they prove to be so engaging and efficient.

Clients enjoy sites that proactively solve issues

Most customers want to find the solutions to their queries and solve the problems themselves. The info as well as expertise of consumers’ have been enhanced through utilizing self-administrative portals to offer tools to users so that they find solutions to their future difficulties themselves

More information

More information​

Self-administration sites offer more information that the customer needs, it will increase the understanding of the company management and products to customers.

Creative approach

Creative approach​

If it is designed creatively along with demo visuals and guides through pictures, illustrations, and screenshots, it makes it very easy for users to see visual demos and guides. It often assists clients to acquire information about the organization’s new products.

Why SSPs are good for your business

There are numerous occupational advantages of using SSPs, some of which can’t be measured. Being cost-effective and time-effective for consumer service are among the most important benefits, but there are some other benefits for business as well. We have included some critical points to help you improve your understanding of this matter.

Fewer tasks for support groups

Fewer tasks for support groups​

A reduced number of tickets will reduce the workload for your support staff. If done effectively, self-regulatory gates bear fruit in assisting clients wherever they need help. Upcoming tickets, messages and calls will never be the same again, thanks to your approach to tackle issues. Company representatives will spend their time reaching out to the customers who need help with more difficult problems.

Extended web traffic

Extended web traffic​

Support articles are created to help customers solve their issues autonomously, and the quality of these articles determines how many customers will visit your site and how long they will stay. Make sure to use the right combination of keywords on your site to extend web traffic. 

Understanding the customer’s behavior becomes easier

Understanding the customer’s behavior becomes easier​

The natural self-improvement approach works wonderfully in terms of customer behavior. With a knowledge base system, it is surprisingly easy to see:

Often searched terminologies

Misrepresented articles

Inserted data view

Total search number

Poor links and more

Maintaining an easy-to-use portable self-service portal

Regularly update documents

Regularly update documents​

Make sure that the data is up-to-date. For example, when there are changes in the cycles or in the development of an object, the changes are reflected in your database. This ensures that your clients can receive data directly at a certain time.

Convert customer tickets to basic information documents

Convert customer tickets to basic information documents​

You can create easy-to-read articles by monitoring clients who raise questions in various social media channels such as web-based media, calls, text messages, live visits and by learning from reports.

Organize knowledge-based articles

Organize knowledge-based articles​

The basic pieces of information should be grouped together to make the search easier. Place essays on one topic in the same folder. Just adding a chapter by chapter at the beginning of your base would work amazing.

In what way the SSPs may operate successfully?

Every self-management site is different for each organization. For example, the structures and aspirations may vary from enterprise to enterprise. Most service sites have the same content as FAQ and answer the inquiries with the knowledge base. Different users utilize the self-administrative site to acquire solutions for their problems or questions. Customers want to solve issues regarding faulty items or would like to know about vacancies or about the enterprise. The main focus of a self-administrative site is that it offers answers as well as information regarding any query.

The key modules of the various self-administrative frameworks are Knowledge Base, FAQs as well as articles. Features should be well-researched and well-organized so that users can easily access them. The content on the website must be featured, and restored according to the views of the users they are looking for the most. The capabilities of the website might be based on the aspirations of their applications.

SSP log-in page security

SSP log-in page security​

Every self-administrative site, which incorporates individual client data, requires safety precautions to secure the data. It combines all ESS and CSS portals for enterprises that store client payments and related bills info and other individual statistics. Confidential information could be safe and secured on a consumer account page that will be available only when the consumer/worker logs in.

Authorize consumers to handle different functions

Authorize consumers to handle different functions​

The self-management framework allows clients to deal with multiple authoritative assignments without creating a ticket to support service. The functionality of administrative tasks is frequently more complex in employee self-service portals that connect into HR frameworks to permit consumer management of individual data. Progressively, in any case, consumer-facing self-service portals allow banking accounts of consumers to handle their banking operations, sending payments online without the need for a live support system.

Customize accounts

Customize accounts ​

SSP, also known as self-administrative sites, give a possibility for consumers to customize their accounts. Customization may become a powerful instrument for your business. The self-administrative site analyzes the information of client items or services acquired and shows articles related to them. It assists clients in feeling like esteemed partners with specific preferences.

Consider making Self-Administrative Sites access mobile

Consider making Self-Administrative Sites access mobile​

Cell phones are universal, and that is the ideal benefit for any organization that new workers have attracted to organizations which can assist them anyplace, anytime where there is network. Similarly, offering an anticipated multi-channel experience is essential for clients to deal with their concerns as quickly as possible, enhancing their ESS (Employee Self Service) experience for cell phone access. It is an incredible way to support an advanced primary labor force. 

Studies show that half of cell phone clients would like to utilize a versatile client support application to determine their client support issues before calling a contact center.

Guidelines to adopt ESS

One last obstacle stops businesses from implementing this approach. It is crucial to ensure that an organization gives essential training to workers.

Conclusively, after receiving the training on these portals, the problem becomes easy to solve, and the employees can find answers to their inquiries without facing any difficulty. ESS may be an extraordinary technique to help personnel and reinforce their HR-related struggles. It can ease the burden on a human resources department, and spare time for dealing with job-related authoritative assignments.


While Self-service websites have many benefits, you can also face some challenges when using them.

Absence of knowing customers’ needs/queries

Absence of knowing customers’ needs/queries​

Customers ask a variety of questions in a variety of ways that require a great deal of knowledge to build a successful self-service portal. As it is not obligatory for customers to have knowledge about terms and product names a self-service portal is provided. So, a self-service portal should be designed in such a unique way that understands all the queries of customers easily by using natural language processes.

Lack of limited conversation channels

When the consumer has received their queries one time, sometimes more complex questions arise in their mind which they try to resolve by talking through other channels such as electronic mails, instant messages, phone calls. But self-service portals only provide them a virtual way to communicate and resolve their issues, sometimes that doesn’t prove to be enough. So, in order to mitigate this challenge you must employ an agent on the self-service portal that resolves their issues and removes any ambiguity if they ask a repetitive question.

Self-service portal must contain up-to-date information

Self-administrative portals are made for helping consumers to get up-to-date information regarding products and services of the company offered. As there is a drastic change of information today, especially in current technological advancements. The companies should appoint a person on the managerial level to keenly take care of the information updates regarding new products and services.

Feedback from consumers

Feedback from consumers​

The employer can get feedback from customers about their satisfaction after answering their queries and can teach the company to automatically improve their services, also analyze whether the questions answered from diverse knowledge base channels are correct or not.  

Provision of irrelevant information

Usually, self-administrative portals provide irrelevant information about FAQs when the consumer starts their survey journey on these portals. There should be an agent who is engaged 24/7 to understand where the consumer is on his journey and what he actually wants by answering the top 5 FAQs automatically.



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