A self-service portal providing customer action options and bot assistance

Self-Service

Scale customer support with self-service built directly into your CRM. Reduce costs and drive efficiency by empowering customers to find answers on their own.

What can you do with your new customer self-service software?

Reduce costs and improve operational efficiency while providing fast, personalised service customers love.

Connect customers to relevant answers fast.

Give customers answers to commonly asked questions by easily embedding knowledge content into a branded self-service help centre.

A dashboard displays a Help Center FAQ page

Put data at your customers' fingertips with branded, mobile-responsive portals that surface business processes.

A dashboard displays a Authenticated Portal with service options

Connect customers through a peer-to-peer forum where they can share common knowledge, contribute best practices, and resolve questions together.

A dashboard displays community experts, featured articles, and top questions on a topic.
A dashboard displays a Help Center FAQ page
A dashboard displays a Authenticated Portal with service options
A dashboard displays community experts, featured articles, and top questions on a topic.

Personalise every customer interaction.

Deflect more cases with intelligent chatbots. Automate routine requests, guide customers through next steps, or route them to the right agent.

A dashboard displays an Einstein Bots chat with options for bot assistance for various requests

Embed any business process easily across all channels to surface the most applicable information and help customers resolve requests on their own.

A dashboard displays Workflows portal and an email flow builder path

Drive customer awareness and give agents time to solve critical cases by easily sharing answers and resources based on common questions and requests.

A knowledge window with article recommendations for a customer request on product information
A dashboard displays an Einstein Bots chat with options for bot assistance for various requests
A dashboard displays Workflows portal and an email flow builder path
A knowledge window with article recommendations for a customer request on product information

Customise your online community management across channels.

Quickly build and launch a branded self-service customer portal with pre-built templates and easy-to-use drag-and-drop functionality.

A dashboard displaying easy-to-use tools to create a branded self-service customer portal

Publish a pixel-perfect mobile application of your customer portal to the Apple App or Google Play Store for a self-service experience from anywhere.

A mobile display version of a branded customer portal

Unlock the power of automation by organising existing workflows to easily expose common business processes to customers in a self-service experience.

A dashboard displays Service Catalog portal.
A dashboard displaying easy-to-use tools to create a branded self-service customer portal
A mobile display version of a branded customer portal
A dashboard displays Service Catalog portal.

Self-Service Pricing

Start by selecting your Service Cloud edition. Some editions already include Self-Service right out of the box. For the others, you can easily add Self-Service at these price points.

Customer Community

Connect customers with communities, portals, and more.

$2/login or $5/member
USD (billed annually)
  • Authenticated Portal
  • Customer Community

Customer Community+

Deliver complex portals with advanced connection features.

$6/login or $15/member
USD (billed annually)
  • Authenticated Portal
  • Customer Community

Get the most out of customer self service with thousands of partner apps and experts.

Accenture logo
Deloitte logo
GMS Development logo
pwc logo
ServiceMax logo
Solvvy logo
Shonnah Hughes - Chief Digital Officer

Join the #ServiceStars movement.

Together, we're building the largest and most successful community of service professionals.

Learn more about Self-Service with free learning on Trailhead.

Customer self-service software FAQ

Customer self-service software enables customers to access and complete various tasks or actions without the help of a support agent. Customers are empowered to find information, resolve issues, and complete transactions on their own time, through their preferred online or digital channels.

Customer self-service software helps businesses reduce costs, deflect cases, and exceed customer expectations. Self-service provides no-touch support at scale, empowering customers to find the answers they need fast. As a result, agents can be more productive and focus on complex cases.

First, evaluate your company’s needs and goals. Think about the challenges your end users experience and identify the features and functionality that will resolve those challenges and allow your business to deliver better overall support. Then, choose the software that will fulfill those demands.

Self-service benefits both businesses and customers. Customers have 24/7 access to resources, to help find answers at their convenience and improve their satisfaction. Businesses can reduce costs by offering a scalable support solution that empowers customers to help themselves on their own terms.

Online community management software provides groups with a way to connect with one another. These groups can be forums, social networks, customer communities, or any online space. Customers can use an online community to share information, discuss topics, ask questions, and provide answers.